Ibotta, Inc. - Class A common stock, $0.00001 par value (IBTA)

Historical Holders from Q2 2024 to Q3 2025

Symbol
IBTA on NYSE
Type / Class
Equity / Class A common stock, $0.00001 par value
Shares outstanding
25,091,275
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
18,389,115
Holdings value
$512,136,580
% of all portfolios
0%
Number of holders
118
Number of buys
74
Number of sells
-66
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Ibotta, Inc. - Class A common stock, $0.00001 par value (IBTA)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Clark Jermoluk Founders Fund I LLC 15.2% $142,781,418 3,841,308 Clark Jermoluk Founders Fund I LLC 30 Sep 2024
VANGUARD GROUP INC 5.66% $76,460,120 1,555,965 The Vanguard Group 31 Dec 2024
D. E. SHAW & CO, L.P. 5.7% -42% $52,052,407 -$41,225,290 1,449,524 -44% D. E. Shaw & Co., L.P. 30 Jun 2025
Sumitomo Mitsui Trust Group, Inc. 5.1% $35,645,076 1,279,895 Sumitomo Mitsui Trust Group, Inc. 30 Sep 2025
Amova Asset Management Americas, Inc. 5.1% $35,638,392 1,279,655 Amova Asset Management Americas, Inc. 30 Sep 2025
Southpoint Capital Advisors LP 1.1% -78% $9,936,333 -$40,337,667 276,701 -80% Southpoint Master Fund, LP 30 Jun 2025

Institutional Holders of Ibotta, Inc. - Class A common stock, $0.00001 par value (IBTA)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 18,389,115 $512,136,580 -$20,713,570 $27.85 118
2025 Q2 18,504,961 $677,279,760 +$8,257,315 $36.6 129
2025 Q1 18,207,647 $768,369,087 -$52,243,024 $42.2 108
2024 Q4 18,230,625 $1,186,448,821 +$243,173,232 $65.08 115
2024 Q3 10,136,569 $624,517,267 -$272,507,143 $61.61 107
2024 Q2 13,477,001 $1,012,931,782 +$1,012,417,497 $75.16 91