Comparable stake leader
KDT Ibotta Holdings, LLC
SEC ownership of Ibotta, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001538379.
Disclosed value leader
Clark Jermoluk Founders Fund I LLC
Comparable rows
50/50
Latest evidence
06 Jul 2026
- Public ticker
- IBTA on NYSE
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
KDT Ibotta Holdings, LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
KDT Ibotta Holdings, LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
06 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001538379
- Issuer location
- Denver, CO
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Ibotta, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
KDT Ibotta Holdings, LLC
Disclosed value leader
Clark Jermoluk Founders F...
Comparable rows
50/50
Latest evidence
06 Jul 2026
13D/G
3/4/5
13F
Lead comparable stake: 21%
13D/G row: KDT Ibotta Holdings, LLC
Showing 1-8 of 50 holder rows.
Quick read
KDT Ibotta Holdings, LLC leads the comparable SEC ownership view at 21%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens KDT Ibotta Holdings, LLC's linked filing trail.
Comparable ownership
Top 5
KDT Ibotta Holdings, LLC
21%
Clark Jermoluk Founders Fund I LLC
15%
D. E. SHAW & CO, L.P.
7.2%
VANGUARD GROUP INC
5%
Sumitomo Mitsui Trust Group, Inc.
1.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| KDT Ibotta Holdings, LLC |
13D/G
3/4/5
10%+ Owner
|
21%
|
$101,213,315
4,389,129 shares
|
$0 | 26 Feb 2026 |
| Clark Jermoluk Founders Fund I LLC |
3/4/5
13D/G
10%+ Owner
|
15%
from 13D/G
|
$149,740,420
3,898,126 shares
|
-$15,075,000 | 06 Jul 2026 |
| D. E. SHAW & CO, L.P. |
13D/G
3/4/5
Other*, 10%+ Owner
|
7.2%
|
$37,192,012
1,690,546 shares
|
+$5,302,484 | 31 Dec 2025 |
| VANGUARD GROUP INC |
13D/G
The Vanguard Group
|
5%
|
$26,486,278
1,164,995 shares
|
-$8,888,742 | 31 Dec 2025 |
| Sumitomo Mitsui Trust Group, Inc. |
13D/G
|
1.5%
|
$7,758,694
341,265 shares
|
-$21,339,847 | 31 Dec 2025 |
| Amova Asset Management Americas, Inc. |
13D/G
|
1.5%
|
$7,507,830
341,265 shares
|
-$20,644,580 | 31 Dec 2025 |
| Southpoint Capital Advisors LP |
13D/G
Southpoint Master Fund, LP
|
1.1%
|
$9,936,333
276,701 shares
|
-$40,337,667 | 30 Jun 2025 |
| James H. Clark |
3/4/5
10%+ Owner
|
16%
|
$100,740,436
3,341,308 shares
|
-$15,075,000 | 06 Jul 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$38,116,383.
Buys
$0
Insiders: 0
Sells
$38,116,383
Insiders: 6
Net
-$38,116,383
Shares: -1,246,897
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 1,246,897
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 1,240,975 | $0 | $37,965,392 | -$37,965,392 |
| 3-6 | 0 | 2,956 | $0 | $71,121 | -$71,121 |
| 6-9 | 0 | 10 | $0 | $235 | -$235 |
| 9-12 | 0 | 2,956 | $0 | $79,635 | -$79,635 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 24 reporting-owner rows connected to Ibotta, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
24
Largest Forms 3/4/5 holder
Clark Jermoluk Founders Fund I LLC
Net 12M change
-$38,116,383
Latest report
20 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Clark Jermoluk Founders Fund I LLC | 10%+ Owner | $149,740,420 | -$15,075,000 | -9.1% | Filing P/S | 06 Jul 2026 |
| Bryan Leach | CEO AND PRESIDENT, Director, 10%+ Owner | $110,237,678 | -$2,734,837 | -2.4% | Mixed | 20 Jul 2026 |
| James H. Clark | 10%+ Owner | $100,740,436 | -$15,075,000 | -13% | Filing P/S | 06 Jul 2026 |
| Koch, Inc. | 10%+ Owner | $97,438,664 | Mixed | 01 Aug 2024 | ||
| KDT Ibotta Holdings, LLC | 10%+ Owner | $36,429,771 | Mixed | 22 Apr 2024 | ||
| Luke Roy Swanson | Chief Technology Officer | $27,054,404 | -$809,211 | -2.9% | Filing P/S | 01 Jul 2026 |
| D. E. SHAW & CO, L.P. | Other*, 10%+ Owner | $23,154,178 | Filing P/S | 03 Mar 2025 | ||
| Sunit S. Patel | Chief Financial Officer | $18,884,903 | Mixed | 01 Mar 2025 | ||
| Christopher J. Riedy | Chief Revenue Officer | $11,279,958 | Mixed | 01 Jun 2026 | ||
| Matthew H. Puckett | Chief Financial Officer | $8,834,945 | Mixed | 29 Sep 2025 | ||
| David T. Shapiro | Chief Legal Officer | $6,845,897 | Mixed | 01 Jun 2026 | ||
| Amir el Tabib | Chief Business Dev. Officer | $6,120,203 | Mixed | 01 Jun 2026 | ||
| Richard I. Donahue | Chief Marketing Officer | $5,387,218 | Mixed | 01 Sep 2025 | ||
| Marisa Daspit | Chief People Officer | $3,742,353 | -$150,991 | -3.9% | Mixed | 01 Jun 2026 |
| Larry W. Sonsini | Director | $3,188,297 | Mixed | 19 May 2026 | ||
| Thomas D. Lehrman | Director | $3,048,517 | -$4,271,344 | -58% | Mixed | 19 May 2026 |
| Amit Doshi | Director | $1,703,104 | Mixed | 19 May 2026 | ||
| Valarie L. Sheppard | Director | $1,067,861 | Mixed | 19 May 2026 | ||
| Jared Chomko | Vice President, Accounting | $992,546 | Mixed | 01 Jun 2026 | ||
| Christopher J. Jensen | Chief Revenue Officer | $893,595 | Mixed | 05 Jun 2024 |
Recent insider transactions for Ibotta, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Bryan Leach | IBTA | Class A Common Stock | Sale | -0.12% | $33,420 | $31.83 | -1,050 | 866,484 | 21 Jul 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Options Exercise | 0.12% | 1,050 | 867,534 | 21 Jul 2026 | Direct | ||
| Bryan Leach | IBTA | Employee Stock Option (right to buy) | Options Exercise | -0.77% | -1,050 | 135,341 | 21 Jul 2026 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Sale | -1.6% | $448,435 | $31.82 | -14,092 | 866,484 | 20 Jul 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Options Exercise | 1.63% | 14,092 | 880,576 | 20 Jul 2026 | Direct | ||
| Bryan Leach | IBTA | Employee Stock Option (right to buy) | Options Exercise | -9.36% | -14,092 | 136,391 | 20 Jul 2026 | Direct | ||
| Clark Jermoluk Founders Fund I LLC | IBTA | Class A Common Stock | Sale | -13% | $15,075,000 | $30.15 | -500,000 | 3,341,308 | 06 Jul 2026 | Direct |
| Clark Jermoluk Founders Fund I LLC | IBTA | Class A Common Stock | Sale | -13% | $15,075,000 | $30.15 | -500,000 | 3,341,308 | 06 Jul 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Sale | -100% | $2,665 | $35.07 | -76 | 0 | 06 Jul 2026 | See footnote |
| Bryan Leach | IBTA | Class A Common Stock | Conversion of derivative security | 76 | 38 | 06 Jul 2026 | See footnote | |||
| Bryan Leach | IBTA | Class A Common Stock | Sale | -1.06% | $308,572 | $33.09 | -9,326 | 866,484 | 06 Jul 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Options Exercise | 1.08% | 9,326 | 875,810 | 06 Jul 2026 | Direct | ||
| Bryan Leach | IBTA | Class B Common Stock | Conversion of derivative security | -0.07% | -76 | 116,794 | 06 Jul 2026 | See footnote | ||
| Bryan Leach | IBTA | Employee Stock Option (right to buy) | Options Exercise | -5.84% | -9,326 | 150,483 | 06 Jul 2026 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Sale | -100% | $77,279 | $35.32 | -2,188 | 0 | 02 Jul 2026 | See footnote |
| Bryan Leach | IBTA | Class A Common Stock | Conversion of derivative security | 2,188 | 1,094 | 02 Jul 2026 | See footnote | |||
| Bryan Leach | IBTA | Class A Common Stock | Sale | -0.69% | $214,070 | $35.32 | -6,061 | 866,484 | 02 Jul 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Options Exercise | 0.7% | 6,061 | 872,545 | 02 Jul 2026 | Direct | ||
| Bryan Leach | IBTA | Class B Common Stock | Conversion of derivative security | -1.84% | -2,188 | 116,832 | 02 Jul 2026 | See footnote | ||
| Bryan Leach | IBTA | Employee Stock Option (right to buy) | Options Exercise | -3.65% | -6,061 | 159,809 | 02 Jul 2026 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Sale | -100% | $145,854 | $35.16 | -4,148 | 0 | 01 Jul 2026 | See footnote |
| Bryan Leach | IBTA | Class A Common Stock | Conversion of derivative security | 4,148 | 2,074 | 01 Jul 2026 | See footnote | |||
| Bryan Leach | IBTA | Class A Common Stock | Sale | -1.79% | $556,763 | $35.16 | -15,834 | 866,484 | 01 Jul 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Options Exercise | 1.83% | 15,834 | 882,318 | 01 Jul 2026 | Direct | ||
| Bryan Leach | IBTA | Class B Common Stock | Conversion of derivative security | -3.4% | -4,148 | 117,926 | 01 Jul 2026 | See footnote | ||
| Bryan Leach | IBTA | Employee Stock Option (right to buy) | Options Exercise | -8.71% | -15,834 | 165,870 | 01 Jul 2026 | Direct | ||
| Luke Roy Swanson | IBTA | Class A Common Stock | Sale | -2.13% | $208,719 | $35.14 | -5,940 | 273,462 | 01 Jul 2026 | See footnote |
| Luke Roy Swanson | IBTA | Class A Common Stock | Sale | -1.2% | $208,719 | $35.14 | -5,940 | 489,904 | 01 Jul 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Sale | -0.45% | $119,894 | $30.31 | -3,955 | 866,484 | 23 Jun 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Options Exercise | 0.46% | 3,955 | 870,439 | 23 Jun 2026 | Direct | ||
| Bryan Leach | IBTA | Employee Stock Option (right to buy) | Options Exercise | -2.13% | -3,955 | 181,704 | 23 Jun 2026 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Sale | -1.27% | $341,896 | $30.56 | -11,187 | 866,484 | 22 Jun 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Options Exercise | 1.29% | 11,187 | 877,671 | 22 Jun 2026 | Direct | ||
| Bryan Leach | IBTA | Employee Stock Option (right to buy) | Options Exercise | -5.68% | -11,187 | 185,659 | 22 Jun 2026 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Gift | -5.46% | -50,000 | 866,484 | 10 Jun 2026 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Sale | -0.52% | $151,733 | $31.96 | -4,748 | 916,484 | 09 Jun 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Options Exercise | 0.52% | 4,748 | 921,232 | 09 Jun 2026 | Direct | ||
| Bryan Leach | IBTA | Employee Stock Option (right to buy) | Options Exercise | -2.36% | -4,748 | 196,846 | 09 Jun 2026 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Sale | -1.12% | $334,255 | $32.12 | -10,406 | 916,484 | 08 Jun 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Options Exercise | 1.14% | 10,406 | 926,890 | 08 Jun 2026 | Direct | ||
| Bryan Leach | IBTA | Employee Stock Option (right to buy) | Options Exercise | -4.91% | -10,406 | 201,594 | 08 Jun 2026 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Conversion of derivative security | 5.77% | 50,000 | 916,484 | 04 Jun 2026 | Direct | ||
| Bryan Leach | IBTA | Class B Common Stock | Conversion of derivative security | -2.21% | -50,000 | 2,208,424 | 04 Jun 2026 | Direct | ||
| Luke Roy Swanson | IBTA | Class A Common Stock | Sale | -2.08% | $195,886 | $32.98 | -5,940 | 279,402 | 04 Jun 2026 | See footnote |
| Luke Roy Swanson | IBTA | Class A Common Stock | Sale | -1.18% | $195,887 | $32.98 | -5,940 | 495,844 | 04 Jun 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Tax liability | -2.11% | -18,638 | 866,484 | 01 Jun 2026 | Direct | ||
| Luke Roy Swanson | IBTA | Class A Common Stock | Tax liability | -2.27% | -11,640 | 501,784 | 01 Jun 2026 | Direct | ||
| Christopher J. Riedy | IBTA | Class A Common Stock | Tax liability | -3.09% | -11,998 | 376,375 | 01 Jun 2026 | Direct | ||
| David T. Shapiro | IBTA | Class A Common Stock | Tax liability | -2.9% | -6,821 | 228,425 | 01 Jun 2026 | Direct | ||
| Marisa Daspit | IBTA | Class A Common Stock | Tax liability | -2.14% | -2,727 | 124,870 | 01 Jun 2026 | Direct |
* marks a reported price that did not pass the local price check.