IBTA — IBOTTA INC
As of Q2 2026, 26 SEC-registered investment managers reported holding IBTA (IBOTTA INC) in their latest 13F filings, with a combined reported value of $184.60M across 5.45M shares. That is -5.6% by share count (-320.66K shares) versus the previous quarter, while reported value moved +7.6%. Ownership is concentrated: the five largest holders account for 69.8% of reported value and the top ten for 85.2%.
Compared with the prior quarter, 1 opened new positions, 9 added to existing stakes, 15 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IBTA is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| D. E. Shaw & Co history | Q2 2026 | 1.69M | $57.75M | 0.03% | Hold |
| Baron Funds history | Q4 2024 | 756.09K | $49.21M | 0.13% | Reduce |
| BlackRock Inc history | Q2 2026 | 937.17K | $32.01M | 0.00% | Reduce |
| Vanguard Group history | Q4 2025 | 1.16M | $26.48M | 0.00% | Reduce |
| ARK Invest history | Q3 2025 | 907.39K | $25.27M | 0.15% | Add |
| Citigroup Inc history | Q2 2026 | 644.97K | $22.03M | 0.01% | Add |
| Dragoneer Investment Group history | Q4 2024 | 250.00K | $16.27M | 0.28% | Hold |
| Capital World Investors history | Q1 2025 | 250.00K | $10.55M | 0.00% | Hold |
| Geode Capital Management history | Q2 2026 | 277.66K | $9.49M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 223.08K | $7.62M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 201.09K | $6.87M | 0.00% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 173.91K | $5.94M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 168.50K | $5.76M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 164.50K | $5.62M | 0.00% | Reduce |
| Southeastern Asset Management history | Q2 2024 | 70.00K | $5.26M | 0.23% | New |
| Millennium Management history | Q2 2026 | 120.47K | $4.12M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 105.70K | $3.61M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 104.80K | $3.58M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 94.60K | $3.23M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 93.33K | $3.19M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 84.76K sh · $2.91M
Fully Exited (vs previous quarter)
- Marshall Wace sold 36.26K sh · $1.09M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| D. E. Shaw & Co | — | 2.62M | 2.76M | 2.81M | 2.60M | 1.45M | 1.29M | 1.69M | 1.69M | 1.69M |
| BlackRock Inc | — | — | 622.27K | 1.01M | 1.01M | 895.08K | 1.04M | 1.05M | 962.64K | 937.17K |
| Citigroup Inc | — | 3.31K | 8.02K | 12.86K | 334.46K | 337.15K | 641.34K | 644.55K | 640.68K | 644.97K |
| Geode Capital Management | — | 153.65K | 155.67K | 247.46K | 252.82K | 225.99K | 324.48K | 327.48K | 296.56K | 277.66K |
| Renaissance Technologies | — | 36.80K | 108.00K | 116.30K | 81.70K | 244.00K | 147.80K | 203.31K | 239.30K | 223.08K |
| Bank of America Corp | 99.39K | 5.84K | 51.40K | 20.51K | 11.03K | 51.55K | 56.14K | 202.94K | 239.17K | 201.09K |
| Deutsche Bank AG | — | 3.31K | 4.37K | 10.32K | 11.03K | 10.17K | 10.42K | 369.89K | 271.43K | 173.91K |
| UBS Group AG | — | 2.49K | 4.45K | 237.93K | 210.86K | 274.12K | 227.90K | 148.42K | 173.12K | 168.50K |
| Morgan Stanley | — | 111.90K | 106.28K | 258.68K | 119.35K | 119.02K | 326.56K | 227.07K | 236.73K | 164.50K |
| Millennium Management | — | 57.67K | 82.96K | 53.75K | — | 213.38K | — | 86.92K | 97.47K | 120.47K |
| Goldman Sachs Group | — | — | 27.70K | 105.09K | 122.51K | 57.30K | 456.68K | 175.61K | 110.74K | 105.70K |
| Citadel Advisors | 13.03K | 217.23K | 31.71K | 19.00K | 106.67K | 1.09M | 226.26K | 176.26K | 158.45K | 104.80K |
| Charles Schwab Investment Management | — | 55.13K | 57.17K | 76.90K | 76.09K | 68.92K | 104.23K | 119.62K | 104.59K | 94.60K |
| Northern Trust Corp | — | 16.37K | 69.02K | 117.47K | 114.72K | 98.67K | 153.68K | 141.34K | 128.59K | 93.33K |
| Point72 Asset Management | — | — | — | — | — | 27.80K | — | — | 64.13K | 88.31K |
| AQR Capital Management | — | — | — | — | — | 12.45K | 20.86K | — | 48.01K | 86.24K |
| JPMorgan Chase & Co | — | 5.71K | 5.87K | 99.37K | 112.56K | 654.88K | 572.09K | 74.77K | — | 84.76K |
| BNY Mellon | — | 78.32K | 85.53K | 42.58K | 41.68K | 38.29K | 40.33K | 63.21K | 57.51K | 59.48K |
| Invesco Ltd | — | 128.79K | 3.92K | 5.18K | 7.96K | 7.45K | 7.31K | 8.89K | 33.20K | 29.89K |
| Franklin Resources | — | — | — | — | 9.65K | — | 7.25K | 22.73K | 26.04K | 18.93K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details