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IBTA — IBOTTA INC · All Fund Holders

Funds holding (latest): 39 · Reported value held: $324.62M

FundQuarterSharesValuePortfolio WeightChange
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
Point72 Asset Management history Q2 2026 88.31K $3.02M 0.00% Add
AQR Capital Management history Q2 2026 86.24K $2.95M 0.00% Add
JPMorgan Chase & Co history Q2 2026 84.76K $2.91M 0.00% New
BNY Mellon history Q2 2026 59.48K $2.03M 0.00% Add
Two Sigma Investments history Q2 2025 52.73K $1.93M 0.00% New
Janus Henderson Group history Q2 2025 51.47K $1.88M 0.00% Add
Marshall Wace history Q1 2026 36.26K $1.09M 0.00% Reduce
Invesco Ltd history Q2 2026 29.89K $1.02M 0.00% Reduce
Davidson Kempner Capital Management history Q2 2024 10.60K $796.70K 0.02% New
Norges Bank Investment Management history Q2 2025 21.34K $781.15K 0.00% Add
Franklin Resources history Q2 2026 18.93K $646.65K 0.00% Reduce
Balyasny Asset Management history Q2 2026 15.42K $526.88K 0.00% Reduce
Wells Fargo & Co history Q2 2026 11.39K $389.12K 0.00% Add
Manulife Financial history Q2 2025 7.42K $271.54K 0.00% Reduce
CPP Investments history Q4 2025 10.20K $231.85K 0.00% New
Legal & General Investment Management America history Q2 2026 6.12K $208.99K 0.00% Reduce
Fidelity Management & Research (FMR) history Q2 2026 2.31K $78.74K 0.00% Add
T. Rowe Price Associates history Q2 2026 49.98K $1.71K 0.00% Add
PNC Financial Services history Q2 2026 21 $717 0.00% Add

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