Ibotta Inc. Class AIBTA

13F holders, Q3 2024 (September 30)
108holders +17
31new positions
14sold out
7famous investors
$61.61avg. 13F price*

At the end of Q3 2024, 108 institutions reported holding Ibotta Inc. Class A (IBTA) in their 13F filings, up 17 from Q2 2024. 31 opened new positions and 14 sold out. The largest holders were D. E. Shaw & Co. ($169.9M), Baron Capital (BAMCO) ($56.6M) and Vanguard Group Inc. ($40.6M). 7 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Cathie Wood (0.0% of ARK Investment Management's portfolio).

Company
Ibotta Inc. Class A
CUSIP
451051106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q2 2024: 91Q2 2024Q3 2024: 108Q3 2024Q4 2024: 116Q4 2024Q1 2025: 110Q1 2025Q2 2025: 129Q2 2025Q3 2025: 120Q3 2025Q4 2025: 121Q4 2025Q1 2026: 132Q1 2026Q2 2026: 146Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions31$30.0M
Exits14$40.4M

All 13F filers, Q2 2024 → Q3 2024: 2,343,823 shares bought and 1,290,169 shares sold, net +1,053,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 108 holders

D. E. Shaw & Co. 0.24% Add +5.1% 2,758,133 $169.9M
Baron Capital (BAMCO) 0.15% Add +77.6% 918,543 $56.6M
Vanguard Group Inc. 0.00% Add +1.6% 659,012 $40.6M
GGV Capital LLC 36.28% No change 631,871 $38.9M
BlackRock, Inc. 0.00% — 622,266 $38.3M
Janus Henderson Group PLC 0.01% Add +65.2% 472,090 $29.1M
Amova Asset Management Americas, Inc. 0.22% Add +361.3% 318,458 $19.6M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +334.0% 300,245 $18.5M
Dragoneer Investment Group, LLC 0.27% No change 250,000 $15.4M
Capital World Investors 0.00% No change 250,000 $15.4M
ArrowMark Colorado Holdings LLC 0.17% Add +105.8% 217,387 $13.4M
Harbor Spring Capital, LLC 100.00% No change 200,000 $12.3M
Ameriprise Financial Inc. 0.00% New 181,576 $11.2M
Geode Capital Management, LLC 0.00% Add +1.3% 155,669 $9.6M
State Street Corp. 0.00% Add +42.8% 149,434 $9.2M
Primecap Management Co. 0.01% Add +17.0% 143,670 $8.9M
Holocene Advisors, LP 0.03% Reduce -3.9% 125,000 $7.7M
Renaissance Technologies 0.01% Add +193.5% 108,000 $6.7M
Morgan Stanley 0.00% Reduce -5.0% 106,279 $6.5M
Shay Capital LLC 1.64% Add +38.5% 90,000 $5.5M
Bank of New York Mellon Corp 0.00% Add +9.2% 85,532 $5.3M
Millennium Management 0.00% Add +43.9% 82,959 $5.1M
ARK Investment Management 0.05% Add +525.9% 81,639 $5.0M
Northern Trust Corp. 0.00% Add +321.6% 69,019 $4.3M
Emerald Advisers, LLC 0.16% Add +90.2% 65,733 $4.0M
Findell Capital Management LLC 2.23% New 65,000 $4.0M
HBK Investments L P 0.08% No change 60,000 $3.7M
Charles Schwab Investment Management Inc. 0.00% Add +3.7% 57,171 $3.5M
Resolute Capital Asset Partners LLC 1.81% New 56,300 $3.5M
Bank of America Corp. 0.00% Add +780.0% 51,401 $3.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 50,000 $3.1M
Emerald Mutual Fund Advisers Trust 0.14% Add +81.7% 44,333 $2.7M
Monashee Investment Management LLC 0.24% New 35,284 $2.2M
Raymond James & Associates 0.00% Add +299.0% 34,766 $2.1M
Teacher Retirement System of Texas 0.01% Add +0.1% 30,046 $1.9M
EFG Asset Management (North America) Corp. 0.31% Add +116.3% 29,950 $1.8M
Squarepoint Ops LLC 0.01% Reduce -0.3% 28,500 $1.8M
Goldman Sachs Group Inc. 0.00% New 27,700 $1.7M
FMR LLC 0.00% Reduce -77.8% 26,969 $1.7M
Legal & General Group Plc 0.00% Add +19.4% 25,170 $1.6M
Tudor Investment Corporation 0.02% Reduce -43.6% 25,053 $1.5M
Citadel Advisors 0.00% Reduce -89.4% 22,607 $1.4M
Nuveen Asset Management, LLC 0.00% Reduce -49.0% 20,597 $1.3M
XTX Topco Ltd 0.09% Add +138.8% 20,146 $1.2M
XN LP 0.05% No change 20,000 $1.2M
Alyeska Investment Group, L.P. 0.01% No change 20,000 $1.2M
Balyasny Asset Management L.P. 0.00% Add +56.9% 18,165 $1.1M
Norges Bank 0.00% Reduce -87.6% 15,516 $956K
M&T Bank Corp 0.00% Add +160.6% 15,023 $925K
Blackstone Inc. 0.00% No change 15,000 $924K
Fund 1 Investments, LLC 0.14% New 14,500 $893K
Baker Avenue Asset Management, LP 0.03% New 14,500 $893K
T. Rowe Price Associates Inc. 0.00% Reduce -91.5% 14,259 $879K
Tabor Asset Management, LP 0.41% New 13,678 $843K
Swiss National Bank 0.00% New 13,400 $826K
Barclays PLC 0.00% Add +381.5% 12,437 $766K
Main Management ETF Advisors, LLC 0.04% New 12,416 $765K
Jane Street Group, LLC 0.00% Add +58.8% 12,350 $761K
Rhumbline Advisers 0.00% Add +5.8% 9,820 $605K
Victory Capital Management Inc. 0.00% New 9,269 $571K
Alliancebernstein L.P. 0.00% Add +10.3% 8,795 $542K
Citigroup Inc. 0.00% Add +142.4% 8,024 $494K
Weiss Asset Management LP 0.02% Reduce -78.3% 8,000 $493K
Kodai Capital Management LP 0.01% Add +5.5% 8,000 $493K
Private Capital Management LLC 0.08% New 7,219 $445K
BNP Paribas Financial Markets 0.00% Add +142.0% 6,643 $409K
California State Teachers Retirement System 0.00% Add +1080.4% 6,516 $401K
American Century Companies Inc. 0.00% New 6,401 $394K
Federated Hermes, Inc. 0.00% Add +66.7% 6,000 $370K
JPMorgan Chase & Co. 0.00% Add +2.8% 5,874 $362K
ForthRight Wealth Management, LLC 0.11% New 5,519 $340K
Invictus Private Wealth, LLC 0.03% New 5,230 $322K
HST Ventures, LLC 0.09% Reduce -14.1% 5,148 $317K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 5,007 $308K
Manufacturers Life Insurance Company, The 0.00% Add +7.1% 4,867 $300K
MetLife Investment Management, LLC 0.00% Add +129.1% 4,492 $277K
UBS Group AG 0.00% Add +78.8% 4,451 $274K
Deutsche Bank AG 0.00% Add +32.1% 4,371 $269K
Sachem Hill LLC 0.05% New 4,230 $261K
Wells Fargo & Company 0.00% Add +6.6% 4,188 $258K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 4,161 $256K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 4,073 $251K
Invesco Ltd. 0.00% Reduce -97.0% 3,921 $242K
Sandia Investment Management LP 0.35% No change 3,500 $216K
New York State Common Retirement Fund 0.00% No change 3,100 $191K
SG Americas Securities, LLC 0.00% New 2,534 $156K
PNC Financial Services Group, Inc. 0.00% Add +148.9% 2,332 $144K
Tortoise Investment Management, LLC 0.01% Add +50.0% 1,704 $105K
Royal Bank of Canada 0.00% Add +119.0% 1,570 $96K
STRS Ohio 0.00% No change 1,400 $86K
nVerses Capital, LLC 0.04% New 1,300 $80K
Simplex Trading, LLC 0.00% Reduce -36.9% 1,283 $79K
Tower Research Capital LLC (TRC) 0.00% New 908 $56K
Ameritas Investment Partners, Inc. 0.00% No change 746 $46K
Acadian Asset Management LLC 0.00% New 692 $42K
Amalgamated Bank 0.00% No change 264 $16K
Fairfield Financial Advisors, LTD 0.00% No change 85 $5K
GAMMA Investing LLC 0.00% New 62 $4K
Nisa Investment Advisors, LLC 0.00% New 37 $2K
Osaic Holdings, Inc. 0.00% New 30 $2K

"% of holder's portfolio" is IBTA's weight in each manager's 13F, not the share of Ibotta Inc. Class A the manager owns.

Show all 108 holders