IBOTTA INC-CL A IBTA
$35.57
-0.9% 52w: $19.25 – $40.11
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data19.2529.6840.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
133
+11 QoQ
13F value
$433.2M
+11.3% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
3.7×
$2.6M calls / $698K puts
Institutional value by quarter
Number of holders
Who owns IBTA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Koch, Inc. ★2 | Fundamental diversified | 4.4M | $131.5M | 14.3% | Held |
| D. E. Shaw & Co., Inc. | Quant stat arb | 1.7M | $50.7M | 0.0% | Held |
| HSBC HOLDINGS PLC | Bank broker | 1.0M | $30.6M | 0.0% | -49.2% |
| BlackRock, Inc. | Index provider | 962.6K | $28.9M | 0.0% | -8.5% |
| CITIGROUP INC | Bank broker | 640.7K | $19.2M | 0.0% | -0.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 519.3K | $15.6M | 0.0% | — |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. ★3 | Fundamental concentrated | 367.0K | $11.0M | 20.6% | Held |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 327.2K | $9.8M | 0.0% | +0.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 296.6K | $8.9M | 0.0% | -9.4% |
| STATE STREET CORP | Index provider | 284.5K | $8.5M | 0.0% | -6.8% |
| DEUTSCHE BANK AG\ | Bank broker | 271.4K | $8.1M | 0.0% | -26.6% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 239.3K | $7.2M | 0.0% | +17.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 239.2K | $7.2M | 0.0% | +17.8% |
| MORGAN STANLEY | Bank broker | 236.7K | $7.1M | 0.0% | +4.3% |
| Sierra Capital LLC | Wealth advisor | 1.2M | $7.0M | 0.8% | -5.0% |
| UBS Group AG | Bank broker | 173.1K | $5.2M | 0.0% | +16.6% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 154.0K | $4.6M | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 129.0K | $3.9M | 0.0% | -42.5% |
| NORTHERN TRUST CORP | Index provider | 128.6K | $3.9M | 0.0% | -9.0% |
| HRT FINANCIAL LP | Diversified mechanical | 126.7K | $3.8M | 0.0% | +62.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 123.8K | $3.7M | 0.0% | -16.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 123.3K | $3.7M | 0.0% | — |
| GOLDMAN SACHS GROUP INC | Bank broker | 110.7K | $3.3M | 0.0% | -36.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 104.6K | $3.1M | 0.0% | -12.6% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 97.5K | $2.9M | 0.0% | +12.1% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 95.9K | $2.9M | 0.0% | — |
| Balyasny Asset Management L.P. | Multistrat pod | 90.9K | $2.7M | 0.0% | +86.3% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 86.0K | $2.6M | 0.0% | -54.7% |
| BARCLAYS PLC | Bank broker | 64.2K | $1.9M | 0.0% | +100.5% |
| Point72 Asset Management, L.P. | Multistrat pod | 64.1K | $1.9M | 0.0% | New |
| XTX Topco Ltd | Market maker | 64.0K | $1.9M | 0.0% | -24.1% |
| SAYBROOK CAPITAL /NC ★3 | Fundamental concentrated | 60.3K | $1.8M | 0.5% | Held |
| Bank of New York Mellon Corp | Diversified mechanical | 57.5K | $1.7M | 0.0% | -9.0% |
| Nuveen, LLC | Diversified mechanical | 52.0K | $1.6M | 0.0% | -9.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 48.8K | $1.5M | 0.0% | +8.4% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 48.0K | $1.4M | 0.0% | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 44.8K | $1.3M | 0.0% | +0.5% |
| PRIMECAP MANAGEMENT CO/CA/ ★2 | Long only active | 41.9K | $1.3M | 0.0% | -52.1% |
| MARSHALL WACE, LLP | Quant stat arb | 36.3K | $1.1M | 0.0% | -47.0% |
| Invesco Ltd. | Index provider | 33.2K | $995K | 0.0% | +273.4% |
| Voleon Capital Management LP | Quant stat arb | 31.8K | $952K | 0.0% | -16.9% |
| ForthRight Wealth Management, LLC | Wealth advisor | 30.3K | $908K | 0.3% | Held |
| Swiss National Bank | Index provider | 29.9K | $896K | 0.0% | Held |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 26.4K | $792K | 0.0% | +48.7% |
| FRANKLIN RESOURCES INC | Long only active | 26.0K | $780K | 0.0% | +14.5% |
| Penserra Capital Management LLC | Diversified mechanical | 23.5K | $705K | 0.0% | -16.2% |
| Quantinno Capital Management LP | Diversified mechanical | 23.3K | $700K | 0.0% | -11.7% |
| VARCOV Co. | Quant stat arb | 22.1K | $663K | 0.2% | +14.6% |
| Quantbot Technologies LP | Diversified mechanical | 20.9K | $625K | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 18.2K | $544K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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