$IBTA

$48.85 +$0.17 (0.35%) Close

$IBTA Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 23.3M shares outstanding

Who owns IBTA?

By type of holder

Institutions 59.9% Insiders 0.0% Everyone else 40.1%

Concentration Top 10 holders own 62.5%

KDT Ibotta Holdings, LLC 18.9% · Koch, Inc. 18.9%

Institutional ownership

59.9%

-1.2 pts vs last qtr

Institutional holders

144

+12 vs last qtr

Net shares bought

−275.2K

by institutions in Q2 2026

New / sold out

27 / 15

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

American Century Companies Inc NEW +150.3K
Nuveen, LLC +110.5K

Biggest sellers in Q2 2026

HRT Financial LP SOLD OUT −126.7K
Deutsche Bank Ag\ −97.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$29.9M

31 notices from 5 people

Shares covered

799.4K

3.43% of the company

Arranged in advance

76%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Bryan Leach Officer, director 10b5-1 $17.6M
Swanson Luke Roy Officer 10b5-1 $4.71M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+247.1%

+51.41% a year

Each share's claim on the business

−71.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$264M vs $105M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years92% Under 1 year8%

Quarterly turnover

6.2%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting IBTA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
K Koch, Inc. 13D · 20.7%	4.4M	18.85%	Unchanged	2024	13.7%
Shares held by quarter Peak holding4.4M (Q4'24) Change over 8 quarters+4.4M Share of the company18.850% Disclosed stake13D · 20.7% Koch, Inc.'s full portfolio →
DE D. E. Shaw & Co., Inc.	1.7M	7.26%	Unchanged	2024	0.0%
Shares held by quarter Peak holding2.8M (Q4'24) Change over 8 quarters−1.1M Share of the company7.260% D. E. Shaw & Co., Inc.'s full portfolio →

Koch, Inc.

13D · 20.7%

4.4M

% of company

18.85%

Change vs last qtr

Unchanged

Held since

2024

D. E. Shaw & Co., Inc.

1.7M

% of company

7.26%

Change vs last qtr

Unchanged

Held since

2024

28 more super investors behind a free account

See every manager holding Ibotta, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting IBTA on Form N-PORT; together they hold 9.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$13.1M	382.9K	1.64%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$9M	263.3K	1.13%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$13.1M

% of company

1.64%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$9M

% of company

1.13%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Ibotta, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KI KDT Ibotta Holdings, LLC 5%+ holder 13D · 20.7%	4.4M	18.85%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company18.850% Disclosed stake13D · 20.7% View the 13D/G filing →

KDT Ibotta Holdings, LLC

5%+ holder13D · 20.7%

4.4M

% of company

18.85%

Change vs last qtr

—

Held since

—

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