Skip to content
Disclosery

IBTA IBOTTA INC

Follow

COMMON STOCK (common), issuer CIK 1538379

139 managers (146 13F filers) reported a position in IBTA shares at 2026-06-30, 13,971,995 shares in all. 26 filers opened a position and 12 filers sold out during the quarter.

Managers
139
13F filers
146
New
26
Added
38
Reduced
47
Sold out
12
Shares held by filers
13,971,995

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Koch, Inc.4,389,129$150M13.7%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,690,546$57.7M0.04%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,016,521$35.7M0.02%+7,23413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.937,170$32M<0.01%-25,47413F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding728,607$24.9M-25,852Timeline
CITIGROUP INCin group CITIGROUP INC644,972$22M0.01%+4,28913F-HRTimelineGroup
NOTABLE CAPITAL MANAGEMENT, L.L.C.in group NOTABLE CAPITAL MANAGEMENT, L…336,042$11.5M22.27%-30,99013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS333,106$11.4M0.01%+5,93313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC277,664$9.49M<0.01%-18,89913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP272,487$9.31M<0.01%-12,01813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC223,083$7.62M0.01%-16,21713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/201,088$6.87M<0.01%-38,07913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding194,916$6.66M-4,622Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\173,907$5.94M<0.01%-97,51813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY164,498$5.62M<0.01%-72,23413F-HRTimelineGroup
Nuveen, LLCin group TIAA162,509$5.55M<0.01%+110,48913F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC150,347$5.14M<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC120,472$4.12M<0.01%+22,99913F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC112,660$3.85M0.01%-41,32013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC105,702$3.61M<0.01%-5,03713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC101,360$3.46M<0.01%+37,15813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co94,600$3.23M<0.01%-9,99513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP93,333$3.19M<0.01%-35,26113F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd88,350$3.02M0.04%+24,32613F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.88,313$3.02M<0.01%+24,18413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC88,301$3.02M<0.01%-35,45013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC86,237$2.95M<0.01%+38,23013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84,759$2.91M<0.01%+66,89013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC84,764$2.9M<0.01%-44,23513F-HRTimelineGroup
SAYBROOK CAPITAL /NC60,258$2.06M0.52%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp59,478$2.03M<0.01%+1,96813F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/49,983$1.71M<0.01%+1,21913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…44,706$1.53M0.01%-6713F-HRTimelineGroup
PRIMECAP MANAGEMENT CO/CA/41,735$1.43M<0.01%-20013F-HRTimeline
TUDOR INVESTMENT CORP ET AL41,019$1.4M0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding34,932$1.19M+19,708Timeline
Invesco Ltd.in group Invesco Ltd.29,889$1.02M<0.01%-3,31113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC26,283$898K<0.01%+8,11813F-HRTimelineGroup
Quantinno Capital Management LP26,188$895K<0.01%+2,84313F-HRTimeline
ForthRight Wealth Management, LLC25,180$860K0.22%-5,11613F-HRTimeline
Voleon Capital Management LP24,205$827K0.02%-7,55613F-HRTimeline
ExodusPoint Capital Management, LP23,011$786K0.01%new13F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP22,895$782K0.04%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC21,701$739K<0.01%+6,60513F-HRTimelineGroup
Swiss National Bank19,800$676K<0.01%-10,10013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,930$647K<0.01%-7,10613F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management15,424$527K<0.01%-75,44613F-HRTimelineGroup
RHUMBLINE ADVISERS14,552$497K<0.01%-2,12813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…14,329$489K<0.01%-9,22013F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC13,300$454K<0.01%new13F-HRTimelineGroup
STRS OHIO12,800$437K<0.01%+2,20013F-HRTimeline
Baker Avenue Asset Management, LP12,750$436K0.01%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.13,850$415K<0.01%+1,80013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,391$389K<0.01%+4,60113F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP10,505$359K0.02%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,434$356K<0.01%-5,20713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…10,301$352K<0.01%+5,10513F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth9,983$341K<0.01%+75413F-HRTimelineGroup
Engineers Gate Manager LP9,595$328K<0.01%new13F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP8,917$305K<0.01%-7513F-HRTimelineGroup
Schonfeld Strategic Advisors LLC8,710$298K<0.01%new13F-HRTimeline
Fermata Advisors, LLC8,546$292K0.06%-1,86613F-HRTimeline
Jain Global LLC8,541$292K<0.01%-16713F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.8,512$291K0.05%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC8,481$290K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC8,001$273K0.02%013F-HRTimeline
Man Group plcin group Man Group plc7,934$271K<0.01%new13F-HRTimelineGroup
NORDEN GROUP LLC7,537$257K0.02%-19313F-HRTimeline
Creative Planningin group Creative Planning7,298$249K<0.01%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…7,153$244K<0.01%013F-HRTimelineGroup
SG Americas Securities, LLC6,965$238K<0.01%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…6,800$232K<0.01%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC6,532$223K0.04%new13F-HRTimeline
Jupiter Topco LLCin group Janus Henderson6,500$223K<0.01%13F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc6,118$209K<0.01%-3,84513F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,911$202K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC5,873$201K<0.01%new13F-HRTimeline
Arax Advisory Partners5,789$198K<0.01%+5,72013F-HRTimeline
Quantbot Technologies LP5,567$190K0.01%-15,30313F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.5,110$175K0.01%+3,82113F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND4,900$167K<0.01%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…4,573$156K<0.01%-63713F-HRTimelineGroup
State of Wyoming4,441$152K0.02%new13F-HRTimeline
Police & Firemen's Retirement System of…3,954$135K<0.01%013F-HRTimeline
KLP KAPITALFORVALTNING AS3,200$109K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,047$104K<0.01%-11,37813F-HRTimelineGroup
Larson Financial Group LLC2,872$98.1K<0.01%-11613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,871$98.1K<0.01%+35813F-HRTimelineGroup
FMR LLCin group FMR LLC2,305$78.7K<0.01%+4213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,246$76K<0.01%+68713F-HRTimelineGroup
SIMPLEX TRADING, LLC1,543$52.7K<0.01%+28113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,340$45.8K<0.01%-4813F-HRTimelineGroup
Private Wealth Asset Management, LLC1,000$34.2K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…907$31K<0.01%013F-HRTimelineGroup
State of Alaska, Department of Revenue815$27K<0.01%013F-HRTimeline
Versant Capital Management, Inc605$20.7K<0.01%+13313F-HRTimeline
Abound Wealth Management604$20.6K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.590$20.2K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC449$15.3K<0.01%new13F-HRTimeline
Blue Trust, Inc.336$11.5K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…322$11K<0.01%013F-HRTimelineGroup
Covestor Ltd277$10K0.01%-8213F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …288$9.84K<0.01%-26913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…288$9.84K<0.01%+4613F-HRTimelineGroup
GAMMA Investing LLC283$9.67K<0.01%+9413F-HRTimeline
UMB Bank, n.a.209$7.14K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP207$7.07K<0.01%+1713F-HRTimeline
GROUP ONE TRADING LLC163$5.57K<0.01%-53713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$4.24K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.124$4.24K<0.01%013F-HRTimeline
Parallel Advisors, LLC117$4K<0.01%-3,85113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC114$3.89K<0.01%+313F-HRTimeline
Caitong International Asset Management …105$3.59K<0.01%-1,69413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.90$3K<0.01%-413F-HRTimeline
Sterling Capital Management LLC87$2.97K<0.01%+1513F-HRTimeline
Nykredit A/Sin group Nykredit A/S86$2.94K<0.01%13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\79$2.7K<0.01%-5413F-HRTimelineGroup
Essential Partners LLC78$2.66K<0.01%-74013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.76$2.6K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT66$2.25K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC65$2.22K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC64$2.19K<0.01%+3813F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC58$1.98K<0.01%013F-HRTimeline
Quarry LP58$1.98K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC51$1.74K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC47$1.61K<0.01%+1213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47$1.6K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC39$1.33K<0.01%013F-HRTimeline
True Wealth Design, LLC30$1.02K<0.01%+613F-HRTimeline
LRI Investments, LLC25$854<0.01%013F-HRTimeline
SJS Investment Consulting Inc.23$787<0.01%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21$717<0.01%+513F-HRTimelineGroup
Stone House Investment Management, LLC15$512<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.10$341<0.01%013F-HRTimeline
IFP Advisors, Inc5$171<0.01%013F-HRTimeline
Global Retirement Partners, LLC4$137<0.01%13F-HRTimeline
Clearstead Advisors, LLC3$103<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC3$103<0.01%013F-HRTimeline
CVA Family Office, LLC1$34<0.01%013F-HRTimeline