Ibotta (IBTA)
Runs a cash-back promotions network linking CPG brands to shoppers via app and retail partners.
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13F · 13D/G · Form 4
| Institutions | ≈ 60.69% | 14.06M shares | |
|---|---|---|---|
| 153 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.88% | 666.9K shares | |
| 2 holders · as of Sep 3, 2026 | |||
| Strategic holders | 23.88% | 5.53M shares | |
| 2 holders · as of Feb 17, 2026 | |||
| Other | ≈ 12.55% | 2.91M shares | |
| remainder | |||
23.17M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (23.17M in the company's Sep 22, 2026 report, 25.41M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 2 share classes; every stake here is a share of the whole company.
13F, as of Jun 30, 2026
153 holders · 14.06M shares · 32 new positions · 72 increased · 45 reduced · 14 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| Koch, Inc. | 4.39M | 18.94% | 0 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | 1.69M | 7.30% | 0 | Aug 14, 2026 |
| HSBC Holdings PLC | 1.02M | 4.39% | +7.2K | Aug 14, 2026 |
| BlackRock, Inc. | 937.2K | 4.04% | −25.5K | Aug 7, 2026 |
| Citigroup Inc | 645.0K | 2.78% | +4.3K | Aug 3, 2026 |
| Vanguard Capital Management LLC | 528.8K | 2.28% | +9.5K | Aug 13, 2026 |
| Notable Capital Management, L.L.C. | 336.0K | 1.45% | −31.0K | Aug 14, 2026 |
| BNP Paribas Arbitrage, SNC | 333.1K | 1.44% | +5.9K | Aug 13, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| KDT Ibotta Holdings, LLCincl. Koch, Inc. | 20.70% | 4.39M | 13D | Apr 2, 2026 |
| Clark Jermoluk Founders Fund I LLC | 15.20% | 3.84M | 13G | Sep 12, 2025 |
| Walmart Inc. | 11.30% | 3.50M | 13G | Oct 16, 2024 |
| Bryan Leach | 10.40% | 3.21M | Nov 14, 2024 | |
| D. E. Shaw & Co., L.P. | 7.20% | 1.69M | 13G | Feb 17, 2026 |
| Barclays PLC | 6.05% | 1.67M | 13G | Mar 21, 2025 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 10, 2026 | Luke Roy Swansonofficer: CHIEF TECHNOLOGY OFFICER | Sale · 3 lots | 40,200 | $40.04 | 648,032 |
| Sep 9, 2026 | Bryan Leachdirector, 10 percent owner, officer: CEO AND PRESIDENT | Sale | 5,103 | $37.74 | 823,886 |
| Sep 8, 2026 | Bryan Leachdirector, 10 percent owner, officer: CEO AND PRESIDENT | Sale · 2 lots | 34,000 | $37.70 | 828,989 |
| Sep 2, 2026 | Marisa Daspitofficer: CHIEF PEOPLE OFFICER | Sale · 2 lots | 2,956 | $37.46 | 117,251 |
| Sep 1, 2026 | Marisa Daspitofficer: CHIEF PEOPLE OFFICER | Sale · 2 lots | 1,712 | $37.01 | 120,207 |
| Sep 1, 2026 | Luke Roy Swansonofficer: CHIEF TECHNOLOGY OFFICER | Sale · 4 lots | 11,880 | $36.97 | 727,514 |
| Aug 17, 2026 | Bryan Leachdirector, 10 percent owner, officer: CEO AND PRESIDENT | Sale · 7 lots | 34,739 | $35.92 | 866,484 |
| Aug 18, 2026 | Bryan Leachdirector, 10 percent owner, officer: CEO AND PRESIDENT | Sale | 877 | $36.60 | 866,484 |
| Aug 13, 2026 | Thomas D. Lehrmandirector | Sale · 6 lots | 30,273 | $37.33 | 54,610 |
| Aug 12, 2026 | Thomas D. Lehrmandirector | Sale · 3 lots | 12,846 | $36.12 | 76,161 |
House and Senate disclosures
Not reported.