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IBTA

IBTA

Ibotta, Inc.

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
29
Partial Q3 2026
Total 13F value
$11.6M
Filed positions so far
New positions
2
This quarter
Sold positions
3
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Notable Capital Management, L.L.C.

$5.9M149.8K11.93%-55.4%

Saybrook Capital /Nc

$2.4M60.3K0.59%Unchanged

Sierra Summit Advisors Llc

$1.7M42.1K0.19%New Position

Strs Ohio

$457K11.6K0.00%-9.4%

Fermata Advisors, Llc

$337K8.5K0.07%-0.0%

Norden Group Llc

$299K7.6K0.02%+0.8%

Creative Planning

$282K7.2K0.00%-1.9%

State Of Wyoming

$79K2.0K0.01%-54.7%

State Of Alaska, Department Of Revenue

$42K1.1K0.00%+32.9%

Farther Finance Advisors, Llc

$37K9270.00%+1872.3%

Versant Capital Management, Inc

$35K8990.00%+48.6%

Abound Wealth Management

$24K6040.00%Unchanged

Fortitude Family Office, Llc

$16K4110.00%+532.3%

Blue Trust, Inc.

$13K3360.00%Unchanged

Sterling Capital Management Llc

$11K2850.00%+227.6%

Parallel Advisors, Llc

$11K2750.00%+135.0%

Covestor Ltd

$10K2530.01%-8.7%

Gamma Investing Llc

$9K2310.00%-18.4%

Harbor Capital Advisors, Inc.

$9K2220.00%+146.7%

Nisa Investment Advisors, Llc

$9K2220.00%+94.7%

Sbi Securities Co., Ltd.

$5K1230.00%-0.8%

Essential Partners Llc

$2K590.00%-24.4%

Signaturefd, Llc

$2K390.00%Unchanged

Parkside Financial Bank & Trust

$985250.00%Unchanged

Clark Wealth Partners

$867220.00%New Position

Sjs Investment Consulting Inc.

$828210.00%-8.7%

True Wealth Design, Llc

$828210.00%-30.0%

Caitong International Asset Management Co., Ltd

$670170.00%-83.8%

Ifp Advisors, Inc

$15840.00%-20.0%

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