Ibotta, Inc.: which funds bought and sold

Institutions that bought and sold Ibotta shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 64 institutions that filed 13F reports for both quarters added to or opened positions in Ibotta, and 59 cut or closed them. Together they sold a net 243K shares, −1.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 28K shares (+1.0%); index fund managers were net sellers of 130K shares (−5.1%). 26 opened a new position and 12 sold out entirely.

Bought, Q2 2026 64 institutions, 26 of them new holders Sold, Q2 2026 59 institutions, 12 of them sold out

Net change, all compared −243K shares (−1.7%)

Net change, active managers +28K shares (+1.0%), 15 bought, 12 sold

Buyers versus sellers

institutions compared, 155

64 bought 32 59 sold

Active managers and hedge funds 15 bought · 12 sold · +28K

Index fund managers 1 bought · 8 sold · −130K

Other institutions 48 bought · 39 sold · −142K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+150K New position	150K	$5.1M
Nuveen, LLC	+110K +212.4%	163K	$5.6M
Jpmorgan Chase & Co	+67K +374.3%	85K	$2.9M
Tudor Investment Corp Et Al Hedge fund	+41K New position	41K	$1.4M
AQR Capital Management LLC Hedge fund	+38K +79.6%	86K	$2.9M
Barclays PLC	+37K +57.9%	101K	$3.5M
Susquehanna Portfolio Strategies, LLC	+25K New position	25K	$846,143
Xtx Topco Ltd	+24K +38.0%	88K	$3M
Point72 Asset Management, L.P. Hedge fund	+24K +37.7%	88K	$3M
Exoduspoint Capital Management, LP Hedge fund	+23K New position	23K	$786,056
Millennium Management LLC Hedge fund	+23K +23.6%	120K	$4.1M
Occudo Quantitative Strategies LP	+23K New position	23K	$782,093
Jump Financial, LLC	+13K New position	13K	$454,328
Gsa Capital Partners LLP	+11K New position	11K	$359,000
Engineers Gate Manager LP Hedge fund	+9,595 New position	9,595	$327,765
Vanguard Capital Management LLC Index funds	+9,541 +1.8%	529K	$18.1M
Schonfeld Strategic Advisors LLC Hedge fund	+8,710 New position	8,710	$297,533
Fox Run Management, L.L.C.	+8,512 New position	8,512	$290,770
Squarepoint Ops LLC Hedge fund	+8,481 New position	8,481	$289,711
Mariner, LLC	+8,118 +44.7%	26K	$897,854

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+150K New position	150K	$5.1M
Tudor Investment Corp Et Al Hedge fund	+41K New position	41K	$1.4M
AQR Capital Management LLC Hedge fund	+38K +79.6%	86K	$2.9M
Point72 Asset Management, L.P. Hedge fund	+24K +37.7%	88K	$3M
Exoduspoint Capital Management, LP Hedge fund	+23K New position	23K	$786,056
Millennium Management LLC Hedge fund	+23K +23.6%	120K	$4.1M
Engineers Gate Manager LP Hedge fund	+9,595 New position	9,595	$327,765
Schonfeld Strategic Advisors LLC Hedge fund	+8,710 New position	8,710	$297,533
Squarepoint Ops LLC Hedge fund	+8,481 New position	8,481	$289,711
Man Group PLC Hedge fund	+7,934 New position	7,934	$271,025

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
HRT Financial LP	−127K Sold out	0	—
Deutsche Bank Ag\	−98K −35.9%	174K	$5.9M
Jacobs Levy Equity Management, Inc Active manager	−86K Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−75K −83.0%	15K	$526,884
Morgan Stanley	−72K −30.5%	164K	$5.6M
Jane Street Group, LLC	−44K −34.3%	85K	$2.9M
Hotchkis & Wiley Capital Management LLC Active manager	−41K −26.8%	113K	$3.8M
Bank Of America Corp	−38K −15.9%	201K	$6.9M
Marshall Wace, LLP Hedge fund	−36K Sold out	0	—
Citadel Advisors LLC Hedge fund	−35K −28.6%	88K	$3M
Northern Trust Corp Index funds	−35K −27.4%	93K	$3.2M
Notable Capital Management, L.L.C.	−31K −8.4%	336K	$11.5M
Blackrock, Inc. Index funds	−25K −2.6%	937K	$32M
Varcov Co.	−22K Sold out	0	—
Vanguard Portfolio Management LLC Index funds	−20K −16.0%	104K	$3.5M
Geode Capital Management, LLC Index funds	−19K −6.4%	278K	$9.5M
Renaissance Technologies LLC Hedge fund	−16K −6.8%	223K	$7.6M
Vanguard Fiduciary Trust Co Index funds	−16K −16.4%	80K	$2.7M
Quantbot Technologies LP Hedge fund	−15K −73.3%	5,567	$190,169
G2 Investment Partners Management LLC	−15K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Jacobs Levy Equity Management, Inc Active manager	−86K Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−75K −83.0%	15K	$526,884
Hotchkis & Wiley Capital Management LLC Active manager	−41K −26.8%	113K	$3.8M
Marshall Wace, LLP Hedge fund	−36K Sold out	0	—
Citadel Advisors LLC Hedge fund	−35K −28.6%	88K	$3M
Renaissance Technologies LLC Hedge fund	−16K −6.8%	223K	$7.6M
Quantbot Technologies LP Hedge fund	−15K −73.3%	5,567	$190,169
Voleon Capital Management LP Hedge fund	−7,556 −23.8%	24K	$826,843
Franklin Resources Inc Active manager	−7,106 −27.3%	19K	$646,650
Federated Hermes, Inc. Active manager	−601 Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
American Century Companies IncActive manager	150K	$5.1M
Tudor Investment Corp Et AlHedge fund	41K	$1.4M
Susquehanna Portfolio Strategies, LLC	25K	$846,143
Exoduspoint Capital Management, LPHedge fund	23K	$786,056
Occudo Quantitative Strategies LP	23K	$782,093
Jump Financial, LLC	13K	$454,328
Gsa Capital Partners LLP	11K	$359,000
Engineers Gate Manager LPHedge fund	9,595	$327,765
Schonfeld Strategic Advisors LLCHedge fund	8,710	$297,533
Fox Run Management, L.L.C.	8,512	$290,770

Sold out

largest by value

Institution	Shares	Value March 31, 2026
HRT Financial LP	127K	$3.8M
Jacobs Levy Equity Management, IncActive manager	86K	$2.6M
Marshall Wace, LLPHedge fund	36K	$1.1M
Varcov Co.	22K	$663,266
G2 Investment Partners Management LLC	15K	$449,550
Sei Investments Co	11K	$343,666
Drw Securities, LLC	7,996	$239,640
Divisadero Street Capital Management, LP	6,727	$201,608
New York State Teachers Retirement System	1,291	$39,000
Federated Hermes, Inc.Active manager	601	$18,012

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 146
Ten largest holders: 74.6%
Index fund managers: 17.2%
Active managers and hedge funds: 20.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	15	12	8	3	+28K	+1.0%
Index fund managers	1	8	0	0	−130K	−5.1%
Other institutions	48	39	18	9	−142K	−1.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Ibotta.

Only managers that filed a holdings report for both quarters are compared (155 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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