IBTA Institutional Ownership
Ibotta, Inc.
1W: +1.5%
1M: +22.0%
3M: +84.1%
YTD: +113.4%
1Y: +42.7%
$48.85
+0.17 (+0.35%)
Weekly Expected Move ±6.5%
$42
$46
$49
$52
$55
Credit Risk of going bust: lower than 55% of companies Debt: 2.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.17 (down 99.7%), Ibotta, Inc. would be worth roughly what it owes.
Total debt $25.1M against a stock market value of $1.13B.
Distance to default 5.64 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $12.6M (short-term plus half of long-term), stock volatility 76.6%; Altman Z'' 2.04. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.17 (down 99.7%), Ibotta, Inc. would be worth roughly what it owes.
Total debt $25.1M against a stock market value of $1.13B.
Distance to default 5.64 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $12.6M (short-term plus half of long-term), stock volatility 76.6%; Altman Z'' 2.04. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — IBTA
162
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
$479M
Total Invested
32
New Positions
38
Increased
59
Reduced
12
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (177 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Koch, Inc. | 4,389,129 | $214M | — | +0.0% | 7Q | SEC ↗ |
| 2 | D. E. Shaw & Co., Inc. | 1,690,546 | $83M | — | +0.0% | 9Q | SEC ↗ |
| 3 | HSBC HOLDINGS PLC | 1,016,521 | $50M | +7,234 | +0.7% | 6Q | SEC ↗ |
| 4 | BlackRock, Inc. | 937,170 | $46M | -25,474 | -2.6% | 8Q | SEC ↗ |
| 5 | CITIGROUP INC | 644,972 | $32M | +4,289 | +0.7% | 9Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 528,841 | $26M | +9,541 | +1.8% | 2Q | SEC ↗ |
| 7 | NOTABLE CAPITAL MANAGEMENT, L.L.C. | 336,042 | $16M | -30,990 | -8.4% | 6Q | SEC ↗ |
| 8 | BNP PARIBAS FINANCIAL MARKETS | 333,106 | $16M | +5,933 | +1.8% | 9Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 277,664 | $14M | -18,899 | -6.4% | 9Q | SEC ↗ |
| 10 | STATE STREET CORP | 272,487 | $13M | -12,018 | -4.2% | 9Q | SEC ↗ |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 223,083 | $11M | -16,217 | -6.8% | 9Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 201,088 | $10M | -38,079 | -15.9% | 9Q | SEC ↗ |
| 13 | DEUTSCHE BANK AG | 173,907 | $8M | -97,518 | -35.9% | 9Q | SEC ↗ |
| 14 | UBS Group AG | 168,497 | $8M | -4,622 | -2.7% | 9Q | SEC ↗ |
| 15 | MORGAN STANLEY | 164,498 | $8M | -72,234 | -30.5% | 9Q | SEC ↗ |
| 16 | Nuveen, LLC | 162,509 | $8M | +110,489 | +212.4% | 6Q | SEC ↗ |
| 17 | AMERICAN CENTURY COMPANIES INC NEW | 150,347 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 18 | MILLENNIUM MANAGEMENT LLC | 120,472 | $6M | +22,999 | +23.6% | 3Q | SEC ↗ |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 112,660 | $6M | -41,320 | -26.8% | 2Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 105,702 | $5M | -5,037 | -4.5% | 8Q | SEC ↗ |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 103,626 | $5M | -19,698 | -16.0% | 2Q | SEC ↗ |
| 22 | BARCLAYS PLC | 101,360 | $5M | +37,158 | +57.9% | 9Q | SEC ↗ |
| 23 | Sixth Street Partners Management Compa NEW | 94,600 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 94,600 | $5M | -9,995 | -9.6% | 9Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 93,333 | $5M | -35,261 | -27.4% | 9Q | SEC ↗ |
| 26 | XTX Topco Ltd | 88,350 | $4M | +24,326 | +38.0% | 3Q | SEC ↗ |
| 27 | Point72 Asset Management, L.P. | 88,313 | $4M | +24,184 | +37.7% | 2Q | SEC ↗ |
| 28 | CITADEL ADVISORS LLC | 88,301 | $4M | -35,450 | -28.6% | 6Q | SEC ↗ |
| 29 | AQR CAPITAL MANAGEMENT LLC | 86,237 | $4M | +38,230 | +79.6% | 2Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC | 84,764 | $4M | -44,235 | -34.3% | 5Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 84,759 | $4M | +66,890 | +374.3% | 9Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 80,198 | $4M | -15,695 | -16.4% | 2Q | SEC ↗ |
| 33 | SAYBROOK CAPITAL /NC | 60,258 | $3M | — | +0.0% | 7Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 59,478 | $3M | +1,968 | +3.4% | 9Q | SEC ↗ |
| 35 | PRICE T ROWE ASSOCIATES INC /MD | 49,983 | $2M | +1,219 | +2.5% | 9Q | SEC ↗ |
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 44,706 | $2M | -67 | -0.1% | 4Q | SEC ↗ |
| 37 | PRIMECAP MANAGEMENT CO/CA | 41,735 | $2M | -200 | -0.5% | 9Q | SEC ↗ |
| 38 | TUDOR INVESTMENT CORP ET AL NEW | 41,019 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Invesco Ltd. | 29,889 | $1M | -3,311 | -10.0% | 9Q | SEC ↗ |
| 40 | UBS AM, a distinct business unit of UB | 26,419 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 41 | Mariner, LLC | 26,283 | $1M | +8,118 | +44.7% | 2Q | SEC ↗ |
| 42 | Quantinno Capital Management LP | 26,188 | $1M | +2,843 | +12.2% | 3Q | SEC ↗ |
| 43 | ForthRight Wealth Management, LLC | 25,180 | $1M | -5,116 | -16.9% | 8Q | SEC ↗ |
| 44 | Susquehanna Portfolio Strategies, LLC NEW | 24,770 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Voleon Capital Management LP | 24,205 | $1M | -7,556 | -23.8% | 4Q | SEC ↗ |
| 46 | ExodusPoint Capital Management, LP NEW | 23,011 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 47 | OCCUDO QUANTITATIVE STRATEGIES LP NEW | 22,895 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 48 | ACADIAN ASSET MANAGEMENT LLC | 21,701 | $1M | +6,605 | +43.8% | 5Q | SEC ↗ |
| 49 | Swiss National Bank | 19,800 | $967K | -10,100 | -33.8% | 8Q | SEC ↗ |
| 50 | FRANKLIN RESOURCES INC | 18,930 | $925K | -7,106 | -27.3% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 150,347 | $7M |
| Sixth Street Partners Management Co | 94,600 | $5M |
| TUDOR INVESTMENT CORP ET AL | 41,019 | $2M |
| Susquehanna Portfolio Strategies, L | 24,770 | $1M |
| ExodusPoint Capital Management, LP | 23,011 | $1M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 22,895 | $1M |
| Jump Financial, LLC | 13,300 | $650K |
| GSA CAPITAL PARTNERS LLP | 10,505 | $513K |
| Engineers Gate Manager LP | 9,595 | $469K |
| Schonfeld Strategic Advisors LLC | 8,710 | $425K |
| FOX RUN MANAGEMENT, L.L.C. | 8,512 | $416K |
| Squarepoint Ops LLC | 8,481 | $414K |
| Man Group plc | 7,934 | $388K |
| Creative Planning | 7,298 | $357K |
| SG Americas Securities, LLC | 6,965 | $340K |
| DRIVE WEALTH MANAGEMENT, LLC | 6,532 | $319K |
| Jupiter Topco LLC | 6,500 | $318K |
| Brevan Howard Capital Management LP | 5,911 | $289K |
| IEQ CAPITAL, LLC | 5,873 | $287K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,542 | $271K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | 389,463 | $19M |
| Amova Asset Management Americas, In | 341,265 | $17M |
| HRT FINANCIAL LP | 126,690 | $6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 86,043 | $4M |
| Brooklyn Investment Group | 73,365 | $4M |
| MARSHALL WACE, LLP | 36,264 | $2M |
| Counterpoint Mutual Funds LLC | 25,842 | $1M |
| FourThought Financial Partners, LLC | 23,134 | $1M |
| VARCOV Co. | 22,131 | $1M |
| Verition Fund Management LLC | 16,300 | $796K |
| G2 Investment Partners Management L | 15,000 | $733K |
| SEI INVESTMENTS CO | 11,467 | $560K |
| INVICTUS PRIVATE WEALTH, LLC | 10,524 | $514K |
| WINTON GROUP Ltd | 10,440 | $510K |
| CANADA PENSION PLAN INVESTMENT BOAR | 10,200 | $498K |
| NANO CAP NEW MILLENNIUM GROWTH FUND | 10,000 | $488K |
| Aristides Capital LLC | 9,700 | $474K |
| DRW Securities, LLC | 7,996 | $391K |
| Divisadero Street Capital Managemen | 6,727 | $329K |
| NEW YORK STATE TEACHERS RETIREMENT | 1,291 | $63K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Nuveen, LLC | +110,489 | +212.4% | 162,509 |
| JPMORGAN CHASE & CO | +66,890 | +374.3% | 84,759 |
| AQR CAPITAL MANAGEMENT LLC | +38,230 | +79.6% | 86,237 |
| BARCLAYS PLC | +37,158 | +57.9% | 101,360 |
| XTX Topco Ltd | +24,326 | +38.0% | 88,350 |
| Point72 Asset Management, L.P. | +24,184 | +37.7% | 88,313 |
| MILLENNIUM MANAGEMENT LLC | +22,999 | +23.6% | 120,472 |
| VANGUARD CAPITAL MANAGEMENT LLC | +9,541 | +1.8% | 528,841 |
| Mariner, LLC | +8,118 | +44.7% | 26,283 |
| HSBC HOLDINGS PLC | +7,234 | +0.7% | 1,016,521 |
| ACADIAN ASSET MANAGEMENT LLC | +6,605 | +43.8% | 21,701 |
| BNP PARIBAS FINANCIAL MARKETS | +5,933 | +1.8% | 333,106 |
| Arax Advisory Partners | +5,720 | +8289.9% | 5,789 |
| CALIFORNIA STATE TEACHERS RETIREMEN | +5,105 | +98.2% | 10,301 |
| WELLS FARGO & COMPANY/MN | +4,601 | +67.8% | 11,391 |
| CITIGROUP INC | +4,289 | +0.7% | 644,972 |
| MEEDER ASSET MANAGEMENT INC | +3,821 | +296.4% | 5,110 |
| Quantinno Capital Management LP | +2,843 | +12.2% | 26,188 |
| STRS OHIO | +2,200 | +20.8% | 12,800 |
| CWM, LLC | +1,983 | +149.3% | 3,311 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| DEUTSCHE BANK AG | -97,518 | -35.9% | 173,907 |
| Balyasny Asset Management L.P. | -75,446 | -83.0% | 15,424 |
| MORGAN STANLEY | -72,234 | -30.5% | 164,498 |
| JANE STREET GROUP, LLC | -44,235 | -34.3% | 84,764 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -41,320 | -26.8% | 112,660 |
| BANK OF AMERICA CORP /DE | -38,079 | -15.9% | 201,088 |
| CITADEL ADVISORS LLC | -35,450 | -28.6% | 88,301 |
| NORTHERN TRUST CORP | -35,261 | -27.4% | 93,333 |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. | -30,990 | -8.4% | 336,042 |
| BlackRock, Inc. | -25,474 | -2.6% | 937,170 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -19,698 | -16.0% | 103,626 |
| GEODE CAPITAL MANAGEMENT, LLC | -18,899 | -6.4% | 277,664 |
| RENAISSANCE TECHNOLOGIES LLC | -16,217 | -6.8% | 223,083 |
| VANGUARD FIDUCIARY TRUST CO | -15,695 | -16.4% | 80,198 |
| Quantbot Technologies LP | -15,303 | -73.3% | 5,567 |
| STATE STREET CORP | -12,018 | -4.2% | 272,487 |
| Russell Investments Group, Ltd. | -11,378 | -78.9% | 3,047 |
| Swiss National Bank | -10,100 | -33.8% | 19,800 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -9,995 | -9.6% | 94,600 |
| Penserra Capital Management LLC | -9,220 | -39.2% | 14,329 |