IBTA NYSE
Ibotta, Inc.
1W: +7.0%
1M: -11.5%
3M: +44.2%
YTD: +39.6%
1Y: -42.2%
$32.22
+0.26 (+0.81%)
Weekly Expected Move ±6.1%
$27
$29
$31
$33
$34
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Institutional Ownership — IBTA
152
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$337M
Total Invested
31
New Positions
34
Increased
68
Reduced
34
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (195 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Koch, Inc. | 4,389,129 | $$141M | — | +0.0% | 6Q | SEC ↗ |
| 2 | D. E. Shaw & Co., Inc. | 1,690,546 | $$54M | +400,000 | +31.0% | 7Q | SEC ↗ |
| 3 | VANGUARD GROUP INC | 1,164,995 | $$38M | -405,901 | -25.8% | 7Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 1,038,600 | $$33M | — | +0.0% | 1Q | SEC ↗ |
| 5 | HSBC HOLDINGS PLC | 1,009,287 | $$33M | -978,667 | -49.2% | 5Q | SEC ↗ |
| 6 | BlackRock, Inc. | 962,644 | $$31M | -89,076 | -8.5% | 7Q | SEC ↗ |
| 7 | CITIGROUP INC | 644,552 | $$21M | +3,215 | +0.5% | 7Q | SEC ↗ |
| 8 | NOTABLE CAPITAL MANAGEMENT, L.L.C. | 367,032 | $$12M | — | +0.0% | 5Q | SEC ↗ |
| 9 | BNP PARIBAS FINANCIAL MARKETS | 327,173 | $$11M | +2,127 | +0.7% | 8Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 296,563 | $$10M | -30,916 | -9.4% | 8Q | SEC ↗ |
| 11 | STATE STREET CORP | 284,505 | $$9M | -20,632 | -6.8% | 8Q | SEC ↗ |
| 12 | DEUTSCHE BANK AG | 271,425 | $$9M | -98,465 | -26.6% | 8Q | SEC ↗ |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 239,300 | $$8M | +35,992 | +17.7% | 8Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 239,167 | $$8M | +36,223 | +17.8% | 8Q | SEC ↗ |
| 15 | MORGAN STANLEY | 227,070 | $$7M | -99,491 | -30.5% | 7Q | SEC ↗ |
| 16 | UBS Group AG | 173,119 | $$6M | +24,699 | +16.6% | 8Q | SEC ↗ |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL NEW | 153,980 | $$5M | — | +0.0% | 1Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 148,257 | $$5M | -16,299 | -9.9% | 4Q | SEC ↗ |
| 19 | JANE STREET GROUP, LLC | 128,999 | $$4M | -95,530 | -42.5% | 4Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 128,594 | $$4M | -12,751 | -9.0% | 8Q | SEC ↗ |
| 21 | HRT FINANCIAL LP | 126,690 | $$4M | +48,625 | +62.3% | 2Q | SEC ↗ |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 123,324 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 110,739 | $$4M | -240,485 | -68.5% | 7Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 104,595 | $$3M | -15,030 | -12.6% | 8Q | SEC ↗ |
| 25 | VANGUARD FIDUCIARY TRUST CO NEW | 95,893 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Balyasny Asset Management L.P. | 90,870 | $$3M | +42,095 | +86.3% | 2Q | SEC ↗ |
| 27 | MILLENNIUM MANAGEMENT LLC NEW | 86,921 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 28 | JACOBS LEVY EQUITY MANAGEMENT, INC | 86,043 | $$3M | -103,911 | -54.7% | 3Q | SEC ↗ |
| 29 | MARSHALL WACE, LLP | 68,383 | $$2M | -56,782 | -45.4% | 3Q | SEC ↗ |
| 30 | BARCLAYS PLC | 64,202 | $$2M | +32,174 | +100.5% | 8Q | SEC ↗ |
| 31 | Point72 Asset Management, L.P. NEW | 64,129 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | XTX Topco Ltd | 64,024 | $$2M | -20,298 | -24.1% | 2Q | SEC ↗ |
| 33 | SAYBROOK CAPITAL /NC | 60,258 | $$2M | — | +0.0% | 6Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 57,510 | $$2M | -5,699 | -9.0% | 8Q | SEC ↗ |
| 35 | Nuveen, LLC | 52,020 | $$2M | -5,186 | -9.1% | 5Q | SEC ↗ |
| 36 | PRICE T ROWE ASSOCIATES INC /MD | 48,764 | $$2M | +3,797 | +8.4% | 8Q | SEC ↗ |
| 37 | AQR CAPITAL MANAGEMENT LLC NEW | 48,007 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 38 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 44,773 | $$1M | +225 | +0.5% | 3Q | SEC ↗ |
| 39 | PRIMECAP MANAGEMENT CO/CA | 41,935 | $$1M | -45,700 | -52.1% | 8Q | SEC ↗ |
| 40 | Voleon Capital Management LP | 38,231 | $$1M | +728 | +1.9% | 2Q | SEC ↗ |
| 41 | Invesco Ltd. | 33,200 | $$1M | +24,308 | +273.4% | 8Q | SEC ↗ |
| 42 | ForthRight Wealth Management, LLC | 30,296 | $$976K | — | +0.0% | 7Q | SEC ↗ |
| 43 | Swiss National Bank | 29,900 | $$963K | — | +0.0% | 7Q | SEC ↗ |
| 44 | UBS AM, a distinct business unit of UB | 26,419 | $$851K | +8,650 | +48.7% | 7Q | SEC ↗ |
| 45 | FRANKLIN RESOURCES INC | 26,036 | $$839K | +3,303 | +14.5% | 3Q | SEC ↗ |
| 46 | Penserra Capital Management LLC | 23,549 | $$759K | -4,569 | -16.2% | 3Q | SEC ↗ |
| 47 | Quantinno Capital Management LP | 23,345 | $$752K | -3,103 | -11.7% | 2Q | SEC ↗ |
| 48 | Quantbot Technologies LP NEW | 20,870 | $$672K | — | +0.0% | 1Q | SEC ↗ |
| 49 | VARCOV Co. NEW | 19,305 | $$622K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Mariner, LLC NEW | 18,165 | $$585K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 1,038,600 | $$33M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | 153,980 | $$5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 123,324 | $$4M |
| VANGUARD FIDUCIARY TRUST CO | 95,893 | $$3M |
| MILLENNIUM MANAGEMENT LLC | 86,921 | $$3M |
| Point72 Asset Management, L.P. | 64,129 | $$2M |
| AQR CAPITAL MANAGEMENT LLC | 48,007 | $$2M |
| Quantbot Technologies LP | 20,870 | $$672K |
| VARCOV Co. | 19,305 | $$622K |
| Mariner, LLC | 18,165 | $$585K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,224 | $$491K |
| G2 Investment Partners Management L | 15,000 | $$483K |
| SEI INVESTMENTS CO | 11,467 | $$369K |
| CANADA PENSION PLAN INVESTMENT BOAR | 10,200 | $$329K |
| Focus Partners Wealth | 9,229 | $$297K |
| Jain Global LLC | 8,708 | $$281K |
| VANGUARD ASSET MANAGEMENT, Ltd | 8,230 | $$265K |
| DRW Securities, LLC | 7,996 | $$258K |
| NORDEN GROUP LLC | 7,730 | $$249K |
| Divisadero Street Capital Managemen | 6,727 | $$217K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ARK Investment Management LLC | 907,386 | $$29M |
| Southpoint Capital Advisors LP | 700,000 | $$23M |
| Sumitomo Mitsui Trust Group, Inc. | 389,463 | $$13M |
| Amova Asset Management Americas, In | 341,265 | $$11M |
| Edgestream Partners, L.P. | 74,061 | $$2M |
| Brooklyn Investment Group | 73,365 | $$2M |
| Pacer Advisors, Inc. | 67,814 | $$2M |
| WILKINS INVESTMENT COUNSEL INC | 66,027 | $$2M |
| TWINBEECH CAPITAL LP | 58,896 | $$2M |
| TWO SIGMA INVESTMENTS, LP | 52,725 | $$2M |
| VICTORY CAPITAL MANAGEMENT INC | 51,854 | $$2M |
| JANUS HENDERSON GROUP PLC | 51,465 | $$2M |
| Walleye Capital LLC | 48,526 | $$2M |
| Magnetar Financial LLC | 38,889 | $$1M |
| EFG Asset Management (North America | 35,982 | $$1M |
| PDT Partners, LLC | 34,970 | $$1M |
| J. Goldman & Co LP | 33,336 | $$1M |
| Engineers Gate Manager LP | 30,210 | $$973K |
| TWO SIGMA ADVISERS, LP | 30,200 | $$973K |
| RAYMOND JAMES FINANCIAL INC | 28,159 | $$907K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| D. E. Shaw & Co., Inc. | +400,000 | +31.0% | 1,690,546 |
| HRT FINANCIAL LP | +48,625 | +62.3% | 126,690 |
| Balyasny Asset Management L.P. | +42,095 | +86.3% | 90,870 |
| BANK OF AMERICA CORP /DE | +36,223 | +17.8% | 239,167 |
| RENAISSANCE TECHNOLOGIES LLC | +35,992 | +17.7% | 239,300 |
| BARCLAYS PLC | +32,174 | +100.5% | 64,202 |
| UBS Group AG | +24,699 | +16.6% | 173,119 |
| Invesco Ltd. | +24,308 | +273.4% | 33,200 |
| ACADIAN ASSET MANAGEMENT LLC | +14,020 | +1303.0% | 15,096 |
| UBS AM, a distinct business unit of | +8,650 | +48.7% | 26,419 |
| WELLS FARGO & COMPANY/MN | +6,695 | +59.0% | 18,038 |
| Caitong International Asset Managem | +6,693 | +1059.0% | 7,325 |
| PRICE T ROWE ASSOCIATES INC /MD | +3,797 | +8.4% | 48,764 |
| FRANKLIN RESOURCES INC | +3,303 | +14.5% | 26,036 |
| CITIGROUP INC | +3,215 | +0.5% | 644,552 |
| Larson Financial Group LLC | +2,816 | +1637.2% | 2,988 |
| BNP PARIBAS FINANCIAL MARKETS | +2,127 | +0.7% | 327,173 |
| CWM, LLC | +1,983 | +149.3% | 3,311 |
| FMR LLC | +1,459 | +181.5% | 2,263 |
| OSAIC HOLDINGS, INC. | +1,107 | +78.7% | 2,513 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HSBC HOLDINGS PLC | -978,667 | -49.2% | 1,009,287 |
| VANGUARD GROUP INC | -405,901 | -25.8% | 1,164,995 |
| GOLDMAN SACHS GROUP INC | -240,485 | -68.5% | 110,739 |
| AMERIPRISE FINANCIAL INC | -178,411 | -91.9% | 15,641 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -103,911 | -54.7% | 86,043 |
| MORGAN STANLEY | -99,491 | -30.5% | 227,070 |
| DEUTSCHE BANK AG | -98,465 | -26.6% | 271,425 |
| JANE STREET GROUP, LLC | -95,530 | -42.5% | 128,999 |
| BlackRock, Inc. | -89,076 | -8.5% | 962,644 |
| JPMORGAN CHASE & CO | -56,896 | -76.1% | 17,869 |
| MARSHALL WACE, LLP | -56,782 | -45.4% | 68,383 |
| PRIMECAP MANAGEMENT CO/CA | -45,700 | -52.1% | 41,935 |
| GEODE CAPITAL MANAGEMENT, LLC | -30,916 | -9.4% | 296,563 |
| STATE STREET CORP | -20,632 | -6.8% | 284,505 |
| XTX Topco Ltd | -20,298 | -24.1% | 64,024 |
| CITADEL ADVISORS LLC | -16,299 | -9.9% | 148,257 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -15,030 | -12.6% | 104,595 |
| NORTHERN TRUST CORP | -12,751 | -9.0% | 128,594 |
| STRS OHIO | -11,200 | -51.4% | 10,600 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -9,987 | -65.8% | 5,196 |