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| Keyboard |
| Ibotta Inc | |
|---|---|
| Ticker | IBTA |
| CIK # | 0001538379 |
| CUSIP | 46436E700 |
| Sector | Trade & Services - Services-Advertising |
| Address | 1801 California Street, Suite 400, Denver, CO 80202 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Ibotta Inc | 2017-08-01 | 25.0 M | Exemption: 506(b) · Remaining: $38,299 · Duration: One year or less · Revenue: Decline to Disclose |
| ZING Enterprises Inc | 2013-04-23 | 7.9 M | Exemption: 506 · Remaining: $2,084,924 · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001538379] | 10-K | |
| [0001538379] | 10-Q | |
| [0001538379] | 3 | |
| [0001538379] | 4 | |
| [0001538379] | 8-K | |
| [0001538379] | D | |
| [0001538379] | SC 13D | |
| [0001538379] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| KDT Ibotta Holdings LLC | Ibotta Inc | [2026-04-02] | 0.0 |
| Amova Asset Management Americas Inc | Ibotta Inc | [2025-11-13] | 0.0 |
| Sumitomo Mitsui Trust Group Inc | Ibotta Inc | [2025-10-27] | 0.0 |
| Southpoint Capital Advisors LP | Ibotta Inc | [2025-08-14] | 0.0 |
| Southpoint Capital Advisors LP | Ibotta Inc | [2025-03-05] | 0.0 |
| Vanguard Group Inc | Ibotta Inc | [2025-01-30] | 0.0 |
| Ibotta Inc | Ibotta Inc | [2024-11-14] | 10.4 |
| Barclays PLC | Ibotta Inc | [2024-11-13] | 0.0 |
| Walmart Inc | Ibotta Inc | [2024-10-16] | 11.3 |
| D E Shaw & Co LP | Ibotta Inc | [2024-05-02] | 7.1 |
| KDT Ibotta Holdings LLC | Ibotta Inc | [2024-04-29] | 819416.2 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Daspit Marisa
Class A Common Stock
|
2026-03-05 | Sell | 2,956 | $24.06 | 71,121 |
|
Leach Bryan
Class A Common Stock
|
2026-03-02 | Conversion | 60,000 | $0.00 | |
|
Leach Bryan
Class B Common Stock · derivative
|
2026-03-02 | Conversion | 60,000 | $0.00 | |
|
Leach Bryan
Class A Common Stock
|
2026-03-02 | Gift | 60,000 | $0.00 | |
|
Leach Bryan
Class A Common Stock
|
2026-03-01 | Tax withheld | 14,820 | $24.97 | 370,055 |
|
Riedy Christopher J
Class A Common Stock
|
2026-03-01 | Tax withheld | 9,134 | $24.97 | 228,076 |
|
Swanson Luke Roy
Class A Common Stock
|
2026-03-01 | Tax withheld | 7,684 | $24.97 | 191,869 |
|
Chomko Jared
Class A Common Stock
|
2026-03-01 | Tax withheld | 556 | $24.97 | 13,883 |
|
El Tabib Amir
Class A Common Stock
|
2026-03-01 | Tax withheld | 4,394 | $24.97 | 109,718 |
|
Daspit Marisa
Class A Common Stock
|
2026-03-01 | Tax withheld | 2,727 | $24.97 | 68,093 |
|
Shapiro David T
Class A Common Stock
|
2026-03-01 | Tax withheld | 6,820 | $24.97 | 170,295 |
|
Chomko Jared
Class A Common Stock
|
2026-01-26 | Grant | 6,000 | $0.00 | |
|
Daspit Marisa
Class A Common Stock
|
2026-01-08 | Grant | 85,297 | $0.00 | |
|
El Tabib Amir
Class A Common Stock
|
2026-01-08 | Grant | 88,663 | $0.00 | |
|
Swanson Luke Roy
Class A Common Stock
|
2026-01-08 | Grant | 265,722 | $0.00 | |
|
Riedy Christopher J
Class A Common Stock
|
2026-01-08 | Buy | 276,041 | $0.00 | |
|
Shapiro David T
Class A Common Stock
|
2026-01-08 | Grant | 177,148 | $0.00 | |
|
Leach Bryan
Class A Common Stock
|
2026-01-08 | Grant | 407,706 | $0.00 | |
|
Chomko Jared
Employee Stock Option (right to buy) · derivative
|
2025-12-29 | Option exercise | 2,900 | $0.00 | |
|
Chomko Jared
Class A Common Stock
|
2025-12-29 | Option exercise | 2,900 | $10.40 | 30,160 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 132 | 14,153,572 |
| 2025-12-31 | 122 | 16,780,449 |
| 2025-09-30 | 122 | 19,090,510 |
| 2025-06-30 | 131 | 18,588,614 |
| 2025-03-31 | 112 | 18,435,292 |
| 2024-12-31 | 119 | 18,336,846 |
| 2024-09-30 | 111 | 10,214,241 |
| 2024-06-30 | 93 | 13,149,299 |
| 2021-09-30 | 12 | 669,359 |
| 2021-06-30 | 10 | 567,740 |
| 2021-03-31 | 11 | 252,408 |
| 2020-12-31 | 11 | 301,454 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Fermata Advisors LLC | [2026-06-30] | SOLE | 8,546 | 8,546 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 815 | 815 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 605 | 605 |
| Abound Wealth Management | [2026-06-30] | SOLE | 0 | 604 |
| Gamma Investing LLC | [2026-06-30] | DFND | 283 | 283 |
| Fortitude Family Office LLC | [2026-06-30] | SOLE | 65 | 65 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 47 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 30 |
| LRI Investments LLC | [2026-06-30] | SOLE | 25 | 25 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 5 | 5 | Prev | Page 1 | Next |