IBTANYSEServices-AdvertisingFiscal year ends December 31
Ibotta, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$47.24−0.60 (-1.25%)
Close on Oct 19, 2026
- Market cap
- $1.10B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
60.3%
14M of 23M shares
Institutional holders
146
29 new, 12 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
1 buys · 109 sales
Net sold $35.47M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Koch, Inc. | 4,389,129 | 20.70% | 13D (active) | Feb 26, 2026 |
| James H. Clark | 3,841,308 | 15.20% | 13G (passive) | Sep 30, 2024 |
| Bryan Leach | 3,206,327 | 10.40% | 13G (passive) | Sep 30, 2024 |
| D. E. Shaw & Co., L.P. | 1,690,546 | 7.20% | 13G (passive) amendment | Dec 31, 2025 |
| Ramya Rao | 1,665,829 | 6.05% | 13G (passive) | Sep 30, 2024 |
| David E. Shaw | 1,449,524 | 5.70% | 13G (passive) amendment | Jun 30, 2025 |
| John S. Clark II | 1,400,000 | 5.00% | 13G (passive) | Feb 26, 2025 |
| Sumitomo Mitsui Trust Group, Inc. | 1,279,895 | 5.10% | 13G (passive) | Sep 30, 2025 |
| Barclays PLC | – | – | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IBTA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Koch, Inc. | 4,389,129 | 18.94% | $149.93M | – | 13.70% |
| D. E. Shaw & Co., Inc. | 1,690,546 | 7.30% | $57.75M | – | 0.03% |
| Hsbc Holdings PLC | 1,016,521 | 4.39% | $35.70M | +7,234 | 0.01% |
| BlackRock, Inc. | 937,170 | 4.04% | $32.01M | −25,474 | 0.00% |
| Citigroup Inc | 644,972 | 2.78% | $22.03M | +4,289 | 0.01% |
| Vanguard Capital Management LLC | 528,841 | 2.28% | $18.07M | +9,541 | 0.00% |
| Notable Capital Management, L.L.C. | 336,042 | 1.45% | $11.48M | −30,990 | 22.27% |
| Bnp Paribas Arbitrage, Snc | 333,106 | 1.44% | $11.38M | +5,933 | 0.00% |
| Geode Capital Management, LLC | 277,664 | 1.20% | $9.49M | −18,899 | 0.00% |
| State Street Corp | 272,487 | 1.18% | $9.31M | −12,018 | 0.00% |
| Renaissance Technologies LLC | 223,083 | 0.96% | $7.62M | −16,217 | 0.01% |
| Bank Of America Corp /De/ | 201,088 | 0.87% | $6.87M | −38,079 | 0.00% |
| Deutsche Bank AG\ | 173,907 | 0.75% | $5.94M | −97,518 | 0.00% |
| UBS Group AG | 168,497 | 0.73% | $5.76M | −4,622 | 0.00% |
| Morgan Stanley | 164,498 | 0.71% | $5.62M | −72,234 | 0.00% |
| Nuveen, LLC | 162,509 | 0.70% | $5.55M | +110,489 | 0.00% |
| American Century Companies Inc | 150,347 | 0.65% | $5.14M | New | 0.00% |
| Millennium Management LLC | 120,472 | 0.52% | $4.12M | +22,999 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 112,660 | 0.49% | $3.85M | −41,320 | 0.01% |
| Goldman Sachs Group Inc | 105,702 | 0.46% | $3.61M | −5,037 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 146 | 14M | 60.3% | 29 / 38 | 47 / 12 | 1M | 1M |
| Q1 2026 | 132 | 14M | 61.3% | 31 / 38 | 42 / 19 | 1M | 3M |
| Q4 2025 | 121 | 17M | 72.7% | 22 / 39 | 35 / 21 | 3M | 5M |
| Q3 2025 | 120 | 19M | 81.8% | 29 / 47 | 28 / 38 | 4M | 3M |
| Q2 2025 | 129 | 19M | 79.9% | 33 / 40 | 44 / 13 | 3M | 3M |
| Q1 2025 | 110 | 18M | 78.7% | 30 / 34 | 27 / 33 | 4M | 3M |
| Q4 2024 | 116 | 18M | 78.7% | 32 / 52 | 18 / 22 | 9M | 1M |
| Q3 2024 | 108 | 10M | 43.8% | 33 / 45 | 14 / 15 | 3M | 6M |
| Q2 2024 | 91 | 13M | 58.2% | 91 / 0 | 0 / 0 | 13M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IBTA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 382,945 | 1.65% | $13.08M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 263,329 | 1.14% | $9.00M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 133,199 | 0.57% | $4.55M | 0.00% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 113,750 | 0.49% | $2.73M | 0.07% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 109,128 | 0.47% | $2.62M | 0.01% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 70,104 | 0.30% | $2.40M | 0.01% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 63,762 | 0.28% | $2.18M | 0.01% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 63,496 | 0.27% | $2.17M | 0.01% | May 31, 2026 |
| Vanguard Communication Services Index Fund | 60,089 | 0.26% | $2.06M | 0.03% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 57,049 | 0.25% | $1.95M | 0.01% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 47,247 | 0.20% | $1.62M | 0.01% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 28,395 | 0.12% | $969.97K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 27,631 | 0.12% | $946.36K | 0.00% | May 31, 2026 |
| Bridge Builder Tax Managed Small/Mid Cap Fund | 26,987 | 0.12% | $921.88K | 0.03% | Jun 30, 2026 |
| WisdomTree U.S. SmallCap Fund | 26,698 | 0.12% | $912.00K | 0.13% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Bryan Leach | CEO AND PRESIDENT, Director, 10% owner | 3,426,647 | 14.79% | Sep 23, 2026 |
| Luke Roy Swanson | CHIEF TECHNOLOGY OFFICER | 896,514 | 3.87% | Sep 25, 2026 |
| Christopher J. Riedy | Chief Revenue Officer | 363,387 | 1.57% | Sep 3, 2026 |
| Jared Chomko | SR VICE PRESIDENT - ACCOUNTING | 34,093 | 0.15% | Sep 3, 2026 |
| Matthew H. Puckett | Chief Financial Officer | 303,479 | 1.31% | Sep 3, 2026 |
| David T. Shapiro | CHIEF LEGAL OFFICER | 221,604 | 0.96% | Sep 3, 2026 |
| Tabib Amir El | Chief Business Dev. Officer | 200,807 | 0.87% | Sep 3, 2026 |
| Marisa Daspit | CHIEF PEOPLE OFFICER | 118,428 | 0.51% | Sep 3, 2026 |
| Richard I. Donahue | CHIEF MARKETING OFFICER | 199,971 | 0.86% | Sep 3, 2025 |
| Sunit S. Patel | CHIEF FINANCIAL OFFICER | 555,275 | 2.40% | Mar 4, 2025 |
| Tony Weisman | Director | 10,339 | 0.04% | Sep 24, 2026 |
| Thomas D. Lehrman | Director | 678,340 | 2.93% | Aug 17, 2026 |
| Amit Doshi | Director | 90,610 | 0.39% | May 21, 2026 |
| Valarie L. Sheppard | Director | 35,631 | 0.15% | May 21, 2026 |
| Larry W. Sonsini | Director | 106,383 | 0.46% | May 21, 2026 |
| Amanda Baldwin | Director | 14,562 | 0.06% | May 21, 2026 |
| Stephen Bailey | Director | 14,562 | 0.06% | May 21, 2026 |
| James H. Clark | 10% owner | 3,855,051 | 16.64% | Jul 8, 2026 |
| Jermoluk Founders Fund I. LLC Clark | 10% owner | 3,898,126 | 16.82% | Jul 8, 2026 |
| David E. Shaw | 10% owner | 1,997,235 | 8.62% | Mar 5, 2025 |
| D. E. Shaw & Co, L.L.C. | 10% owner | 685,583 | 2.96% | Mar 5, 2025 |
| D. E. Shaw & Co, L.P. | 10% owner | 2,063,720 | 8.91% | Mar 5, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Tony Weisman Director | Sep 22, 2026 | Award | +10,339 | – | – | 10,339 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Sep 22, 2026 | Option exercise | +1,724 | $3.99 | $6.88K | 825,610 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Sep 22, 2026 | Sale(10b5-1 plan) | −1,717 | $41.31 | $70.93K | 823,893 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Sep 22, 2026 | Sale(10b5-1 plan) | −7 | $41.94 | $294 | 823,886 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Sep 21, 2026 | Sale(10b5-1 plan) | −13,418 | $41.34 | $554.70K | 823,886 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Sep 21, 2026 | Option exercise | +13,418 | $3.99 | $53.54K | 837,304 |
| Luke Roy Swanson CHIEF TECHNOLOGY OFFICER | Sep 10, 2026 | Sale(10b5-1 plan) | −16,500 | $40.07 | $661.16K | 449,632 |
| Luke Roy Swanson CHIEF TECHNOLOGY OFFICER | Sep 10, 2026 | Sale(10b5-1 plan) | −20,100 | $40.04 | $804.80K | 446,032 |
| Luke Roy Swanson CHIEF TECHNOLOGY OFFICER | Sep 10, 2026 | Sale(10b5-1 plan) | −16,500 | $40.07 | $661.16K | 244,882 |
| Luke Roy Swanson CHIEF TECHNOLOGY OFFICER | Sep 10, 2026 | Sale(10b5-1 plan) | −3,600 | $39.90 | $143.64K | 202,000 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Sep 9, 2026 | Sale(10b5-1 plan) | −5,103 | $37.74 | $192.59K | 823,886 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −7,503 | $37.25 | $279.49K | 855,486 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −26,497 | $37.83 | $1.00M | 828,989 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Sep 8, 2026 | Option exercise | +15,142 | $3.99 | $60.42K | 862,989 |
| Marisa Daspit CHIEF PEOPLE OFFICER | Sep 2, 2026 | Sale(10b5-1 plan) | −1,779 | $37.25 | $66.27K | 118,428 |
| Marisa Daspit CHIEF PEOPLE OFFICER | Sep 2, 2026 | Sale(10b5-1 plan) | −1,177 | $37.78 | $44.47K | 117,251 |
| Christopher J. Riedy Chief Revenue Officer | Sep 1, 2026 | Tax withholding | −12,988 | $37.21 | $483.28K | 363,387 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Sep 1, 2026 | Tax withholding | −18,637 | $37.21 | $693.48K | 847,847 |
| Luke Roy Swanson CHIEF TECHNOLOGY OFFICER | Sep 1, 2026 | Sale(10b5-1 plan) | −3,082 | $37.28 | $114.90K | 466,132 |
| Luke Roy Swanson CHIEF TECHNOLOGY OFFICER | Sep 1, 2026 | Sale(10b5-1 plan) | −2,858 | $36.62 | $104.66K | 469,214 |
| Luke Roy Swanson CHIEF TECHNOLOGY OFFICER | Sep 1, 2026 | Tax withholding | −11,692 | $37.21 | $435.06K | 472,072 |
| Luke Roy Swanson CHIEF TECHNOLOGY OFFICER | Sep 1, 2026 | Sale(10b5-1 plan) | −3,082 | $37.30 | $114.96K | 261,382 |
| Luke Roy Swanson CHIEF TECHNOLOGY OFFICER | Sep 1, 2026 | Sale(10b5-1 plan) | −2,858 | $36.63 | $104.69K | 264,464 |
| Jared Chomko SR VICE PRESIDENT - ACCOUNTING | Sep 1, 2026 | Tax withholding | −469 | $37.21 | $17.45K | 34,093 |
| Marisa Daspit CHIEF PEOPLE OFFICER | Sep 1, 2026 | Sale(10b5-1 plan) | −802 | $36.66 | $29.40K | 121,117 |
| Marisa Daspit CHIEF PEOPLE OFFICER | Sep 1, 2026 | Tax withholding | −2,951 | $37.21 | $109.81K | 121,919 |
| Marisa Daspit CHIEF PEOPLE OFFICER | Sep 1, 2026 | Sale(10b5-1 plan) | −910 | $37.31 | $33.95K | 120,207 |
| Tabib Amir El Chief Business Dev. Officer | Sep 1, 2026 | Tax withholding | −3,404 | $37.21 | $126.66K | 200,807 |
| David T. Shapiro CHIEF LEGAL OFFICER | Sep 1, 2026 | Tax withholding | −6,821 | $37.21 | $253.81K | 221,604 |
| Matthew H. Puckett Chief Financial Officer | Sep 1, 2026 | Tax withholding | −33,347 | $37.21 | $1.24M | 303,479 |
| Jared Chomko SR VICE PRESIDENT - ACCOUNTING | Aug 25, 2026 | Tax withholding | −406 | $38.44 | $15.61K | 34,562 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 18, 2026 | Sale(10b5-1 plan) | −877 | $36.60 | $32.10K | 866,484 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 18, 2026 | Option exercise | +877 | $3.99 | $3.50K | 867,361 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −2,303 | $35.96 | $82.82K | 613 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 17, 2026 | Conversion | +2,916 | – | – | 2,916 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −610 | $37.24 | $22.72K | 0 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −2,306 | $35.96 | $82.92K | 610 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 17, 2026 | Conversion | +2,916 | – | – | 2,916 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −1,425 | $37.44 | $53.35K | 866,484 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −3,457 | $36.75 | $127.04K | 867,909 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −24,025 | $35.63 | $856.01K | 871,366 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 17, 2026 | Option exercise | +28,907 | $3.99 | $115.34K | 895,391 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −613 | $37.24 | $22.83K | 0 |
| Thomas D. Lehrman Director | Aug 13, 2026 | Sale | −298 | $37.86 | $11.28K | 16,490 |
| Thomas D. Lehrman Director | Aug 13, 2026 | Sale | −5,327 | $37.25 | $198.43K | 16,788 |
| Thomas D. Lehrman Director | Aug 13, 2026 | Sale | −461 | $37.86 | $17.45K | 25,570 |
| Thomas D. Lehrman Director | Aug 13, 2026 | Sale | −12,221 | $37.19 | $454.50K | 41,825 |
| Thomas D. Lehrman Director | Aug 13, 2026 | Sale | −8,261 | $37.25 | $307.72K | 26,031 |
| Thomas D. Lehrman Director | Aug 13, 2026 | Sale | −3,705 | $37.98 | $140.72K | 38,120 |
| Thomas D. Lehrman Director | Aug 12, 2026 | Sale | −3,197 | $36.08 | $115.35K | 22,115 |
| Thomas D. Lehrman Director | Aug 12, 2026 | Sale | −4,692 | $36.19 | $169.80K | 54,046 |
| Thomas D. Lehrman Director | Aug 12, 2026 | Sale | −4,957 | $36.08 | $178.85K | 34,292 |
| Thomas D. Lehrman Director | Aug 11, 2026 | Sale | −11,892 | $36.22 | $430.73K | 39,249 |
| Thomas D. Lehrman Director | Aug 11, 2026 | Sale | −10,000 | $35.73 | $357.30K | 58,738 |
| Thomas D. Lehrman Director | Aug 11, 2026 | Sale | −7,669 | $36.22 | $277.77K | 25,312 |
| Luke Roy Swanson CHIEF TECHNOLOGY OFFICER | Aug 7, 2026 | Sale(10b5-1 plan) | −400 | $39.90 | $15.96K | 205,600 |
| Luke Roy Swanson CHIEF TECHNOLOGY OFFICER | Aug 7, 2026 | Sale(10b5-1 plan) | −200 | $39.91 | $7.98K | 483,764 |
| Luke Roy Swanson CHIEF TECHNOLOGY OFFICER | Aug 7, 2026 | Sale(10b5-1 plan) | −200 | $39.90 | $7.98K | 267,322 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 4, 2026 | Sale(10b5-1 plan) | −6,446 | $36.36 | $234.38K | 529 |
| Bryan Leach CEO AND PRESIDENT, Director, 10% owner | Aug 4, 2026 | Sale(10b5-1 plan) | −529 | $37.41 | $19.79K | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Luke Roy Swanson Officer | Oct 1, 2026 | 5,940 | $233.50K | Oct 1, 2026 | Founders Shares |
| Luke Roy Swanson Member of immediate family of any of the foregoing | Oct 1, 2026 | 5,940 | $233.50K | Oct 1, 2026 | Founders Shares |
| Luke Roy Swanson Officer | Sep 10, 2026 | 16,500 | $661.22K | Sep 10, 2026 | Founders Shares |
| Luke Roy Swanson Member of immediate family of any of the foregoing | Sep 10, 2026 | 20,100 | $804.87K | Sep 10, 2026 | Founders Shares |
| Leach Bryan Officer, Director | Sep 8, 2026 | 114,813 | $4.41M | Sep 8, 2026 | Acquired upon option exercise |
| Marisa Daspit Officer | Sep 2, 2026 | 2,956 | $107.10K | Sep 2, 2026 | Restricted Stock Vesting |
| Marisa Daspit Officer | Sep 1, 2026 | 1,712 | $63.35K | Sep 1, 2026 | Restricted Stock Vesting |
| Luke Roy Swanson Officer | Sep 1, 2026 | 5,940 | $219.57K | Sep 1, 2026 | Founders Shares |
| Luke Roy Swanson Member of immediate family of any of the foregoing | Sep 1, 2026 | 5,940 | $219.63K | Sep 1, 2026 | Founders Shares |
| D. Lehrman Thomas Director | Aug 11, 2026 | 16,491 | $596.81K | Aug 11, 2026 | Class C Preferred Share Purchase |
| D. Lehrman Thomas Director | Aug 11, 2026 | 25,571 | $925.42K | Aug 11, 2026 | Class C Preferred Share Purchase |
| Thomas D. Lehrman Director | Aug 11, 2026 | 30,618 | $1.12M | Aug 11, 2026 | Private Placement |
| Luke Roy Swanson Officer | Aug 7, 2026 | 200 | $7.98K | Aug 7, 2026 | Founders Shares |
| Luke Roy Swanson Member of immediate family of any of the foregoing | Aug 7, 2026 | 600 | $23.94K | Aug 7, 2026 | Founders Shares |
| Luke Roy Swanson Officer | Aug 3, 2026 | 5,940 | $145.36K | Aug 3, 2026 | Founders Shares |