← All Ibotta, INC filings

Ibotta, INC Schedule 13G passive stakes

Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.

NYSE
IBTA
Ibotta, INC
SCHEDULE: Amova Asset Management Discloses Ibotta Stake
Amova Asset Management Americas, Inc. has filed an amended Schedule 13G, disclosing a 1.5% beneficial ownership stake in Ibotta, Inc. Class A common stock.
NYSE
IBTA
Ibotta, INC
SCHEDULE: Sumitomo Mitsui Trust Group Discloses Ibotta Stake
Sumitomo Mitsui Trust Group and Amova Asset Management Co. Ltd. reported a 1.5% beneficial ownership stake in Ibotta, Inc. Class A Common Stock as of December 31, 2025.
NYSE
IBTA
Ibotta, INC
SCHEDULE: Vanguard Discloses 4.96% Stake in Ibotta Inc
The Vanguard Group has filed an amended Schedule 13G, reporting a 4.96% beneficial ownership in Ibotta Inc's common stock as of December 31, 2025.
NYSE
IBTA
Ibotta, INC
SCHEDULE: Amova Asset Management Discloses 5.1% Stake in Ibotta
Amova Asset Management Americas, Inc. has disclosed a 5.1% beneficial ownership stake in Ibotta, Inc.'s Class A common stock as of September 30, 2025.
NYSE
IBTA
Ibotta, INC
SCHEDULE 13G: Sumitomo Mitsui Trust Group Discloses 5.1% Stake in Ibotta
Sumitomo Mitsui Trust Group and its affiliate Amova Asset Management Co., Ltd. have disclosed beneficial ownership of 5.1% of Ibotta, Inc.'s Class A Common Stock.
NYSE
IBTA
Ibotta, INC
SCHEDULE: Major Investors Disclose 15.2% Stake in Ibotta Class A Stock
Clark Jermoluk Founders Fund I LLC and James H. Clark jointly report a 15.2% beneficial ownership in Ibotta, Inc.'s Class A Common Stock.
NYSE
IBTA
Ibotta, INC
SCHEDULE: D. E. Shaw Amends Ibotta Stake, Valence Drops Below 5%
D. E. Shaw & Co. entities and David E. Shaw updated their beneficial ownership in Ibotta, Inc., maintaining a 5.7% stake while D. E. Shaw Valence Portfolios, L.L.C. reduced its holding below the 5% threshold.
NYSE
IBTA
Ibotta, INC
SCHEDULE: Southpoint Funds Disclose 1.1% Stake in Ibotta
Southpoint Master Fund and affiliated entities have disclosed a 1.1% beneficial ownership stake in Ibotta, Inc.'s Class A Common Stock.
NYSE
IBTA
Ibotta, INC
SCHEDULE 13G/A: D. E. Shaw & Co. Discloses 9.9% Passive Stake in Ibotta, Inc.
Investment firm D. E. Shaw & Co. and its affiliates have disclosed a significant passive beneficial ownership stake of 9.9% in Ibotta, Inc.'s Class A common stock.
NYSE
IBTA
Ibotta, INC
SCHEDULE 13G/A: Barclays PLC Amends Stake in Ibotta Inc., Reports Ownership Below 5%
Barclays PLC has filed an amended Schedule 13G, indicating its beneficial ownership in Ibotta Inc.'s Class A Common Stock has fallen to 5% or less.
NYSE
IBTA
Ibotta, INC
SCHEDULE 13G/A: Barclays PLC Discloses Significant Stake in Ibotta Inc. Class A Common Stock
Barclays PLC has filed an amended Schedule 13G, reporting a beneficial ownership of 6.05% in Ibotta Inc.'s Class A Common Stock as of an event date of September 30, 2024.
NYSE
IBTA
Ibotta, INC
SCHEDULE 13G: Southpoint Entities Disclose 5% Passive Stake in Ibotta, Inc.
Southpoint Master Fund, LP and its affiliated entities, including John S. Clark II, have reported a passive beneficial ownership of 5.0% in Ibotta, Inc.'s Class A Common Stock.
NYSE
IBTA
Ibotta, INC
SCHEDULE 13G: Vanguard Group Discloses 5.66% Passive Stake in Ibotta Inc.
The Vanguard Group has filed a Schedule 13G, reporting a passive beneficial ownership of 5.66% of Ibotta Inc.'s Common Stock as of December 31, 2024.