Ibotta, Inc. (IBTA)
NYSE: IBTA · Services-Advertising · Denver, CO · filing with the SEC since 2012
Who owns Ibotta, Inc.
As filed with the SECHolders of 5% or more
3
KDT Ibotta Holdings, LLC holds 20.7% of Class A common stock, par value $0.00001 per share, as its SCHEDULE 13D filed Apr 2, 2026 says.
Directors and officers
16
report now, of 18 people on the record since 2024. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
KDT Ibotta Holdings, LLC
SCHEDULE 13D · filed Apr 2, 2026 · Class A common stock, par value $0.00001 per share
Clark Jermoluk Founders Fund I LLC
SCHEDULE 13G · filed Sep 12, 2025 · Class A Common Stock, $0.00001 par value per share
D. E. Shaw & Co., L.P.
SCHEDULE 13G/A · filed Feb 17, 2026 · Class A common stock, par value $0.00001 per share · 5.7% in Aug 14, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Jan 30, 2026 · Common Stock · reported falling below 5%, from 5.66% in Jan 30, 2025
Amova Asset Management Americas, Inc.
SCHEDULE 13G/A · filed Feb 12, 2026 · Class A common stock, $0.00001 par value · reported falling below 5%, from 5.1% in Nov 13, 2025
Sumitomo Mitsui Trust Group, Inc.
SCHEDULE 13G/A · filed Feb 5, 2026 · Class A Common Stock, $0.00001 par value per share · reported falling below 5%, from 5.1% in Oct 27, 2025
Southpoint Master Fund, LP
SCHEDULE 13G · filed Aug 14, 2025 · Class A Common Stock, par value $0.00001 per share · reported falling below 5%, from 5% in Mar 5, 2025
Barclays PLC
SCHEDULE 13G/A · filed May 13, 2025 · COMMON-STOCK · reported falling below 5%, from 6.05% in Mar 21, 2025
What IBTA reports owning in othersstakes of 5% or more, and other ties
Ibotta, Inc. reports no stake in another company in the record.
Insider tradesForm 4
166sales
1purchases
137sales on a scheduled plan
5people selling
$34.6Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window7 of 27 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Kdt Ibotta Holdings, LLC | 10% owner | 8 | $65.2M | 0 | 0 | $0 |
| Leach Bryan | CEO AND PRESIDENT | 84 | $18.0M | 84 | 0 | $0 |
| Clark Jermoluk Founders Fund I LLC | 10% owner | 1 | $15.1M | 0 | 0 | $0 |
| Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | 42 | $8.6M | 42 | 0 | $0 |
| Lehrman Thomas D | director | 28 | $6.9M | 0 | 0 | $0 |
| Riedy Christopher J | Chief Revenue Officer | 1 | $700,000 | 0 | 1 | $0 |
| Daspit Marisa | CHIEF PEOPLE OFFICER | 11 | $300,000 | 11 | 0 | $0 |