Ibotta, Inc.

NYSE:IBTA Stock Report

Market Cap: US$608.7m

Ibotta Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:IBTA Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
26 Jun 25SellUS$91,180Clark Ventures Inc.Company2,380US$38.61
26 Jun 25SellUS$55,247,570Clark Jermoluk Founders Fund I LLCCompany1,578,502US$35.00
26 Jun 25SellUS$14,752,430Clark Ventures Inc.Company421,498US$35.00
25 Jun 25SellUS$383,850Clark Ventures Inc.Company10,000US$38.43
23 Jun 25SellUS$380,878Clark Ventures Inc.Company10,000US$39.11
18 Jun 25SellUS$389,654Clark Ventures Inc.Company10,000US$40.12
16 Jun 25SellUS$417,351Clark Ventures Inc.Company10,000US$42.01
12 Jun 25SellUS$670,652Richard DonahueIndividual15,312US$43.80
12 Jun 25SellUS$445,831Clark Ventures Inc.Company10,000US$46.33
10 Jun 25SellUS$470,342Clark Ventures Inc.Company10,000US$49.29
06 Jun 25SellUS$490,165Clark Ventures Inc.Company10,000US$49.84
04 Jun 25SellUS$1,469,740Clark Ventures Inc.Company29,397US$50.04
02 Jun 25SellUS$494,238Clark Ventures Inc.Company10,000US$50.10
29 May 25SellUS$1,180,392Clark Ventures Inc.Company23,543US$50.63
03 Mar 25SellUS$3,014,346D. E. Shaw & Co., L.P.Company90,366US$34.79

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of IBTA?
Owner TypeNumber of SharesOwnership Percentage
Private Companies45,0000.169%
General Public524,4581.97%
Individual Insiders5,009,92918.8%
VC/PE Firms8,230,43731%
Institutions12,772,98248%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 89.13% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
16.5%
Koch Disruptive Technologies, LLC
4,389,129US$100.5m0%no data
14.5%
Clark Jermoluk Founders Fund I LLC
3,841,308US$88.0m0%no data
10.6%
Bryan Leach
2,810,660US$64.4m-0.27%no data
5.91%
The Vanguard Group, Inc.
1,570,896US$36.0m17.3%no data
4.85%
D. E. Shaw & Co., L.P.
1,290,546US$29.6m-11%0.03%
4.82%
Amova Asset Management Co., Ltd.
1,281,219US$29.3m15.1%0.01%
3.8%
BlackRock, Inc.
1,009,941US$23.1m16.1%no data
3.41%
ARK Investment Management LLC
907,386US$20.8m39.3%0.13%
2.98%
Luke Swanson
791,773US$18.1m1.25%no data
2.89%
HSBC Global Asset Management (UK) Limited
767,956US$17.6m695%0.01%
2.41%
Citigroup Inc.
641,337US$14.7m90.2%0.01%
2.13%
JPMorgan Chase & Co.
566,263US$13.0m-12.7%no data
1.65%
The Goldman Sachs Group, Inc.
438,376US$10.0m665%no data
1.6%
Sunit Patel
426,181US$9.8m0%no data
1.53%
BNP Paribas Financial Markets SNC
407,936US$9.3m23.2%0.01%
1.38%
Granite Asia
367,032US$8.4m-9.55%3.9%
1.22%
Geode Capital Management, LLC
324,479US$7.4m43.6%no data
1.21%
Morgan Stanley
321,499US$7.4m182%no data
1.16%
State Street Global Advisors, Inc.
308,472US$7.1m4.91%no data
1.04%
Thomas Lehrman
276,987US$6.3m0%no data
0.92%
UBS Asset Management AG
244,815US$5.6m-22.8%no data
0.75%
Richard Donahue
199,971US$4.6m0.1%no data
0.72%
Columbia Management Investment Advisers, LLC
190,612US$4.4m-40.9%no data
0.62%
Citadel Advisors LLC
164,556US$3.8m-84.6%no data
0.58%
Northern Trust Global Investments
153,678US$3.5m55.8%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/04 17:18
End of Day Share Price 2026/01/02 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ibotta, Inc. is covered by 14 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Curtis NagleBofA Global Research
Nitin BansalBofA Global Research
Andrew MarokCGS International