Ibotta, Inc.

NYSE:IBTA Stock Report

Market Cap: US$2.3b

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
12 Dec 24SellUS$12,117,662Thomas LehrmanIndividual164,743US$74.76
03 Dec 24SellUS$989,803Harbor Spring Capital, LLCCompany13,437US$74.96
29 Nov 24SellUS$4,703,231Thomas LehrmanIndividual66,135US$73.11
26 Nov 24SellUS$2,980,056Thomas LehrmanIndividual41,566US$72.61
22 Nov 24SellUS$4,568,035Teamworthy Group, LLCCompany67,506US$70.63
20 Nov 24SellUS$4,784,991Teamworthy Group, LLCCompany73,766US$66.36
19 Nov 24SellUS$18,406Richard DonahueIndividual284US$65.04
28 Oct 24BuyUS$775,444D. E. Shaw & Co., L.P.Company10,438US$75.53
24 Oct 24BuyUS$913,648D. E. Shaw & Co., L.P.Company12,858US$72.28
09 Oct 24BuyUS$423,546D. E. Shaw & Co., L.P.Company6,794US$63.13
04 Oct 24BuyUS$1,134,323D. E. Shaw & Co., L.P.Company18,383US$63.35
01 Oct 24BuyUS$826,087D. E. Shaw & Co., L.P.Company13,435US$63.45
11 Sep 24SellUS$530,770Thomas LehrmanIndividual10,354US$51.26
10 Sep 24SellUS$1,935,738Thomas LehrmanIndividual38,130US$52.02
05 Sep 24SellUS$231,958Teamworthy Group, LLCCompany4,297US$55.14
04 Sep 24SellUS$1,748,267Teamworthy Group, LLCCompany31,020US$57.46
03 Sep 24SellUS$301,957Thomas LehrmanIndividual5,366US$56.27
22 Apr 24BuyUS$49,999,928Clark Ventures Inc.Company568,181US$88.00
22 Apr 24SellUS$3,520,000Richard DonahueIndividual40,000US$88.00
22 Apr 24SellUS$461,032Amir El TabibIndividual5,239US$88.00
22 Apr 24SellUS$2,288,000Chris JensenIndividual26,000US$88.00
22 Apr 24SellUS$36,080,968Koch Industries, Inc.Company410,011US$88.00
22 Apr 24SellUS$12,367,344Luke SwansonIndividual140,538US$88.00
22 Apr 24SellUS$4,641,824Harbor Spring Capital, LLCCompany52,748US$88.00
22 Apr 24SellUS$17,562,864Thomas LehrmanIndividual199,578US$88.00
22 Apr 24SellUS$5,179,944Teamworthy Group, LLCCompany58,863US$88.00

Insider Trading Volume

Insider Buying: IBTA insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of IBTA?
Owner TypeNumber of SharesOwnership Percentage
Private Companies00%
Hedge Funds2,812,1439.18%
General Public4,566,55914.9%
Individual Insiders5,457,68017.8%
Institutions7,982,28926.1%
VC/PE Firms9,808,93932%

Dilution of Shares: IBTA only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 77.59% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
17.7%
Clark Jermoluk Founders Fund I LLC
5,419,810US$403.1m-5.95%no data
14.3%
Koch Disruptive Technologies, LLC
4,389,129US$326.5m0%no data
9.18%
D. E. Shaw & Co., L.P.
2,812,143US$209.2m1.96%0.28%
5.88%
Bryan Leach
1,801,673US$134.0m-22.3%no data
5.44%
Ramya Rao
1,665,829US$123.9m0%no data
3%
Baron Capital Group, Inc.
918,543US$68.3m77.6%0.15%
2.27%
Luke Swanson
696,463US$51.8m-1.21%no data
2.15%
The Vanguard Group, Inc.
659,012US$49.0m1.64%no data
2.06%
Granite Asia
631,871US$47.0m0%5.18%
2.03%
BlackRock, Inc.
622,266US$46.3m-0.79%no data
2.02%
Nikko Asset Management Co., Ltd.
618,703US$46.0m794%0.02%
1.86%
Clark Ventures Inc.
568,181US$42.3m0%100.0%
1.54%
Janus Henderson Group plc
472,090US$35.1m65.2%0.01%
1.51%
Sunit Patel
461,310US$34.3m-1.43%no data
0.89%
Thomas Lehrman
272,442US$20.3m-50%no data
0.82%
Capital Research and Management Company
250,000US$18.6m0%no data
0.82%
Dragoneer Investment Group, LLC
250,000US$18.6m0%0.27%
0.71%
ArrowMark Colorado Holdings, LLC
217,387US$16.2m106%0.2%
0.59%
Columbia Management Investment Advisers, LLC
181,576US$13.5m0%no data
0.51%
Geode Capital Management, LLC
155,669US$11.6m1.31%no data
0.51%
Richard Donahue
155,505US$11.6m-2.62%no data
0.49%
State Street Global Advisors, Inc.
149,434US$11.1m42.8%no data
0.47%
PRIMECAP Management Company
143,670US$10.7m17%0.01%
0.41%
Norges Bank Investment Management
125,000US$9.3m0%no data
0.41%
Holocene Advisors, LP
125,000US$9.3m-3.85%0.04%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/17 23:16
End of Day Share Price 2024/12/17 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

Ibotta, Inc. is covered by 11 analysts. 10 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
Andrew MarokCGS International
Ronald JoseyCitigroup Inc