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Of the 10 tracked institutions holding IBTA, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +7.1pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, IBTA (IBOTTA INC) is held with a combined value of $82.55M across 3,035,831 shares. The largest holder is BlackRock, Inc. with a position worth $28.85M. 2 funds opened new positions in the most recent quarter. 4 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$82.55M
Total Shares Held
3,035,831
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $28.85M | 0.00% | -8.5% |
| 2 | VANGUARD GROUP INC | $26.48M | 0.00% | -25.8% |
| 3 | STATE STREET CORP | $8.53M | 0.00% | -6.8% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $7.17M | 0.01% | +17.7% |
| 5 | CITADEL ADVISORS LLC | $3.71M | 0.00% | -16.5% |
| 6 | MILLENNIUM MANAGEMENT LLC | $2.92M | 0.00% | +12.1% |
| 7 | Point72 Asset Management, L.P. | $1.92M | 0.00% | New |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.46M | 0.00% | +8.4% |
| 9 | AQR CAPITAL MANAGEMENT LLC | $1.44M | 0.00% | New |
| 10 | FMR LLC | $67.82K | 0.00% | +181.5% |
SEC Schedule 13D (activist) and 13G (passive) filings for IBTA. Filed when an investor acquires 5%+ ownership.
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of IBTA with a position worth $28.85M, representing 0.00% of their portfolio. In total, 10 institutional investors hold IBTA with a combined value of $82.55M.
In the most recent quarter, 2 funds opened a new position in IBTA. Additionally, 4 increased their holdings and 4 reduced their positions.
Institutional investors hold $82.55M worth of IBTA stock across 10 positions. The largest institutional holder is BlackRock, Inc. with $28.85M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IBTA, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IBTA positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$26.25
2026-07-24
YTD
+14.6%
34% of 52-week range
