Ibotta
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Breakdown13F · Form 4
Shares outstanding 25.41M · Float 8.67M · 34.1% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Institutions13F, as of Jun 30, 2026
152 holders · 14.41M shares · 32 new positions · 73 increased · 44 reduced · 15 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Koch, Inc. | 4.39M | 17.27% | 0 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | 1.69M | 6.65% | 0 | Aug 14, 2026 |
| HSBC Holdings PLC | 1.02M | 4.00% | +7.2K | Aug 14, 2026 |
| BlackRock, Inc. | 937.2K | 3.69% | −25.5K | Aug 7, 2026 |
| Citigroup Inc | 645.0K | 2.54% | +4.3K | Aug 3, 2026 |
| Vanguard Capital Management LLC | 528.8K | 2.08% | +9.5K | Aug 13, 2026 |
| Notable Capital Management, L.L.C. | 336.0K | 1.32% | −31.0K | Aug 14, 2026 |
| BNP Paribas Arbitrage, SNC | 333.1K | 1.31% | +5.9K | Aug 13, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| KDT Ibotta Holdings, LLCincl. Koch, Inc. | 20.70% | 4.39M | 13D | Apr 2, 2026 ↗ |
| Clark Jermoluk Founders Fund I LLC | 15.20% | 3.84M | 13G | Sep 12, 2025 ↗ |
| Walmart Inc. | 11.30% | 3.50M | 13G | Oct 16, 2024 ↗ |
| Bryan Leach | 10.40% | 3.21M | Nov 14, 2024 ↗ | |
| D. E. Shaw & Co., L.P. | 7.20% | 1.69M | 13G | Feb 17, 2026 ↗ |
| Barclays PLC | 6.05% | 1.67M | 13G | Mar 21, 2025 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Clark Jermoluk Founders Fund I LLC | 10 percent owner | 3.84M | 15.12% | Jul 8, 2026 |
| Bryan Leach | director, 10 percent owner, officer: CEO AND PRESIDENT | 3.18M | 12.50% | Aug 19, 2026 |
| Luke Roy Swanson | officer: CHIEF TECHNOLOGY OFFICER | 751.1K | 2.96% | Aug 11, 2026 |
| D. E. Shaw & Co, L.P. | 10 percent owner, other: See Footnotes 3,7,10,11,12 | 665.7K | 2.62% | Mar 5, 2025 |
| Sunit S. Patel | officer: CHIEF FINANCIAL OFFICER | 555.3K | 2.19% | Mar 4, 2025 |
| Christopher J. Riedy | officer: Chief Revenue Officer | 388.4K | 1.53% | Mar 3, 2026 |
| Matthew H. Puckett | officer: Chief Financial Officer | 336.8K | 1.33% | Oct 1, 2025 |
| David T. Shapiro | officer: CHIEF LEGAL OFFICER | 235.2K | 0.93% | May 19, 2026 |
| Tabib Amir El | officer: Chief Business Dev. Officer | 208.6K | 0.82% | May 19, 2026 |
| Richard I. Donahue | officer: CHIEF MARKETING OFFICER | 200.0K | 0.79% | Sep 3, 2025 |
4 ten-percent owners hold 9.54M shares by Form 4 — the 13D/G table above shows those stakes, the figure above counts officers and directors only · 6 people have not refiled in the last 18 months (4.52M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 17, 2026 | Bryan Leachdirector, 10 percent owner, officer: CEO AND PRESIDENT | Sale · 7 lots | 34,739 | $35.92 | 866,484 |
| Aug 18, 2026 | Bryan Leachdirector, 10 percent owner, officer: CEO AND PRESIDENT | Sale | 877 | $36.60 | 866,484 |
| Aug 13, 2026 | Thomas D. Lehrmandirector | Sale · 6 lots | 30,273 | $37.33 | 54,610 |
| Aug 12, 2026 | Thomas D. Lehrmandirector | Sale · 3 lots | 12,846 | $36.12 | 76,161 |
| Aug 11, 2026 | Thomas D. Lehrmandirector | Sale · 3 lots | 29,561 | $36.06 | 84,050 |
| Aug 7, 2026 | Luke Roy Swansonofficer: CHIEF TECHNOLOGY OFFICER | Sale · 3 lots | 800 | $39.90 | 689,364 |
| Aug 3, 2026 | Luke Roy Swansonofficer: CHIEF TECHNOLOGY OFFICER | Sale · 4 lots | 11,880 | $24.46 | 751,486 |
| Aug 4, 2026 | Bryan Leachdirector, 10 percent owner, officer: CEO AND PRESIDENT | Sale · 9 lots | 79,888 | $36.14 | 866,484 |
| Aug 3, 2026 | Bryan Leachdirector, 10 percent owner, officer: CEO AND PRESIDENT | Sale · 2 lots | 15,142 | $24.43 | 866,484 |
| Jul 21, 2026 | Bryan Leachdirector, 10 percent owner, officer: CEO AND PRESIDENT | Sale | 1,050 | $31.83 | 866,484 |
CongressHouse and Senate disclosures
Not reported.