Ibotta Inc (IBTA) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ibotta Inc (IBTA) following the 2026 Q2 hedge fund 13F filings?

As of today, IBTA has moved +5.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLK sector ETF — an outperformance of +7.1%. Since the quarter end (June 30, 2026), IBTA gained +20.4% vs -1.5% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ibotta Inc (IBTA)

144 + Investors. Track Smart Money conviction in IBTA. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IBTA

Based on 146 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added IBTA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

146 hedge funds hold IBTA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

70 buying65 selling

Last quarter: 70 funds bought or added vs 65 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 28 → 24 → 31 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 31% entered in last year

■ 23% conviction (2yr+) ■ 46% medium ■ 31% new

Only 34 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

35 → 28 → 24 → 31 → 31 new funds/Q

New funds entering each quarter: 28 → 24 → 31 → 31. A growing number of institutions are discovering IBTA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 5% veterans, 42% new entrants

■ 5% veterans ■ 54% 1-2yr ■ 42% new

Of 149 current holders: 7 (5%) held 2+ years, 80 held 1–2 years, 62 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

40 of 146 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in IBTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	144	132	9.09%
13F Shares	14M	15M	-3.29%
Total Value	$477M	$439M	8.56%
New Positions	31	31	-
Increased Positions	35	39	-4
Closed Positions	19	20	-1
Reduced Positions	48	40	+8
Total Calls	3	3	-
Total Puts	0	2	-100.0%
PUT/CALL Ratio	0.0	0.67	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

144

132

9.09%

13F Shares

14M

15M

-3.29%

Total Value

$477M

$439M

8.56%

New Positions

Increased Positions

-4

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

0.67

Bullish

Institutional Holders (2026 Q2)

144 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBTA. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IBTA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Notable Capital Management, L.L.C.	22.27%	336,042	$11.5M
2	Koch, Inc.	13.70%	4,389,129	$149.9M
3	Saybrook Capital /Nc	0.52%	60,258	$2.1M
4	ForthRight Wealth Management, LLC	0.22%	25,180	$860K
5	Fermata Advisors, LLC	0.06%	8,546	$292K
6	Fox Run Management, L.L.C.	0.05%	8,512	$291K
7	Occudo Quantitative Strategies LP	0.04%	22,895	$782K
8	Drive Wealth Management, LLC	0.04%	6,532	$223K
9	XTX Topco Ltd	0.04%	88,350	$3.0M
10	D. E. Shaw & Co., Inc.	0.03%	1,690,546	$57.7M
11	Nemes Rush Group LLC	0.02%	8,001	$273K
12	Norden Group LLC	0.02%	7,537	$257K
13	State of Wyoming	0.02%	4,441	$152K
14	Voleon Capital Management LP	0.02%	24,205	$827K
15	HSBC Holdings plc	0.01%	1,016,521	$35.7M
16	Susquehanna Portfolio Strategies, LLC	0.01%	24,770	$846K
17	Hotchkis & Wiley Capital Management LLC	0.01%	112,660	$3.8M
18	Silver Grove Financial Group, Inc.	0.01%	590	$20K
19	Renaissance Technologies LLC	0.01%	223,083	$7.6M
20	Meeder Asset Management Inc	0.01%	5,110	$175K
21	United Capital Financial Advisors, LLC	0.01%	44,706	$1.5M
22	Baker Avenue Asset Management, LP	0.01%	12,750	$436K
23	Quantbot Technologies LP	0.01%	5,567	$190K
24	Citigroup Inc	0.01%	644,972	$22.0M
25	Aster Capital Management (DIFC) Ltd	0.01%	692	$25K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ibotta Inc (IBTA)

What does the Smart Money Trend signal show for IBTA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IBTA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IBTA?

Slight buying edge — 52% buying: Last quarter: 70 funds bought or added vs 65 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IBTA holders?

Elite ownership — 52% AUM from top-100 funds: 40 of 146 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in IBTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IBTA?

Mostly new holders — 31% entered in last year: Only 34 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Ibotta Inc (IBTA) following the 2026 Q2 hedge fund 13F filings?

As of today, IBTA has moved +5.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLK sector ETF — an outperformance of +7.1%. Since the quarter end (June 30, 2026), IBTA has gained +20.4% vs -1.5% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ibotta Inc (IBTA)

Smart Money Signals — IBTA

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

Slight buying edge — 52% buying

Steady new buyers — ~31 new funds per quarter

Mostly new holders — 31% entered in last year

Growing discovery — still being found

Mixed cohorts — 5% veterans, 42% new entrants

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — IBTA

Hedge Fund Ownership: IBTA

Market Analysis: IBTA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBTA

Is It Too Late to Buy Ibotta Inc (IBTA) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IBTA

Statistics: IBTA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ibotta Inc (IBTA)

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