Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ibotta Inc (IBTA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — IBTA

Based on 131 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (98% of max)

98% of all-time peak
131 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 — +18% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

70 buying61 selling
Last quarter: 70 funds bought or added vs 61 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new IBTA position: 35 → 28 → 24 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 40% entered in last year

■ 6% conviction (2yr+) ■ 54% medium ■ 40% new
Only 8 funds (6%) 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.
💰

Price up while funds trimmed (+22% value, -9% shares)

Value
+21%
Shares
-8%
Last quarter: total value of institutional IBTA holdings rose +22% even though funds reduced share count by 9%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~30 new funds/quarter

30 → 35 → 28 → 24 → 30 new funds/Q
New funds entering each quarter: 35 → 28 → 24 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 5% veterans, 46% new entrants

■ 5% veterans ■ 49% 1-2yr ■ 46% new
Of 136 current holders: 7 (5%) held 2+ years, 66 held 1–2 years, 63 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
36 of 131 holders are among the 100 largest funds by AUM, controlling 44% 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.

Institutional Sentiment Summary — IBTA

In 2026 Q1, 70 hedge funds were net buyers of IBTA (30 opened a new position, 40 added to an existing one), while 61 reduced or exited (41 trimmed, 20 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 44% of total institutional value in IBTA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 131.

Hedge Fund Ownership: IBTA

How many hedge funds hold IBTA — quarterly history vs. share price
Quarterly hedge fund ownership of IBTA vs. share price

Market Analysis: IBTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBTA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much IBTA has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
IBTA
+4.7%
XLK
+39.1%

IBTA outperformed XLK by -34.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
IBTA
+1.9%
XLK
+4.8%

Since the filing became public, IBTA outperformed XLK by -2.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 3 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: IBTA
130 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 130 121 7.44%
13F Shares 14M 16M -8.88%
Total Value $438M $360M 21.75%
New Positions 29 24 +5
Increased Positions 39 38 +1
Closed Positions 20 25 -5
Reduced Positions 40 36 +4
Total Calls 3 2 50.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: IBTA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

130 + 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:
Top 25 IBTA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Harbor Spring Capital, LLC 100.00% 200,000 $12.3M
2 Notable Capital Management, L.L.C. 20.60% 367,032 $11.0M
3 Koch, Inc. 14.27% 4,389,129 $131.5M
4 Saybrook Capital /Nc 0.49% 60,258 $1.8M
5 ForthRight Wealth Management, LLC 0.26% 30,296 $908K
6 VARCOV Co. 0.25% 22,131 $663K
7 G2 Investment Partners Management LLC 0.11% 15,000 $450K
8 Fermata Advisors, LLC 0.07% 10,412 $312K
9 XTX Topco Ltd 0.03% 64,024 $1.9M
10 D. E. Shaw & Co., Inc. 0.03% 1,690,546 $50.7M
11 Quantbot Technologies LP 0.03% 20,870 $625K
12 Nemes Rush Group LLC 0.02% 8,001 $240K
13 Norden Group LLC 0.02% 7,730 $232K
14 Voleon Capital Management LP 0.02% 31,761 $952K
15 HSBC Holdings plc 0.02% 1,009,287 $30.6M
16 Hotchkis & Wiley Capital Management LLC 0.01% 153,980 $4.6M
17 Renaissance Technologies LLC 0.01% 239,300 $7.2M
18 Jacobs Levy Equity Management, Inc 0.01% 86,043 $2.6M
19 Caitong International Asset Management Co., Ltd 0.01% 1,799 $54K
20 Hrt Financial LP 0.01% 126,690 $3.8M
21 Baker Avenue Asset Management, LP 0.01% 12,750 $382K
22 Divisadero Street Capital Management, LP 0.01% 6,727 $202K
23 United Capital Financial Advisors, LLC 0.01% 44,773 $1.3M
24 Essential Partners LLC 0.01% 818 $25K
25 Citigroup Inc 0.01% 640,683 $19.2M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 53% buying: Last quarter: 70 funds bought or added vs 61 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 — 44% AUM from top-100 funds: 36 of 131 holders are among the 100 largest funds by AUM, controlling 44% 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 — 40% entered in last year: Only 8 funds (6%) 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 Q1 hedge fund 13F filings?

As of today, IBTA has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -2.9%. Since the quarter end (March 31, 2026), IBTA has gained +4.7% vs +39.1% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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