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IBTA · Ibotta, Inc.
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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IBTA

Ibotta, Inc.
SOFTWARE & IT · SERVICES-ADVERTISING · CIK 0001538379
ACTIVIST 13DFORM 144 · 13☆ WATCH
INSIDER NET · 180D
-$30.9M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
67
13F, latest reported quarter
REVENUE GROWTH
-6.8%
XBRL, annual
NET MARGIN
1.0%
CONVERSIONS · 180D
21
codes C/M, not in net · $733.1K priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$30.9M over 180 days
-$26.3M over 90 days · -$22.3M of it by a 10%+ holder
below 86% of Software & IT
CONGRESS
no member of Congress has reported trading it
FUNDS
67 funds added or opened last quarter
below 59% of Software & IT
REVENUE
-6.8% year over year
below 80% of Software & IT
MARGIN
1.0% net margin
more than 54% of Software & IT
BUYBACKS
$70.8M repurchased, FY to 2026-06-30
below 51% of Software & IT
SHORT
17.7 days to cover · settled 2026-07-31
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$30.9M across 5 people in 180 days.
67 funds added or opened positions in the latest 13F quarter, of 149 holders.
KDT Ibotta Holdings, LLC disclosed a 5%+ stake (20.7%) in the last six months.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +37.6%
+37.6%12M
-29%-5%+19%+43%2025-092025-102025-122026-032026-052026-072026-09 2026-07-06 · Clark Jermoluk Founders Fund I LLC sold $15.1M2026-08-04 · Leach Bryan sold $1.2M2026-08-17 · Leach Bryan sold $856.0K2026-05-15 · Lehrman Thomas D sold $794.9K2026-08-04 · Leach Bryan sold $775.9K2026-05-15 · Lehrman Thomas D sold $563.5K2026-08-13 · Lehrman Thomas D sold $454.5K2026-08-11 · Lehrman Thomas D sold $430.7K2026-07-01 · Leach Bryan sold $416.7K2026-05-13 · Lehrman Thomas D sold $399.4K2026-05-18 · Lehrman Thomas D sold $386.1K2026-05-13 · Lehrman Thomas D sold $384.0K2026-05-15 · Lehrman Thomas D sold $363.6K2026-08-11 · Lehrman Thomas D sold $357.3K2026-08-03 · Leach Bryan sold $350.8K2026-06-22 · Leach Bryan sold $341.9K2026-05-11 · Lehrman Thomas D sold $335.2K2026-06-08 · Leach Bryan sold $332.5K2026-08-13 · Lehrman Thomas D sold $307.7K2026-08-11 · Lehrman Thomas D sold $277.8K2026-05-18 · Lehrman Thomas D sold $249.3K2026-05-13 · Lehrman Thomas D sold $247.7K2026-08-04 · Leach Bryan sold $237.1K2026-08-04 · Leach Bryan sold $234.4K2026-07-20 · Leach Bryan sold $228.3K2026-07-20 · Leach Bryan sold $220.1K2026-05-12 · Lehrman Thomas D sold $219.9K2026-07-02 · Leach Bryan sold $203.8K2026-08-13 · Lehrman Thomas D sold $198.4K2026-07-06 · Leach Bryan sold $186.6K2026-08-12 · Lehrman Thomas D sold $178.9K2026-08-12 · Lehrman Thomas D sold $169.8K2026-06-04 · Swanson Luke Roy sold $168.7K2026-06-04 · Swanson Luke Roy sold $168.6K2026-05-12 · Lehrman Thomas D sold $163.4K2026-08-04 · Leach Bryan sold $157.1K2026-08-04 · Leach Bryan sold $153.9K2026-06-09 · Leach Bryan sold $151.7K2026-08-03 · Swanson Luke Roy sold $142.2K2026-08-03 · Swanson Luke Roy sold $142.1K2026-05-12 · Lehrman Thomas D sold $141.8K2026-08-13 · Lehrman Thomas D sold $140.7K2026-04-02 · KDT Ibotta Holdings, LLC filed a 5%+ stake (20.7%)2026-04-02 · Koch, Inc. filed a 5%+ stake (20.7%)2026-09-02 · Daspit Marisa filed to sell $107.1K2026-09-01 · Daspit Marisa filed to sell $63.4K2026-09-01 · Swanson Luke Roy filed to sell $219.6K2026-09-01 · Swanson Luke Roy filed to sell $219.6K2026-08-11 · Lehrman Thomas D filed to sell $1.1M2026-08-11 · Thomas D. Lehrman filed to sell $925.4K2026-08-11 · Thomas D. Lehrman filed to sell $596.8K2026-08-07 · Swanson Luke Roy filed to sell $23.9K2026-08-07 · Swanson Luke Roy filed to sell $8.0K2026-08-03 · Swanson Luke Roy filed to sell $145.3K2026-08-03 · Swanson Luke Roy filed to sell $145.4K2026-07-01 · Swanson Luke Roy filed to sell $205.9K2026-07-01 · Swanson Luke Roy filed to sell $205.9K
INSIDER SELL13D/G STAKEFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
An activist crossed the 5% line with declared intent.
The record shows a net $30.9M sold by insiders over 180 days, 67 funds added last quarter, $4.0M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
TEAMMETACRWVCRMNETCRWDDDOGDASHAPPIOTPCTYMDB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Ibotta, Inc. insiders sold a net $30.9M of stock across 314 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Daspit Marisa
CHIEF PEOPLE OFFICER
SELL
2026-09-02
1,779.0
$66.3K
Daspit Marisa
CHIEF PEOPLE OFFICER
SELL
2026-09-02
1,177.0
$44.5K
Swanson Luke Roy
CHIEF TECHNOLOGY OFFICER
SELL
2026-09-01
2,858.0
$104.7K
Swanson Luke Roy
CHIEF TECHNOLOGY OFFICER
SELL
2026-09-01
3,082.0
$114.9K
Swanson Luke Roy
CHIEF TECHNOLOGY OFFICER
SELL
2026-09-01
2,858.0
$104.7K
314 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 309 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
Koch, Inc.
4,389,129.0 sh
$149.9M
D. E. Shaw & Co., Inc.
1,690,546.0 sh
$57.7M
HSBC HOLDINGS PLC
1,016,521.0 sh
$35.7M
BlackRock, Inc.
937,170.0 sh
$32.0M
CITIGROUP INC
644,972.0 sh
$22.0M
5%+ owners
13D = intent to influence · 13G = passive
KDT Ibotta Holdings, LLC
ACTIVIST 13D · 2026-04-02
20.7%
Koch, Inc.
ACTIVIST 13D · 2026-04-02
20.7%
Planned sales · Form 144
Filed before the sale — intent, not a trade
Daspit Marisa
FILED 2026-09-02
$107.1K
Daspit Marisa
FILED 2026-09-01
$63.4K
Swanson Luke Roy
FILED 2026-09-01
$219.6K
Swanson Luke Roy
FILED 2026-09-01
$219.6K
Lehrman Thomas D
FILED 2026-08-11
$1.1M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Amplify Digital Payments ETF
$705.8K POSITION · AS OF 2026-03-31
0.4%
Royce Quant Small-Cap Quality Value ETF
$100.3K POSITION · AS OF 2026-03-31
0.4%
Hotchkis and Wiley Small Cap Diversified Value Fund
$1.2M POSITION · AS OF 2026-03-31
0.1%
WisdomTree U.S. SmallCap Fund
$818.9K POSITION · AS OF 2026-03-31
0.1%
Small Cap Value Fund
$688.2K POSITION · AS OF 2026-03-31
0.1%
SmallCap Value Fund II
$855.4K POSITION · AS OF 2026-04-30
0.1%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Bryan Leach
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$10.9M
-$15.0M
$6.3M
-78%
+39%
2024
$28.7M
$53.0M
$6.2M
-37%
+18%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$342.4M$367.3M$320.0M$210.7M
GROSS PROFIT$271.3M$317.1M$276.0M$164.5M
OPERATING INCOME$-841.0K$27.9M$56.0M$-40.3M
NET INCOME$3.6M$68.7M$38.1M$-54.9M
EPS (DILUTED)0.122.561.42-6.33
OPERATING CASH FLOW$95.3M$115.9M$22.7M$-56.5M
CASH$186.6M$349.3M$62.6M—
LONG-TERM DEBT$0$0$64.4M—
BUYBACKS$233.0M$31.3M$0$25.0K
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →