IBOTTA INC

$IBTA
Institutional coverage

121 13F filers hold $IBTA.

13F holders
121
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$IBTA is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.01%, with an average of 0.00% of portfolio. Largest holder: Citigroup Inc. at 0.01%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 121 · Source: 13F-HR
01
Broadway Wealth Solutions, Inc.
14.27% of portfolio
4,389,129 sh
02
Commerce Bank
0.03% of portfolio
1,690,546 sh
03
L. Roy Papp & Associates, LLP
0.02% of portfolio
1,009,287 sh
04
Deutsche Bank AG
739,348 sh
05
Renaissancere Holdings Ltd.
542,418 sh
06
Columbia River Financial Group, LLC
20.60% of portfolio
367,032 sh
07
Atlantic Edge Private Wealth Management, LLC
331,396 sh
08
Kanawha Capital Management LLC
0.01% of portfolio
327,173 sh
09
State Street
305,137 sh
10
Exor N.V.
285,720 sh
See all 121 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 4 filers
08 Jan 2026
Riedy Christopher J
▲ BOUGHT
276,041
P
25 Apr 2024
Clark Jermoluk Founders Fund I LLC
▼ SOLD
11,363
$88.00
S
05 Dec 2025
Daspit Marisa
▼ SOLD
10
$23.54
S
05 Sep 2025
Daspit Marisa
▼ SOLD
2,956
$26.94
S
26 Jun 2025
Clark Jermoluk Founders Fund I LLC
▼ SOLD
613
$38.61
S
26 Jun 2025
Clark Jermoluk Founders Fund I LLC
▼ SOLD
1,767
$38.21
S
26 Jun 2025
Clark Jermoluk Founders Fund I LLC
▼ SOLD
421,498
$35.00
S
26 Jun 2025
Clark Jermoluk Founders Fund I LLC
▼ SOLD
1,578,502
$35.00
S
25 Jun 2025
Clark Jermoluk Founders Fund I LLC
▼ SOLD
5,000
$38.43
S
24 Jun 2025
Clark Jermoluk Founders Fund I LLC
▼ SOLD
5,000
$38.34
S
23 Jun 2025
Clark Jermoluk Founders Fund I LLC
▼ SOLD
157
$38.20
S
23 Jun 2025
Clark Jermoluk Founders Fund I LLC
▼ SOLD
4,843
$37.67
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IBTA in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:04 UTC.