Aigen Investment Management’s Ibotta IBTA Stock Holding History

Aigen Investment Management’s Portfolio IBTA Stock Details IBTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,327	Closed	-$305K	–	1133
2025 Q2	$305K	Buy	+8,327	New	+$389K	0.04%	525

Other funds holding IBTA

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aigen Investment Management's IBTA Position: Q3 2025 in Review

Aigen Investment Management sold out of Ibotta (IBTA) in Q3 2025, closing a stake of 8,327 shares — an estimated $305K sold.

Aigen Investment Management first reported a position in IBTA in Q2 2025 and held it in 1 quarter. The position peaked at $305K in Q2 2025. 120 funds tracked by Wall St. Rank hold IBTA as of Q3 2025.

Aigen Investment Management reported no remaining Ibotta position as of Q3 2025 after selling out during the quarter.
Aigen Investment Management sold 8,327 Ibotta shares in Q3 2025, an estimated $305K.
Aigen Investment Management first reported a position in Ibotta in Q2 2025 and held it in 1 quarter.
Aigen Investment Management's Ibotta position peaked at $305K in Q2 2025.
120 funds tracked by Wall St. Rank held Ibotta as of Q3 2025.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.