AMI Asset Management’s Ibotta IBTA Stock Holding History

AMI Asset 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	-7,503	Closed	-$275K	–	94
2025 Q2	$275K	Sell	7,503 -4,065	-35%	-$190K	0.02%	81
2025 Q1	$488K	Buy	+11,568	New	+$677K	0.03%	86

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

AMI Asset Management's IBTA Position: Q3 2025 in Review

AMI Asset Management sold out of Ibotta (IBTA) in Q3 2025, closing a stake of 7,503 shares — an estimated $275K sold.

AMI Asset Management first reported a position in IBTA in Q1 2025 and held it in 2 quarters. The position peaked at $488K in Q1 2025. 120 funds tracked by Wall St. Rank hold IBTA as of Q3 2025.

AMI Asset Management reported no remaining Ibotta position as of Q3 2025 after selling out during the quarter.
AMI Asset Management sold 7,503 Ibotta shares in Q3 2025, an estimated $275K.
AMI Asset Management first reported a position in Ibotta in Q1 2025 and held it in 2 quarters.
AMI Asset Management's Ibotta position peaked at $488K in Q1 2025.
120 funds tracked by Wall St. Rank held Ibotta as of Q3 2025.

Based on AMI Asset Management's 13F filing for Q3 2025, filed 16 Oct 2025.