Arax Advisory Partners’s Ibotta IBTA Stock Holding History

Arax Advisory Partners’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
2026 Q2	$198K	Buy	5,789 +5,720	+8,290%	+$191K	﹤0.01%	2260
2026 Q1	$2.07K	Sell	69 -116	-63%	-$2.71K	﹤0.01%	3099
2025 Q4	$4.21K	Buy	185 +175	+1,750%	+$4.72K	﹤0.01%	2947
2025 Q3	$278	Buy	+10	New	+$313	﹤0.01%	3423

Other funds holding IBTA

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NCM

Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arax Advisory Partners's IBTA Position: Q2 2026 in Review

Arax Advisory Partners increased its Ibotta (IBTA) stake by 8,290% in Q2 2026, buying an estimated $191K and bringing the position to 5,789 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

Arax Advisory Partners first reported a position in IBTA in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

Arax Advisory Partners held 5,789 shares of Ibotta worth $198K as of Q2 2026.
Arax Advisory Partners bought 5,720 Ibotta shares in Q2 2026, an estimated $191K.
Ibotta made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2260 holding.
Arax Advisory Partners first reported a position in Ibotta in Q3 2025 and has held it in 4 quarters since.
146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.