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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
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

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arax Advisory Partners's IBTA Position: Q1 2026 in Review

Arax Advisory Partners reduced its Ibotta (IBTA) stake by 63% in Q1 2026, selling an estimated $2.71K and leaving 69 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Arax Advisory Partners first reported a position in IBTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.21K in Q4 2025. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • Arax Advisory Partners held 69 shares of Ibotta worth $2.07K as of Q1 2026.
  • Arax Advisory Partners sold 116 Ibotta shares in Q1 2026, an estimated $2.71K.
  • Ibotta made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3099 holding.
  • Arax Advisory Partners first reported a position in Ibotta in Q3 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's Ibotta position peaked at $4.21K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.