AIM
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ARK Investment Management’s Ibotta IBTA Stock Holding History

ARK 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
Q4 		– Sell
-907,386
Closed -$25.3M – 202
2025
Q3 		$25.3M Buy
907,386
+255,899
+39% +$8.02M 0.15% 87
2025
Q2 		$23.8M Sell
651,487
-52,821
-7% -$2.47M 0.17% 65
2025
Q1 		$29.7M Buy
704,308
+528,147
+300% +$30.9M 0.3% 51
2024
Q4 		$11.5M Buy
176,161
+94,522
+116% +$6.56M 0.1% 86
2024
Q3 		$5.03M Buy
81,639
+68,595
+526% +$4.15M 0.05% 110
2024
Q2 		$980K Buy
+13,044
New +$1.22M 0.01% 167

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 $127B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return