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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 $1.09B AUM 59.79% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
NCM
Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

ARK Investment Management's IBTA Position: Q4 2025 in Review

ARK Investment Management sold out of Ibotta (IBTA) in Q4 2025, closing a stake of 907,386 shares — an estimated $25.3M sold.

ARK Investment Management first reported a position in IBTA in Q2 2024 and held it in 6 quarters. The position peaked at $29.7M in Q1 2025. 121 funds tracked by Wall St. Rank hold IBTA as of Q4 2025.

  • ARK Investment Management reported no remaining Ibotta position as of Q4 2025 after selling out during the quarter.
  • ARK Investment Management sold 907,386 Ibotta shares in Q4 2025, an estimated $25.3M.
  • ARK Investment Management first reported a position in Ibotta in Q2 2024 and held it in 6 quarters.
  • ARK Investment Management's Ibotta position peaked at $29.7M in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Ibotta as of Q4 2025.

Based on ARK Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.