Aviva’s Ibotta IBTA Stock Holding History

Aviva’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	-18,308	Closed	-$510K	–	916
2025 Q3	$510K	Buy	18,308 +8,183	+81%	+$257K	﹤0.01%	734
2025 Q2	$371K	Buy	10,125 +33	+0.3%	+$1.54K	﹤0.01%	865
2025 Q1	$426K	Buy	+10,092	New	+$591K	﹤0.01%	809

Other funds holding IBTA

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Aviva's IBTA Position: Q4 2025 in Review

Aviva sold out of Ibotta (IBTA) in Q4 2025, closing a stake of 18,308 shares — an estimated $510K sold.

Aviva first reported a position in IBTA in Q1 2025 and held it in 3 quarters. The position peaked at $510K in Q3 2025. 121 funds tracked by Wall St. Rank hold IBTA as of Q4 2025.

Aviva reported no remaining Ibotta position as of Q4 2025 after selling out during the quarter.
Aviva sold 18,308 Ibotta shares in Q4 2025, an estimated $510K.
Aviva first reported a position in Ibotta in Q1 2025 and held it in 3 quarters.
Aviva's Ibotta position peaked at $510K in Q3 2025.
121 funds tracked by Wall St. Rank held Ibotta as of Q4 2025.

Based on Aviva's 13F filing for Q4 2025, filed 12 Feb 2026.