Capital World Investors
IBTA icon

Capital World Investors’s Ibotta IBTA Stock Holding History

Capital World Investors’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
Q2 		– Sell
-250,000
Closed -$10.6M – 604
2025
Q1 		$10.6M Hold
250,000
– – ﹤0.01% 487
2024
Q4 		$16.3M Hold
250,000
– – ﹤0.01% 461
2024
Q3 		$15.4M Hold
250,000
– – ﹤0.01% 458
2024
Q2 		$18.8M Buy
+250,000
New +$23.3M ﹤0.01% 450

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Capital World Investors's IBTA Position: Q2 2025 in Review

Capital World Investors sold out of Ibotta (IBTA) in Q2 2025, closing a stake of 250,000 shares — an estimated $10.6M sold.

Capital World Investors first reported a position in IBTA in Q2 2024 and held it in 4 quarters. The position peaked at $18.8M in Q2 2024. 129 funds tracked by Wall St. Rank hold IBTA as of Q2 2025.

  • Capital World Investors reported no remaining Ibotta position as of Q2 2025 after selling out during the quarter.
  • Capital World Investors sold 250,000 Ibotta shares in Q2 2025, an estimated $10.6M.
  • Capital World Investors first reported a position in Ibotta in Q2 2024 and held it in 4 quarters.
  • Capital World Investors's Ibotta position peaked at $18.8M in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Ibotta as of Q2 2025.

Based on Capital World Investors's 13F filing for Q2 2025, filed 13 Aug 2025.