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IBTA icon

Covestor’s Ibotta IBTA Stock Holding History

Covestor’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
Q2 		$10K Sell
277
-82
-23% -$2.74K 0.01% 1636
2026
Q1 		$11K Buy
359
+26
+8% +$608 0.01% 1370
2025
Q4 		$8K Buy
333
+332
+33,200% +$8.96K ﹤0.01% 1754
2025
Q3 		$0 Sell
1
-223
-100% -$6.99K ﹤0.01% 2866
2025
Q2 		$8K Buy
224
+222
+11,100% +$10.4K ﹤0.01% 1692
2025
Q1 		$0 Hold
2
– – ﹤0.01% 2808
2024
Q4 		$0 Buy
2
+1
+100% +$69 ﹤0.01% 2826
2024
Q3 		$0 Buy
+1
New +$61 ﹤0.01% 2854

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Covestor's IBTA Position: Q2 2026 in Review

Covestor reduced its Ibotta (IBTA) stake by 23% in Q2 2026, selling an estimated $2.74K and leaving 277 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1636.

Covestor first reported a position in IBTA in Q3 2024 and has held it in 8 quarters since. The position peaked at $11K in Q1 2026. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Covestor held 277 shares of Ibotta worth $10K as of Q2 2026.
  • Covestor sold 82 Ibotta shares in Q2 2026, an estimated $2.74K.
  • Ibotta made up 0.01% of Covestor's portfolio in Q2 2026, its #1636 holding.
  • Covestor first reported a position in Ibotta in Q3 2024 and has held it in 8 quarters since.
  • Covestor's Ibotta position peaked at $11K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.