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CVA Family Office’s Ibotta IBTA Stock Holding History

CVA Family Office’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 		$34 Hold
1
– – ﹤0.01% 1795
2026
Q1 		$30 Hold
1
– – ﹤0.01% 1834
2025
Q4 		$23 Hold
1
– – ﹤0.01% 1285
2025
Q3 		$28 Hold
1
– – ﹤0.01% 1296
2025
Q2 		$37 Hold
1
– – ﹤0.01% 1276
2025
Q1 		$42 Hold
1
– – ﹤0.01% 1384
2024
Q4 		$65 Hold
1
– – ﹤0.01% 1280
2024
Q3 		$62 Hold
1
– – ﹤0.01% 1262
2024
Q2 		$75 Buy
+1
New +$93 ﹤0.01% 1269

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

CVA Family Office's IBTA Position: Q2 2026 in Review

CVA Family Office held its Ibotta (IBTA) position steady in Q2 2026 at 1 share worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

CVA Family Office first reported a position in IBTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $75 in Q2 2024. 147 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • CVA Family Office held 1 share of Ibotta worth $34 as of Q2 2026.
  • CVA Family Office left its Ibotta share count unchanged in Q2 2026.
  • Ibotta made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1795 holding.
  • CVA Family Office first reported a position in Ibotta in Q2 2024 and has held it in 9 quarters since.
  • CVA Family Office's Ibotta position peaked at $75 in Q2 2024.
  • 147 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.