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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
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 $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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CVA Family Office's IBTA Position: Q1 2026 in Review

CVA Family Office held its Ibotta (IBTA) position steady in Q1 2026 at 1 share worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

CVA Family Office first reported a position in IBTA in Q2 2024 and has held it in 8 quarters since. The position peaked at $75 in Q2 2024. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • CVA Family Office held 1 share of Ibotta worth $30 as of Q1 2026.
  • CVA Family Office left its Ibotta share count unchanged in Q1 2026.
  • Ibotta made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1834 holding.
  • CVA Family Office first reported a position in Ibotta in Q2 2024 and has held it in 8 quarters since.
  • CVA Family Office's Ibotta position peaked at $75 in Q2 2024.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.