EP
IBTA icon

Essential Partners’s Ibotta IBTA Stock Holding History

Essential Partners’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 		$24.5K Buy
818
+816
+40,800% +$19.1K 0.01% 852
2025
Q4 		$45 Sell
2
-97
-98% -$2.62K ﹤0.01% 2647
2025
Q3 		$2.76K Buy
+99
New +$3.1K ﹤0.01% 1678

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