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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
Q2 		$2.66K Sell
78
-740
-90% -$24.7K ﹤0.01% 1852
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 $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 $3.38T AUM 44.17% 1-Year Est. Return

Essential Partners's IBTA Position: Q2 2026 in Review

Essential Partners reduced its Ibotta (IBTA) stake by 90% in Q2 2026, selling an estimated $24.7K and leaving 78 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Essential Partners first reported a position in IBTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.5K in Q1 2026. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Essential Partners held 78 shares of Ibotta worth $2.66K as of Q2 2026.
  • Essential Partners sold 740 Ibotta shares in Q2 2026, an estimated $24.7K.
  • Ibotta made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1852 holding.
  • Essential Partners first reported a position in Ibotta in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Ibotta position peaked at $24.5K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.