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Evergreen Capital Management’s Ibotta IBTA Stock Holding History

Evergreen Capital Management’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
2025
Q1 		– Sell
-27,506
Closed -$1.79M – 1189
2024
Q4 		$1.79M Buy
+27,506
New +$1.91M 0.06% 265

Other funds holding IBTA

KI
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Evergreen Capital Management's IBTA Position: Q1 2025 in Review

Evergreen Capital Management sold out of Ibotta (IBTA) in Q1 2025, closing a stake of 27,506 shares — an estimated $1.79M sold.

Evergreen Capital Management first reported a position in IBTA in Q4 2024 and held it in 1 quarter. The position peaked at $1.79M in Q4 2024. 110 funds tracked by Wall St. Rank hold IBTA as of Q1 2025.

  • Evergreen Capital Management reported no remaining Ibotta position as of Q1 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 27,506 Ibotta shares in Q1 2025, an estimated $1.79M.
  • Evergreen Capital Management first reported a position in Ibotta in Q4 2024 and held it in 1 quarter.
  • Evergreen Capital Management's Ibotta position peaked at $1.79M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Ibotta as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.