Federated Hermes
IBTA icon

Federated Hermes’s Ibotta IBTA Stock Holding History

Federated Hermes’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 		– Sell
-601
Closed -$18K – 2206
2026
Q1 		$18K Buy
601
+118
+24% +$2.76K ﹤0.01% 1785
2025
Q4 		$11K Sell
483
-281
-37% -$7.58K ﹤0.01% 1830
2025
Q3 		$21.3K Buy
764
+540
+241% +$16.9K ﹤0.01% 1798
2025
Q2 		$8.2K Sell
224
-6,516
-97% -$304K ﹤0.01% 1846
2025
Q1 		$284K Buy
6,740
+6,055
+884% +$354K ﹤0.01% 1440
2024
Q4 		$44.6K Sell
685
-5,315
-89% -$369K ﹤0.01% 1701
2024
Q3 		$370K Buy
6,000
+2,400
+67% +$145K ﹤0.01% 1387
2024
Q2 		$271K Buy
+3,600
New +$335K ﹤0.01% 1430

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

Federated Hermes's IBTA Position: Q2 2026 in Review

Federated Hermes sold out of Ibotta (IBTA) in Q2 2026, closing a stake of 601 shares — an estimated $18K sold.

Federated Hermes first reported a position in IBTA in Q2 2024 and held it in 8 quarters. The position peaked at $370K in Q3 2024. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Federated Hermes reported no remaining Ibotta position as of Q2 2026 after selling out during the quarter.
  • Federated Hermes sold 601 Ibotta shares in Q2 2026, an estimated $18K.
  • Federated Hermes first reported a position in Ibotta in Q2 2024 and held it in 8 quarters.
  • Federated Hermes's Ibotta position peaked at $370K in Q3 2024.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.