Fidelity Investments
IBTA icon

Fidelity Investments’s Ibotta IBTA Stock Holding History

Fidelity Investments’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 		$78.7K Buy
2,305
+42
+2% +$1.4K ﹤0.01% 4093
2026
Q1 		$67.8K Buy
2,263
+1,459
+181% +$34.1K ﹤0.01% 3975
2025
Q4 		$18.3K Buy
804
+409
+104% +$11K ﹤0.01% 4498
2025
Q3 		$11K Sell
395
-614
-61% -$19.2K ﹤0.01% 4578
2025
Q2 		$36.9K Buy
1,009
+804
+392% +$37.6K ﹤0.01% 4040
2025
Q1 		$8.65K Sell
205
-33
-14% -$1.93K ﹤0.01% 4548
2024
Q4 		$15.5K Sell
238
-26,731
-99% -$1.86M ﹤0.01% 4291
2024
Q3 		$1.66M Sell
26,969
-94,343
-78% -$5.71M ﹤0.01% 2453
2024
Q2 		$9.12M Buy
+121,312
New +$11.3M ﹤0.01% 1889

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

Fidelity Investments's IBTA Position: Q2 2026 in Review

Fidelity Investments increased its Ibotta (IBTA) stake by 1.9% in Q2 2026, buying an estimated $1.4K and bringing the position to 2,305 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4093.

Fidelity Investments first reported a position in IBTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.12M in Q2 2024. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Fidelity Investments held 2,305 shares of Ibotta worth $78.7K as of Q2 2026.
  • Fidelity Investments bought 42 Ibotta shares in Q2 2026, an estimated $1.4K.
  • Ibotta made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4093 holding.
  • Fidelity Investments first reported a position in Ibotta in Q2 2024 and has held it in 9 quarters since.
  • Fidelity Investments's Ibotta position peaked at $9.12M in Q2 2024.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.