FCM
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Findell Capital Management’s Ibotta IBTA Stock Holding History

Findell 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
-80,000
Closed -$5.21M – 19
2024
Q4 		$5.21M Buy
80,000
+15,000
+23% +$1.04M 2.13% 15
2024
Q3 		$4M Buy
+65,000
New +$3.93M 2.02% 16

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
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 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 $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
NCM
Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Findell Capital Management sold out of Ibotta (IBTA) in Q1 2025, closing a stake of 80,000 shares — an estimated $5.21M sold.

Findell Capital Management first reported a position in IBTA in Q3 2024 and held it in 2 quarters. The position peaked at $5.21M in Q4 2024. 110 funds tracked by Wall St. Rank hold IBTA as of Q1 2025.

  • Findell Capital Management reported no remaining Ibotta position as of Q1 2025 after selling out during the quarter.
  • Findell Capital Management sold 80,000 Ibotta shares in Q1 2025, an estimated $5.21M.
  • Findell Capital Management first reported a position in Ibotta in Q3 2024 and held it in 2 quarters.
  • Findell Capital Management's Ibotta position peaked at $5.21M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Ibotta as of Q1 2025.

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