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Fox Run Management’s Ibotta IBTA Stock Holding History

Fox Run 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
2026
Q2 		$291K Buy
+8,512
New +$284K 0.05% 685
2026
Q1 		– Sell
-10,007
Closed -$227K – 1296
2025
Q4 		$227K Buy
+10,007
New +$270K 0.04% 766
2025
Q3 		– Sell
-10,787
Closed -$395K – 1288
2025
Q2 		$395K Buy
+10,787
New +$504K 0.07% 555

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

Fox Run Management's IBTA Position: Q2 2026 in Review

Fox Run Management opened a new position in Ibotta (IBTA) in Q2 2026: 8,512 shares worth $291K. The stake represents 0.05% of the portfolio and ranks #685 among its holdings. This is a return to the name: Fox Run Management previously reported a position in IBTA as recently as Q4 2025.

Fox Run Management first reported a position in IBTA in Q2 2025 and has held it in 3 quarters since. The position peaked at $395K in Q2 2025. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Fox Run Management held 8,512 shares of Ibotta worth $291K as of Q2 2026.
  • Ibotta was a new Fox Run Management position in Q2 2026.
  • Ibotta made up 0.05% of Fox Run Management's portfolio in Q2 2026, its #685 holding.
  • Fox Run Management first reported a position in Ibotta in Q2 2025 and has held it in 3 quarters since.
  • Fox Run Management's Ibotta position peaked at $395K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.