Franklin Resources
IBTA icon

Franklin Resources’s Ibotta IBTA Stock Holding History

Franklin Resources’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 		$647K Sell
18,930
-7,106
-27% -$237K ﹤0.01% 2470
2026
Q1 		$780K Buy
26,036
+3,303
+15% +$77.2K ﹤0.01% 2285
2025
Q4 		$517K Buy
22,733
+15,481
+213% +$418K ﹤0.01% 2387
2025
Q3 		$202K Buy
+7,252
New +$227K ﹤0.01% 2833
2025
Q2 		– Sell
-9,652
Closed -$407K – 3147
2025
Q1 		$407K Buy
+9,652
New +$565K ﹤0.01% 2346

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

Franklin Resources's IBTA Position: Q2 2026 in Review

Franklin Resources reduced its Ibotta (IBTA) stake by 27% in Q2 2026, selling an estimated $237K and leaving 18,930 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Franklin Resources first reported a position in IBTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $780K in Q1 2026. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Franklin Resources held 18,930 shares of Ibotta worth $647K as of Q2 2026.
  • Franklin Resources sold 7,106 Ibotta shares in Q2 2026, an estimated $237K.
  • Ibotta made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2470 holding.
  • Franklin Resources first reported a position in Ibotta in Q1 2025 and has held it in 5 quarters since.
  • Franklin Resources's Ibotta position peaked at $780K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.