Hotchkis & Wiley Capital Management
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Hotchkis & Wiley Capital Management’s Ibotta IBTA Stock Holding History

Hotchkis & Wiley 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
2026
Q2 		$3.85M Sell
112,660
-41,320
-27% -$1.38M 0.01% 413
2026
Q1 		$4.61M Buy
+153,980
New +$3.6M 0.01% 394

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Vanguard Capital Management
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NCM
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BNP Paribas Financial Markets
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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Hotchkis & Wiley Capital Management's IBTA Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management reduced its Ibotta (IBTA) stake by 27% in Q2 2026, selling an estimated $1.38M and leaving 112,660 shares worth $3.85M. The position accounts for 0.01% of the portfolio, ranked #413.

Hotchkis & Wiley Capital Management first reported a position in IBTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.61M in Q1 2026. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 112,660 shares of Ibotta worth $3.85M as of Q2 2026.
  • Hotchkis & Wiley Capital Management sold 41,320 Ibotta shares in Q2 2026, an estimated $1.38M.
  • Ibotta made up 0.01% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #413 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Ibotta in Q1 2026 and has held it in 2 quarters since.
  • Hotchkis & Wiley Capital Management's Ibotta position peaked at $4.61M in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.