Invesco
IBTA icon

Invesco’s Ibotta IBTA Stock Holding History

Invesco’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 		$1.02M Sell
29,889
-3,311
-10% -$110K ﹤0.01% 2910
2026
Q1 		$995K Buy
33,200
+24,308
+273% +$568K ﹤0.01% 2862
2025
Q4 		$202K Buy
8,892
+1,581
+22% +$42.7K ﹤0.01% 3527
2025
Q3 		$204K Sell
7,311
-143
-2% -$4.48K ﹤0.01% 3561
2025
Q2 		$273K Sell
7,454
-508
-6% -$23.7K ﹤0.01% 3404
2025
Q1 		$336K Buy
7,962
+2,780
+54% +$163K ﹤0.01% 3317
2024
Q4 		$337K Buy
5,182
+1,261
+32% +$87.6K ﹤0.01% 3382
2024
Q3 		$242K Sell
3,921
-124,873
-97% -$7.56M ﹤0.01% 3475
2024
Q2 		$9.68M Buy
+128,794
New +$12M ﹤0.01% 1812

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

Invesco's IBTA Position: Q2 2026 in Review

Invesco reduced its Ibotta (IBTA) stake by 10% in Q2 2026, selling an estimated $110K and leaving 29,889 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2910.

Invesco first reported a position in IBTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.68M in Q2 2024. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Invesco held 29,889 shares of Ibotta worth $1.02M as of Q2 2026.
  • Invesco sold 3,311 Ibotta shares in Q2 2026, an estimated $110K.
  • Ibotta made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #2910 holding.
  • Invesco first reported a position in Ibotta in Q2 2024 and has held it in 9 quarters since.
  • Invesco's Ibotta position peaked at $9.68M in Q2 2024.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.