JGC
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J. Goldman & Co’s Ibotta IBTA Stock Holding History

J. Goldman & Co’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
Q3 		– Sell
-33,336
Closed -$1.22M – 643
2025
Q2 		$1.22M Buy
+33,336
New +$1.56M 0.03% 328

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

J. Goldman & Co's IBTA Position: Q3 2025 in Review

J. Goldman & Co sold out of Ibotta (IBTA) in Q3 2025, closing a stake of 33,336 shares — an estimated $1.22M sold.

J. Goldman & Co first reported a position in IBTA in Q2 2025 and held it in 1 quarter. The position peaked at $1.22M in Q2 2025. 120 funds tracked by Wall St. Rank hold IBTA as of Q3 2025.

  • J. Goldman & Co reported no remaining Ibotta position as of Q3 2025 after selling out during the quarter.
  • J. Goldman & Co sold 33,336 Ibotta shares in Q3 2025, an estimated $1.22M.
  • J. Goldman & Co first reported a position in Ibotta in Q2 2025 and held it in 1 quarter.
  • J. Goldman & Co's Ibotta position peaked at $1.22M in Q2 2025.
  • 120 funds tracked by Wall St. Rank held Ibotta as of Q3 2025.

Based on J. Goldman & Co's 13F filing for Q3 2025, filed 14 Nov 2025.