Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Ibotta IBTA Stock Holding History

Jacobs Levy Equity 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 		– Sell
-86,043
Closed -$2.58M – 1102
2026
Q1 		$2.58M Sell
86,043
-103,911
-55% -$2.43M 0.01% 535
2025
Q4 		$4.32M Buy
189,954
+133,586
+237% +$3.61M 0.02% 438
2025
Q3 		$1.57M Buy
+56,368
New +$1.77M 0.01% 636

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

Jacobs Levy Equity Management's IBTA Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Ibotta (IBTA) in Q2 2026, closing a stake of 86,043 shares — an estimated $2.58M sold.

Jacobs Levy Equity Management first reported a position in IBTA in Q3 2025 and held it in 3 quarters. The position peaked at $4.32M in Q4 2025. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining Ibotta position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 86,043 Ibotta shares in Q2 2026, an estimated $2.58M.
  • Jacobs Levy Equity Management first reported a position in Ibotta in Q3 2025 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Ibotta position peaked at $4.32M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.