Jacobs Levy Equity Management
IBTA icon

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
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 $922M AUM 16.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management's IBTA Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its Ibotta (IBTA) stake by 55% in Q1 2026, selling an estimated $2.43M and leaving 86,043 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #535.

Jacobs Levy Equity Management first reported a position in IBTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.32M in Q4 2025. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • Jacobs Levy Equity Management held 86,043 shares of Ibotta worth $2.58M as of Q1 2026.
  • Jacobs Levy Equity Management sold 103,911 Ibotta shares in Q1 2026, an estimated $2.43M.
  • Ibotta made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #535 holding.
  • Jacobs Levy Equity Management first reported a position in Ibotta in Q3 2025 and has held it in 3 quarters since.
  • Jacobs Levy Equity Management's Ibotta position peaked at $4.32M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.