Jim Simons’s Ibotta IBTA Stock Holding History

Jim Simons’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	$7.62M	Sell	223,083 -16,217	-7%	-$541K	0.01%	1206
2026 Q1	$7.17M	Buy	239,300 +35,992	+18%	+$842K	0.01%	1162
2025 Q4	$4.62M	Buy	203,308 +55,508	+38%	+$1.5M	0.01%	1356
2025 Q3	$4.12M	Sell	147,800 -96,200	-39%	-$3.02M	0.01%	1613
2025 Q2	$8.93M	Buy	244,000 +162,300	+199%	+$7.58M	0.01%	1132
2025 Q1	$3.45M	Sell	81,700 -34,600	-30%	-$2.03M	0.01%	1656
2024 Q4	$7.57M	Buy	116,300 +8,300	+8%	+$576K	0.01%	1178
2024 Q3	$6.65M	Buy	108,000 +71,200	+193%	+$4.31M	0.01%	1268
2024 Q2	$2.77M	Buy	+36,800	New	+$3.43M	﹤0.01%	1669

Other funds holding IBTA

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jim Simons's IBTA Position: Q2 2026 in Review

Jim Simons reduced its Ibotta (IBTA) stake by 6.8% in Q2 2026, selling an estimated $541K and leaving 223,083 shares worth $7.62M. The position accounts for 0.01% of the portfolio, ranked #1206.

Jim Simons first reported a position in IBTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.93M in Q2 2025. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

Jim Simons held 223,083 shares of Ibotta worth $7.62M as of Q2 2026.
Jim Simons sold 16,217 Ibotta shares in Q2 2026, an estimated $541K.
Ibotta made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1206 holding.
Jim Simons first reported a position in Ibotta in Q2 2024 and has held it in 9 quarters since.
Jim Simons's Ibotta position peaked at $8.93M in Q2 2025.
146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.