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Koch Inc’s Ibotta IBTA Stock Holding History

Koch Inc’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 		$150M Hold
4,389,129
– – 13.7% 3
2026
Q1 		$132M Hold
4,389,129
– – 14.27% 4
2025
Q4 		$99.8M Hold
4,389,129
– – 13.8% 4
2025
Q3 		$122M Hold
4,389,129
– – 16.15% 4
2025
Q2 		$161M Hold
4,389,129
– – 23.23% 2
2025
Q1 		$185M Hold
4,389,129
– – 39.94% 1
2024
Q4 		$286M Buy
+4,389,129
New +$305M 45.54% 1

Other funds holding IBTA

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Koch Inc's IBTA Position: Q2 2026 in Review

Koch Inc held its Ibotta (IBTA) position steady in Q2 2026 at 4,389,129 shares worth $150M. The position accounts for 13.7% of the portfolio, ranked #3.

Koch Inc first reported a position in IBTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $286M in Q4 2024. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Koch Inc held 4,389,129 shares of Ibotta worth $150M as of Q2 2026.
  • Koch Inc left its Ibotta share count unchanged in Q2 2026.
  • Ibotta made up 13.7% of Koch Inc's portfolio in Q2 2026, its #3 holding.
  • Koch Inc first reported a position in Ibotta in Q4 2024 and has held it in 7 quarters since.
  • Koch Inc's Ibotta position peaked at $286M in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Koch Inc's 13F filing for Q2 2026, filed 13 Aug 2026.