Kodai Capital Management’s Ibotta IBTA Stock Holding History

Kodai Capital 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
2024 Q4	–	Sell	-8,000	Closed	-$493K	–	197
2024 Q3	$493K	Buy	8,000 +419	+6%	+$25.4K	0.01%	160
2024 Q2	$570K	Buy	+7,581	New	+$706K	0.01%	117

Other funds holding IBTA

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Kodai Capital Management's IBTA Position: Q4 2024 in Review

Kodai Capital Management sold out of Ibotta (IBTA) in Q4 2024, closing a stake of 8,000 shares — an estimated $493K sold.

Kodai Capital Management first reported a position in IBTA in Q2 2024 and held it in 2 quarters. The position peaked at $570K in Q2 2024. 116 funds tracked by Wall St. Rank hold IBTA as of Q4 2024.

Kodai Capital Management reported no remaining Ibotta position as of Q4 2024 after selling out during the quarter.
Kodai Capital Management sold 8,000 Ibotta shares in Q4 2024, an estimated $493K.
Kodai Capital Management first reported a position in Ibotta in Q2 2024 and held it in 2 quarters.
Kodai Capital Management's Ibotta position peaked at $570K in Q2 2024.
116 funds tracked by Wall St. Rank held Ibotta as of Q4 2024.

Based on Kodai Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.