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Lindbrook Capital’s Ibotta IBTA Stock Holding History

Lindbrook Capital’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
2025
Q1 		$464 Buy
11
+2
+22% +$117 ﹤0.01% 2631
2024
Q4 		$586 Hold
9
– – ﹤0.01% 2582
2024
Q3 		$554 Buy
+9
New +$545 ﹤0.01% 2640

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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lindbrook Capital's IBTA Position: Q1 2025 in Review

Lindbrook Capital increased its Ibotta (IBTA) stake by 22% in Q1 2025, buying an estimated $117 and bringing the position to 11 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Lindbrook Capital first reported a position in IBTA in Q3 2024 and has held it in 3 quarters since. The position peaked at $586 in Q4 2024. 110 funds tracked by Wall St. Rank hold IBTA as of Q1 2025.

  • Lindbrook Capital held 11 shares of Ibotta worth $464 as of Q1 2025.
  • Lindbrook Capital bought 2 Ibotta shares in Q1 2025, an estimated $117.
  • Ibotta made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2631 holding.
  • Lindbrook Capital first reported a position in Ibotta in Q3 2024 and has held it in 3 quarters since.
  • Lindbrook Capital's Ibotta position peaked at $586 in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Ibotta as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.