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Monashee Investment Management’s Ibotta IBTA Stock Holding History

Monashee Investment 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
-35,284
Closed -$2.17M – 111
2024
Q3 		$2.17M Buy
+35,284
New +$2.14M 0.24% 61

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
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Monashee Investment Management's IBTA Position: Q4 2024 in Review

Monashee Investment Management sold out of Ibotta (IBTA) in Q4 2024, closing a stake of 35,284 shares — an estimated $2.17M sold.

Monashee Investment Management first reported a position in IBTA in Q3 2024 and held it in 1 quarter. The position peaked at $2.17M in Q3 2024. 116 funds tracked by Wall St. Rank hold IBTA as of Q4 2024.

  • Monashee Investment Management reported no remaining Ibotta position as of Q4 2024 after selling out during the quarter.
  • Monashee Investment Management sold 35,284 Ibotta shares in Q4 2024, an estimated $2.17M.
  • Monashee Investment Management first reported a position in Ibotta in Q3 2024 and held it in 1 quarter.
  • Monashee Investment Management's Ibotta position peaked at $2.17M in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Ibotta as of Q4 2024.

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