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Nikko Asset Management Americas’s Ibotta IBTA Stock Holding History

Nikko Asset Management Americas’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
Q1 		– Sell
-341,265
Closed -$7.74M – 199
2025
Q4 		$7.74M Sell
341,265
-938,387
-73% -$25.3M 0.09% 96
2025
Q3 		$35.6M Buy
1,279,652
+172,314
+16% +$5.4M 0.34% 64
2025
Q2 		$40.5M Buy
1,107,338
+53,820
+5% +$2.51M 0.4% 52
2025
Q1 		$44.5M Buy
1,053,518
+429,516
+69% +$25.1M 0.57% 45
2024
Q4 		$40.6M Buy
624,002
+305,544
+96% +$21.2M 0.44% 50
2024
Q3 		$19.6M Buy
318,458
+249,415
+361% +$15.1M 0.22% 69
2024
Q2 		$5.19M Buy
+69,043
New +$6.43M 0.06% 102

Other funds holding IBTA

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

Nikko Asset Management Americas's IBTA Position: Q1 2026 in Review

Nikko Asset Management Americas sold out of Ibotta (IBTA) in Q1 2026, closing a stake of 341,265 shares — an estimated $7.74M sold.

Nikko Asset Management Americas first reported a position in IBTA in Q2 2024 and held it in 7 quarters. The position peaked at $44.5M in Q1 2025. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • Nikko Asset Management Americas reported no remaining Ibotta position as of Q1 2026 after selling out during the quarter.
  • Nikko Asset Management Americas sold 341,265 Ibotta shares in Q1 2026, an estimated $7.74M.
  • Nikko Asset Management Americas first reported a position in Ibotta in Q2 2024 and held it in 7 quarters.
  • Nikko Asset Management Americas's Ibotta position peaked at $44.5M in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on Nikko Asset Management Americas's 13F filing for Q1 2026, filed 7 May 2026.