Nisa Investment Advisors
IBTA icon

Nisa Investment Advisors’s Ibotta IBTA Stock Holding History

Nisa Investment Advisors’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 		$3.89K Buy
114
+3
+3% +$100 ﹤0.01% 2657
2026
Q1 		$3.33K Buy
+111
New +$2.6K ﹤0.01% 2535
2025
Q4 		– Sell
-8
Closed -$223 – 3111
2025
Q3 		$223 Sell
8
-48
-86% -$1.5K ﹤0.01% 2951
2025
Q2 		$2.05K Sell
56
-30
-35% -$1.4K ﹤0.01% 2601
2025
Q1 		$3.63K Buy
86
+35
+69% +$2.05K ﹤0.01% 2323
2024
Q4 		$3.32K Buy
51
+14
+38% +$972 ﹤0.01% 2363
2024
Q3 		$2.28K Buy
+37
New +$2.24K ﹤0.01% 2371

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

Nisa Investment Advisors's IBTA Position: Q2 2026 in Review

Nisa Investment Advisors increased its Ibotta (IBTA) stake by 2.7% in Q2 2026, buying an estimated $100 and bringing the position to 114 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

Nisa Investment Advisors first reported a position in IBTA in Q3 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Nisa Investment Advisors held 114 shares of Ibotta worth $3.89K as of Q2 2026.
  • Nisa Investment Advisors bought 3 Ibotta shares in Q2 2026, an estimated $100.
  • Ibotta made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2657 holding.
  • Nisa Investment Advisors first reported a position in Ibotta in Q3 2024 and has held it in 7 quarters since.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.