Nuveen
IBTA icon

Nuveen’s Ibotta IBTA Stock Holding History

Nuveen’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 		$5.55M Buy
162,509
+110,489
+212% +$3.69M ﹤0.01% 2039
2026
Q1 		$1.56M Sell
52,020
-5,186
-9% -$121K ﹤0.01% 2368
2025
Q4 		$1.3M Buy
57,206
+2,476
+5% +$66.8K ﹤0.01% 2483
2025
Q3 		$1.52M Buy
54,730
+529
+1% +$16.6K ﹤0.01% 2417
2025
Q2 		$1.98M Sell
54,201
-1,253
-2% -$58.5K ﹤0.01% 2303
2025
Q1 		$2.34M Buy
55,454
+21,687
+64% +$1.27M ﹤0.01% 2276
2024
Q4 		$2.2M Buy
33,767
+13,170
+64% +$915K ﹤0.01% 2351
2024
Q3 		$1.27M Sell
20,597
-19,828
-49% -$1.2M ﹤0.01% 2648
2024
Q2 		$3.04M Buy
+40,425
New +$3.77M ﹤0.01% 2181

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

Nuveen's IBTA Position: Q2 2026 in Review

Nuveen increased its Ibotta (IBTA) stake by 212% in Q2 2026, buying an estimated $3.69M and bringing the position to 162,509 shares worth $5.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Nuveen first reported a position in IBTA in Q2 2024 and has held it in 9 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Nuveen held 162,509 shares of Ibotta worth $5.55M as of Q2 2026.
  • Nuveen bought 110,489 Ibotta shares in Q2 2026, an estimated $3.69M.
  • Ibotta made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2039 holding.
  • Nuveen first reported a position in Ibotta in Q2 2024 and has held it in 9 quarters since.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.