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Parallel Advisors’s Ibotta IBTA Stock Holding History

Parallel 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 		$4K Sell
117
-3,851
-97% -$128K ﹤0.01% 3302
2026
Q1 		$119K Buy
3,968
+107
+3% +$2.5K ﹤0.01% 1481
2025
Q4 		$87.8K Sell
3,861
-1
-0% -$27 ﹤0.01% 1538
2025
Q3 		$108K Sell
3,862
-43
-1% -$1.35K ﹤0.01% 1389
2025
Q2 		$143K Buy
3,905
+34
+0.9% +$1.59K ﹤0.01% 1176
2025
Q1 		$163K Hold
3,871
– – ﹤0.01% 1043
2024
Q4 		$252K Buy
+3,871
New +$269K 0.01% 831

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

Parallel Advisors's IBTA Position: Q2 2026 in Review

Parallel Advisors reduced its Ibotta (IBTA) stake by 97% in Q2 2026, selling an estimated $128K and leaving 117 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

Parallel Advisors first reported a position in IBTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $252K in Q4 2024. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Parallel Advisors held 117 shares of Ibotta worth $4K as of Q2 2026.
  • Parallel Advisors sold 3,851 Ibotta shares in Q2 2026, an estimated $128K.
  • Ibotta made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3302 holding.
  • Parallel Advisors first reported a position in Ibotta in Q4 2024 and has held it in 7 quarters since.
  • Parallel Advisors's Ibotta position peaked at $252K in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.