Smartleaf Asset Management’s Ibotta IBTA Stock Holding History

Smartleaf Asset 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
2026 Q1	$88	Hold	3	–	–	﹤0.01%	3404
2025 Q4	$67	Buy	+3	New	+$81	﹤0.01%	3421

Other funds holding IBTA

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NCM

Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Smartleaf Asset Management's IBTA Position: Q1 2026 in Review

Smartleaf Asset Management held its Ibotta (IBTA) position steady in Q1 2026 at 3 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #3404.

Smartleaf Asset Management first reported a position in IBTA in Q4 2025 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

Smartleaf Asset Management held 3 shares of Ibotta worth $88 as of Q1 2026.
Smartleaf Asset Management left its Ibotta share count unchanged in Q1 2026.
Ibotta made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3404 holding.
Smartleaf Asset Management first reported a position in Ibotta in Q4 2025 and has held it in 2 quarters since.
132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.