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Southpoint Capital Advisors’s Ibotta IBTA Stock Holding History

Southpoint Capital 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
2025
Q3 		– Sell
-700,000
Closed -$25.6M – 49
2025
Q2 		$25.6M Sell
700,000
-836,500
-54% -$39.1M 0.64% 35
2025
Q1 		$64.8M Buy
1,536,500
+499,556
+48% +$29.2M 1.55% 25
2024
Q4 		$67.5M Buy
+1,036,944
New +$72M 1.58% 28

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Southpoint Capital Advisors's IBTA Position: Q3 2025 in Review

Southpoint Capital Advisors sold out of Ibotta (IBTA) in Q3 2025, closing a stake of 700,000 shares — an estimated $25.6M sold.

Southpoint Capital Advisors first reported a position in IBTA in Q4 2024 and held it in 3 quarters. The position peaked at $67.5M in Q4 2024. 120 funds tracked by Wall St. Rank hold IBTA as of Q3 2025.

  • Southpoint Capital Advisors reported no remaining Ibotta position as of Q3 2025 after selling out during the quarter.
  • Southpoint Capital Advisors sold 700,000 Ibotta shares in Q3 2025, an estimated $25.6M.
  • Southpoint Capital Advisors first reported a position in Ibotta in Q4 2024 and held it in 3 quarters.
  • Southpoint Capital Advisors's Ibotta position peaked at $67.5M in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Ibotta as of Q3 2025.

Based on Southpoint Capital Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.