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Sterling Capital Management’s Ibotta IBTA Stock Holding History

Sterling Capital 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
Q2 		$2.97K Buy
87
+15
+21% +$501 ﹤0.01% 2871
2026
Q1 		$2.16K Sell
72
-19
-21% -$444 ﹤0.01% 2977
2025
Q4 		$2.07K Buy
91
+57
+168% +$1.54K ﹤0.01% 3061
2025
Q3 		$947 Buy
34
+2
+6% +$63 ﹤0.01% 3089
2025
Q2 		$1.17K Buy
32
+16
+100% +$747 ﹤0.01% 3038
2025
Q1 		$675 Hold
16
– – ﹤0.01% 2916
2024
Q4 		$1.04K Buy
16
+8
+100% +$556 ﹤0.01% 2934
2024
Q3 		$493 Buy
+8
New +$484 ﹤0.01% 2877

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

Sterling Capital Management's IBTA Position: Q2 2026 in Review

Sterling Capital Management increased its Ibotta (IBTA) stake by 21% in Q2 2026, buying an estimated $501 and bringing the position to 87 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Sterling Capital Management first reported a position in IBTA in Q3 2024 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Sterling Capital Management held 87 shares of Ibotta worth $2.97K as of Q2 2026.
  • Sterling Capital Management bought 15 Ibotta shares in Q2 2026, an estimated $501.
  • Ibotta made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2871 holding.
  • Sterling Capital Management first reported a position in Ibotta in Q3 2024 and has held it in 8 quarters since.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.