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Tortoise Investment Management’s Ibotta IBTA Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-568
Closed -$15.8K – 1518
2025
Q3 		$15.8K Sell
568
-568
-50% -$17.8K ﹤0.01% 556
2025
Q2 		$41.6K Hold
1,136
– – ﹤0.01% 417
2025
Q1 		$47.9K Hold
1,136
– – 0.01% 382
2024
Q4 		$73.9K Sell
1,136
-568
-33% -$39.4K 0.01% 349
2024
Q3 		$105K Buy
1,704
+568
+50% +$34.4K 0.01% 310
2024
Q2 		$85.4K Buy
+1,136
New +$106K 0.01% 322

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Tortoise Investment Management's IBTA Position: Q4 2025 in Review

Tortoise Investment Management sold out of Ibotta (IBTA) in Q4 2025, closing a stake of 568 shares — an estimated $15.8K sold.

Tortoise Investment Management first reported a position in IBTA in Q2 2024 and held it in 6 quarters. The position peaked at $105K in Q3 2024. 121 funds tracked by Wall St. Rank hold IBTA as of Q4 2025.

  • Tortoise Investment Management reported no remaining Ibotta position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 568 Ibotta shares in Q4 2025, an estimated $15.8K.
  • Tortoise Investment Management first reported a position in Ibotta in Q2 2024 and held it in 6 quarters.
  • Tortoise Investment Management's Ibotta position peaked at $105K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Ibotta as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.