UBS AM
IBTA icon

UBS AM’s Ibotta IBTA Stock Holding History

UBS AM’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 		$792K Buy
26,419
+8,650
+49% +$202K ﹤0.01% 2421
2025
Q4 		$404K Buy
17,769
+855
+5% +$23.1K ﹤0.01% 2363
2025
Q3 		$471K Sell
16,914
-26,126
-61% -$819K ﹤0.01% 2161
2025
Q2 		$1.58M Buy
43,040
+30,450
+242% +$1.42M ﹤0.01% 2245
2025
Q1 		$531K Buy
12,590
+6,746
+115% +$395K ﹤0.01% 2492
2024
Q4 		$380K Buy
5,844
+837
+17% +$58.1K ﹤0.01% 2592
2024
Q3 		$308K Buy
+5,007
New +$303K ﹤0.01% 2727

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM's IBTA Position: Q1 2026 in Review

UBS AM increased its Ibotta (IBTA) stake by 49% in Q1 2026, buying an estimated $202K and bringing the position to 26,419 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

UBS AM first reported a position in IBTA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q2 2025. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • UBS AM held 26,419 shares of Ibotta worth $792K as of Q1 2026.
  • UBS AM bought 8,650 Ibotta shares in Q1 2026, an estimated $202K.
  • Ibotta made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2421 holding.
  • UBS AM first reported a position in Ibotta in Q3 2024 and has held it in 7 quarters since.
  • UBS AM's Ibotta position peaked at $1.58M in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.