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
Q2 		$902K Hold
26,419
– – ﹤0.01% 2373
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 $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

UBS AM's IBTA Position: Q2 2026 in Review

UBS AM held its Ibotta (IBTA) position steady in Q2 2026 at 26,419 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

UBS AM first reported a position in IBTA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q2 2025. 147 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • UBS AM held 26,419 shares of Ibotta worth $902K as of Q2 2026.
  • UBS AM left its Ibotta share count unchanged in Q2 2026.
  • Ibotta made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2373 holding.
  • UBS AM first reported a position in Ibotta in Q3 2024 and has held it in 8 quarters since.
  • UBS AM's Ibotta position peaked at $1.58M in Q2 2025.
  • 147 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.