UBS Group
IBTA icon

UBS Group’s Ibotta IBTA Stock Holding History

UBS Group’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 		$5.76M Sell
168,497
-4,622
-3% -$154K ﹤0.01% 4024
2026
Q1 		$5.19M Buy
173,119
+24,699
+17% +$578K ﹤0.01% 4049
2025
Q4 		$3.37M Sell
148,420
-79,481
-35% -$2.15M ﹤0.01% 4430
2025
Q3 		$6.35M Sell
227,901
-46,222
-17% -$1.45M ﹤0.01% 3788
2025
Q2 		$10M Buy
274,123
+63,262
+30% +$2.96M ﹤0.01% 3078
2025
Q1 		$8.9M Sell
210,861
-27,071
-11% -$1.58M ﹤0.01% 3170
2024
Q4 		$15.5M Buy
237,932
+233,481
+5,246% +$16.2M ﹤0.01% 2610
2024
Q3 		$274K Buy
4,451
+1,962
+79% +$119K ﹤0.01% 5640
2024
Q2 		$187K Buy
+2,489
New +$232K ﹤0.01% 5706

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 Group's IBTA Position: Q2 2026 in Review

UBS Group reduced its Ibotta (IBTA) stake by 2.7% in Q2 2026, selling an estimated $154K and leaving 168,497 shares worth $5.76M. The position accounts for ﹤0.01% of the portfolio, ranked #4024.

UBS Group first reported a position in IBTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.5M in Q4 2024. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • UBS Group held 168,497 shares of Ibotta worth $5.76M as of Q2 2026.
  • UBS Group sold 4,622 Ibotta shares in Q2 2026, an estimated $154K.
  • Ibotta made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4024 holding.
  • UBS Group first reported a position in Ibotta in Q2 2024 and has held it in 9 quarters since.
  • UBS Group's Ibotta position peaked at $15.5M in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

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