Ibotta, Inc.
IBTAFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Ibotta, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 4 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 24, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| SIGNATUREFD, LLC | 2026-03-31 | 39 | $1.17K | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 5 | $150 | SEC filing |
| MARSHALL WACE, LLP | 2026-03-31 | 36,264 | $1.09M | SEC filing |
| Parkside Financial Bank & Trust | 2026-03-31 | 25 | $750 | SEC filing |
| MILLENNIUM MANAGEMENT LLC | 2026-03-31 | 97,473 | $2.92M | SEC filing |
| MEEDER ASSET MANAGEMENT INC | 2026-03-31 | 1,289 | $38.6K | SEC filing |
| State of Alaska, Department of Revenue | 2026-03-31 | 815 | Not shown | SEC filing |
| Covestor Ltd | 2026-03-31 | 359 | Not shown | SEC filing |
| CVA Family Office, LLC | 2026-03-31 | 1 | $30 | SEC filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 2026-03-31 | 86,043 | $2.58M | SEC filing |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-03-31 | 44,773 | $1.34M | SEC filing |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2026-03-31 | 153,980 | $4.61M | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 1,559 | $46K | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 271,425 | $8.13M | SEC filing |
| FEDERATED HERMES, INC. | 2026-03-31 | 601 | $18K | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 962,644 | $28.9M | SEC filing |
| JANE STREET GROUP, LLC | 2026-03-31 | 128,999 | $3.87M | SEC filing |
| Jain Global LLC | 2026-03-31 | 8,708 | $261K | SEC filing |
| Essential Partners LLC | 2026-03-31 | 818 | $24.5K | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 4,900 | $147K | SEC filing |
- Each value is checked against Ibotta, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Ibotta, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Ibotta, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-05-15 · Lehrman Thomas D: Larger than 81 of the 84 other insider sales of Class A Common Stock on file. SEC filing
- 2026-05-15 · Lehrman Thomas D: Larger than 78 of the 84 other insider sales of Class A Common Stock on file. SEC filing
- 2026-05-13 · Lehrman Thomas D: Larger than 76 of the 84 other insider sales of Class A Common Stock on file. SEC filing
- 2025-06-26 · CLARK JAMES H: Larger than 83 of the 84 other insider sales of Class A Common Stock on file. SEC filing
- 2025-06-26 · CLARK JAMES H: Larger than all 84 other insider sales of Class A Common Stock on file. SEC filing
- 2025-06-12 · Donahue Richard I.: Larger than 77 of the 84 other insider sales of Class A Common Stock on file. SEC filing
- 2025-06-12 · Donahue Richard I.: Larger than 82 of the 84 other insider sales of Class A Common Stock on file. SEC filing
- 2025-06-03 · CLARK JAMES H: Larger than 80 of the 84 other insider sales of Class A Common Stock on file. SEC filing
- 2025-05-29 · CLARK JAMES H: Larger than 79 of the 84 other insider sales of Class A Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-23 | Leach Bryan · CEO AND PRESIDENT | Class A Common Stock | S — Open market or private sale | −3,955 | 30.31 | SEC filing |
| 2026-06-22 | Leach Bryan · CEO AND PRESIDENT | Class A Common Stock | S — Open market or private sale | −11,187 | 30.56 | SEC filing |
| 2026-06-09 | Leach Bryan · CEO AND PRESIDENT | Class A Common Stock | S — Open market or private sale | −4,748 | 31.96 | SEC filing |
| 2026-06-08 | Leach Bryan · CEO AND PRESIDENT | Class A Common Stock | S — Open market or private sale | −10,351 | 32.12 | SEC filing |
| 2026-06-08 | Leach Bryan · CEO AND PRESIDENT | Class A Common Stock | S — Open market or private sale | −55 | 32.82 | SEC filing |
| 2026-06-04 | Swanson Luke Roy · CHIEF TECHNOLOGY OFFICER | Class A Common Stock | S — Open market or private sale | −5,132 | 32.86 | SEC filing |
| 2026-06-04 | Swanson Luke Roy · CHIEF TECHNOLOGY OFFICER | Class A Common Stock | S — Open market or private sale | −808 | 33.71 | SEC filing |
| 2026-06-04 | Swanson Luke Roy · CHIEF TECHNOLOGY OFFICER | Class A Common Stock | S — Open market or private sale | −807 | 33.71 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-23 | Leach Bryan · CEO AND PRESIDENT | Class A Common Stock | M — Exercise or conversion of derivative security | +3,955 | SEC filing |
| 2026-06-23 | Leach Bryan · CEO AND PRESIDENT | Employee Stock Option (right to buy) | M — Exercise or conversion of derivative security | −3,955 | SEC filing |
| 2026-06-22 | Leach Bryan · CEO AND PRESIDENT | Class A Common Stock | M — Exercise or conversion of derivative security | +11,187 | SEC filing |
| 2026-06-22 | Leach Bryan · CEO AND PRESIDENT | Employee Stock Option (right to buy) | M — Exercise or conversion of derivative security | −11,187 | SEC filing |
| 2026-06-10 | Leach Bryan · CEO AND PRESIDENT | Class A Common Stock | G — Bona fide gift | −50,000 | SEC filing |
| 2026-06-09 | Leach Bryan · CEO AND PRESIDENT | Class A Common Stock | M — Exercise or conversion of derivative security | +4,748 | SEC filing |
| 2026-06-09 | Leach Bryan · CEO AND PRESIDENT | Employee Stock Option (right to buy) | M — Exercise or conversion of derivative security | −4,748 | SEC filing |
| 2026-06-08 | Leach Bryan · CEO AND PRESIDENT | Employee Stock Option (right to buy) | M — Exercise or conversion of derivative security | −10,406 | SEC filing |
Showing 8 of 32 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.