Ibotta, Inc. (IBTA)
- Sector
- Technology
- Industry
- Software - Application
- Last price
- $43.28
- As of
Kresmion compiles this page from IBTA's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Ibotta, Inc. (IBTA): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-09-24.
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Preview the IBTA dossierActive signals for IBTA
- mediumEARNINGS_BEAT
Q2-2026: Beat consensus by 75.7%, EPS $-0.05 vs $-0.2057 estimate
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +585% to IBTA (2026Q2)
- mediumNEW_POSITION
Point72 Asset Management, L.P. new position in IBTA
- mediumEARNINGS_MISS
Q2-2025: Missed consensus by 59.3% - EPS $0.08 vs $0.1967 estimate
- lowEARNINGS_BEAT
Q3-2025: EPS $0.05 vs $0.0029 estimate, +0.05 on a near-zero consensus
FREE, NO ACCOUNT
Every signal on IBTA, as it fires
You are seeing 5 of 7 signals recorded on IBTA since 2026-05-26.
The five above landed across 4 days. The other 2 were recorded on those same days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in IBTA (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| D. E. Shaw & Co., Inc.CUSIP 451051106 · 2026Q2 | $57.7M | 0.03% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 451051106 · 2026Q2 | $7.6M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 451051106 · 2026Q2 | $4.1M | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 451051106 · 2026Q2 | $3M | 0.00% | , |
| CITADEL ADVISORS LLCCUSIP 451051106 · 2026Q2 | $3M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, IBTA
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
IBTA against its peers
IBTA's operating margin of -0.2% ranks in the 34th percentile of 15 Software - Application sub-industry peers, fiscal periods ending between 2025-09-30 and 2026-03-31.
| Metric | IBTA | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 342M USD | 353M USD | 50 | 16 |
| Revenue YoY | n/a | 0.7% | n/a | 5 |
| Gross margin | 79.2% | 45.9% | 94 | 8 |
| Operating margin | -0.2% | 4.8% | 34 | 15 |
| Net margin | 1.0% | 3.0% | 36 | 17 |
| Return on equity | 1.2% | 3.8% | 32 | 16 |
| P / E | n/a | 62.6x | n/a | 7 |
| 1 year | 38.6% | -14.3% | 63 | 11 |
Peers (17): DJCO, UPBD, YALA, MITK, PAR, DFIN, RDVT, APPS, CXM, SVMB, YB, HKD, MTC, ALKT, EVCM, WLTH, MFI. Left out: PINWF (no annual filing), ENRD (no annual filing), WRD (period gap), BVSFF (no annual filing), ABXXF (no annual filing), MTLS (period gap), QNT (no annual filing), KARO (period gap). Fiscal periods ending between 2025-09-30 and 2026-03-31. Every figure is one full fiscal year read from one annual filing (IBTA: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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