Ibotta, Inc. has 10 Schedule 13D or 13G filings on record since 2025-08-14. 3 holders' latest filing reports 5% or more of class a common stock, par value $0.00001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| KDT Ibotta Holdings, LLC | 20.7% | 4,389,129 | SCHEDULE 13D, 2026-04-02 | 2026-02-26 |
| Clark Jermoluk Founders Fund I LLC | 15.2% | 3,841,308 | SCHEDULE 13G, 2025-09-12 | 2024-09-30 |
| D. E. Shaw & Co., L.P. | 7.2% | 1,690,546 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
| The Vanguard Group | 4.96% | 1,164,995 | SCHEDULE 13G/A, 2026-01-30 | 2025-12-31 |
| Sumitomo Mitsui Trust Group, Inc. | 1.5% | 341,265 | SCHEDULE 13G/A, 2026-02-05 | 2025-12-31 |
| Amova Asset Management Americas, Inc. | 1.5% | 341,265 | SCHEDULE 13G/A, 2026-02-12 | 2025-12-31 |
| Southpoint Master Fund, LP | 1.1% | 276,701 | SCHEDULE 13G, 2025-08-14 | 2025-06-30 |
Purpose of Transaction (Item 4)
KDT Ibotta Holdings, LLC
The response set forth in Item 3 hereof is incorporated by reference in its entirety. The Reporting Persons acquired the Public Shares for investment purposes. The Public Shares were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the Issuer and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11. The Reporting Persons review and manage their investment in the Issuer on a continuing basis, and may determine from time to time (1) to acquire additional securities of the Issuer, through open market purchases, private agreements or otherwise, or (2) to dispose of all or a portion of the securities of the Issuer owned by them. The Reporting Persons view themselves as passive investors. This Schedule 13D is being filed as a result of the beneficial ownership of the Reporting Persons exceeding 20% of the outstanding Public Shares solely as a result of a decrease in the outstanding Public Shares of the Issuer resulting from certain stock repurchases by the Issuer. As a result of such increased ownership percentage, pursuant to Rule 13d-1(f), the Reporting Persons may no longer continue to file a short-form statement on Schedule 13G under Rule 13d-1(c), regardless of investment intent. Because the Issuer's chief executive officer and affiliated entities collectively hold a …The first part of Item 4 of the SCHEDULE 13D filed 2026-04-02; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-14 | Southpoint Master Fund, LP | 1.1% | SCHEDULE 13G |
| 2025-08-14 | D. E. Shaw & Co., L.P. | 5.7% | SCHEDULE 13G/A |
| 2025-09-12 | Clark Jermoluk Founders Fund I LLC | 15.2% | SCHEDULE 13G |
| 2025-10-27 | Sumitomo Mitsui Trust Group, Inc. | 5.1% | SCHEDULE 13G |
| 2025-11-13 | Amova Asset Management Americas, Inc. | 5.1% | SCHEDULE 13G |
| 2026-01-30 | The Vanguard Group | 4.96% | SCHEDULE 13G/A |
| 2026-02-05 | Sumitomo Mitsui Trust Group, Inc. | 1.5% | SCHEDULE 13G/A |
| 2026-02-12 | Amova Asset Management Americas, Inc. | 1.5% | SCHEDULE 13G/A |
| 2026-02-17 | D. E. Shaw & Co., L.P. | 7.2% | SCHEDULE 13G/A |
| 2026-04-02 | KDT Ibotta Holdings, LLC | 20.7% | SCHEDULE 13D |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.