As of November 6, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Ibotta, Inc. The largest reported stake is KDT Ibotta Holdings, LLC's, at 18%. 11 filings are on record since August 14, 2025 (Schedule 13G, November 5, 2026).
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Key facts
- · Reporting person: KDT Ibotta Holdings, LLC · Sole voting: 3,689,129 · Shared voting: 0 · Sole dispositive: 3,689,129 · Shared dispositive: 0 · SCHEDULE 13G, 2026-11-05
- · Holder: KDT Ibotta Holdings, LLC · Percent: 20.7% · SCHEDULE 13D
- · Holder: D. E. Shaw & Co., L.P. · Percent: 7.2% · SCHEDULE 13G/A
- · Holder: Amova Asset Management Americas, Inc. · Percent: 1.5% · SCHEDULE 13G/A
- · Holder: Sumitomo Mitsui Trust Group, Inc. · Percent: 1.5% · SCHEDULE 13G/A
Ibotta, Inc. has 11 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 | 18% | 3,689,129 | SCHEDULE 13G, 2026-11-05 | 2026-11-03 |
| 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 |
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Keep reading
More on Ibotta, Inc. and the records around it.
Ibotta, Inc. elsewhere on the record
- Leadership changes Sep 2026
- Who owns it
Companies that share a holder
- Southpoint Master Fund, LP also filed stake reports on 2 other companies: Dentsply Sirona Inc. (Aug 2026), Fennec Pharmaceuticals Inc. (Aug 2026)
- Amova Asset Management Americas, Inc. also filed stake reports on 3 other companies: 10x Genomics, Inc. (Nov 2025), Arcturus Therapeutics Holdings Inc. (Nov 2025)
- Sumitomo Mitsui Trust Group, Inc. also filed stake reports on 7 other companies: Arcturus Therapeutics Holdings Inc. (Oct 2026), GCM Grosvenor Inc. (Apr 2026), 10x Genomics, Inc. (Oct 2025)
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What the Full Report on Ibotta, Inc. covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
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Who Pays Them, And Who They Are Up Against
Warning Bells
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| KDT Ibotta Holdings, LLC | 3,689,129 | 0 | 3,689,129 | 0 | SCHEDULE 13G, 2026-11-05 |
| Koch, Inc. | 3,689,129 | 0 | 3,689,129 | 0 | SCHEDULE 13G, 2026-11-05 |
The latest filing identifies Ibotta, Inc. by CUSIP 451051106 and gives its principal executive office as 1400 16th Street, Suite 600, Denver, CO 80202 (SCHEDULE 13G, 2026-11-05).
What the percentages are based on
See Item 11 of each cover page. Calculated using 20,469,814 Public Shares deemed outstanding as of October 31, 2026, as disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the SEC on November 3, 2026.KDT Ibotta Holdings, LLC, SCHEDULE 13G, 2026-11-05
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 |
| 2026-11-05 | KDT Ibotta Holdings, LLC | 18% | SCHEDULE 13G |
Questions about who owns Ibotta, Inc.
Who owns Ibotta, Inc.?
On this page, 3 holders' latest ownership filings report 5% or more of Ibotta, Inc.: KDT Ibotta Holdings, LLC (18%, Schedule 13G, filed 2026-11-05), Clark Jermoluk Founders Fund I LLC (15.2%, Schedule 13G, filed 2025-09-12) and D. E. Shaw & Co., L.P. (7.2%, Schedule 13G/A, filed 2026-02-17).
Who are the largest shareholders of Ibotta, Inc.?
By the share each holder's latest filing reports, the largest holders of Ibotta, Inc. on this page are KDT Ibotta Holdings, LLC (18%), Clark Jermoluk Founders Fund I LLC (15.2%) and D. E. Shaw & Co., L.P. (7.2%).
When did KDT Ibotta Holdings, LLC buy into Ibotta, Inc.?
The filings give report dates, not purchase dates. The earliest filing from KDT Ibotta Holdings, LLC on this page is the Schedule 13D, filed 2026-04-02, reporting 20.7%; its latest, Schedule 13G filed 2026-11-05, reports 18%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 11 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Ibotta, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 24, 2026 | Leadership change: Tony Weisman appointed, Director, and 2 more | — | Leadership changes | Source |
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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.