Ibotta, Inc.
Ownership
Ownership Structure
Who owns Ibotta, Inc. (IBTA)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 34.7% of the shares are freely tradable; institutional investors hold 50.9%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Koch, Inc | 21.78 | 4,389,129 | +0.0 | 06/30/2026 |
| D. E. Shaw & Co LP | 8.39 | 1,690,546 | +0.0 | 06/30/2026 |
| HSBC Holdings PLC | 5.01 | 1,009,287 | -49.2 | 03/31/2026 |
| BlackRock Inc | 4.78 | 962,644 | -8.5 | 03/31/2026 |
| Citigroup Inc | 3.18 | 640,683 | -0.6 | 03/31/2026 |
| Vanguard Capital Management, LLC | 2.58 | 519,300 | +0.0 | 03/31/2026 |
| Notable Capital Management, L.L.C. | 1.67 | 336,042 | -8.4 | 06/30/2026 |
| BNP Paribas Arbitrage, SA | 1.62 | 327,173 | +0.7 | 03/31/2026 |
| Geode Capital Management, LLC | 1.47 | 296,563 | -9.4 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 1.90 | 382,945 | +0.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Clark Jermoluk Founders Fund I LLC | 10% Owner | 3,341,308 | 140,000,805 $ | Jul 6, 2026 | direct |
| Leach Bryan | CEO AND PRESIDENT | 823,886 | 34,520,823 $ | Aug 17, 2026 | both |
| Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | 648,032 | 27,152,541 $ | Sep 10, 2026 | both |
| Riedy Christopher J | Chief Revenue Officer | 363,387 | 15,225,915 $ | Sep 1, 2026 | direct |
| Puckett Matthew H | Chief Financial Officer | 303,479 | 12,715,770 $ | Sep 1, 2026 | direct |
| Shapiro David T | CHIEF LEGAL OFFICER | 221,604 | 9,285,208 $ | Sep 1, 2026 | direct |
| El Tabib Amir | Chief Business Dev. Officer | 200,807 | 8,413,813 $ | Sep 1, 2026 | direct |
| Daspit Marisa | CHIEF PEOPLE OFFICER | 117,251 | 4,912,817 $ | Sep 2, 2026 | direct |
| Lehrman Thomas D | Director | 63,690 | 2,668,611 $ | Aug 13, 2026 | both |
| Chomko Jared | SR VICE PRESIDENT - ACCOUNTING | 34,093 | 1,428,497 $ | Sep 1, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | Sell | 3,600 | 39.90 | 143,640 |
| Sep 10, 2026 | Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | Sell | 16,500 | 40.07 | 661,228 |
| Sep 10, 2026 | Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | Sell | 20,100 | 40.04 | 804,856 |
| Sep 9, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 5,103 | 37.74 | 192,563 |
| Sep 8, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 26,497 | 37.83 | 1,002,395 |
| Sep 8, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 7,503 | 37.25 | 279,515 |
| Sep 8, 2026 | Leach Bryan | CEO AND PRESIDENT | Other | 15,142 | 3.99 | 60,417 |
| Sep 2, 2026 | Daspit Marisa | CHIEF PEOPLE OFFICER | Sell | 1,177 | 37.78 | 44,464 |
| Sep 2, 2026 | Daspit Marisa | CHIEF PEOPLE OFFICER | Sell | 1,779 | 37.25 | 66,261 |
| Sep 1, 2026 | Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | Sell | 3,082 | 37.30 | 114,947 |
| Sep 1, 2026 | Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | Sell | 2,858 | 36.63 | 104,686 |
| Sep 1, 2026 | Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | Other | 11,692 | 37.21 | 435,059 |
| Sep 1, 2026 | Daspit Marisa | CHIEF PEOPLE OFFICER | Sell | 910 | 37.31 | 33,951 |
| Sep 1, 2026 | Daspit Marisa | CHIEF PEOPLE OFFICER | Sell | 802 | 36.66 | 29,403 |
| Sep 1, 2026 | Daspit Marisa | CHIEF PEOPLE OFFICER | Other | 2,951 | 37.21 | 109,807 |
| Sep 1, 2026 | Puckett Matthew H | Chief Financial Officer | Other | 33,347 | 37.21 | 1,240,842 |
| Sep 1, 2026 | El Tabib Amir | Chief Business Dev. Officer | Other | 3,404 | 37.21 | 126,663 |
| Sep 1, 2026 | Shapiro David T | CHIEF LEGAL OFFICER | Other | 6,821 | 37.21 | 253,809 |
| Sep 1, 2026 | Chomko Jared | SR VICE PRESIDENT - ACCOUNTING | Other | 469 | 37.21 | 17,451 |
| Sep 1, 2026 | Riedy Christopher J | Chief Revenue Officer | Other | 12,988 | 37.21 | 483,283 |
| Sep 1, 2026 | Leach Bryan | CEO AND PRESIDENT | Other | 18,637 | 37.21 | 693,483 |
| Aug 25, 2026 | Chomko Jared | SR VICE PRESIDENT - ACCOUNTING | Other | 406 | 38.44 | 15,607 |
| Aug 18, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 877 | 36.60 | 32,099 |
| Aug 18, 2026 | Leach Bryan | CEO AND PRESIDENT | Other | 877 | 3.99 | 3,499 |
| Aug 17, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 613 | 37.24 | 22,828 |
| Aug 17, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 2,303 | 35.96 | 82,813 |
| Aug 17, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 610 | 37.24 | 22,717 |
| Aug 17, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 2,306 | 35.96 | 82,924 |
| Aug 17, 2026 | Leach Bryan | CEO AND PRESIDENT | Other | 2,916 | 0.00 | – |
| Aug 17, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 1,425 | 37.44 | 53,348 |
| Aug 17, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 3,457 | 36.75 | 127,058 |
| Aug 17, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 24,025 | 35.63 | 855,982 |
| Aug 17, 2026 | Leach Bryan | CEO AND PRESIDENT | Other | 28,907 | 3.99 | 115,339 |
| Aug 13, 2026 | Lehrman Thomas D | Director | Sell | 461 | 37.86 | 17,454 |
| Aug 13, 2026 | Lehrman Thomas D | Director | Sell | 8,261 | 37.25 | 307,683 |
| Aug 13, 2026 | Lehrman Thomas D | Director | Sell | 298 | 37.86 | 11,283 |
| Aug 13, 2026 | Lehrman Thomas D | Director | Sell | 5,327 | 37.25 | 198,405 |
| Aug 13, 2026 | Lehrman Thomas D | Director | Sell | 3,705 | 37.98 | 140,714 |
| Aug 13, 2026 | Lehrman Thomas D | Director | Sell | 12,221 | 37.19 | 454,468 |
| Aug 12, 2026 | Lehrman Thomas D | Director | Sell | 4,957 | 36.08 | 178,855 |
| Aug 12, 2026 | Lehrman Thomas D | Director | Sell | 3,197 | 36.08 | 115,352 |
| Aug 12, 2026 | Lehrman Thomas D | Director | Sell | 4,692 | 36.19 | 169,804 |
| Aug 11, 2026 | Lehrman Thomas D | Director | Sell | 11,892 | 36.22 | 430,750 |
| Aug 11, 2026 | Lehrman Thomas D | Director | Sell | 7,669 | 36.22 | 277,784 |
| Aug 11, 2026 | Lehrman Thomas D | Director | Sell | 10,000 | 35.73 | 357,322 |
| Aug 7, 2026 | Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | Sell | 400 | 39.90 | 15,961 |
| Aug 7, 2026 | Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | Sell | 200 | 39.90 | 7,980 |
| Aug 4, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 529 | 37.41 | 19,792 |
| Aug 4, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 6,446 | 36.36 | 234,378 |
| Aug 4, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | 4,403 | 35.67 | 157,059 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.