Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

IBOTTA INC (IBTA)

117 + Investors. Track Smart Money conviction in IBTA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — IBTA

Based on 115 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their IBTA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
115 funds currently hold this stock — 89% of the 3.0-year high of 129 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IBTA is almost the same as a year ago (+3 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

62 buying60 selling
Last quarter: 62 funds bought or added vs 60 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 35 → 27 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 35% entered in last year

■ 6% conviction (2yr+) ■ 59% medium ■ 35% new
Only 7 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -29%, value -57%

Value
-57%
Shares
-29%
Last quarter: funds added -29% more shares while total portfolio value only changed -57%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

28 → 29 → 35 → 27 → 23 new funds/Q
New funds entering each quarter: 29 → 35 → 27 → 23. IBTA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 6% veterans, 46% new entrants

■ 6% veterans ■ 48% 1-2yr ■ 46% new
Of 117 current holders: 7 (6%) held 2+ years, 56 held 1–2 years, 54 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
27 of 115 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: IBTA

How many hedge funds hold IBTA — quarterly history vs. share price
Quarterly hedge fund ownership of IBTA vs. share price

Market Analysis: IBTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBTA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 2 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: IBTA
2026 Q1 Stats Unlock in 11 days 117 + Investors

Track Smart Money conviction in IBTA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 117 122 -4.1%
13F Shares 15M 22M -29.1%
Total Value $350M $821M -57.33%
New Positions 23 27 -4
Increased Positions 41 53 -12
Closed Positions 26 42 -16
Reduced Positions 41 34 +7
Total Calls 2 4 -50.0%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.5 0.75 Bullish

Statistics: IBTA

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

117 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBTA. Verified SEC 13F-HR filings.

Top 25 institutional holders of IBTA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SAYBROOK CAPITAL /NC 0.49% 60,258 $1.8M
2 Fermata Advisors, LLC 0.07% 10,412 $312K
3 Nemes Rush Group LLC 0.02% 8,001 $240K
4 NORDEN GROUP LLC 0.02% 7,730 $232K
5 HSBC HOLDINGS PLC 0.02% 1,009,287 $30.6M
6 Covestor Ltd 0.01% 359 —
7 AlphaQuest LLC 0.00% 3,723 $85K
8 Abound Wealth Management 0.00% 604 $18K
9 Private Wealth Asset Management, LLC 0.00% 1,000 $30K
10 DEUTSCHE BANK AG\ 0.00% 271,425 $8.1M
11 MEEDER ASSET MANAGEMENT INC 0.00% 1,289 $39K
12 Parallel Advisors, LLC 0.00% 3,968 $119K
13 Versant Capital Management, Inc 0.00% 472 $14K
14 STRS OHIO 0.00% 10,600 $318K
15 Police & Firemen's Retirement System of New Jersey 0.00% 3,954 $119K
16 UBS Group AG 0.00% 173,119 $5.2M
17 VANGUARD FIDUCIARY TRUST CO 0.00% 95,893 $2.9M
18 Swiss National Bank 0.00% 29,900 $896K
19 Russell Investments Group, Ltd. 0.00% 14,425 $432K
20 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 519,300 $15.6M
21 KLP KAPITALFORVALTNING AS 0.00% 3,200 $96K
22 GAMMA Investing LLC 0.00% 189 $6K
23 State of Alaska, Department of Revenue 0.00% 815 —
24 HARBOR CAPITAL ADVISORS, INC. 0.00% 94 —
25 VANGUARD ASSET MANAGEMENT, Ltd 0.00% 8,230 $247K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — IBOTTA INC (IBTA)

What does the Smart Money Trend signal show for IBTA?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IBTA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IBTA?

Slight buying edge — 51% buying: Last quarter: 62 funds bought or added vs 60 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IBTA holders?

Strong quality — 30% AUM from major funds: 27 of 115 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IBTA?

Mostly new holders — 35% entered in last year: Only 7 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.