What is the 13F Pro Quality Score for IBTA?

13F Pro ranks Ibotta, Inc. (IBTA) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View IBTA's current score at https://13fpro.ai/research/IBTA (free sign-up required for the full ranking).

Which hedge funds own the most IBTA stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of IBTA include Koch,, D. E. Shaw & Co.,, HSBC HOLDINGS PLC. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/IBTA as soon as new 13F filings post.

Where does 13F Pro source IBTA data?

All Ibotta, Inc. fundamentals and ownership data come directly from SEC EDGAR. Ibotta, Inc. files with the SEC under CIK 1538379. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is IBTA in?

Ibotta, Inc. (IBTA) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

How often is IBTA research updated on 13F Pro?

IBTA's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Ibotta, Inc.(IBTA)Stock Analysis

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13F Pro Quality Score

32.3/100

Rank #2,278 of 2,879 stocks

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

7.1/100

Profitability

33.5/100

Balance Sheet

31.6/100

Earnings Quality

30.0/100

Free Cash Flow

81.9/100

Institutional Flow

3.9/100

Revenue Scale

31.3/100

Dilution Risk

14.1/100

IBTA Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Ibotta, Inc. (IBTA), a Technology sector company. 13F Pro's AI-powered ranking engine scores IBTA at 32.3/100 on a 32-signal composite quality model, placing it at rank #2,278 of 2,879 stocks — the bottom half of the AI-ranked universe. IBTA scores in the top quartile across free cash flow (81.9). Areas of concern include institutional flow (3.9) and revenue growth (7.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 14.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Ibotta, Inc. reports quarterly revenue of $82.5M, net income of $-10.3M, free cash flow of $27.3M. Top institutional holders of IBTA by reported 13-F value include Koch,, D. E. Shaw & Co.,, HSBC HOLDINGS PLC, based on the most recent SEC filings. IBTA trades on the NYSE exchange and files with the SEC under CIK 1538379. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IBTA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Ibotta, Inc. directly from SEC EDGAR. Ibotta, Inc.'s 13F Pro composite quality score has ranged between 8 and 70 since 2025, currently 32.3 — a declining long-term trajectory across 40 quarterly and live scoring snapshots.

✦

Fun facts about Ibotta, Inc.

Quirks, history, and lore behind IBTA — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · mid-cap · listed on NYSE · headquartered in Denver, Colorado.
2
The Numbers
The platform processes billions of dollars in annual consumer purchases and works with thousands of brands and retailers to move its product — which is, technically, savings.
3
The History
Founded in 2012, it spent years quietly powering the digital promotions infrastructure that other apps and retailers slapped their own logos on — the ultimate B2B2C ghost.
4
The Secret
Its real business is a performance marketing network: brands pay only when a shopper actually buys, making it a pay-per-sale platform disguised as a coupon app.
5
The Lore
It powers the cash-back rewards programs behind major grocery chains, financial institutions, and retailers — meaning you've probably used it without ever knowing its name.
6
The Giveaway
Its consumer-facing app turns grocery receipts into cash back, and its ticker — IBTA — rhymes with the savings it promises every time you buy a box of cereal.

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Revenue

Q1 2026

$82.5M

Net Income

Q1 2026

$-10.3M

Free Cash Flow

Q1 2026

$27.3M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-6.8% YoY

$342.4MFY 2025

FY22 $210.7MFY23 $320.0MFY24 $367.3MFY25 $342.4M

Net Income

-94.8% YoY

$3.6MFY 2025

FY22 $-54.9MFY23 $38.1MFY24 $68.7MFY25 $3.6M

Operating Income

-103.0% YoY

$-841.0KFY 2025

FY22 $-40.3MFY23 $56.0MFY24 $27.9MFY25 $-841.0K

EPS (Diluted)

-95.3% YoY

$0.12FY 2025

FY22 $-6.33FY23 $1.42FY24 $2.56FY25 $0.12

Total Assets

-22.5% YoY

$525.9MFY 2025

FY22 —FY23 $319.8MFY24 $678.4MFY25 $525.9M

Total Debt

$0.00FY 2025

FY22 —FY23 $64.4MFY24 $0.00FY25 $0.00

Op. Cash Flow

-17.8% YoY

$95.3MFY 2025

FY22 $-56.5MFY23 $22.7MFY24 $115.9MFY25 $95.3M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$342.4M -6.8%	$367.3M +14.8%	$320.0M +51.9%	$210.7M	—
Net Income	$3.6M -94.8%	$68.7M +80.3%	$38.1M +169.5%	$-54.9M	—
Operating Income	$-841.0K -103.0%	$27.9M -50.1%	$56.0M +238.9%	$-40.3M	—
EPS (Diluted)	$0.12 -95.3%	$2.56 +80.3%	$1.42 +122.4%	$-6.33	—
Total Assets	$525.9M -22.5%	$678.4M +112.1%	$319.8M	—	—
Total Debt	$0.00	$0.00 -100.0%	$64.4M	—	—
Operating Cash Flow	$95.3M -17.8%	$115.9M +410.3%	$22.7M +140.2%	$-56.5M	—

AI Insight: IBTA Financial Trends

Revenue has contracted year-over-year for three consecutive quarters while equity erodes steadily, signaling a meaningful deterioration in business momentum.

• Revenue declined from $99M in Q3 2024 to $83M in Q3 2025 and $82M in Q1 2026, marking persistent year-over-year contraction.

• Equity has fallen from a peak of $457M in Q4 2024 to $249M in Q1 2026, a drop of $208M in just three quarters.

• Operating cash flow remained positive every quarter, ranging from $20M to $40M, providing a partial buffer against GAAP losses.

• The company carries zero reported debt across all periods, leaving the balance sheet unlevered despite mounting net losses.

⚠ Net loss widened to -$10M in Q1 2026 from near-breakeven in Q1–Q3 2025, suggesting accelerating cost pressure or revenue shortfall.

⚠ Operating income turned negative at -$11M in Q1 2026, the worst print since Q2 2024's -$22M — trend reversal risk.

⚠ Continued equity drawdown without debt issuance implies losses and buybacks are consuming capital; pace of decline warrants monitoring.

AI Insight: IBTA Ratio Trends

Q1 2026 marks Ibotta's sharpest quarterly loss in over a year, with operating margin collapsing to -13.1% and ROIC hitting -17.4%.

• Operating margin swung from a peak of 21.0% in Q3 2024 to -13.1% in Q1 2026, erasing post-IPO profitability progress.

• ROIC deteriorated sharply from 2.9% in Q3 2025 to -17.4% in Q1 2026, the worst reading in the dataset.

• Debt-to-equity remains at or near zero across all reported quarters, indicating no financial leverage risk.

• TTM net profit margin of -2.1% reflects modest trailing losses, masking severe Q1 2026 quarterly deterioration.

⚠ Q1 2026 operating margin of -13.1% is the worst since Q2 2024's -24.6% — watch whether Q2 2026 recovers seasonally.

⚠ ROE swung from +1.9% in Q3 2025 to -16.6% in Q1 2026 — confirms profitability is highly volatile quarter-to-quarter.

⚠ Q4 2024's outsized NPM of 77.4% appears to be a one-time item; underlying earnings power remains unproven.

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Available Research

13F Pro tracks comprehensive data for Ibotta, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of IBTA

Koch, Inc.
$131.5M4,389,129 sh
D. E. Shaw & Co., Inc.
$50.7M1,690,546 sh
HSBC HOLDINGS PLC
$30.6M1,009,287 sh
BlackRock, Inc.
$28.9M962,644 sh
CITIGROUP INC
$19.2M640,683 sh
VANGUARD CAPITAL MANAGEMENT LLC
$15.6M519,300 sh
Notable Capital Management, L.L.C.
$11.0M367,032 sh
BNP PARIBAS FINANCIAL MARKETS
$9.8M327,173 sh
GEODE CAPITAL MANAGEMENT, LLC
$8.9M296,563 sh
STATE STREET CORP
$8.5M284,505 sh

Fund	Value	Shares
Koch, Inc.	$131.5M	4,389,129
D. E. Shaw & Co., Inc.	$50.7M	1,690,546
HSBC HOLDINGS PLC	$30.6M	1,009,287
BlackRock, Inc.	$28.9M	962,644
CITIGROUP INC	$19.2M	640,683
VANGUARD CAPITAL MANAGEMENT LLC	$15.6M	519,300
Notable Capital Management, L.L.C.	$11.0M	367,032
BNP PARIBAS FINANCIAL MARKETS	$9.8M	327,173
GEODE CAPITAL MANAGEMENT, LLC	$8.9M	296,563
STATE STREET CORP	$8.5M	284,505

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Is IBTA a good stock to buy?

13F Pro's AI-powered analysis of Ibotta, Inc. (IBTA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IBTA are available on the IBTA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own IBTA?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IBTA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Ibotta, Inc.'s investment landscape.