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/company/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/company/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.

What drives IBTA's revenue?

Per Ibotta, Inc.'s latest 10-Q filed with the SEC on 2026-08-04, the biggest revenue drivers are: Redemption Revenue ($80.2M, +10% YoY); Ad & Other Revenue ($8.7M, -32% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/IBTA.

What are IBTA's largest expenses?

Ibotta, Inc.'s latest 10-Q reports these as the largest expense items: Sales and Marketing ($32.9M, +14% YoY); Cost of Revenue ($19.2M, +7% YoY); General and Administrative ($21.8M, -2% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

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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SEC EDGAR: CIK 1538379 IBTA stock profile & AI dashboard →

13F Pro Quality Score

39.7/100

Rank #2,135 of 2,962 stocks

View Technology peers →

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

Revenue Growth

29.4/100

Profitability

23.4/100

Balance Sheet

28.4/100

Earnings Quality

94.2/100

Free Cash Flow

75.1/100

Institutional Flow

15.3/100

Revenue Scale

31.7/100

Dilution Risk

13.5/100

Email me the moment this company reports earnings

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Why IBTA Scores 40/100

exact factor attribution · 2026-09-11

IBTA's composite is driven by earnings quality and free cash flow, held back by revenue growth and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Earnings quality

+4.4 pts

94th pct

Free cash flow

+3.8 pts

75th pct

Institutional flow

-1.7 pts

15th pct

Shareholder dilution

-1.8 pts

14th pct

Earnings growth

-1.9 pts

12th pct

Capital efficiency

-2.2 pts

28th pct

Scale

-2.8 pts

32th pct

Profitability

-4.0 pts

23th pct

Revenue growth

-4.1 pts

29th pct

Latest change (2026-08-04): 32 → 35 · ↑ Revenue growth 7→29; despite ↓ Profit margin 34→25

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

IBTA Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Ibotta, Inc. (IBTA), a Technology sector company. 13F Pro's AI-powered ranking engine scores IBTA at 39.7/100 on a 32-signal composite quality model, placing it at rank #2,135 of 2,962 stocks — the bottom half of the AI-ranked universe. IBTA scores in the top quartile across earnings quality (94.2), free cash flow (75.1). Areas of concern include institutional flow (15.3) and profitability (23.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 13.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Ibotta, Inc. reports quarterly revenue of $88.9M, net income of $-1.2M, an operating margin of -2.1%. Top institutional holders of IBTA by reported 13-F value include Koch, D. E. Shaw, HSBC 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 35 and 62 since 2025, currently 39.7 — a declining long-term trajectory across 52 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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What's Driving IBTA's Business? Latest 10-Q Breakdown

✓ 22/22 datapoints verified

AI-extracted from Ibotta, Inc.'s 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 revenue grew 3% YoY to $88.9M, but operating loss widened to $1.9M as sales/marketing and depreciation expenses increased; adjusted EBITDA margin compressed to 19% from 21% YoY.

Biggest Revenue Drivers

Redemption Revenue$80.2M+10% YoY

Driven by increases in offer supply and third-party publisher redeemers; partially offset by decreased D2C redemption revenue from lower offer quantity and quality.

Ad & Other Revenue$8.7M-32% YoY

Decreased from reduced client spend on D2C ad products, partially offset by increased data products revenue.

Biggest Revenue Drivers

Total revenue: $88.9M+3% YoY

Redemption Revenue$80.2M+10% YoY

Driven by increases in offer supply and third-party publisher redeemers; partially offset by decreased D2C redemption revenue from lower offer quantity and quality.

Ad & Other Revenue$8.7M-32% YoY

Decreased from reduced client spend on D2C ad products, partially offset by increased data products revenue.

Largest Expense Items

Sales and Marketing$32.9M+14% YoY

Increased due to higher personnel-related costs (bonuses, salaries, stock-based compensation) and market research expenses.

Cost of Revenue$19.2M+7% YoY

Increased primarily from technology-related costs, allocated personnel costs, and publisher-related costs.

General and Administrative$21.8M-2% YoY

Decreased due to lower professional fees and credit loss expense, offset by higher personnel-related costs.

Research and Development$15.1M+2% YoY

Increase in impairment of capitalized software development costs.

Margins: Gross margin contracted 100 bps YoY to 78% due to increased technology and publisher-related costs. Operating margin deteriorated significantly; the company swung from 1% operating income YoY to a 2% operating loss, driven by elevated sales/marketing spend and depreciation from new corporate headquarters.

Watch Items from the Filing

D2C revenue declined 27% YoY to $27.4M due to lower offer supply and redeemer count; D2C redemptions fell 22% and redeemers decreased 12%, indicating retention challenges in core direct channel.
Company faces pending securities class action litigation; court granted defendants' motion to dismiss on August 3, 2026, but plaintiff may file second amended complaint by August 31, 2026; material exposure unquantifiable.
Third-party publisher redemptions grew 27% YoY to 74.4M, driven by new publisher launches including DoorDash, showing strong growth offsetting D2C weakness.
Accumulated deficit widened to $148.4M as of June 30, 2026 from $136.9M at year-end 2025; company reported net loss of $1.2M in Q2 and $11.6M YTD, indicating near-term profitability pressures.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$88.9M

Net Income

Q2 2026

$-1.2M

Free Cash Flow

Q2 2026

$12.4M

Operating Margin

Q2 2026

-2.1%

ROIC

Q2 2026

-3.1%

Period

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

Free Cash Flow

-34.8% YoY

$75.0MFY 2025

FY22 $-57.3MFY23 $22.2MFY24 $115.0MFY25 $75.0M

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	—
Free Cash Flow	$75.0M -34.8%	$115.0M +419.0%	$22.2M +138.7%	$-57.3M	—

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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.
$149.9M4,389,129 sh
D. E. Shaw & Co., Inc.
$57.7M1,690,546 sh
HSBC HOLDINGS PLC
$35.7M1,016,521 sh
BlackRock, Inc.
$32.0M937,170 sh
CITIGROUP INC
$22.0M644,972 sh
VANGUARD CAPITAL MANAGEMENT LLC
$18.1M528,841 sh
Notable Capital Management, L.L.C.
$11.5M336,042 sh
BNP PARIBAS FINANCIAL MARKETS
$11.4M333,106 sh
GEODE CAPITAL MANAGEMENT, LLC
$9.5M277,664 sh
STATE STREET CORP
$9.3M272,487 sh

Fund	Value	Shares
Koch, Inc.	$149.9M	4,389,129
D. E. Shaw & Co., Inc.	$57.7M	1,690,546
HSBC HOLDINGS PLC	$35.7M	1,016,521
BlackRock, Inc.	$32.0M	937,170
CITIGROUP INC	$22.0M	644,972
VANGUARD CAPITAL MANAGEMENT LLC	$18.1M	528,841
Notable Capital Management, L.L.C.	$11.5M	336,042
BNP PARIBAS FINANCIAL MARKETS	$11.4M	333,106
GEODE CAPITAL MANAGEMENT, LLC	$9.5M	277,664
STATE STREET CORP	$9.3M	272,487

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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. IBTA is classified as a small company.

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.