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The company

Ibotta, Inc.

IBTA · NYSE

CommunicationsAdvertising & MarketingLeading

IBTA stood above a rising 150-day average in 26 of the last 52 weekly readings, including each of the last 11 weeks. It is 38.1% above that average now. Advertising & Marketing: 30% of its 27 stocks in an uptrend (±0 points in four weeks); Communications: 29% (−7 points in four weeks).

Statistics

Rotation
Leading
Weeks in an uptrend
11 in a row
Industry in uptrend
30% 0 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$72.0M
Officials’ trades on record
0
Institutions holding
140 (+17)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 26 of 52 weeks.

17 Apr – 16 Oct
9%24%40%Apr 26Jun 26Jul 26Sep 26Oct 26

Advertising & Marketing: A minority of its stocks are in an uptrend and the share has held steady. Communications: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$75.7M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1
Sale orders, 12 months40
Buyers · sellers1 · 5
WhoDidSharesTraded
Bryan LeachCEO AND PRESIDENTsold5,030at $41.576 Oct 2026filed 7 Oct 2026
Bryan LeachCEO AND PRESIDENTsold10,049at $41.365 Oct 2026filed 7 Oct 2026
Bryan LeachCEO AND PRESIDENTsold63at $42.035 Oct 2026filed 7 Oct 2026
Luke Roy SwansonCHIEF TECHNOLOGY OFFICERsold4,124at $39.621 Oct 2026filed 5 Oct 2026
Luke Roy SwansonCHIEF TECHNOLOGY OFFICERsold1,816at $40.201 Oct 2026filed 5 Oct 2026
Luke Roy SwansonCHIEF TECHNOLOGY OFFICERsold4,124at $39.621 Oct 2026filed 5 Oct 2026
Luke Roy SwansonCHIEF TECHNOLOGY OFFICERsold1,816at $40.201 Oct 2026filed 5 Oct 2026
Bryan LeachCEO AND PRESIDENTsold1,717at $41.3122 Sep 2026filed 23 Sep 2026
Bryan LeachCEO AND PRESIDENTsold7at $41.9422 Sep 2026filed 23 Sep 2026
Bryan LeachCEO AND PRESIDENTsold13,418at $41.3421 Sep 2026filed 23 Sep 2026
Luke Roy SwansonCHIEF TECHNOLOGY OFFICERsold20,100at $40.0410 Sep 2026filed 14 Sep 2026
Luke Roy SwansonCHIEF TECHNOLOGY OFFICERsold16,500at $40.0710 Sep 2026filed 14 Sep 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders140+17 on the quarter
New · exited31 · 13
Reported value$477.7M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Koch, Inc.unchanged · filed 13 Aug 20264,389,129$149.9M00.0%
D. E. Shaw & Co., Inc.unchanged · filed 14 Aug 20261,690,546$57.7M00.0%
HSBC HOLDINGS PLCadded · filed 14 Aug 20261,016,521$35.7M+7,234+0.7%
BlackRock, Inc.reduced · filed 7 Aug 2026937,170$32.0M-25,474−2.6%
CITIGROUP INCadded · filed 3 Aug 2026644,972$22.0M+4,289+0.7%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026528,841$18.1M+9,541+1.8%
NOTABLE CAPITAL MANAGEMENT, L.L.C.reduced · filed 14 Aug 2026336,042$11.5M-30,990−8.4%
BNP PARIBAS FINANCIAL MARKETSadded · filed 13 Aug 2026333,106$11.4M+5,933+1.8%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 2026277,664$9.5M-18,899−6.4%
STATE STREET CORPreduced · filed 7 Aug 2026272,487$9.3M-12,018−4.2%
30 Jun 2024 – 30 Jun 2026
86112138Jun 24Dec 24Jun 25Dec 25Jun 26

News

No headline names it lately.

Everyone who traded it

Bryan Leach Company insiderCEO AND PRESIDENT · last 6 Oct 20260 · 19
Luke Roy Swanson Company insiderCHIEF TECHNOLOGY OFFICER · last 1 Oct 20260 · 9
Tony Weisman Company insiderDirector · last 22 Sep 20260 · 0
Marisa Daspit Company insiderCHIEF PEOPLE OFFICER · last 2 Sep 20260 · 12
Amir El Tabib Company insiderChief Business Dev. Officer · last 1 Sep 20260 · 3
Christopher J. Riedy Company insiderChief Revenue Officer · last 1 Sep 20261 · 0
David T. Shapiro Company insiderCHIEF LEGAL OFFICER · last 1 Sep 20260 · 0
Jared Chomko Company insiderSR VICE PRESIDENT - ACCOUNTING · last 1 Sep 20260 · 0
Matthew H. Puckett Company insiderChief Financial Officer · last 1 Sep 20260 · 0
Thomas D. Lehrman Company insiderDirector · last 13 Aug 20260 · 28
Clark Jermoluk Founders Fund I LLC Company insider10% owner · last 6 Jul 20260 · 14
Amanda Baldwin Company insiderDirector · last 19 May 20260 · 0

Same industry

TJGC TJGC GroupLeading+282%
WPP WppLeading+33%
STGW StagwellLeading+20%
HHS Harte HanksIn trend+40%
MAX MediaAlphaJust started moving+6%
MNTN MntnJust started moving+1%
ANGI AngiAbove a falling average+5%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202579.2%
Operating profit marginFY 2025 · to 31 Dec 2025-0.2%
Free cash flow marginFY 2025 · to 31 Dec 202521.9%
Return on capital employedFY 2025 · to 31 Dec 2025-0.3%
Cash conversionFY 2024 · to 31 Dec 2024169%
Interest coverFY 2025 · to 31 Dec 2025-1.68×
Research spendFY 2025 · to 31 Dec 202517.8%
Cash and equivalentsFY 2025 · to 31 Dec 2025$186.6M
Free cash flowFY 2025 · to 31 Dec 2025$75.0M

Analyst forecasts

No analyst forecasts yet.