Capital Performance Advisors »

Ibotta shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Ibotta (IBTA) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Ibotta

Tip: Access up to 7 years of quarterly data

All positions including Ibotta held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ibotta by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $62 1 62.00

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding Ibotta

D. E. Shaw & Co
Vanguard Group
GGV Capital
BlackRock
BlackRock
Bamco
Nikko Asset Management Americas
Sumitomo Mitsui Trust Holdings
Henderson Group
Capital World Investors
Arrowpoint Asset Management
Harbor Spring Capital
Geode Capital Management
PRIMECAP Management Company
Holocene Advisors

View all funds holding Ibotta