Welcome to our dedicated page for Ibotta SEC filings (Ticker: IBTA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page compiles SEC filings for Ibotta, Inc. (NYSE: IBTA), the performance marketing platform for digital CPG promotions. Through these filings, investors can review how the company reports its financial results, executive changes, and other material events related to the Ibotta Performance Network (IPN) and its digital promotions business.
Ibotta’s current reports on Form 8-K document key developments such as quarterly earnings announcements and leadership appointments. For example, the company has used Form 8-K to furnish press releases detailing revenue, redemption revenue, redeemers, redemptions, and non-GAAP measures like adjusted EBITDA and adjusted net income, as well as to disclose the appointment of a Chief Financial Officer and interim principal accounting officer arrangements.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the filing list) provide more extensive information on Ibotta’s business model, including definitions of the Ibotta Performance Network, redemptions, redeemers, and redemption revenue. These filings explain how Ibotta earns fees per redemption, how campaign setup fees are recognized over time, and how management uses non-GAAP metrics to evaluate operational trends and cash-generating capacity.
On Stock Titan, each filing is accompanied by AI-powered summaries that highlight the main points, helping readers quickly understand complex disclosures. Real-time updates from EDGAR ensure that new 8-K, 10-Q, 10-K, and other forms appear promptly, while insider transaction reports on Form 4, when filed, can be used to track equity activity by Ibotta’s officers and directors.
Whether you are looking for detailed financial statements, descriptions of the IPN and digital promotions model, or documentation of executive appointments, this SEC filings page offers structured access to Ibotta’s regulatory history along with AI-generated context.
Ibotta, Inc. disclosed that Chief People Officer Marisa Daspit had 2,727 shares of Class A Common Stock withheld on March 1, 2026 at $24.97 per share. According to the disclosure, this was a tax-withholding disposition tied to the vesting and net settlement of previously reported restricted stock units (RSUs), and is explicitly described as not being a sale of shares by the reporting person. After this withholding, Daspit directly owned 130,553 shares, including RSUs that each represent a contingent right to receive one share of Class A Common Stock, subject to their vesting conditions.
Ibotta, Inc. Chief Legal Officer David T. Shapiro reported a Form 4 transaction involving Class A Common Stock tied to restricted stock units (RSUs). A total of 6,820 shares were disposed of at a price of $24.97 per share through tax withholding by the company in connection with the vesting and net settlement of previously reported RSUs, rather than an open-market sale. Following this tax-withholding disposition, Shapiro directly holds 234,214 shares of Ibotta Class A Common Stock, some of which represent RSUs that each convert into one share upon satisfying vesting conditions.
Ibotta, Inc. Chief Revenue Officer Christopher J. Riedy reported a Form 4 showing a tax-related share withholding, not an open-market sale. On the reported date, 9,134 shares of Class A Common Stock were withheld by the company to cover income tax obligations tied to vesting restricted stock units, leaving him with 388,373 shares held directly.
Ibotta, Inc. Chief Technology Officer Luke Roy Swanson reported a Form 4 showing a tax-related share withholding rather than an open-market sale. On March 1, 2026, 7,684 shares of Class A Common Stock were withheld by the company at $24.97 per share to cover income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units. After this transaction, Swanson directly owned 513,424 shares of Class A Common Stock, with additional indirect holdings reported through an LLC, family trusts, and his spouse.
Ibotta, Inc. reports 2025 revenue of $342.4 million, down from the prior year, while positioning its Ibotta Performance Network as a scale digital promotions platform for consumer packaged goods brands and retailers.
The company works with over 900 clients representing more than 3,100 brands and reached about 18.2 million redeemers in 2025. Its direct-to-consumer app and web properties have attracted over 54 million registered users, who have earned $2.7 billion in cash back to date. Ibotta highlights strategic partnerships with major publishers like Walmart, Dollar General, Family Dollar, Instacart, and DoorDash, new measurement tools such as LiveLift™, and extensive risk factors including competition, macroeconomic pressures, data security, and reliance on key partners.
Ibotta, Inc. reported fourth quarter and full year 2025 results showing lower revenue and profitability but solid cash generation. Full year revenue was $342.4 million, down 7% year-over-year, while net income was $3.6 million, a 1% net margin. Adjusted EBITDA was $62.9 million with an 18% margin, down from 2024 as the company invested in product and sales reorganization.
The Ibotta Performance Network continued to expand, with average 2025 redeemers rising 24% to 18.2 million and third-party publisher redemptions up 12%. Cash from operating activities reached $95.3 million and free cash flow was $61.0 million. Ibotta also repurchased 6.9 million shares for $233.8 million. For first quarter 2026, the company guides revenue of $78–$82 million and Adjusted EBITDA of $6–$8 million, implying a 9% margin at the midpoint.
D. E. Shaw & Co., L.P., D. E. Shaw & Co., L.L.C., and David E. Shaw report beneficial ownership of 1,690,546 shares of Ibotta, Inc. Class A common stock, representing 7.2% of the class as of December 31, 2025.
The position is held through D. E. Shaw Valence, Cogence, and Oculus Portfolios, plus 58,842 shares owned by an Executive Committee member. The reporting persons have shared voting power over 1,631,704 shares and shared dispositive power over 1,690,546 shares. David E. Shaw disclaims beneficial ownership and the group certifies the holdings are not for changing or influencing control of Ibotta.
Amova Asset Management Americas, Inc. filed Amendment No. 1 to report its beneficial ownership of Ibotta, Inc. Class A common stock. Amova reports holding 341,265 shares, representing 1.5% of the Class A common stock as of the event date of 12/31/2025.
The firm reports no sole or shared voting power over these shares, but shared dispositive power over all 341,265 shares. Amova certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Ibotta.
Ibotta, Inc. received an amended Schedule 13G/A from Sumitomo Mitsui Trust Group, Inc. and Amova Asset Management Co., Ltd., reporting beneficial ownership of 341,265 shares of Class A common stock, or 1.5% of the class.
Both reporting persons have no sole voting or dispositive power over these shares; all voting and dispositive power is shared over the same 341,265 shares. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Ibotta.
The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of Ibotta Inc common stock. It reports holding 1,164,995 shares, representing 4.96% of the class as of 12/31/2025.
Vanguard reports no sole voting or dispositive power, with shared voting power over 110,234 shares and shared dispositive power over 1,164,995 shares. The filing states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Ibotta.
The filing explains an internal realignment effective 01/12/2026, after which certain Vanguard subsidiaries or business divisions are expected to report beneficial ownership separately while continuing the same investment strategies. Vanguard notes its clients have rights to dividends and sale proceeds, and that no other single person’s interest exceeds 5% of the class.