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.
Amova Asset Management Americas, Inc. filed a Schedule 13G reporting beneficial ownership of 1,279,655 shares (5.1%) of Ibotta, Inc. Class A common stock as of 09/30/2025.
The filer reports 0 shares with sole voting power, 0 with shared voting power, 0 with sole dispositive power, and 1,279,655 with shared dispositive power. The certification states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.
Ibotta, Inc. reported Q3 2025 results with revenue of $83,260 thousand and net income of $1,533 thousand. Gross profit was $66,118 thousand, reflecting a gross margin of 79%. Diluted earnings per share were $0.05 on 29,376,837 weighted average diluted shares. For the nine months, revenue was $253,863 thousand and net income was $4,578 thousand.
Cash and cash equivalents were $223,296 thousand, and total assets were $569,434 thousand. The company continued its Share Repurchase Program, buying 1,448,325 shares in the quarter for $39,130 thousand; year‑to‑date repurchases totaled 4,737,252 shares for $180,700 thousand, with $89,900 thousand remaining authorized. Ibotta had no borrowings under its $100,000 thousand 2024 Credit Facility, with $99,000 thousand available after a $1,000 thousand letter of credit. As of October 31, 2025, shares outstanding were 23,445,382 Class A and 3,137,424 Class B.
Ibotta, Inc. furnished an 8-K to announce it issued a press release with financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
Information under Item 2.02, including Exhibit 99.1, is being furnished and is not deemed filed for purposes of Section 18 of the Exchange Act, nor incorporated by reference except as expressly set forth by specific reference.
Ibotta, Inc. received a Schedule 13G filing disclosing that affiliates of Sumitomo Mitsui Trust and Amova Asset Management hold beneficial stakes in its Class A common stock.
Sumitomo Mitsui Trust Group, Inc. reported 1,279,895 shares, representing 5.1% of the class, with shared voting and dispositive power over those shares and no sole voting or dispositive power. Amova Asset Management Co., Ltd. reported 1,279,655 shares, also 5.1%, with shared voting and dispositive power and no sole power. The date of event triggering the filing is 09/30/2025.
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. The holdings are attributed through subsidiaries, including Amova Asset Management Americas, Inc. and, for Sumitomo Mitsui Trust, Sumitomo Mitsui Trust Asset Management Co., Ltd.
Ibotta, Inc. appointed Chief Financial Officer Matt Puckett as Interim Principal Accounting Officer effective October 13, 2025. He will serve in this role while Jared Chomko, the current Principal Accounting Officer, is on medical leave and until he resumes his position. Mr. Chomko remains an employee.
The company stated there are no changes to Mr. Puckett’s compensation related to this appointment. It also disclosed no family relationships with directors or executive officers, no appointment arrangements with any person, and no transactions reportable under Item 404(a) of Regulation S‑K.
Insider exercise and ownership update: The Chief Technology Officer of Ibotta, Inc. exercised an employee option on
The filing notes that some holdings are restricted stock units that vest per their schedules and that all shares subject to the exercised option were fully vested and exercisable as of the transaction date. The form was signed by power of attorney on
Ibotta, Inc. (IBTA) reported a non-derivative grant to its Chief Financial Officer consisting of 336,826 restricted stock units (RSUs) dated 09/29/2025. Each RSU represents a contingent right to receive one share of the companys Class A common stock upon settlement. The RSUs vest with 1/4th scheduled on September 1, 2026, and then 1/16th on each Quarterly Vesting Date thereafter (the first trading day on or after March 1, June 1, September 1 and December 1), subject to continued service. The filing records 336,826 RSUs beneficially owned following the grant and includes explanatory notes clarifying the nature of the award as service-based equity compensation.
Jared Chomko, Vice President, Accounting at Ibotta, Inc. (IBTA), reported a non‑derivative grant of 15,000 Restricted Stock Units (RSUs) dated 09/29/2025 that settle into Class A common stock at no cash price. Following this grant, he beneficially owns 25,527 shares (including RSUs subject to vesting). The RSUs vest in equal installments of 1/16th on each Quarterly Vesting Date (first trading day on or after March 1, June 1, September 1, December 1), subject to continued service. The filing discloses the grant terms and the company’s standard quarterly vesting cadence.
Valarie L. Sheppard, a director of Ibotta, Inc. (IBTA), reported a withholding of 2,412 shares on 09/17/2025 related to vested restricted stock units. The shares were withheld at a price of $26.92 per share to satisfy income tax and withholding obligations associated with net settlement of previously granted RSUs. After the withholding, the reporting person is shown as beneficially owning 29,643 shares. The filing clarifies that some holdings are RSUs, each representing a contingent right to one Class A common share subject to vesting conditions.
Clark Jermoluk Founders Fund I LLC and James H. Clark reported beneficial ownership of 3,841,308 shares of Ibotta, Inc. Class A common stock, representing 15.2% of the Class A shares outstanding. The shares are held directly by Fund I, which is 95% owned by the JHC Family 2016 Trust, an entity controlled by Mr. Clark. The filing shows no sole voting or dispositive power and instead reports shared voting and dispositive power over the disclosed shares. The Reporting Persons disclaim status as a group and provided a joint filing agreement as an exhibit.
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