Ibotta SEC Filings

Ibotta, Inc. reported first quarter 2026 results with revenue of $82.5 million, down 2% year-over-year, and a net loss of $10.3 million, or a 13% net loss margin. Adjusted EBITDA was $8.7 million with an 11% margin, and non-GAAP net income was $6.0 million, a 50% decline from a year earlier.

The company generated $30.4 million of cash from operating activities and free cash flow of $23.3 million, while repurchasing 1.9 million shares for $44.7 million. Third-party publisher activity was strong, with 70.7 million redemptions and 19.7 million redeemers, each up 15% year-over-year, offset by declines in direct-to-consumer metrics. Management highlighted multi-year exclusive partnerships with Uber and Giant Eagle and guided second quarter 2026 revenue to $82–$86 million and adjusted EBITDA to $9–$12 million, implying a modest year-over-year revenue decline at the midpoint.

Ibotta, Inc. reported first quarter 2026 results with revenue of $82.5 million, down 2% year-over-year, and a net loss of $10.3 million, or a 13% net loss margin. Adjusted EBITDA was $8.7 million with an 11% margin, and non-GAAP net income was $6.0 million, a 50% decline from a year earlier.

The company generated $30.4 million of cash from operating activities and free cash flow of $23.3 million, while repurchasing 1.9 million shares for $44.7 million. Third-party publisher activity was strong, with 70.7 million redemptions and 19.7 million redeemers, each up 15% year-over-year, offset by declines in direct-to-consumer metrics. Management highlighted multi-year exclusive partnerships with Uber and Giant Eagle and guided second quarter 2026 revenue to $82–$86 million and adjusted EBITDA to $9–$12 million, implying a modest year-over-year revenue decline at the midpoint.

Ibotta, Inc. is asking shareholders to vote at its virtual 2026 annual meeting on May 19, 2026. The agenda includes electing two Class II directors, an advisory Say‑on‑Pay vote on executive compensation, choosing how often future Say‑on‑Pay votes occur, and ratifying KPMG as auditor for 2026.

The company highlights 2025 as a year of strategic investment, including new CFO and CRO appointments, the launch of its LiveLift™ measurement tool, and expansion of the Ibotta Performance Network with DoorDash following an Instacart partnership. The proxy also describes its dual‑class voting structure, controlled status under founder Bryan Leach, board composition and skills, director pay, ESG initiatives, and audit fees of $1.625 million for 2025.

Koch, Inc. and affiliated entities filed a Schedule 13D reporting beneficial ownership of 4,389,129 Class A common shares of Ibotta, Inc., equal to about 20.7% of the Public Shares outstanding as of January 31, 2026.

The stake arose from Ibotta’s IPO, when pre-IPO securities held by Koch-affiliated entities were reclassified one-for-one into Public Shares, and from a later reduction in shares outstanding due to Ibotta stock repurchases. The reporting group describes itself as passive investors and notes that, because Ibotta’s CEO and related parties control a substantial majority of voting power through Class B shares carrying 20 votes per share, the Koch group holds less than 10% of the combined voting power. They may buy more or sell some of their position over time.

Ibotta, Inc. reported that its Board of Directors has increased the authorization under its existing share repurchase program by an additional $100 million of Class A common stock, effective immediately. This follows a prior authorization of $300 million approved beginning in August 2024.

The share repurchase program has no expiration date. Repurchases may occur over time through open market purchases or privately negotiated transactions, potentially including transactions made under Rule 10b-18 and Rule 10b5-1 plans. The company is not obligated to repurchase any specific amount and may suspend or terminate the program at its discretion, depending on price, market conditions, business needs, and alternative investment opportunities.

Ibotta, Inc. chief people officer Marisa Daspit reported an open-market sale of 2,956 shares of Class A Common Stock at $24.06 per share. After this transaction, she directly owns 127,597 shares of Ibotta Class A Common Stock. The sale was executed under a pre-established Rule 10b5-1 trading plan adopted on May 29, 2025.

Marisa Alexander-Daspit filed a Form 144 to sell 2,956 Class A shares tied to restricted stock vesting, with the transaction dated 03/01/2026.

The filing also reports a prior sale of 10 Class A shares on 12/05/2025. The sale is listed under the issuer compensation/vesting entry and the brokerage appears as Fidelity Brokerage Services LLC.

Ibotta, Inc. director and CEO Bryan Leach reported several equity movements involving Class A and Class B common stock. On March 2, 2026, he converted 60,000 shares of Class B Common Stock into 60,000 shares of Class A Common Stock at no cost, at his election. He then made a bona fide gift of 60,000 Class A shares, transferring 20,000 shares each to his mother, niece, and nephew, with these gifts described as exempt from Section 16(b) by Rule 16b-5. Following these transactions, he held 885,122 Class A shares directly and continued to hold Class B shares both directly and indirectly through trusts where his spouse serves as trustee. The filing also notes that certain securities are restricted stock units representing the right to receive Class A shares upon vesting.

Ibotta, Inc. Chief Business Development Officer Amir El Tabib reported a Form 4 transaction involving 4,394 shares of Class A Common Stock at $24.97 per share. According to the filing, these shares were withheld by the company to cover income tax obligations from vesting RSUs, not sold on the open market. After this tax-withholding disposition, El Tabib directly owned 207,573 shares of Ibotta Class A Common Stock.