D. E. Shaw reports 7.2% stake in Ibotta

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.

Rhea-AI Filing Summary

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What ownership stake does D. E. Shaw report in Ibotta (IBTA)?

D. E. Shaw entities report beneficial ownership of 1,690,546 Class A shares of Ibotta, Inc., equal to 7.2% of the outstanding class. The stake is reported jointly by D. E. Shaw & Co., L.P., D. E. Shaw & Co., L.L.C., and David E. Shaw.

How is D. E. Shaw’s Ibotta (IBTA) position structured across funds?

The 1,690,546 Ibotta shares consist of 923,904 in D. E. Shaw Valence Portfolios, 400,000 in D. E. Shaw Cogence Portfolios, 307,800 in D. E. Shaw Oculus Portfolios, and 58,842 shares beneficially owned by a member of D. E. Shaw’s Executive Committee.

What voting power does D. E. Shaw have over Ibotta (IBTA) shares?

The reporting persons have shared power to vote or direct the vote of 1,631,704 Ibotta Class A shares and no sole voting power. They report shared dispositive power over 1,690,546 shares, reflecting coordinated control over voting and disposition decisions.

Does David E. Shaw directly own Ibotta (IBTA) shares?

David E. Shaw does not directly own any Ibotta shares. His reported beneficial ownership arises from control positions in entities that manage the D. E. Shaw funds and from structural relationships that confer deemed shared voting and dispositive power.

What does the 7.2% Ibotta (IBTA) ownership disclosure signify?

The 7.2% figure shows D. E. Shaw entities and David E. Shaw collectively exceed the 5% threshold that triggers public disclosure. It indicates a sizable institutional position but, per their certification, not one held to change or influence control of Ibotta.

What intent does D. E. Shaw state regarding control of Ibotta (IBTA)?

The filers certify the Ibotta securities were not acquired and are not held for the purpose or effect of changing or influencing control of the company. They also state the holdings are not connected with any transaction aimed at such control, aside from limited nomination activities.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 02/17/2026 - 04:06 PM EST Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 4)

Ibotta, Inc.

(Name of Issuer)

Class A common stock, par value $0.00001 per share

(Title of Class of Securities)

451051106

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 451051106

1

Names of Reporting Persons

D. E. Shaw & Co., L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,631,704.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,690,546.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,690,546.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.2 %

12

Type of Reporting Person (See Instructions)

IA, PN

SCHEDULE 13G

CUSIP No. 451051106

1

Names of Reporting Persons

D. E. Shaw & Co., L.L.C.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,631,704.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,690,546.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,690,546.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.2 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 451051106

1

Names of Reporting Persons

David E. Shaw

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,631,704.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,690,546.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,690,546.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.2 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Ibotta, Inc.
(b)	Address of issuer's principal executive offices: 1400 16th Street, Suite 600, Denver, CO 80202
Item 2.
(a)	Name of person filing: D. E. Shaw & Co., L.P. D. E. Shaw & Co., L.L.C. David E. Shaw
(b)	Address or principal business office or, if none, residence: The business address for each reporting person is: Two Manhattan West 375 Ninth Avenue, 52nd Floor New York, NY 10001
(c)	Citizenship: D. E. Shaw & Co., L.P. is a limited partnership organized under the laws of the state of Delaware. D. E. Shaw & Co., L.L.C. is a limited liability company organized under the laws of the state of Delaware. David E. Shaw is a citizen of the United States of America.
(d)	Title of class of securities: Class A common stock, par value $0.00001 per share
(e)	CUSIP No.: 451051106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: D. E. Shaw & Co., L.P.: 1,690,546 shares This is composed of (i) 923,904 shares in the name of D. E. Shaw Valence Portfolios, L.L.C., (ii) 400,000 shares in the name of D. E. Shaw Cogence Portfolios, L.L.C., (iii) 307,800 shares in the name of D. E. Shaw Oculus Portfolios, L.L.C., and (iv) 58,842 shares beneficially owned by a member of the Executive Committee of D. E. Shaw & Co., L.P. and D. E. Shaw & Co., L.L.C. D. E. Shaw & Co., L.L.C.: 1,690,546 shares This is composed of (i) 923,904 shares in the name of D. E. Shaw Valence Portfolios, L.L.C., (ii) 400,000 shares in the name of D. E. Shaw Cogence Portfolios, L.L.C., (iii) 307,800 shares in the name of D. E. Shaw Oculus Portfolios, L.L.C., and (iv) 58,842 shares beneficially owned by a member of the Executive Committee of D. E. Shaw & Co., L.P. and D. E. Shaw & Co., L.L.C. David E. Shaw: 1,690,546 shares This is composed of (i) 923,904 shares in the name of D. E. Shaw Valence Portfolios, L.L.C., (ii) 400,000 shares in the name of D. E. Shaw Cogence Portfolios, L.L.C., (iii) 307,800 shares in the name of D. E. Shaw Oculus Portfolios, L.L.C., and (iv) 58,842 shares beneficially owned by a member of the Executive Committee of D. E. Shaw & Co., L.P. and D. E. Shaw & Co., L.L.C. David E. Shaw does not own any shares directly. A member of the Executive Committee of D. E. Shaw & Co., L.P. and D. E. Shaw & Co., L.L.C. beneficially owns 58,842 shares ("EC Member Shares"). By virtue of David E. Shaw's position as President and sole shareholder of D. E. Shaw & Co., Inc., which is the general partner of D. E. Shaw & Co., L.P., which in turn is the investment adviser of D. E. Shaw Valence Portfolios, L.L.C., D. E. Shaw Cogence Portfolios, L.L.C., and D. E. Shaw Oculus Portfolios, L.L.C., and by virtue of David E. Shaw's position as President and sole shareholder of D. E. Shaw & Co. II, Inc., which is the managing member of D. E. Shaw & Co., L.L.C., which in turn is the manager of D. E. Shaw Valence Portfolios, L.L.C., D. E. Shaw Cogence Portfolios, L.L.C., and D. E. Shaw Oculus Portfolios, L.L.C., David E. Shaw may be deemed to have the shared power to vote or direct the vote of 1,631,704 shares ("Voting Shares"), and the shared power to dispose or direct the disposition of 1,690,546 shares (consisting of Voting Shares and EC Member Shares), constituting 7.2% of the outstanding shares and, therefore, David E. Shaw may be deemed to be the beneficial owner of such shares. David E. Shaw disclaims beneficial ownership of such 1,690,546 shares.
(b)	Percent of class: D. E. Shaw & Co., L.P.: 7.2% D. E. Shaw & Co., L.L.C.: 7.2% David E. Shaw: 7.2%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: D. E. Shaw & Co., L.P.: 0 shares D. E. Shaw & Co., L.L.C.: 0 shares David E. Shaw: 0 shares
	(ii) Shared power to vote or to direct the vote: D. E. Shaw & Co., L.P.: 1,631,704 shares D. E. Shaw & Co., L.L.C.: 1,631,704 shares David E. Shaw: 1,631,704 shares
	(iii) Sole power to dispose or to direct the disposition of: D. E. Shaw & Co., L.P.: 0 shares D. E. Shaw & Co., L.L.C.: 0 shares David E. Shaw: 0 shares
	(iv) Shared power to dispose or to direct the disposition of: D. E. Shaw & Co., L.P.: 1,690,546 shares D. E. Shaw & Co., L.L.C.: 1,690,546 shares David E. Shaw: 1,690,546 shares
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

D. E. Shaw & Co., L.P.

Signature:	/s/ Daniel R. Marcus
Name/Title:	Daniel R. Marcus / Chief Compliance Officer
Date:	02/17/2026

D. E. Shaw & Co., L.L.C.

Signature:	/s/ Daniel R. Marcus
Name/Title:	Daniel R. Marcus / Authorized Signatory
Date:	02/17/2026

David E. Shaw

Signature:	/s/ Daniel R. Marcus
Name/Title:	Daniel R. Marcus / Attorney-in-Fact for David E. Shaw
Date:	02/17/2026

Comments accompanying signature: Exhibit 1: Power of Attorney, granted by David E. Shaw relating to D. E. Shaw & Co., Inc., in favor of the signatories hereto, among others, dated August 1, 2024. Exhibit 2: Power of Attorney, granted by David E. Shaw relating to D. E. Shaw & Co. II, Inc., in favor of the signatories hereto, among others, dated August 1, 2024.

Exhibit Information

Exhibit 3: Joint Filing Agreement, by and among the Reporting Persons, dated February 17, 2026.