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.
Positive
None.
Negative
None.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
Ibotta, Inc.
(Name of Issuer)
Class A Common Stock, $0.00001 par value 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
Sumitomo Mitsui Trust Group, Inc.
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
JAPAN
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
341,265.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
341,265.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
341,265.00
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)
1.5 %
12
Type of Reporting Person (See Instructions)
HC, FI
SCHEDULE 13G
CUSIP No.
451051106
1
Names of Reporting Persons
Amova Asset Management Co., Ltd.
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
JAPAN
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
341,265.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
341,265.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
341,265.00
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)
1.5 %
12
Type of Reporting Person (See Instructions)
IA, HC, FI
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:
Sumitomo Mitsui Trust Group, Inc.
Amova Asset Management Co., Ltd.
(b)
Address or principal business office or, if none, residence:
Sumitomo Mitsui Trust Group, Inc.:1-4-1 Marunouchi, Chiyoda-ku, Tokyo 100-8233, Japan
Amova Asset Management Co., Ltd.: Midtown Tower, 9-7-1 Akasaka, Minato-ku, Tokyo 107-6242, Japan
(c)
Citizenship:
Sumitomo Mitsui Trust Group, Inc.: Japan
Amova Asset Management Co., Ltd.: Japan
(d)
Title of class of securities:
Class A Common Stock, $0.00001 par value 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).
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.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
The securities being reported on by each of Sumitomo Mitsui Trust Group, Inc.(which is classified as a parent holding company or control person in accordance with ss. 240.13d-1(b)(1)(ii)(G) , as a non-U.S. institution in accordance with ss. 240.13d-1(b)(1)(ii)(J) and as Group, in accordance with ss. 240.13d-1(b)(1)(ii)(K)) and Amova Asset Management Co., Ltd. (which is classified as a parent holding company or control person in accordance with ss.240.13d-1(b)(1)(ii)(G) ,as an investment adviser in accordance with ss.240.13d-1(b)(1)(ii)(E) and as a non-U.S. institution in accordance with ss.240.13d-1(b)(1)(ii)(J)) ,as parent holding companies, are owned, or may be deemed to be beneficially owned, by their subsidiary Amova Asset Management Americas, Inc., (which is classified as an investment adviser in accordance with ss.240.13d-1(b)(1)(ii)(E)).
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
The securities being reported on by each of Sumitomo Mitsui Trust Group, Inc.(which is classified as a parent holding company or control person in accordance with ss. 240.13d-1(b)(1)(ii)(G) , as a non-U.S. institution in accordance with ss. 240.13d-1(b)(1)(ii)(J) and as Group, in accordance with ss. 240.13d-1(b)(1)(ii)(K)) and Amova Asset Management Co., Ltd. (which is classified as a parent holding company or control person in accordance with ss.240.13d-1(b)(1)(ii)(G) ,as an investment adviser in accordance with ss.240.13d-1(b)(1)(ii)(E) and as a non-U.S. institution in accordance with ss.240.13d-1(b)(1)(ii)(J)) ,as parent holding companies, are owned, or may be deemed to be beneficially owned, by their subsidiary Amova Asset Management Americas, Inc., (which is classified as an investment adviser in accordance with ss.240.13d-1(b)(1)(ii)(E)).
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 acquired and are held in the ordinary course of business and 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.
How much of Ibotta, Inc. (IBTA) stock does Sumitomo Mitsui Trust Group report owning?
Sumitomo Mitsui Trust Group, Inc. reports beneficial ownership of 341,265 shares of Ibotta Class A common stock, representing 1.5% of the class. This ownership is reported on a shared basis, with no sole voting or dispositive power over any of the shares.
Who are the reporting persons in the Ibotta (IBTA) Schedule 13G/A Amendment No. 1?
The reporting persons are Sumitomo Mitsui Trust Group, Inc. and Amova Asset Management Co., Ltd., both organized in Japan. They report beneficial ownership as parent holding companies, with the securities owned or deemed owned through their subsidiary Amova Asset Management Americas, Inc., an investment adviser.
What percentage of Ibotta (IBTA) Class A common stock is reported as owned in this Schedule 13G/A?
The filing states beneficial ownership of 341,265 shares of Ibotta Class A common stock, representing 1.5% of the outstanding class. The reporting persons also indicate they own 5 percent or less of the class, consistent with the relatively small reported stake.
Do the reporting persons seek to influence control of Ibotta, Inc. (IBTA) with this stake?
The certification 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. It also notes they are not held in connection with any transaction having that control-related purpose or effect.
How is voting and dispositive power over Ibotta (IBTA) shares allocated for the reporting persons?
Both Sumitomo Mitsui Trust Group, Inc. and Amova Asset Management Co., Ltd. report zero sole voting and dispositive power. Each reports shared voting power over 341,265 shares and shared dispositive power over the same 341,265 shares, matching the total beneficially owned amount.
Which entity actually holds the Ibotta (IBTA) shares referenced in this Schedule 13G/A?
The filing explains that securities reported by Sumitomo Mitsui Trust Group, Inc. and Amova Asset Management Co., Ltd. are owned, or may be deemed beneficially owned, by their subsidiary Amova Asset Management Americas, Inc., which is classified as an investment adviser under Rule 240.13d-1(b)(1)(ii)(E).