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[SCHEDULE 13G/A] Ibotta, Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary

Ibotta, Inc. Schedule 13G/A filed by D. E. Shaw reporting shared beneficial ownership of 1,449,524 Class A shares, representing 5.7% of the outstanding Class A common stock. The ownership is held across related entities: D. E. Shaw Valence Portfolios, L.L.C. holds 1,043,082 shares (4.1%), and additional shares are held in the names of D. E. Shaw Oculus Portfolios, L.L.C. and an executive committee member, producing the aggregate totals. The filing states the position is not held to influence control of the issuer and includes powers of attorney and a joint filing agreement.

Ibotta, Inc. – Schedule 13G/A depositato da D. E. Shaw che segnala una proprietà beneficiaria condivisa di 1.449.524 azioni di Classe A, pari al 5,7% delle azioni ordinarie di Classe A in circolazione. La partecipazione è ripartita tra soggetti correlati: D. E. Shaw Valence Portfolios, L.L.C. detiene 1.043.082 azioni (4,1%), mentre ulteriori azioni sono intestate a D. E. Shaw Oculus Portfolios, L.L.C. e a un membro del comitato esecutivo, che insieme compongono il totale aggregato. Nell'atto si dichiara che la posizione non è detenuta al fine di influenzare il controllo dell'emittente e vengono incluse procure e un accordo per la presentazione congiunta del filing.

Ibotta, Inc. – Schedule 13G/A presentado por D. E. Shaw que informa una titularidad beneficiaria compartida de 1.449.524 acciones Clase A, que representan el 5,7% del capital social Clase A en circulación. La participación se mantiene entre entidades relacionadas: D. E. Shaw Valence Portfolios, L.L.C. posee 1.043.082 acciones (4,1%), y acciones adicionales están registradas a nombre de D. E. Shaw Oculus Portfolios, L.L.C. y de un miembro del comité ejecutivo, conformando el total agregado. La presentación indica que la posición no se mantiene con el fin de influir en el control del emisor e incluye poderes y un acuerdo de presentación conjunta.

Ibotta, Inc. – D. E. Shaw가 제출한 Schedule 13G/A로, 총 1,449,524주 클래스 A 보통주에 대한 공동 실소유(beneficial ownership)를 보고하며 발행된 클래스 A 보통주의 5.7%에 해당합니다. 소유는 관련 법인들에 걸쳐 보유되고 있으며, D. E. Shaw Valence Portfolios, L.L.C.가 1,043,082주(4.1%)를 보유하고 추가 주식은 D. E. Shaw Oculus Portfolios, L.L.C. 및 집행위원회 위원의 명의로 보유되어 총계가 형성됩니다. 제출서에는 이 지분이 발행사 지배에 영향을 미치기 위한 것이 아님을 밝히고 있으며 위임장과 공동 제출 계약이 포함되어 있습니다.

Ibotta, Inc. – Schedule 13G/A déposé par D. E. Shaw signalant une propriété bénéficiaire partagée de 1 449 524 actions de Classe A, représentant 5,7% des actions ordinaires de Classe A en circulation. La détention est répartie entre des entités liées : D. E. Shaw Valence Portfolios, L.L.C. possède 1 043 082 actions (4,1%), et des actions supplémentaires sont au nom de D. E. Shaw Oculus Portfolios, L.L.C. et d'un membre du comité exécutif, formant le total agrégé. Le dépôt indique que la position n'est pas détenue en vue d'influer sur le contrôle de l'émetteur et inclut des procurations ainsi qu'un accord de dépôt conjoint.

Ibotta, Inc. – Schedule 13G/A eingereicht von D. E. Shaw, der gemeinschaftliches wirtschaftliches Eigentum an 1.449.524 Class A-Aktien meldet, was 5,7% des ausstehenden Class A-Stammkapitals entspricht. Das Eigentum verteilt sich auf verbundene Einheiten: D. E. Shaw Valence Portfolios, L.L.C. hält 1.043.082 Aktien (4,1%), weitere Aktien sind auf D. E. Shaw Oculus Portfolios, L.L.C. und ein Mitglied des Executive Committee eingetragen, was die aggregierten Summen ergibt. Die Einreichung erklärt, dass die Position nicht dazu dient, die Kontrolle über den Emittenten zu beeinflussen, und enthält Vollmachten sowie eine Vereinbarung zur gemeinsamen Einreichung.

Positive
  • Transparent disclosure of aggregate ownership: 1,449,524 shares representing 5.7% of Class A stock
  • Clear allocation of holdings across affiliated entities, specifying 1,043,082 shares (4.1%) held by D. E. Shaw Valence Portfolios, L.L.C.
  • Affirms passive intent (not acquired to change or influence control) consistent with a Schedule 13G filing
Negative
  • None.

Insights

TL;DR: D. E. Shaw group discloses a passive 5.7% stake in Ibotta, filed via Schedule 13G/A.

The filing shows an aggregated beneficial ownership of 1,449,524 shares (5.7%) held across affiliated entities, with 1,043,082 shares (4.1%) attributed to D. E. Shaw Valence Portfolios, L.L.C.

This is a routine passive ownership disclosure under Rule 13d-1(b)/(c), asserting the stake is not intended to change control. The form provides transparency about voting and dispositive power allocation among related entities and identifies executed powers of attorney and a joint filing agreement.

TL;DR: The report documents shared voting and dispositive powers but affirms no intent to influence control.

The statement details that the reporting persons have no sole voting or dispositive power and instead report shared voting power of 1,390,682 shares and shared dispositive power of 1,449,524 shares. It includes executed powers of attorney and a joint filing agreement, indicating coordinated disclosure practices among the group.

Ibotta, Inc. – Schedule 13G/A depositato da D. E. Shaw che segnala una proprietà beneficiaria condivisa di 1.449.524 azioni di Classe A, pari al 5,7% delle azioni ordinarie di Classe A in circolazione. La partecipazione è ripartita tra soggetti correlati: D. E. Shaw Valence Portfolios, L.L.C. detiene 1.043.082 azioni (4,1%), mentre ulteriori azioni sono intestate a D. E. Shaw Oculus Portfolios, L.L.C. e a un membro del comitato esecutivo, che insieme compongono il totale aggregato. Nell'atto si dichiara che la posizione non è detenuta al fine di influenzare il controllo dell'emittente e vengono incluse procure e un accordo per la presentazione congiunta del filing.

Ibotta, Inc. – Schedule 13G/A presentado por D. E. Shaw que informa una titularidad beneficiaria compartida de 1.449.524 acciones Clase A, que representan el 5,7% del capital social Clase A en circulación. La participación se mantiene entre entidades relacionadas: D. E. Shaw Valence Portfolios, L.L.C. posee 1.043.082 acciones (4,1%), y acciones adicionales están registradas a nombre de D. E. Shaw Oculus Portfolios, L.L.C. y de un miembro del comité ejecutivo, conformando el total agregado. La presentación indica que la posición no se mantiene con el fin de influir en el control del emisor e incluye poderes y un acuerdo de presentación conjunta.

Ibotta, Inc. – D. E. Shaw가 제출한 Schedule 13G/A로, 총 1,449,524주 클래스 A 보통주에 대한 공동 실소유(beneficial ownership)를 보고하며 발행된 클래스 A 보통주의 5.7%에 해당합니다. 소유는 관련 법인들에 걸쳐 보유되고 있으며, D. E. Shaw Valence Portfolios, L.L.C.가 1,043,082주(4.1%)를 보유하고 추가 주식은 D. E. Shaw Oculus Portfolios, L.L.C. 및 집행위원회 위원의 명의로 보유되어 총계가 형성됩니다. 제출서에는 이 지분이 발행사 지배에 영향을 미치기 위한 것이 아님을 밝히고 있으며 위임장과 공동 제출 계약이 포함되어 있습니다.

Ibotta, Inc. – Schedule 13G/A déposé par D. E. Shaw signalant une propriété bénéficiaire partagée de 1 449 524 actions de Classe A, représentant 5,7% des actions ordinaires de Classe A en circulation. La détention est répartie entre des entités liées : D. E. Shaw Valence Portfolios, L.L.C. possède 1 043 082 actions (4,1%), et des actions supplémentaires sont au nom de D. E. Shaw Oculus Portfolios, L.L.C. et d'un membre du comité exécutif, formant le total agrégé. Le dépôt indique que la position n'est pas détenue en vue d'influer sur le contrôle de l'émetteur et inclut des procurations ainsi qu'un accord de dépôt conjoint.

Ibotta, Inc. – Schedule 13G/A eingereicht von D. E. Shaw, der gemeinschaftliches wirtschaftliches Eigentum an 1.449.524 Class A-Aktien meldet, was 5,7% des ausstehenden Class A-Stammkapitals entspricht. Das Eigentum verteilt sich auf verbundene Einheiten: D. E. Shaw Valence Portfolios, L.L.C. hält 1.043.082 Aktien (4,1%), weitere Aktien sind auf D. E. Shaw Oculus Portfolios, L.L.C. und ein Mitglied des Executive Committee eingetragen, was die aggregierten Summen ergibt. Die Einreichung erklärt, dass die Position nicht dazu dient, die Kontrolle über den Emittenten zu beeinflussen, und enthält Vollmachten sowie eine Vereinbarung zur gemeinsamen Einreichung.






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





SCHEDULE 13G





SCHEDULE 13G




Comment for Type of Reporting Person: Subsequent to our most recent filing for this Issuer dated May 15, 2025, D. E. Shaw Valence Portfolios, L.L.C. ceased to be the beneficial owner of more than 5 percent of the class of securities. Accordingly, Item 5 has been checked in respect of D. E. Shaw Valence Portfolios, L.L.C.


SCHEDULE 13G





SCHEDULE 13G



D. E. Shaw & Co., L.P.
Signature:/s/ Daniel R. Marcus
Name/Title:Daniel R. Marcus / Chief Compliance Officer
Date:08/14/2025
D. E. Shaw & Co., L.L.C.
Signature:/s/ Daniel R. Marcus
Name/Title:Daniel R. Marcus / Authorized Signatory
Date:08/14/2025
D. E. Shaw Valence Portfolios, L.L.C.
Signature:/s/ Daniel R. Marcus
Name/Title:Daniel R. Marcus / Authorized Signatory
Date:08/14/2025
David E. Shaw
Signature:/s/ Daniel R. Marcus
Name/Title:Daniel R. Marcus / Attorney-in-Fact for David E. Shaw
Date:08/14/2025

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 August 14, 2025.

FAQ

How many Ibotta (IBTA) shares does D. E. Shaw report owning?

The filing reports an aggregate of 1,449,524 shares of Ibotta Class A common stock.

What percentage of Ibotta (IBTA) does the 13G/A filing represent?

The reported aggregate ownership represents 5.7% of Ibotta's Class A common stock.

Which D. E. Shaw entity holds the largest portion of the reported IBTA stake?

D. E. Shaw Valence Portfolios, L.L.C. holds 1,043,082 shares, equal to 4.1% of the class.

Does the filing indicate an intent to influence control of Ibotta?

No; the filing includes a certification stating the securities were not acquired to change or influence control of the issuer.

Who signed the Schedule 13G/A for D. E. Shaw and when?

Daniel R. Marcus signed on behalf of the reporting persons as Chief Compliance Officer/Authorized Signatory on 08/14/2025.
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