STOCK TITAN

Schedule 13G/A: D. E. Shaw Reports 1,449,524 IBTA Shares (5.7%)

Filing Impact
(Neutral)
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.

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.






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.
Ibotta

NYSE:IBTA

IBTA Rankings

IBTA Latest News

IBTA Latest SEC Filings

IBTA Stock Data

597.32M
12.61M
43.46%
52.72%
7.12%
Software - Application
Services-advertising
Link
United States
DENVER