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For Ibotta, Inc. (IBTA), KDT Ibotta Holdings, LLC reported beneficial ownership of 3,689,129 Class A shares, or 18.0% of the class. Koch, Inc. may also be deemed to beneficially own the same shares through its indirect ownership of KDT Ibotta Holdings. The percentage uses 20,469,814 Class A shares outstanding as of October 31, 2026.
Key Figures
Beneficially owned Class A shares:3,689,129 sharesPercent of class:18.0%Class A shares outstanding:20,469,814 shares+2 more
5 metrics
Beneficially owned Class A shares3,689,129 sharesReported by KDT Ibotta Holdings, LLC
Percent of class18.0%Based on Class A shares outstanding as of October 31, 2026
Class A shares outstanding20,469,814 sharesAs of October 31, 2026
Sole voting power3,689,129 sharesReported for KDT Ibotta Holdings, LLC
Sole dispositive power3,689,129 sharesReported for KDT Ibotta Holdings, LLC
Key Terms
beneficially owned, Sole Voting Power, Sole Dispositive Power
3 terms
beneficially ownedregulatory
"may be deemed to be beneficially owned by Koch, Inc."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Powerregulatory
"Sole Voting Power 3,689,129.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Powerregulatory
"Sole Dispositive Power 3,689,129.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How many IBTA shares did KDT Ibotta Holdings report owning?
KDT Ibotta Holdings, LLC reported beneficial ownership of 3,689,129 shares of Ibotta Class A common stock. Koch, Inc. may also be deemed to beneficially own those same shares through its indirect ownership of KDT Ibotta Holdings.
What percentage of IBTA does the reported stake represent?
The reported 3,689,129 shares represent 18.0% of Ibotta's Class A common stock. The percentage is calculated using 20,469,814 Class A shares outstanding as of October 31, 2026.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Ibotta, Inc.
(Name of Issuer)
Class A common stock, par value $0.00001 per share
(Title of Class of Securities)
451051106
(CUSIP Number)
11/03/2026
(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)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
451051106
1
Names of Reporting Persons
KDT Ibotta Holdings, LLC
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
3,689,129.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
3,689,129.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
3,689,129.00
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)
18.0 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: The amounts represented in rows 5, 7 and 9 in the table above represent 3,689,129 shares of Class A common stock, par value $0.00001 per share (the "Public Shares"), of Ibotta, Inc. (the "Issuer") held by KDT Ibotta Holdings, LLC ("KDT Ibotta"). The percentage in row 11 in the table above is calculated using 20,469,814 Public Shares outstanding as of October 31, 2026, as reported by the Issuer in its Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission (the "SEC") on November 3, 2026.
SCHEDULE 13G
CUSIP Number(s):
451051106
1
Names of Reporting Persons
Koch, 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
KANSAS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
3,689,129.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
3,689,129.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
3,689,129.00
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)
18.0 %
12
Type of Reporting Person (See Instructions)
CO
Comment for Type of Reporting Person: The amounts represented in rows 5, 7 and 9 in the table above represent 3,689,129 Public Shares held by KDT Ibotta. These Issuer securities may be deemed to be beneficially owned by Koch, Inc. by virtue of Koch, Inc.'s indirect beneficial ownership of KDT Ibotta.
The percentage in row 11 in the table above is calculated using 20,469,814 Public Shares outstanding as of October 31, 2026, as reported by the Issuer in its Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission (the "SEC") on November 3, 2026.
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Ibotta, Inc.
(b)
Address of issuer's principal executive offices:
1400 16th Street, Suite 600, Denver, Colorado 80202
Item 2.
(a)
Name of person filing:
KDT Ibotta Holdings, LLC ("KDT Ibotta"), Koch Disruptive Technologies, LLC ("KDT"), Koch Disruptive Technologies Holdings, LLC ("KDT Holdings"), Koch Investments Group, LLC ("KIG"), Koch Investments Group Holdings, LLC ("KIGH"), Koch Companies, LLC ("KCLLC"), and Koch, Inc. (each a "Reporting Person," and collectively, the "Reporting Persons").
(b)
Address or principal business office or, if none, residence:
The principal address for all Reporting Persons is 4111 E. 37th Street North, Wichita, KS 67220
(c)
Citizenship:
See Item 4 of each cover page.
(d)
Title of class of securities:
Class A common stock, par value $0.00001 per share
(e)
CUSIP Number(s):
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:
See Item 9 of each cover page.
(b)
Percent of class:
See Item 11 of each cover page. Calculated using 20,469,814 Public Shares deemed outstanding as of October 31, 2026, as disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the SEC on November 3, 2026.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
See Item 5 of each cover page.
(ii) Shared power to vote or to direct the vote:
See Item 6 of each cover page.
(iii) Sole power to dispose or to direct the disposition of:
See Item 7 of each cover page.
(iv) Shared power to dispose or to direct the disposition of:
See Item 8 of each cover page.
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.
