HOTCHKIS & WILEY's IBTA Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 112,660 shares of Ibotta, Inc. (IBTA) worth $3.85 M, representing 0.01% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, HOTCHKIS & WILEY has initiated a new position in IBTA, representing a fresh investment thesis on this company. Largest reduction occurred in Q2 2026, reducing 41,320 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Ibotta (IBTA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ibotta (IBTA) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -41,320 | Reduce 26.83% | 112,660 | $34.16 |
| Q1 2026 | +153,980 | New Buy | 153,980 | $29.97 |
HOTCHKIS & WILEY's Ibotta Investment FAQs
HOTCHKIS & WILEY first purchased Ibotta, Inc. (IBTA) in Q1 2026, acquiring 153,980 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Ibotta, Inc. (IBTA) for 2 quarters since Q1 2026.
HOTCHKIS & WILEY's largest addition to Ibotta, Inc. (IBTA) was in Q1 2026, adding 153,980 shares worth $4.61 M.
According to the latest 13F filing for Q2 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 112,660 shares of Ibotta, Inc. (IBTA), valued at approximately $3.85 M.
As of the Q2 2026 filing, Ibotta, Inc. (IBTA) represents approximately 0.01% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Ibotta, Inc. (IBTA) was 153,980 shares, as reported at the end of Q1 2026.