D. E. SHAW & CO, L.P.

D.E. Shaw & Co sells 90,366 shares of IBTA at blended avg $33.36; stock down -68.2% from 52-week high of $109.90

D.E. Shaw & Co., a 10% owner, executed 6 separate sales totaling 90,366 shares for $3,014,345.79 on 2025-03-03, reducing holdings from 756,066 to 665,700 shares. The sales occurred at prices ranging from $32.89 to $34.79 (blended average $33.36), while the stock is now trading at $35.00 but has suffered a -68.2% decline from the 52-week high of $109.90. This large institutional disposition came amid severe downward momentum: the stock is down -50.0% over 30 days and -52.1% over 90 days. In the insider's same-ticker history at IBTA, all 5 prior buys (October 2024) were poorly timed, returning between -6.9% to -4.3% at 30 days and -1.9% to -0.3% at 90 days with a 0% 90-day win rate. The current sell appears to occur at a point of substantial valuation erosion but does not necessarily represent prescient market timing given the stock's extreme volatility and the insider's prior unsuccessful buy timing at this ticker.

D. E. SHAW & CO acquires 10,438 shares of IBTA for $775,443.98 across 8 transactions at blended avg $74.29

D. E. SHAW & CO, L.P., a 10% holder of Ibotta, Inc., executed 8 separate purchases totaling 10,438 shares for $775,443.98 between October 25–28, 2024, at prices ranging from $72.62 to $75.53, for a blended average price of $74.29. This represents a 1.5% increase to the holder's position from 677,863 to 688,301 shares. The transaction occurred during a period of elevated volatility for the stock, with the current price at $76.89 reflecting a 22.9% gain over the prior 30 days and 14.4% over 90 days, though the stock remains 30.0% below its 52-week high of $109.90. The company is currently unprofitable, with a net income of -$33,966,000.00 in the latest quarter against revenue of $87,926,000.00, suggesting the purchase activity occurred in the context of recent price appreciation despite ongoing operational losses.

D. E. SHAW & CO, L.P. (10% owner) acquired 12,858 shares across 16 separate purchases for $913,648.10 at blended avg $71.06 vs current $70.49.

D. E. SHAW & CO, L.P. executed 16 purchases totaling 12,858 shares for $913,648.10 between October 22–24, 2024, at a blended average price of $71.06, increasing its holdings by 1.9% to 685,700 shares. The current price of $70.49 places these acquisitions near water mark, with the stock trading 35.9% below its 52-week high of $109.90. Notably, the 10% owner has demonstrated consistent engagement with IBTA, executing 5 prior purchases within the preceding 16 days (October 7–9), suggesting sustained interest despite the company's $-34.0M net loss in the latest quarter. The fractionalized nature of these 16 purchases—spanning three consecutive trading days with varied quantities and prices—indicates methodical accumulation rather than a single opportunistic transaction, warranting examination of the underlying rationale given the company's current profitability challenges.

D. E. SHAW & CO (10% owner) bought 6,794 shares for $423,545.87 at $62.34 avg across 7 transactions Oct 7-9; stock now $66.42, up 31.3% in 30d.

D. E. SHAW & CO, L.P., a 10% owner of Ibotta, executed 7 separate purchases totaling 6,794 shares for $423,545.87 between October 7–9, 2024, at a blended average price of $62.34. The current price of $66.42 represents a 31.3% gain over the 30-day period, though the stock remains -39.6% from its 52-week high of $109.90. The firm's holdings increased by 1.0% to 682,500 shares post-transaction. This purchasing activity follows five prior buys by the same insider at this ticker just three days earlier (October 4, 2024), indicating sustained accumulation in a compressed timeframe. Notably, the company posted a net loss of $-33,966,000.00 against revenue of $87,926,000.00 in the latest quarter, providing context for the stock's prior steep decline and recent recovery.

D. E. SHAW & CO, L.P. bought 18,383 shares (18.4K shares) for $1,134,322.77 ($1.1M) at average $61.70 over Oct 2-4, 2024

D. E. SHAW & CO, L.P., a 10% owner of Ibotta, Inc., executed 13 separate purchases totaling 18,383 shares for $1,134,322.77 ($1.1M) between October 2–4, 2024, at a blended average price of $61.70. The purchase increased its holdings from 662,417 shares to 680,800 shares, a 2.8% net addition. The timing is notable: the stock has recovered 15.7% in the 30-day period preceding the filing and trades 42.6% below its 52-week high of $109.90, suggesting a pullback environment. The company's latest quarter shows negative net income of $-33,966,000.00 ($-34.0M) against revenue of $87,926,000.00 ($87.9M), indicating operational challenges. The insider's same-ticker history shows five prior buys on 2024-10-01, with outcomes not yet measurable—establishing a pattern of recent accumulation at this price level.

D. E. SHAW & CO buys 13,435 shares across 16 transactions for $826,086.61 at Ibotta (IBTA)

D. E. SHAW & CO, L.P., a 10% owner of Ibotta, executed 16 separate purchases totaling 13,435 shares for $826,086.61 between September 27 and October 1, 2024, at a blended average price of $61.49. The current price stands at $59.03, reflecting a -46.3% decline from the 52-week high of $109.90 and a -21.0% decline over the prior 90 days. The company reported a net loss of $-33,966,000.00 in the latest quarter against revenue of $87,926,000.00. The accumulation increased the filer's holdings from 662,765 to 676,200 shares, a net gain of 2.0% relative to pre-transaction holdings. The activity occurs in a context where the stock price is depressed relative to recent highs and the company is unprofitable on a quarterly basis.