Position in IBTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,848,465
-$766,315 QoQ
Shares Held
112,660
-26.8% QoQ
Ownership
0.486%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 145 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in IBTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC holds $2,664,271,555 across 8 Software - Application names. IBTA ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDAY |
Workday, Inc.
|
12,679,129 | $1,552,178,972 | |
| 2 | CRM |
Salesforce, Inc.
|
3,525,733 | $552,341,331 | |
| 3 | SAP |
Sap SE
|
2,508,905 | $386,647,349 | |
| 4 | WK |
Workiva Inc
|
2,578,108 | $125,064,019 | |
| 5 | UPBD |
Upbound Group, Inc.
|
831,810 | $17,651,008 | |
| 6 | PLUS |
Eplus Inc
|
163,196 | $13,582,803 | |
| 7 | PAYC |
Paycom Software, Inc.
|
103,100 | $12,957,608 | |
| 8 | IBTA |
Ibotta, Inc.
This page
|
112,660 | $3,848,465 |
All Filings in IBTA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,848,465 | 112,660 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,614,780 | 153,980 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||