Position in IBTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$149,932,646
+$18,390,450 QoQ
Shares Held
4,389,129
0.0% QoQ
Ownership
18.9%
of shares outstanding
% of Portfolio
13.70%
of 13F equity value
Holder Rank
#1
of 145 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Koch, Inc. holds $229,674,836 across 3 Software - Application names. IBTA ranks #1 (65.3% of the industry book) .
All Filings in IBTA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,932,646 | 4,389,129 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $131,542,196 | 4,389,129 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $99,764,902 | 4,389,129 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $122,237,242 | 4,389,129 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $160,642,121 | 4,389,129 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $185,221,243 | 4,389,129 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $285,644,515 | 4,389,129 | Shares | Sole | 2025-02-27 | |
| No filing history on record for this holder in this stock. | ||||||