MORGAN STANLEY

Position in IBTA — Ibotta, Inc.

CIK 895421 NEW YORK, NY

Position in IBTA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,619,248

-$1,475,607 QoQ

Shares Held

164,498

-30.5% QoQ

Ownership

0.710%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#15

of 145 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $33,109,415,404 across 179 Software - Application names. IBTA ranks #104 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	72,847,766	$5,256,694,785
2	CRM	Salesforce, Inc.	23,311,316	$3,651,950,754
3	SHOP	Shopify Inc.	25,517,034	$2,913,534,933
4	NOW	ServiceNow, Inc.	26,630,984	$2,643,924,082
5	ADP	Automatic Data Processing Inc	8,361,515	$1,872,561,274
6	CDNS	Cadence Design Systems Inc	3,585,961	$1,345,882,872
7	INTU	Intuit Inc.	4,935,654	$1,288,205,694
8	DDOG	Datadog, Inc.	4,643,376	$1,208,949,367

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,619,248	164,498	-30.5%	Shares	Defined	2026-08-13
2026-03-31	$7,094,855	236,732	+4.3%	Shares	Defined	2026-05-15
2025-12-31	$5,161,297	227,070	-30.5%	Shares	Defined	2026-05-27
2025-09-30	$9,094,721	326,561	+174.4%	Shares	Defined	2026-05-27
2025-06-30	$4,355,982	119,016	-0.3%	Shares	Defined	2025-08-15
2025-03-31	$5,036,737	119,354	-53.9%	Shares	Defined	2025-05-15
2024-12-31	$16,834,958	258,681	+143.4%	Shares	Defined	2025-05-15
2024-09-30	$6,547,846	106,279	-5.0%	Shares	Defined	2025-05-14
2024-06-30	$8,410,476	111,901	—	Shares	Defined	2025-05-14
No filing history on record for this holder in this stock.