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IBOTTA INC. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and IBOTTA INC.’s Form 8-K, filed 2026-05-22 (Item 5.07 on EDGAR). Page generated 02 October 2026.

  • 7Reported items
  • 173Asset managers
  • 1,054Fund votes
  • 2026-05-19Meeting date

Proxy season: 2025-2026

Explore IBOTTA INC. in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by IBOTTA INC.

These tallies are IBOTTA INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-05-22 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

IBOTTA INC. — official shareholder meeting results, meeting held 2026-05-19
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: Amit Doshi 64,027,3561,737,48364,533 --3,589,740 Majority: yes
Elect Director: Larry Sonsini 65,521,774243,10564,493 --3,589,740 Majority: yes
Proposal 2. The shareholders approved, on an advisory (non-binding) basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement, by the following vote: 65,559,261190,91779,194 --3,589,740 Majority: yes

Source: IBOTTA INC., Form 8-K, filed with the SEC on 2026-05-22 — read the filing on EDGAR.

How asset managers voted at the IBOTTA INC. 2025-2026 meeting

Each item below shows how the 173 asset managers that disclosed a IBOTTA INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of IBOTTA INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99.7% Majority: yes · of votes cast

FOR 99.7%
FOR: 65,559,261AGAINST: 190,917

IBOTTA INC.’s own tally for this item (“Proposal 2. The shareholders approved, on an advisory (non-binding) basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement, by the following vote:”): 65,559,261 for, 190,917 against, per its Form 8-K filed 2026-05-22 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 173 asset managers below cast 98% of the shares they voted on this item FOR (8,255,950 for, 154,776 against).

FOR 98%
FOR: 8,255,950 (98.2%)AGAINST: 154,776 (1.8%)
Largest asset managers voting on “To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in t” at IBOTTA INC., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Koch, Inc.4,389,1290 00For
DE Shaw1,087,5610 00For
BlackRock396,9283,786 00For
Notable Capital Management, L.L.C.367,0320 00For
Vanguard312,563538 00For
Charles Schwab218,8410 00For
State Street185,559686 00For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC124,6160 00For
GEODE CAPITAL MANAGEMENT, LLC106,6120 00For
Fidelity100,5390 00For
Northern Trust62,4311,376 00For
Renaissance56,0830 00For
Point7254,9750 00For
T. Rowe Price54,9270 00For
PRIMECAP MANAGEMENT CO/CA/46,9350 00For
JACOBS LEVY EQUITY MANAGEMENT, INC45,5610 00For
UNITED CAPITAL FINANCIAL ADVISORS, LLC44,5480 00For
Putnam37,8930 00For
Goldman Sachs37,6110 00For
HOTCHKIS & WILEY FUNDS /DE/35,7000 00For
Nuveen31,5150 00For
TIAA30,6480 00For
PRIMECAP Odyssey Funds30,3900 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC30,0890 00For
Bridge Builder Trust29,1090 00For

Showing the 25 largest of 173 asset managers. See all 173 in the interactive database.

2. To approve, on an advisory basis, whether the shareholder vote on named executive compensation should occur every one, two or three years.

SECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

99.8% fund support · no official result

1 YEAR 69%ONE YEAR 31%

The 165 asset managers below cast 99.8% of the shares they voted on this item FOR (48,661 for, 79 against).

FOR: 48,661 (0.6%)AGAINST: 79 (0.0%)1 YEAR: 5,767,583 (68.8%)ONE YEAR: 2,567,745 (30.6%)THREE YEARS: 3,110 (0.0%)1.0: 553 (0.0%)1-YEAR: 8 (0.0%)
Largest asset managers voting on “To approve, on an advisory basis, whether the shareholder vote on named executive compensation should occur ev” at IBOTTA INC., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Koch, Inc.00 001 Year
DE Shaw00 00One Year
BlackRock00 001 Year
Notable Capital Management, L.L.C.00 001 Year
Vanguard00 00One Year
Charles Schwab00 001 Year
State Street00 00One Year
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC00 00One Year
GEODE CAPITAL MANAGEMENT, LLC00 00One Year
Fidelity00 00One Year
Northern Trust00 001 Year
Renaissance00 00One Year
Point7200 00One Year
T. Rowe Price00 00One Year
PRIMECAP MANAGEMENT CO/CA/00 001 Year
JACOBS LEVY EQUITY MANAGEMENT, INC00 001 Year
UNITED CAPITAL FINANCIAL ADVISORS, LLC44,5480 00For
Putnam00 00One Year
Goldman Sachs00 00One Year
HOTCHKIS & WILEY FUNDS /DE/00 00One Year
Nuveen00 00One Year
TIAA00 00One Year
PRIMECAP Odyssey Funds00 001 Year
PARAMETRIC PORTFOLIO ASSOCIATES LLC00 00One Year
Bridge Builder Trust00 001 Year

Showing the 25 largest of 165 asset managers. See all 165 in the interactive database.

3. Election of Directors: Amit N. Doshi

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 64,027,356AGAINST: 1,737,483

IBOTTA INC.’s own tally for this item (“Elect Director: Amit Doshi”): 64,027,356 for, 1,737,483 against, per its Form 8-K filed 2026-05-22 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 54 asset managers below cast 83% of the shares they voted on this item FOR (794,336 for, 158,256 against).

FOR 83%AGAINST 17%
FOR: 794,336 (83.4%)AGAINST: 158,256 (16.6%)
Largest asset managers voting on “Election of Directors: Amit N. Doshi” at IBOTTA INC., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard227,480283 00For
BlackRock185,4620 00For
Charles Schwab109,3420 00For
Fidelity98,5730 00For
HOTCHKIS & WILEY FUNDS /DE/035,700 00Against
TIAA30,6480 00For
PRIMECAP Odyssey Funds30,3900 00For
Bridge Builder Trust29,1090 00For
WisdomTree27,3250 00For
Principal025,206 00Against
Amplify ETF Trust019,606 00Against
NORTHERN LIGHTS FUND TRUST III018,833 00Against
Columbia Threadneedle14,5210 00For
Putnam12,9690 00For
Prudential/PGIM011,000 00Against
Equitable2,5626,380 00Against
Lincoln Financial8,5000 00For
AIG/SunAmerica05,936 00Against
Global X05,166 00Against
Pacific Life3,5150 00For
Legg Mason3,3460 00For
Empower02,746 00Against
Invesco2,7280 00For
T. Rowe Price02,689 00Against
PACE SELECT ADVISORS TRUST02,666 00Against

Showing the 25 largest of 54 asset managers. See all 54 in the interactive database.

4. Election of Directors: Larry W. Sonsini

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.6% Majority: yes · of votes cast

FOR 99.6%
FOR: 65,521,774AGAINST: 243,105

IBOTTA INC.’s own tally for this item (“Elect Director: Larry Sonsini”): 65,521,774 for, 243,105 against, per its Form 8-K filed 2026-05-22 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 54 asset managers below cast 94% of the shares they voted on this item FOR (892,565 for, 60,027 against).

FOR 94%
FOR: 892,565 (93.7%)AGAINST: 60,027 (6.3%)
Largest asset managers voting on “Election of Directors: Larry W. Sonsini” at IBOTTA INC., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard227,483280 00For
BlackRock185,4620 00For
Charles Schwab109,3420 00For
Fidelity98,5730 00For
HOTCHKIS & WILEY FUNDS /DE/35,7000 00For
TIAA30,6480 00For
PRIMECAP Odyssey Funds30,3900 00For
Bridge Builder Trust29,1090 00For
WisdomTree27,3250 00For
Principal25,2060 00For
Amplify ETF Trust019,606 00Against
NORTHERN LIGHTS FUND TRUST III018,833 00Against
Columbia Threadneedle14,5210 00For
Putnam12,9690 00For
Prudential/PGIM11,0000 00For
Equitable2,5626,380 00Against
Lincoln Financial8,5000 00For
AIG/SunAmerica5,9360 00For
Global X05,166 00Against
Pacific Life3,5150 00For
Legg Mason3,3460 00For
Empower2,7460 00For
Invesco2,7280 00For
T. Rowe Price02,689 00Against
PACE SELECT ADVISORS TRUST2,6660 00For

Showing the 25 largest of 54 asset managers. See all 54 in the interactive database.

5. TO RATIFY THE APPOINTMENT OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR OUR FISCAL YEAR ENDING DECEMBER 31, 2026.

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 52 asset managers below cast 100% of the shares they voted on this item FOR (947,905 for, 0 against).

FOR: 947,905 (100.0%)
Largest asset managers voting on “TO RATIFY THE APPOINTMENT OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR OUR FISCAL YEAR” at IBOTTA INC., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard227,7640 00For
BlackRock185,4620 00For
Charles Schwab109,3420 00For
Fidelity98,5730 00For
HOTCHKIS & WILEY FUNDS /DE/35,7000 00For
TIAA30,6480 00For
PRIMECAP Odyssey Funds30,3900 00For
Bridge Builder Trust29,1090 00For
WisdomTree27,3250 00For
Principal25,2060 00For
Amplify ETF Trust19,6060 00For
NORTHERN LIGHTS FUND TRUST III18,8330 00For
Columbia Threadneedle14,5210 00For
Putnam12,9690 00For
Prudential/PGIM11,0000 00For
Equitable8,9420 00For
Lincoln Financial8,5000 00For
AIG/SunAmerica5,9360 00For
Global X5,1660 00For
Pacific Life3,5150 00For
Legg Mason3,3460 00For
Invesco2,7280 00For
T. Rowe Price2,6890 00For
PACE SELECT ADVISORS TRUST2,6660 00For
Russell Investments2,6500 00For

Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.

6. Advisory Vote on Say on Pay Frequency

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 41%ONE YEAR 59%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (1,942 for, 0 against).

FOR: 1,942 (41.4%)ONE YEAR: 2,746 (58.6%)
Largest asset managers voting on “Advisory Vote on Say on Pay Frequency” at IBOTTA INC., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Empower00 00One Year
CLEARWATER INVESTMENT TRUST1,9420 00For

7. Ratify KPMG LLP as Auditors

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (4,688 for, 0 against).

FOR: 4,688 (100.0%)
Largest asset managers voting on “Ratify KPMG LLP as Auditors” at IBOTTA INC., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Empower2,7460 00For
CLEARWATER INVESTMENT TRUST1,9420 00For

Largest IBOTTA INC. shareholders voting in 2025-2026

Ranked by the number of IBOTTA INC. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 24,145,066 shares outstanding at the time of that meeting.

Top IBOTTA INC. shareholders by shares voted, 2025-2026
#Asset manager % of shares outstanding
1Koch, Inc. 18.18%
2DE Shaw 4.50%
3BlackRock 1.66%
4Notable Capital Management, L.L.C. 1.52%
5Vanguard 1.30%
6Charles Schwab 0.91%
7State Street 0.77%
8HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.52%
9GEODE CAPITAL MANAGEMENT, LLC 0.44%
10Fidelity 0.42%

Reported IBOTTA INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

IBOTTA INC. beneficial owners on record for the 2025-2026 proxy season
Holder % outstanding Disclosure
KDT Ibotta Holdings, LLC 18.18% 13D
D.E. Shaw 7.00% 13F
Vanguard Group 4.82% 13F
Bryan Leach 4.56% DEF14A
BlackRock 3.99% 13F
Luke Swanson 3.14% DEF14A
Sunit Patel 1.80% DEF14A
Amova Asset Management Americas, Inc. 1.41% 13G
Geode Capital 1.23% 13F
State Street 1.18% 13F

Percentages above are of 24,145,066 shares outstanding, as reported by IBOTTA INC. on its Form 10-Q dated 2026-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from IBOTTA INC.’s 10-Q dated 2026-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At IBOTTA INC.'s shareholder meeting held 2026-05-19, in the 2025-2026 proxy season, 173 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,054 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve, on an advisory basis, the compensation of the Company's named executive officers as… — FOR was 99.7% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: IBOTTA INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-05-22.

IBOTTA INC. proxy season coverage: 2025-2026 (this page).