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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 May 22, 2026 (Item 5.07 on EDGAR). Page generated October 18, 2026.

  • 5Reported items
  • 174Asset managers
  • 1,079Fund votes
  • May 19, 2026Meeting date

Results at a glance

Meeting of May 19, 2026: 4 items on IBOTTA INC.’s Form 8-K, filed May 22, 2026: 2 approved · 2 without a stated outcome.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

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 May 22, 2026 (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 May 19, 2026
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Amit Doshi 64,027,3561,737,48364,533 --3,589,740 97%Not verified—
Elect Director: Larry Sonsini 65,521,774243,10564,493 --3,589,740 99.6%Not verified—
2. 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 99.7%Approved—
4. The appointment of KPMG, LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026, by the following vote 69,313,70041,85163,561 --0 99.9%Approved—

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

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

Each item below shows how the 174 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. Elect Director: Amit Doshi

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

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
Details: description as filed, official tally, votes by 54 asset managers

Description as filed by funds: Election of Directors: Amit N. Doshi

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 May 22, 2026 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 54 asset managers below reported 794,336 for, 158,256 against.

FORAGAINST
FOR: 794,336AGAINST: 158,256
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 00Mixed
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.

2. Elect Director: Larry Sonsini

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

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
Details: description as filed, official tally, votes by 54 asset managers

Description as filed by funds: Election of Directors: Larry W. Sonsini

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 May 22, 2026 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 54 asset managers below reported 892,565 for, 60,027 against.

FOR
FOR: 892,565AGAINST: 60,027
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 00Mixed
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.

3. 2. The compensation of the Company's named executive officers, as disclosed in the Proxy Statement, by the following…

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 6 wordings of this item as funds reported it.

99.7% Approved · of votes cast

FOR 99.7%
FOR: 65,559,261AGAINST: 190,917
Details: description as filed, official tally, votes by 174 asset managers

Description as filed by funds: To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.

IBOTTA INC.’s own tally for this item (“2. 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 — passed, per its Form 8-K filed May 22, 2026 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “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:”
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 54 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
Vanguard227,226538 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
WisdomTree027,325 00Against
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
Equitable8,9420 00For
Lincoln Financial8,5000 00For
AIG/SunAmerica5,9360 00For
Global X5,1660 00For
Pacific Life3,5150 00For
Legg Mason3,3460 00For
Empower2,7460 00For
Invesco02,728 00Against
T. Rowe Price2,6890 00For
PACE SELECT ADVISORS TRUST2,6660 00For

Fund voting reports, all 54 managers: 881,201 for, 71,392 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 138 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
Notable Capital Management, L.L.C.367,0320 00For
BlackRock211,4663,786 00For
State Street194,781686 00For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC124,6160 00For
Charles Schwab109,4990 00For
GEODE CAPITAL MANAGEMENT, LLC106,6120 00For
Vanguard85,3370 00For
Northern Trust61,8841,376 00For
Renaissance56,0830 00For
Point7254,9750 00For
T. Rowe Price52,2380 00For
PRIMECAP MANAGEMENT CO/CA/46,9350 00For
JACOBS LEVY EQUITY MANAGEMENT, INC45,5610 00For
UNITED CAPITAL FINANCIAL ADVISORS, LLC44,5480 00For
Goldman Sachs36,5150 00For
Nuveen31,5150 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC30,0890 00For
Putnam24,9240 00For
MELLON INVESTMENTS Corp023,529 00Against
Counterpoint Mutual Funds LLC018,833 00Against
UBS016,119 00Against
Citadel14,7620 00For
BALYASNY ASSET MANAGEMENT L.P.12,8070 00For

Institutional-manager reports, all 138 managers: 7,389,588 for, 83,385 against, 2,595 1 year. Showing the 25 largest; see all in the interactive database.

4. To approve, on an advisory basis, whether the shareholder vote on named executive compensation should occur every one…

No official matchFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

99.8% Fund and manager reports combined; may count the same shares twice · no official result

1 YEAR
Details: description as filed, votes by 166 asset managers

Description as filed by funds: To approve, on an advisory basis, whether the shareholder vote on named executive compensation should occur every one, two or three years.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 52 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
Vanguard00 00--
BlackRock00 00--
Charles Schwab00 00--
Fidelity00 00--
HOTCHKIS & WILEY FUNDS /DE/00 00--
TIAA00 00--
PRIMECAP Odyssey Funds00 00--
Bridge Builder Trust00 00--
WisdomTree00 00--
Principal00 00--
Amplify ETF Trust00 00--
NORTHERN LIGHTS FUND TRUST III00 00--
Columbia Threadneedle00 00--
Putnam00 00--
Prudential/PGIM00 00--
Equitable00 00--
Lincoln Financial00 00--
AIG/SunAmerica00 00--
Global X00 00--
Pacific Life00 00--
Legg Mason00 00--
Invesco00 00--
T. Rowe Price00 00--
PACE SELECT ADVISORS TRUST00 00--
Russell Investments00 00--

Fund voting reports, all 52 managers: 2,001 for, 945,349 1 year, 553 unknown, 2 3 year. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 131 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 00--
DE Shaw00 00--
Notable Capital Management, L.L.C.00 00--
BlackRock00 00--
State Street00 00--
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC00 00--
Charles Schwab00 00--
GEODE CAPITAL MANAGEMENT, LLC00 00--
Vanguard00 00--
Northern Trust00 00--
Renaissance00 00--
Point7200 00--
T. Rowe Price00 00--
PRIMECAP MANAGEMENT CO/CA/00 00--
JACOBS LEVY EQUITY MANAGEMENT, INC00 00--
UNITED CAPITAL FINANCIAL ADVISORS, LLC44,5480 00For
Goldman Sachs00 00--
Nuveen00 00--
PARAMETRIC PORTFOLIO ASSOCIATES LLC00 00--
Putnam00 00--
MELLON INVESTMENTS Corp00 00--
Counterpoint Mutual Funds LLC00 00--
UBS00 00--
Citadel00 00--
BALYASNY ASSET MANAGEMENT L.P.00 00--

Institutional-manager reports, all 131 managers: 46,660 for, 79 against, 7,406,947 1 year, 3,108 3 year. Showing the 25 largest; see all in the interactive database.

5. 4. The appointment of KPMG, LLP as the Company's independent registered public accounting firm for the fiscal year…

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 2 wordings of this item as funds reported it.

99.9% Approved · of votes cast

FOR 99.9%
FOR: 69,313,700AGAINST: 41,851
Details: description as filed, official tally, votes by 54 asset managers

Description as filed by funds: TO RATIFY THE APPOINTMENT OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR OUR FISCAL YEAR ENDING DECEMBER 31, 2026.

IBOTTA INC.’s own tally for this item (“4. The appointment of KPMG, LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026, by the following vote”): 69,313,700 for, 41,851 against — passed, per its Form 8-K filed May 22, 2026 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “The shareholders ratified the appointment of KPMG, LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026, by the following vote:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 54 asset managers below reported 952,593 for.

FOR
FOR: 952,593
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
Empower2,7460 00For
Invesco2,7280 00For
T. Rowe Price2,6890 00For
PACE SELECT ADVISORS TRUST2,6660 00For

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

Largest IBOTTA INC. shareholders voting in 2025-2026

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 24,145,066 shares outstanding at the time of that meeting.

Fund voting reports: top IBOTTA INC. shareholders by shares voted on “To approve, on an advisory basis, the compensation of the Company's named executive officers as…”, 2025-2026
#Asset manager % of shares outstanding
1Vanguard 0.94%
2BlackRock 0.77%
3Charles Schwab 0.45%
4Fidelity 0.41%
5HOTCHKIS & WILEY FUNDS /DE/ 0.15%
6TIAA 0.13%
7PRIMECAP Odyssey Funds 0.13%
8Bridge Builder Trust 0.12%
9WisdomTree 0.11%
10Principal 0.10%
Institutional-manager reports: top IBOTTA INC. shareholders by shares voted on “To approve, on an advisory basis, the compensation of the Company's named executive officers as…”, 2025-2026
#Asset manager % of shares outstanding
1Koch, Inc. 18.18%
2DE Shaw 4.50%
3Notable Capital Management, L.L.C. 1.52%
4BlackRock 0.89%
5State Street 0.81%
6HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.52%
7Charles Schwab 0.45%
8GEODE CAPITAL MANAGEMENT, LLC 0.44%
9Vanguard 0.35%
10Northern Trust 0.26%

Reported IBOTTA INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

IBOTTA INC. holdings and ownership disclosed 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 March 31, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 March 31, 2026. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.

At IBOTTA INC.'s shareholder meeting held May 19, 2026, in the 2025-2026 proxy season, 174 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,079 separate fund positions. Their filings are grouped here into 5 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… — IBOTTA INC.'s filing reports the proposal as approved, with 99.7% support 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). Source: IBOTTA INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 22, 2026.

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

Download data (CSV): ballot items · votes by manager · column guide.