IBEX Limited

SecurityIBEX / IBEX Limited
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership67,817 shares
Latest Disclosed Value $ 1,818,852
Ritholtz Wealth Management reports 16.65% decrease in ownership of IBEX / IBEX Limited

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 67,817 shares of IBEX Limited (US:IBEX) valued at $1,818,852 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 81,368 shares of IBEX Limited. This represents a change in shares of -16.65% during the quarter. The current value of the position is $2,030,441 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F IBEX SHS NEW G4690M101 67,817 -13,551 -16.65 1,819 -41.47 0.0316
2026-01-23 2025-12-31 13F IBEX SHS NEW G4690M101 81,368 -1,626 -1.96 3,107 -7.61 0.0567
2025-10-28 2025-09-30 13F IBEX SHS NEW G4690M101 82,994 -9,562 -10.33 3,363 24.84 0.0654
2025-07-28 2025-06-30 13F IBEX SHS NEW G4690M101 92,556 12,874 16.16 2,693 38.81 0.0595
2025-04-17 2025-03-31 13F IBEX SHS NEW G4690M101 79,682 46,823 142.50 1,940 174.79 0.0580
2025-01-15 2024-12-31 13F IBEX SHS NEW G4690M101 32,859 14,279 76.85 706 90.30 0.0207
2024-10-10 2024-09-30 13F IBEX SHS NEW G4690M101 18,580 18,580 371 0.0112
2023-10-13 2023-09-30 13F IBEX SHS NEW G4690M101 0 -15,268 -100.00 0 -100.00
2023-07-17 2023-06-30 13F IBEX SHS NEW G4690M101 15,268 -17,570 -53.51 324 -59.55 0.0146
2023-04-20 2023-03-31 13F IBEX SHS NEW G4690M101 32,838 20,651 169.45 801 165.23 0.0399
2023-01-19 2022-12-31 13F IBEX SHS NEW G4690M101 12,187 12,187 303 0.0169
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.