Who owns Global-e Online (GLBE)
Which tracked institutional funds hold GLBE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GLBE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
98 tracked funds added or opened GLBE while 54 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GLBE’s largest tracked holder by dollar value, WASATCH ADVISORS LP, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GLBE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 222 tracked filers holding GLBE, 127 increased or opened the position and 120 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GLBE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- Jupiter Topco LLC$84M
- LONG WALK MANAGEMENT LP$28M
- Bienville Capital Management, LLC$13M
- Shannon River Fund Management LLC$12M
- Mawer Investment Management Ltd.$12M
- Waterloo Capital, L.P.$8M
Full exits 27
- JANUS HENDERSON GROUP PLC$73M
- Harel Insurance Investments & Financial Services Ltd.$63M
- SG Americas Securities, LLC$42M
- SRS Investment Management, LLC$38M
- EVENTIDE ASSET MANAGEMENT, LLC$38M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$14M
Largest adds
- Phoenix Financial Ltd.$179M
- WASATCH ADVISORS LP$88M
- PRICE T ROWE ASSOCIATES INC /MD/$78M
- WELLINGTON MANAGEMENT GROUP LLP$71M
- ION Fund Management Ltd$41M
- Capital World Investors$40M
Largest trims
- Dragoneer Investment Group, LLC$307M
- JANE STREET GROUP, LLC$49M
- BROWN CAPITAL MANAGEMENT LLC$19M
- Temasek Holdings (Private) Ltd$18M
- UBS Group AG$16M
- Contour Asset Management LLC$10M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WASATCH ADVISORS LP added | 8,275,194 | $287M | 7.9% | 2026-Q2 |
| Capital World Investors added | 7,336,304 | $255M | 7.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 7,132,391 | $248M | 6.8% | 2026-Q2 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 6,961,820 | $242M | 6.6% | 2026-Q2 |
| Phoenix Financial Ltd. added | 5,372,046 | $187M | 5.1% | 2026-Q2 |
| BlackRock, Inc. added | 4,129,445 | $143M | 3.9% | 2026-Q2 |
| MARSHALL WACE, LLP added | 3,561,949 | $124M | 3.4% | 2026-Q2 |
| Arohi Asset Management PTE Ltd. trimmed | 3,110,799 | $108M | 3.0% | 2026-Q2 |
| Contour Asset Management LLC trimmed | 3,034,019 | $105M | 2.9% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 2,977,056 | $103M | 2.8% | 2026-Q2 |
| Clearbridge Investments, LLC added | 2,700,130 | $94M | 2.6% | 2026-Q2 |
| Jupiter Topco LLC new | 2,409,716 | $84M | 2.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 2,101,009 | $73M | 2.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 2,098,803 | $73M | 2.0% | 2026-Q2 |
| Spyglass Capital Management LLC added | 1,958,379 | $68M | 1.9% | 2026-Q2 |
| Keenan Capital, LLC added | 1,955,262 | $68M | 1.9% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 1,725,504 | $60M | 1.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,404,978 | $49M | 1.3% | 2026-Q2 |
| Ampersand Capital Group, L.P. added | 1,387,274 | $48M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,321,674 | $46M | 1.3% | 2026-Q2 |
| ION Fund Management Ltd added | 1,314,000 | $46M | 1.2% | 2026-Q2 |
| NORGES BANK added | 1,303,850 | $45M | 1.2% | 2026-Q2 |
| NEXT CENTURY GROWTH INVESTORS LLC added | 1,171,927 | $41M | 1.1% | 2026-Q2 |
| NZS Capital, LLC added | 1,146,508 | $40M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,142,164 | $41M | 1.1% | 2026-Q2 |
| STATE STREET CORP added | 1,095,953 | $38M | 1.0% | 2026-Q2 |
| Temasek Holdings (Private) Ltd trimmed | 1,095,454 | $38M | 1.0% | 2026-Q2 |
| Barton Investment Management added | 1,089,334 | $38M | 1.0% | 2026-Q2 |
| Dragoneer Investment Group, LLC trimmed | 1,020,315 | $35M | 1.0% | 2026-Q2 |
| Man Group plc added | 991,741 | $34M | 0.9% | 2026-Q2 |
| Yelin Lapidot Holdings Management Ltd. added | 988,629 | $34M | 0.9% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 932,399 | $32M | 0.9% | 2026-Q2 |
| Legal & General Group Plc added | 870,985 | $30M | 0.8% | 2026-Q2 |
| Longaeva Partners L.P. added | 858,170 | $30M | 0.8% | 2026-Q2 |
| LONG WALK MANAGEMENT LP new | 798,500 | $28M | 0.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 788,732 | $27M | 0.7% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. trimmed | 705,000 | $24M | 0.7% | 2026-Q2 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 685,480 | $24M | 0.7% | 2026-Q2 |
| Ibex Investors LLC added | 659,397 | $23M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 648,152 | $23M | 0.6% | 2026-Q2 |
| Granahan Investment Management, LLC added | 633,327 | $22M | 0.6% | 2026-Q2 |
| Whitebark Investors LP | 595,432 | $21M | 0.6% | 2026-Q2 |
| BARCLAYS PLC added | 580,221 | $20M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 576,037 | $20M | 0.5% | 2026-Q2 |
| Arthedge Capital Management, LLC trimmed | 568,338 | $20M | 0.5% | 2026-Q2 |
| Ararat Capital Management LP added | 519,947 | $18M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO added | 496,602 | $17M | 0.5% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 459,100 | $16M | 0.4% | 2026-Q2 |
| ING GROEP NV trimmed | 397,000 | $14M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 375,545 | $13M | 0.4% | 2026-Q2 |
| Bienville Capital Management, LLC added | 374,935 | $13M | 0.4% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 359,054 | $13M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 353,422 | $12M | 0.3% | 2026-Q2 |
| Shannon River Fund Management LLC new | 353,200 | $12M | 0.3% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 345,170 | $12M | 0.3% | 2026-Q2 |
| Mawer Investment Management Ltd. new | 340,500 | $12M | 0.3% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 323,202 | $11M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 309,141 | $11M | 0.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 307,906 | $11M | 0.3% | 2026-Q2 |
| Abdiel Capital Advisors, LP trimmed | 301,647 | $10M | 0.3% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 287,790 | $10M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 262,147 | $9M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 253,100 | $9M | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. new | 243,565 | $8M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 241,917 | $8M | 0.2% | 2026-Q2 |
| Bronte Capital Management Pty Ltd. added | 227,644 | $8M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 222,488 | $8M | 0.2% | 2026-Q2 |
| Amova Asset Management Americas, Inc. trimmed | 222,488 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 222,100 | $8M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 220,282 | $8M | 0.2% | 2026-Q2 |
| DEEPWATER ASSET MANAGEMENT, LLC added | 211,067 | $7M | 0.2% | 2026-Q2 |
| Vitruvian Partners LLP | 210,209 | $7M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 202,657 | $7M | 0.2% | 2026-Q2 |
| Pier Capital, LLC added | 200,364 | $7M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 188,155 | $7M | 0.2% | 2026-Q2 |
| Summit Creek Advisors LLC trimmed | 172,011 | $6M | 0.2% | 2026-Q2 |
| Portolan Capital Management, LLC new | 171,521 | $6M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 156,351 | $5M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 151,750 | $5M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 146,134 | $5M | 0.1% | 2026-Q2 |
| USS Investment Management Ltd added | 143,995 | $5M | 0.1% | 2026-Q2 |
| New Insight Wealth Advisors | 139,517 | $5M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 129,590 | $5M | 0.1% | 2026-Q2 |
| FMR LLC added | 127,516 | $4M | 0.1% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 127,387 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 117,095 | $4M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 115,965 | $4M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 114,663 | $4M | 0.1% | 2026-Q2 |
| ARDSLEY ADVISORY PARTNERS LP added | 113,000 | $4M | 0.1% | 2026-Q2 |
| Strategic Global Advisors, LLC added | 104,970 | $4M | 0.1% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC new | 102,195 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 102,133 | $4M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 99,320 | $3M | 0.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 90,025 | $3M | 0.1% | 2026-Q2 |
| SCP Investment, LP new | 90,000 | $3M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 89,705 | $3M | 0.1% | 2026-Q2 |
| Annex Advisory Services, LLC added | 88,076 | $3M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 86,789 | $3M | 0.1% | 2026-Q2 |
| DIMENSION CAPITAL MANAGEMENT LLC | 82,709 | $3M | 0.1% | 2026-Q2 |
| Sphera Management Technology Funds Ltd added | 81,800 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.