Who owns GLBE (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-Q1 13F filings. 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
51 tracked funds added or opened GLBE while 108 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, Dragoneer Investment Group, LLC, sizes it at 11.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 11.3pp 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 2025-Q4 and 2026-Q1, across 236 tracked filers holding GLBE, 133 increased or opened the position and 113 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 19
- Point72 Asset Management, L.P.$22M
- Schonfeld Strategic Advisors LLC$14M
- Ibex Investors LLC$13M
- RENAISSANCE TECHNOLOGIES LLC$9M
- Bronte Capital Management Pty Ltd.$7M
- SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$6M
Full exits 17
- Pacer Advisors, Inc.$150M
- TREMBLANT CAPITAL GROUP$66M
- FRED ALGER MANAGEMENT, LLC$15M
- ARK Investment Management LLC$14M
- VANGUARD GROUP INC$9M
- CenterBook Partners LP$7M
Largest adds
- DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$67M
- MILLENNIUM MANAGEMENT LLC$29M
- JANE STREET GROUP, LLC$28M
- NEXT CENTURY GROWTH INVESTORS LLC$13M
- BALYASNY ASSET MANAGEMENT L.P.$12M
- UBS Group AG$12M
Largest trims
- CADIAN CAPITAL MANAGEMENT, LP$166M
- MORGAN STANLEY$140M
- Dragoneer Investment Group, LLC$104M
- Contour Asset Management LLC$75M
- PRICE T ROWE ASSOCIATES INC /MD/$61M
- GOLDMAN SACHS GROUP INC$53M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Dragoneer Investment Group, LLC trimmed | 11,115,629 | $343M | 8.9% | 2026-Q1 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP added | 6,961,820 | $215M | 5.6% | 2026-Q1 |
| Capital World Investors added | 6,955,665 | $215M | 5.6% | 2026-Q1 |
| WASATCH ADVISORS LP added | 6,458,588 | $199M | 5.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 5,516,606 | $170M | 4.4% | 2026-Q1 |
| Contour Asset Management LLC trimmed | 3,732,385 | $115M | 3.0% | 2026-Q1 |
| Arohi Asset Management PTE Ltd. trimmed | 3,654,104 | $113M | 2.9% | 2026-Q1 |
| BlackRock, Inc. added | 3,532,688 | $109M | 2.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,477,814 | $107M | 2.8% | 2026-Q1 |
| MARSHALL WACE, LLP added | 3,111,530 | $96M | 2.5% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 2,527,058 | $78M | 2.0% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 2,360,866 | $73M | 1.9% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,215,126 | $68M | 1.8% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. | 2,041,555 | $63M | 1.6% | 2026-Q1 |
| Spyglass Capital Management LLC trimmed | 1,937,769 | $60M | 1.6% | 2026-Q1 |
| Keenan Capital, LLC | 1,865,262 | $58M | 1.5% | 2026-Q1 |
| Temasek Holdings (Private) Ltd trimmed | 1,807,183 | $56M | 1.4% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. | 1,730,424 | $53M | 1.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,609,089 | $50M | 1.3% | 2026-Q1 |
| NORGES BANK | 1,300,016 | $46M | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,455,972 | $45M | 1.2% | 2026-Q1 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 1,398,886 | $43M | 1.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 1,365,092 | $42M | 1.1% | 2026-Q1 |
| Ampersand Capital Group, L.P. | 1,264,906 | $39M | 1.0% | 2026-Q1 |
| UBS Group AG added | 1,256,558 | $39M | 1.0% | 2026-Q1 |
| SRS Investment Management, LLC added | 1,236,946 | $38M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,223,035 | $38M | 1.0% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 1,218,345 | $38M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,292,466 | $37M | 1.0% | 2026-Q1 |
| Barton Investment Management added | 1,088,214 | $34M | 0.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,046,174 | $32M | 0.8% | 2026-Q1 |
| NZS Capital, LLC added | 979,308 | $30M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 906,885 | $28M | 0.7% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. added | 895,000 | $28M | 0.7% | 2026-Q1 |
| Yelin Lapidot Holdings Management Ltd. trimmed | 846,829 | $26M | 0.7% | 2026-Q1 |
| Man Group plc trimmed | 792,049 | $24M | 0.6% | 2026-Q1 |
| NEXT CENTURY GROWTH INVESTORS LLC added | 762,300 | $24M | 0.6% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 697,438 | $22M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 672,603 | $21M | 0.5% | 2026-Q1 |
| Arthedge Capital Management, LLC trimmed | 643,991 | $20M | 0.5% | 2026-Q1 |
| ING GROEP NV trimmed | 606,000 | $19M | 0.5% | 2026-Q1 |
| Legal & General Group Plc added | 601,563 | $19M | 0.5% | 2026-Q1 |
| Whitebark Investors LP | 595,432 | $18M | 0.5% | 2026-Q1 |
| Granahan Investment Management, LLC trimmed | 546,969 | $17M | 0.4% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 444,743 | $14M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 441,364 | $14M | 0.4% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 440,474 | $14M | 0.4% | 2026-Q1 |
| Ibex Investors LLC new | 425,000 | $13M | 0.3% | 2026-Q1 |
| Ararat Capital Management LP added | 420,741 | $13M | 0.3% | 2026-Q1 |
| Bridgewater Associates, LP added | 384,190 | $12M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | 364,840 | $11M | 0.3% | 2026-Q1 |
| HUNTINGTON NATIONAL BANK | 345,170 | $11M | 0.3% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 344,302 | $11M | 0.3% | 2026-Q1 |
| Longaeva Partners L.P. added | 342,516 | $11M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 330,418 | $10M | 0.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 327,342 | $10M | 0.3% | 2026-Q1 |
| Abdiel Capital Advisors, LP trimmed | 314,615 | $10M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 310,182 | $10M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 300,774 | $9M | 0.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 298,942 | $9M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 275,900 | $9M | 0.2% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 273,031 | $8M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 271,948 | $8M | 0.2% | 2026-Q1 |
| Summit Creek Advisors LLC trimmed | 261,138 | $8M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 246,860 | $8M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 236,039 | $7M | 0.2% | 2026-Q1 |
| Amova Asset Management Americas, Inc. trimmed | 236,039 | $7M | 0.2% | 2026-Q1 |
| Phoenix Financial Ltd. | 232,273 | $7M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 231,445 | $7M | 0.2% | 2026-Q1 |
| CADIAN CAPITAL MANAGEMENT, LP trimmed | 221,695 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank | 218,000 | $7M | 0.2% | 2026-Q1 |
| Bronte Capital Management Pty Ltd. new | 213,102 | $7M | 0.2% | 2026-Q1 |
| Vitruvian Partners LLP | 210,209 | $6M | 0.2% | 2026-Q1 |
| Pier Capital, LLC added | 196,982 | $6M | 0.2% | 2026-Q1 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed | 185,000 | $6M | 0.1% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 177,171 | $5M | 0.1% | 2026-Q1 |
| Penserra Capital Management LLC added | 169,409 | $5M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 157,915 | $5M | 0.1% | 2026-Q1 |
| ION Fund Management Ltd added | 155,000 | $5M | 0.1% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 147,355 | $5M | 0.1% | 2026-Q1 |
| DEEPWATER ASSET MANAGEMENT, LLC trimmed | 144,199 | $4M | 0.1% | 2026-Q1 |
| Pacer Advisors, Inc. added | 3,329,819 | $150M | 3.9% | 2025-Q4 stale |
| North Peak Capital Management, LLC new | 2,638,088 | $88M | 2.3% | 2025-Q2 stale |
| TREMBLANT CAPITAL GROUP added | 1,678,500 | $66M | 1.7% | 2025-Q4 stale |
| JENNISON ASSOCIATES LLC added | 1,418,526 | $51M | 1.3% | 2025-Q1 stale |
| LORD, ABBETT & CO. LLC trimmed | 700,585 | $25M | 0.6% | 2025-Q1 stale |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 522,035 | $19M | 0.5% | 2025-Q1 stale |
| Capital International Investors trimmed | 493,246 | $18M | 0.5% | 2025-Q1 stale |
| Orbis Allan Gray Ltd trimmed | 443,782 | $16M | 0.4% | 2025-Q1 stale |
| FRED ALGER MANAGEMENT, LLC trimmed | 381,119 | $15M | 0.4% | 2025-Q4 stale |
| ARK Investment Management LLC trimmed | 364,781 | $14M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 310,473 | $10M | 0.3% | 2025-Q2 stale |
| Noked Israel Ltd trimmed | 250,000 | $9M | 0.2% | 2025-Q1 stale |
| VANGUARD GROUP INC added | 223,081 | $9M | 0.2% | 2025-Q4 stale |
| Bienville Capital Management, LLC trimmed | 215,347 | $8M | 0.2% | 2025-Q3 stale |
| CenterBook Partners LP trimmed | 183,453 | $7M | 0.2% | 2025-Q4 stale |
| M&G PLC new | 187,907 | $7M | 0.2% | 2025-Q1 stale |
| FRANKLIN RESOURCES INC trimmed | 183,328 | $7M | 0.2% | 2025-Q1 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 161,845 | $5M | 0.1% | 2025-Q2 stale |
| GROUP ONE TRADING LLC trimmed | 156,380 | $5M | 0.1% | 2025-Q2 stale |
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.