Skip to main content
Institutional Ownership · SEC Form 13F

Who owns GLOO


Which tracked institutional funds hold GLOO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GLOO company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

22
Institutional holders
4M
Shares held (tracked funds)
53.0%
Of shares outstanding

How the tape is positioned

2 tracked funds added or opened GLOO while 4 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

GLOO’s largest tracked holder by dollar value, Grace & Mercy Foundation, Inc., sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GLOO 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 22 tracked filers holding GLOO, 12 increased or opened the position and 13 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 GLOO 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 1

  • CAZ INVESTMENTS LP$2M

Full exits 2

  • Annandale Capital, LLC$1M
  • Waverly Advisors, LLC$1M

Largest adds

  • VANGUARD CAPITAL MANAGEMENT LLC$252K

Largest trims

  • Grace & Mercy Foundation, Inc.$650K
  • Cornerstone Management, Inc.$549K

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).

FundSharesReported value% of valueQuarter
Grace & Mercy Foundation, Inc.2,500,000$11M46.5%2026-Q2
CAZ INVESTMENTS LP new500,935$2M9.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added308,231$1M5.7%2026-Q2
1492 Capital Management LLC trimmed296,979$1M5.5%2026-Q2
Harvest Investment Services, LLC added247,041$1M4.6%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed124,671$568K2.3%2026-Q2
Skylands Capital, LLC added102,362$466K1.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC new73,600$335K1.4%2026-Q2
VANGUARD FIDUCIARY TRUST CO added61,295$279K1.1%2026-Q2
BlackRock, Inc. trimmed34,209$156K0.6%2026-Q2
Beacon Pointe Advisors, LLC25,000$114K0.5%2026-Q2
JANE STREET GROUP, LLC added22,891$104K0.4%2026-Q2
NORTHERN TRUST CORP22,536$103K0.4%2026-Q2
Cornerstone Management, Inc. trimmed11,543$53K0.2%2026-Q2
EverSource Wealth Advisors, LLC added6,347$29K0.1%2026-Q2
OSAIC HOLDINGS, INC. new3,225$15K0.1%2026-Q2
Vanguard Global Advisers, LLC1,385$6K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. new1,000$5K0.0%2026-Q2
Allied Private Wealth LLC new120$4770.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP100$4360.0%2026-Q2
Caitong International Asset Management Co., Ltd new7$320.0%2026-Q2
UBS Group AG trimmed1$50.0%2026-Q2
Annandale Capital, LLC250,000$1M4.9%2026-Q1 stale (1 quarter behind)
Waverly Advisors, LLC new250,000$1M4.9%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP added45,195$217K0.9%2026-Q1 stale (1 quarter behind)
CWM, LLC new9,237$44K0.2%2026-Q1 stale (1 quarter behind)
MAI Capital Management5,000$24K0.1%2026-Q1 stale (1 quarter behind)
Tower Research Capital LLC (TRC) new2,698$13K0.1%2026-Q1 stale (1 quarter behind)
MORGAN STANLEY new1,000$5K0.0%2026-Q1 stale (1 quarter behind)
Western Wealth Management, LLC new673$3K0.0%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC new175,000$996K4.1%2025-Q4 stale (2 quarters behind)
MILLENNIUM MANAGEMENT LLC new70,661$402K1.6%2025-Q4 stale (2 quarters behind)
Blackstone Inc. new60,800$346K1.4%2025-Q4 stale (2 quarters behind)
MARSHALL WACE, LLP new30,357$173K0.7%2025-Q4 stale (2 quarters behind)
Point72 Asset Management, L.P. new14,705$84K0.3%2025-Q4 stale (2 quarters behind)
JPMORGAN CHASE & CO new33$1880.0%2025-Q4 stale (2 quarters behind)
BANK OF AMERICA CORP /DE/ new3$170.0%2025-Q4 stale (2 quarters behind)

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.

HoldersTotal shares

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.

Learn how to read institutional ownership