GLBE
Global-e Online Ltd. · Consumer Cyclical · Specialty Retail
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow +17.6% ·
net new positions -16.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 85 | 0 | 49.88M | $1.73B | +6 | −5 |
| Q1 2026 | 87 | 0 | 47.46M | $1.46B | +6 | −7 |
| Q4 2025 | 88 | -1 | 49.02M | $1.93B | +1 | −1 |
| Q3 2025 | 18 | +1 | 37.83M | $1.35B | +3 | −3 |
| Q2 2025 | 15 | 0 | 20.48M | $686.95M | +1 | −1 |
| Q1 2025 | 12 | -2 | 15.31M | $545.65M | — | −2 |
| Q4 2024 | 14 | +3 | 13.02M | $709.64M | +4 | −1 |
| Q3 2024 | 10 | 0 | 12.01M | $461.48M | +2 | −2 |
| Q2 2024 | 10 | — | 10.26M | $372.19M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 6.42M | +11.9% | $228.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 1.69M | +4.4% | $60.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (passive) | 1.30M | +82.3% | $46.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Marshall Wace ✦ | 1.30M | +196.4% | $46.23M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Marshall Wace ✦ | 1.30M | +196.4% | $46.23M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Marshall Wace ✦ | 1.30M | +196.4% | $46.23M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 1.18M | +4.0% | $42.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 1.18M | +4.0% | $42.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 969.35K | -0.3% | $34.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 969.35K | -0.3% | $34.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 938.46K | +1.7% | $33.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Wellington Management ✦ | 938.46K | +1.7% | $33.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Wellington Management ✦ | 938.46K | +1.7% | $33.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Wellington Management ✦ | 938.46K | +1.7% | $33.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 832.20K | +9356.8% | $29.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | ARK Investment Management ✦ | 411.24K | -9.7% | $14.66M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 135.33K | -7.6% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Millennium Management ✦ | 97.21K | -76.2% | $3.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 35.46K | -41.1% | $1.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 35.46K | -41.1% | $1.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Arrowstreet Capital | $18.64M | was 0.0% |
| Two Sigma Investments | $3.15M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 233 holders, 109.67M shares, $3.08B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 25.00K sh · $1.04M
Officer, Director · 25.00K sh · $1.03M
Officer, Director · 14.58K sh · $600,472
Officer, Director · 81.56K sh · $3.45M
Officer, Director · 100.00K sh · $4.21M
Officer, Director · 16.81K sh · $713,085
Officer, Director · 322 sh · $13,548
Officer, Director · 100.00K sh · $4.22M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology