GLBE
Global-e Online Ltd. · Consumer Cyclical · Specialty Retail
动量输入(同类管理人):
持有人广度 -14.3% ·
股份流向 +17.6% ·
净新建仓位 -16.7%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q1 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 6.42M | +11.9% | $228.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (被动) | 1.69M | +4.4% | $60.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (被动) | 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 ✦ (被动) | 969.35K | -0.3% | $34.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Geode Capital Management ✦ (被动) | 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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Arrowstreet Capital | $18.64M | 曾为 0.0% |
| Two Sigma Investments | $3.15M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 233 持有人, 109.67M 股份, $3.08B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director · 25.00K 股 · $1.04M
Officer, Director · 25.00K 股 · $1.03M
Officer, Director · 14.58K 股 · $600,472
Officer, Director · 81.56K 股 · $3.45M
Officer, Director · 100.00K 股 · $4.21M
Officer, Director · 16.81K 股 · $713,085
Officer, Director · 322 股 · $13,548
Officer, Director · 100.00K 股 · $4.22M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论