§ RETAIL
USD · RetailGLBE
GLOBAL-E ONLINE LTD
USDSector · RetailBeta · 1.11
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
134 increased/new, 72 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 81.0 | P/B | 7.14 |
| EPS (TTM) | 0.38 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Dragoneer Investment Group, LLC | 11.1M | 11.4% | −2% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 7.0M | 9.6% | +85% |
| Capital World Investors | 7.0M | 0.0% | +14% |
| WASATCH ADVISORS LP | 6.5M | 1.3% | +34% |
| Contour Asset Management LLC | 3.7M | 3.7% | −23% |
| Arohi Asset Management PTE Ltd. | 3.7M | 40.9% | −3% |
◇ AC INTELLIGENCE
Top institutional owners for GLBE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.7% · 0 holders
OTHER1.5% · 164 holders
QUALITY / COMPOUNDER0.3% · 18 holders
TACTICAL / MACRO0.2% · 5 holders
DEALER / BANK0.1% · 23 holders
PASSIVE / INDEX0.1% · 7 holders
SYSTEMATIC / QUANT0.1% · 8 holders
INCOME / DEFENSIVE0.1% · 12 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for GLBE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention GLBE yet.