CADIAN CAPITAL MANAGEMENT, LP GLBE — GLOBAL E ONLINE LTD

Ownership history in CADIAN CAPITAL MANAGEMENT, LP  ·  8 quarters on record

AI Ownership Summary

CADIAN CAPITAL MANAGEMENT, LP reported GLOBAL E ONLINE LTD (GLBE) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 12.45% in 2025 Q4. The latest visible filing shows GLBE at 12.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CADIAN CAPITAL MANAGEMENT, LP's position in GLOBAL E ONLINE LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GLBE was reported at 12.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.45% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLBE stock page CADIAN CAPITAL MANAGEMENT, LP fund profile CADIAN CAPITAL MANAGEMENT, LP full holdings
How CADIAN CAPITAL MANAGEMENT, LP held GLBE — position size vs. price
% of Fund (quarterly)    GLBE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 22.7% -21.5% ✅ 4,385,770 -1,287,474 -22.7% 12.45% $172.4M 2026-02-14 (Est.) $31.66
2025 Q3 ADDED — — — 5,673,244 +155,908 +2.8% 12.06% $202.9M 2025-11-14 $35.50
2025 Q2 ADDED — — — 5,517,336 +3,083,336 +126.7% 10.36% $185.1M 2025-08-14 $30.60
2025 Q1 ADDED — — — 2,434,000 +2,014,000 +479.5% 3.71% $86.8M 2025-05-15 $33.11
2024 Q4 REDUCED 87.4% -34.6% ✅ 420,000 -2,925,115 -87.4% 1.32% $22.9M 2025-02-14 $62.84
2024 Q3 ADDED — — — 3,345,115 +509,373 +18.0% 6.58% $128.6M 2024-11-14 $41.02
2024 Q2 ADDED — — — 2,835,742 +2,134,162 +304.2% 5.12% $102.9M 2024-08-14 $31.53
2024 Q1 INITIATED — — — 701,580 — — 0.91% $25.5M 2024-05-15 $29.51

🏢 Other funds also holding GLBE

As of 2026 Q1 — sorted by position size

Yelin Lapidot Holdings Management Ltd. 5.44% Barton Investment Management 3Y 7Y 4.21% WASATCH ADVISORS LP 3Y 7Y 1.32% Bronte Capital Management Pty Ltd. 3Y 7Y 0.65% Clay Northam Wealth Management, LLC 3Y 0.41% Values First Advisors, Inc. 3Y 0.25% Bayforest Capital Ltd 0.22% Seelaus Asset Management LLC 3Y 7Y 0.17% Stephens Investment Management Group LLC 3Y 7Y 0.12% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.09%

FAQ About CADIAN CAPITAL MANAGEMENT, LP and GLBE

These are the practical questions this page is built to answer before you even open the full history table.

How long has CADIAN CAPITAL MANAGEMENT, LP reported owning GLBE?

CADIAN CAPITAL MANAGEMENT, LP reported GLBE across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported GLBE position in CADIAN CAPITAL MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for GLBE was 12.45% in 2025 Q4.

What is the latest reported GLBE position on this page?

The most recent filing on this page is 2025 Q4, when CADIAN CAPITAL MANAGEMENT, LP reported 4,385,770 shares, equal to 12.45% of portfolio, with an estimated market value of $172.4M.

What does the chart on this GLBE ownership page compare?

The chart compares CADIAN CAPITAL MANAGEMENT, LP's quarterly GLBE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CADIAN CAPITAL MANAGEMENT, LP time their GLBE position?

Based on 13F filing dates vs. subsequent GLBE price moves, CADIAN CAPITAL MANAGEMENT, LP correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on GLBE relative to SPY over the holding period was -10.9%.

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