Clay Northam Wealth Management, LLC GLBE — GLOBAL E ONLINE LTD

Ownership history in Clay Northam Wealth Management, LLC  ·  13 quarters on record

AI Ownership Summary

Clay Northam Wealth Management, LLC reported GLOBAL E ONLINE LTD (GLBE) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.81% in 2024 Q4. The latest visible filing shows GLBE at 0.41% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clay Northam Wealth Management, LLC'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
2026 Q1

GLBE was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Clay Northam Wealth Management, LLC fund profile Clay Northam Wealth Management, LLC full holdings
How Clay Northam Wealth Management, LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 23,940 -325 -1.3% 0.41% $739K 2026-04-28 $31.94
2025 Q4 REDUCED — — — 24,265 -475 -1.9% 0.53% $954K 2026-02-17 $29.70
2025 Q3 ADDED — — — 24,740 +925 +3.9% 0.51% $885K 2025-10-21 $34.31
2025 Q2 REDUCED — — — 23,815 -830 -3.4% 0.51% $799K 2025-07-17 $33.58
2025 Q1 ADDED — — — 24,645 +1,615 +7.0% 0.61% $879K 2025-04-25 $36.22
2024 Q4 ADDED — — — 23,030 +975 +4.4% 0.81% $1.3M 2025-01-24 $56.78
2024 Q2 ADDED — — — 22,055 +4,105 +22.9% 0.61% $800K 2024-07-19 $34.78
2024 Q1 ADDED — — — 17,950 +2,700 +17.7% 0.53% $652K 2024-04-24 $33.53
2023 Q4 ADDED — — — 15,250 +1,400 +10.1% 0.54% $604K 2024-01-23 $37.42
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GLBE

As of 2026 Q1 — sorted by position size

Arohi Asset Management PTE Ltd. 40.92% Ampersand Capital Group, L.P. 21.35% Abdiel Capital Advisors, LP 3Y 7Y 18.65% Arthedge Capital Management, LLC 3Y 17.2% Whitebark Investors LP 14.69% Keenan Capital, LLC 3Y 7Y 12.14% Dragoneer Investment Group, LLC 3Y 7Y 11.42% DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3Y 9.65% IBEX INVESTORS LLC 3Y 7Y 8.63% Ararat Capital Management LP 3Y 7.31%

FAQ About Clay Northam Wealth Management, LLC and GLBE

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

How long has Clay Northam Wealth Management, LLC reported owning GLBE?

Clay Northam Wealth Management, LLC reported GLBE across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GLBE position in Clay Northam Wealth Management, LLC's portfolio?

The largest reported portfolio weight for GLBE was 0.81% in 2024 Q4.

What is the latest reported GLBE position on this page?

The most recent filing on this page is 2026 Q1, when Clay Northam Wealth Management, LLC reported 23,940 shares, equal to 0.41% of portfolio, with an estimated market value of $739K.

What does the chart on this GLBE ownership page compare?

The chart compares Clay Northam Wealth Management, LLC'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 Clay Northam Wealth Management, LLC time their GLBE position?

Based on 13F filing dates vs. subsequent GLBE price moves, Clay Northam Wealth Management, LLC correctly timed 2 out of 10 reported position changes (20%). The annualised alpha on GLBE relative to SPY over the holding period was -15.7%.

← Back to Clay Northam Wealth Management, LLC Holdings