Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global E Online Ltd (GLBE)

234 + Investors. Track Smart Money conviction in GLBE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — GLBE

Based on 234 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their GLBE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
234 funds currently hold this stock — 77% of the 3.0-year high of 303 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 23% fewer funds vs a year ago

fund count last 6Q
69 fewer hedge funds hold GLBE compared to a year ago (-23% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

135 buying114 selling
Last quarter: 135 funds bought or added vs 114 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 35 → 28 → 40 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 33% medium ■ 16% new
120 out of 234 hedge funds have held GLBE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -6%, value -28%

Value
-27%
Shares
-6%
Last quarter: funds added -6% more shares while total portfolio value only changed -28%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

62 → 35 → 28 → 40 → 37 new funds/Q
New funds entering each quarter: 35 → 28 → 40 → 37. A growing number of institutions are discovering GLBE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 20% newcomers

■ 62% veterans ■ 17% 1-2yr ■ 20% new
Entry-cohort mix of 246 holders: 153 (62%) are 2+ year veterans, 43 entered 1–2 years ago, and 50 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
45 of 231 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GLBE

In 2026 Q1, 135 hedge funds were net buyers of GLBE (37 opened a new position, 98 added to an existing one), while 114 reduced or exited (74 trimmed, 40 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 27% of total institutional value in GLBE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 234.

Hedge Fund Ownership: GLBE

How many hedge funds hold GLBE — quarterly history vs. share price
Quarterly hedge fund ownership of GLBE vs. share price

Market Analysis: GLBE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLBE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Global E Online Ltd (GLBE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GLBE has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
GLBE
nan%
XLY
nan%

GLBE outperformed XLY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
GLBE
nan%
XLY
nan%

Since the filing became public, GLBE outperformed XLY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 6 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: GLBE
234 + Investors

Track Smart Money conviction in GLBE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 234 237 -1.27%
13F Shares 112M 119M -6.01%
Total Value $3.15B $4.35B -27.57%
New Positions 37 40 -3
Increased Positions 94 82 +12
Closed Positions 40 39 +1
Reduced Positions 72 86 -14
Total Calls 8 10 -20.0%
Total Puts 7 7 -
PUT/CALL Ratio 0.88 0.7 Neutral

Statistics: GLBE

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

234 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GLBE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GLBE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arohi Asset Management PTE Ltd. 40.92% 3,654,104 $112.7M
2 Ampersand Capital Group, L.P. 21.35% 1,264,906 $39.0M
3 Abdiel Capital Advisors, LP 18.65% 314,615 $9.7M
4 Arthedge Capital Management, LLC 17.20% 643,991 $19.9M
5 Whitebark Investors LP 14.69% 595,432 $18.4M
6 Keenan Capital, LLC 12.14% 1,865,262 $57.5M
7 Dragoneer Investment Group, LLC 11.42% 11,115,629 $342.9M
8 Darlington Partners Capital Management, LP 9.65% 6,961,820 $214.8M
9 Ibex Investors LLC 8.63% 425,000 $13.1M
10 Ararat Capital Management LP 7.31% 420,741 $13.0M
11 Brown Capital Management LLC 6.13% 1,398,886 $43.2M
12 Vitruvian Partners LLP 5.80% 210,209 $6.5M
13 Yelin Lapidot Holdings Management Ltd. 5.44% 846,829 $26.1M
14 Spyglass Capital Management LLC 4.50% 1,937,769 $59.8M
15 Barton Investment Management 4.21% 1,088,214 $33.6M
16 Contour Asset Management LLC 3.74% 3,732,385 $115.1M
17 Arthedge Capital Management, LLC 3.74% 140,000 $4.3M
18 Deepwater Asset Management, LLC 2.82% 144,199 $4.4M
19 Next Century Growth Investors LLC 1.70% 762,300 $23.5M
20 Summit Creek Advisors LLC 1.65% 261,138 $8.1M
21 New Insight Wealth Advisors 1.54% 139,517 $4.3M
22 Wasatch Advisors LP 1.32% 6,458,588 $199.2M
23 NZS Capital, LLC 1.01% 979,308 $30.2M
24 Pier Capital, LLC 1.00% 196,982 $6.1M
25 2Xideas AG 0.94% 77,669 $2.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Global E Online Ltd (GLBE)

What does the Smart Money Trend signal show for GLBE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GLBE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GLBE?

Slight buying edge — 54% buying: Last quarter: 135 funds bought or added vs 114 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GLBE holders?

Strong quality — 27% AUM from major funds: 45 of 231 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GLBE?

51% of holders stayed for 2+ years: 120 out of 234 hedge funds have held GLBE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Global E Online Ltd (GLBE) following the 2026 Q1 hedge fund 13F filings?

As of today, GLBE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), GLBE has gained nan% vs nan% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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