GLOBANT S A GLOB
COM · Common Stock · CUSIP L44385109
- SectorTechnology
- IndustryServices-Computer Processing & Data Preparation
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.3m this quarter). Holder counts are more reliable. Shares outstanding: 43.1m as of 2023-12-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $197.96. Options: 12 managers hold calls ($49.5m notional), 11 hold puts ($27.1m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 318 |
| Q4 2022 | 322 |
| Q1 2023 | 347 |
| Q2 2023 | 330 |
| Q3 2023 | 345 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 141 | 162 |
| Q1 2023 | 179 | 136 |
| Q2 2023 | 191 | 154 |
| Q3 2023 | 168 | 136 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $11.4m | $5.8m | 0.51 |
| Q1 2023 | $19.1m | $12.0m | 0.63 |
| Q2 2023 | $56.1m | $16.5m | 0.29 |
| Q3 2023 | $49.5m | $27.1m | 0.55 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +681.0k |
| Invesco Ltd. | Added | +371.6k |
| 1832 Asset Management L.P. | New | +284.9k |
| Bain Capital Public Equity Management II, LLC | New | +280.8k |
| JENNISON ASSOCIATES LLC | New | +246.7k |
| D. E. Shaw & Co., Inc. | Added | +172.1k |
| Hood River Capital Management LLC | New | +168.8k |
| AMERIPRISE FINANCIAL INC | Added | +140.4k |
| STATE OF MICHIGAN RETIREMENT SYSTEM | New | +138.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | New | +128.1k |
Biggest sellers
| CIBC Private Wealth Group LLC | Reduced | -240.2k |
| Woodline Partners LP | Sold out | -178.4k |
| Fisher Asset Management, LLC | Reduced | -171.0k |
| FMR LLC | Reduced | -156.6k |
| Whale Rock Capital Management LLC | Sold out | -145.8k |
| MORGAN STANLEY | Reduced | -128.6k |
| Perpetual Ltd | Reduced | -127.7k |
| Itau Unibanco Holding S.A. | Sold out | -126.4k |
| Aberdeen Group plc | Reduced | -110.8k |
| Squarepoint Ops LLC | Sold out | -80.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $18.6m94.1k shares |
| Squarepoint Ops LLC | Added | $12.7m64.2k shares |
| CITADEL ADVISORS LLC | Reduced | $6.7m34.0k shares |
| SIMPLEX TRADING, LLC | Added | $3.0m15.4k shares |
| JANE STREET GROUP, LLC | Reduced | $2.0m10.1k shares |
| WOLVERINE TRADING, LLC | Added | $1.9m9.6k shares |
| Walleye Trading LLC | Added | $1.8m9.3k shares |
| Walleye Capital LLC | Added | $1.4m6.9k shares |
| TWO SIGMA SECURITIES, LLC | New | $1.0m5.1k shares |
| PEAK6 Investments LLC | New | $197.8k1.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.4m42.5k shares |
| Squarepoint Ops LLC | Added | $8.3m42.2k shares |
| CITADEL ADVISORS LLC | Added | $4.7m23.8k shares |
| Walleye Trading LLC | Added | $1.7m8.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.2m6.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $890.0k4.5k shares |
| JANE STREET GROUP, LLC | Reduced | $831.0k4.2k shares |
| Walleye Capital LLC | Added | $435.3k2.2k shares |
| GROUP ONE TRADING LLC | Reduced | $316.6k1.6k shares |
| TWO SIGMA SECURITIES, LLC | New | $237.4k1.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| PZENA INVESTMENT MANAGEMENT LLC 13G · institution -1.5 pts · filed 2026-10-19 | 11.4% |
| BRANDES INVESTMENT PARTNERS, LP 13G · institution +1.5 pts · filed 2026-10-07 | 10.8% |
| Alyeska Investment Group, L.P. 13G · institution new · filed 2026-08-14 | 6.7% |
| Capital International Investors 13G · institution +1.3 pts · filed 2026-05-14 | 6.6% |
| BlackRock, Inc. 13G · institution +1.1 pts · filed 2026-07-28 | 5.7% |
| GIC Private Ltd 13G · passive investor -1.8 pts · filed 2026-08-13 | 5.6% |
| BlackRock Portfolio Management LLC 13G · institution new · filed 2026-10-27 | 5.2% |
Insider purchases and sales in Q3 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q3 2023.
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ 0.17% of their portfolio | 5.8m $1.1bn | Added +681.0k |
| WASATCH ADVISORS LP 3.87% of their portfolio | 3.1m $612.4m | Added +101.0k |
| BlackRock Inc. 0.02% of their portfolio | 2.8m $547.8m | Reduced -76.9k |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 1.6m $319.5m | Added +49.8k |
| MORGAN STANLEY 0.03% of their portfolio | 1.5m $304.2m | Reduced -128.6k |
| SANDS CAPITAL MANAGEMENT, LLC 1.00% of their portfolio | 1.5m $293.1m | Reduced -40.8k |
| RIVERBRIDGE PARTNERS LLC 3.97% of their portfolio | 1.5m $291.0m | Reduced -27.9k |
| Capital International Investors 0.07% of their portfolio | 1.3m $260.6m | Added +492 |
| Perpetual Ltd 2.58% of their portfolio | 1.3m $249.8m | Reduced -127.7k |
| Grandeur Peak Global Advisors, LLC 13.40% of their portfolio | 899.5k $178.0m | Reduced -68.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.56% of their portfolio | 858.9k $169.9m | Reduced -66.0k |
| FMR LLC 0.01% of their portfolio | 843.5k $166.9m | Reduced -156.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.22% of their portfolio | 734.5k $145.3m | Added +102.2k |
| CITADEL ADVISORS LLC 0.15% of their portfolio | 723.4k $143.1m | Added +98.8k |
| Aberdeen Group plc 0.31% of their portfolio | 613.4k $121.4m | Reduced -110.8k |
| Invesco Ltd. 0.03% of their portfolio | 611.1k $120.9m | Added +371.6k |
| Capital World Investors 0.02% of their portfolio | 559.5k $110.7m | Reduced -34.8k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 528.9k $104.9m | Added +54.6k |
| Allspring Global Investments Holdings, LLC 0.18% of their portfolio | 515.9k $102.1m | Reduced -4.2k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 485.0k $96.0m | Added +140.4k |
| Baird Financial Group, Inc. 0.26% of their portfolio | 484.6k $95.9m | Added +19.0k |
| STATE STREET CORP 0.01% of their portfolio | 479.0k $94.8m | Added +8.0k |
| NORGES BANK 0.02% of their portfolio | 462.6k $91.5m | Added +12.6k |
| GW&K Investment Management, LLC 0.76% of their portfolio | 380.5k $75.3m | Reduced -14.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 372.9k $73.8m | Added +12.8k |
| POLEN CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 368.5k $72.9m | Added +1.4k |
| MARTIN CURRIE LTD 2.57% of their portfolio | 362.9k $71.8m | Added +85.3k |
| WCM INVESTMENT MANAGEMENT, LLC 0.21% of their portfolio | 359.1k $71.5m | Reduced -30.0k |
| SEI INVESTMENTS CO 0.12% of their portfolio | 346.0k $68.5m | Reduced -10.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 321.0k $63.5m | Reduced -782 |
| Mitsubishi UFJ Trust & Banking Corp 0.15% of their portfolio | 307.8k $60.9m | Added +4.1k |
| Stephens Investment Management Group LLC 0.96% of their portfolio | 294.5k $58.3m | Added +26.8k |
| 1832 Asset Management L.P. 0.12% of their portfolio | 284.9k $56.4m | New |
| Bain Capital Public Equity Management II, LLC 2.98% of their portfolio | 280.8k $55.6m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 270.7k $53.6m | Added +79.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 266.5k $52.7m | Added +27.3k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 246.7k $48.8m | New |
| CIBC Private Wealth Group LLC 0.11% of their portfolio | 244.5k $48.4m | Reduced -240.2k |
| D. E. Shaw & Co., Inc. 0.07% of their portfolio | 202.0k $40.0m | Added +172.1k |
| Granahan Investment Management, LLC 1.40% of their portfolio | 198.4k $39.3m | Added +54.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 198.4k $39.3m | Added +6.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 175.8k $34.8m | Reduced -30.2k |
| Hood River Capital Management LLC 1.07% of their portfolio | 168.8k $33.4m | New |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 167.7k $33.2m | Added +18.5k |
| GILDER GAGNON HOWE & CO LLC 0.50% of their portfolio | 166.2k $32.9m | Added +1.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 162.7k $32.2m | Added +1.5k |
| COMGEST GLOBAL INVESTORS S.A.S. 0.55% of their portfolio | 162.6k $32.2m | Reduced -23.2k |
| Polar Capital Holdings Plc 0.22% of their portfolio | 152.1k $30.1m | Added +13.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 149.6k $29.6m | Added +46.7k |
| NFJ INVESTMENT GROUP, LLC 0.86% of their portfolio | 148.8k $29.4m | Reduced -25.2k |
| Capital Research Global Investors 0.01% of their portfolio | 146.6k $29.0m | Unchanged |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.23% of their portfolio | 139.0k $27.5m | Added +3.6k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.18% of their portfolio | 138.2k $27.3m | New |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 138.1k $27.3m | Added +1.6k |
| AXA S.A. 0.09% of their portfolio | 131.6k $26.0m | Added +806 |
| FRED ALGER MANAGEMENT, LLC 0.15% of their portfolio | 131.5k $26.0m | Added +19.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 128.1k $25.3m | New |
| Clearbridge Investments, LLC 0.02% of their portfolio | 127.6k $25.2m | Added +32.8k |
| USS Investment Management Ltd 0.27% of their portfolio | 123.4k $24.4m | Unchanged |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 120.8k $23.9m | Reduced -262 |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 115.2k $22.8m | Added +88.7k |
| TD Asset Management Inc 0.03% of their portfolio | 114.0k $22.6m | Added +7.7k |
| BESSEMER GROUP INC 0.05% of their portfolio | 110.9k $21.9m | Reduced -14.6k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 110.1k $21.8m | Reduced -43 |
| BAMCO INC /NY/ 0.06% of their portfolio | 106.0k $21.0m | Reduced -463 |
| THORNBURG INVESTMENT MANAGEMENT INC 0.34% of their portfolio | 105.8k $20.9m | Reduced -5.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 97.9k $19.4m | Reduced -51.7k |
| Alta Park Capital, LP 2.68% of their portfolio | 97.4k $19.3m | Added +40.9k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 97.3k $19.3m | Added +16.3k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.28% of their portfolio | 92.7k $18.3m | Reduced -2.7k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 91.2k $18.0m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 85.3k $16.9m | Added +72.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 77.0k $15.2m | Added +1.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 77.0k $15.2m | Added +2.3k |
| UNTITLED INVESTMENTS LP 5.28% of their portfolio | 75.3k $14.9m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 72.0k $14.2m | Added +52.8k |
| BLAIR WILLIAM & CO/IL 0.05% of their portfolio | 64.3k $12.7m | Reduced -1.3k |
| Azimuth Capital Investment Management LLC 0.62% of their portfolio | 63.2k $12.5m | Reduced -967 |
| SORA INVESTORS LLC 2.66% of their portfolio | 60.0k $11.9m | Added +35.5k |
| GQG Partners LLC 0.03% of their portfolio | 59.2k $11.7m | Added +21.0k |
| Swedbank AB 0.02% of their portfolio | 52.8k $10.4m | Unchanged |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 51.0k $10.1m | Reduced -80 |
| Manning & Napier Group, LLC 0.12% of their portfolio | 47.6k $9.4m | Added +4.5k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 47.0k $9.3m | Added +730 |
| DSM CAPITAL PARTNERS LLC 0.16% of their portfolio | 46.8k $9.3m | Added +152 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 46.7k $9.2m | Added +7.2k |
| SEGALL BRYANT & HAMILL, LLC 0.10% of their portfolio | 45.7k $9.0m | Reduced -290 |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 45.2k $8.9m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 45.0k $8.9m | New |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 44.3k $8.9m | Reduced -24.4k |
| Sara-Bay Financial 4.44% of their portfolio | 44.3k $8.8m | Added +607 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 43.2k $8.5m | Reduced -600 |
| Artisan Partners Limited Partnership 0.01% of their portfolio | 43.0k $8.5m | Reduced -2.4k |
| BARCLAYS PLC 0.01% of their portfolio | 42.9k $8.5m | Added +19.3k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 42.3k $8.4m | Added +726 |
| BROWN BROTHERS HARRIMAN & CO 0.07% of their portfolio | 40.1k $7.9m | Added +12.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 39.5k $7.8m | Added +4.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 39.1k $7.7m | Added +606 |
| JUPITER ASSET MANAGEMENT LTD 0.08% of their portfolio | 38.0k $7.5m | Added +1.6k |
| State of New Jersey Common Pension Fund D 0.03% of their portfolio | 36.5k $7.2m | Added +8.5k |