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 ($7.3m 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 ≈ $236.09. Options: 11 managers hold calls ($59.0m notional), 10 hold puts ($62.8m).
Trends to Q4 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 |
| Q4 2023 | 375 |
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 |
| Q4 2023 | 159 | 177 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $19.1m | $12.0m | 0.63 |
| Q2 2023 | $56.1m | $16.5m | 0.29 |
| Q3 2023 | $49.5m | $27.1m | 0.55 |
| Q4 2023 | $59.0m | $62.8m | 1.06 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +3.0m |
| MORGAN STANLEY | Added | +931.5k |
| JENNISON ASSOCIATES LLC | Added | +714.2k |
| LORD, ABBETT & CO. LLC | New | +294.7k |
| Holocene Advisors, LP | New | +240.5k |
| Allspring Global Investments Holdings, LLC | Added | +189.2k |
| Driehaus Capital Management LLC | Added | +161.1k |
| CIBC Private Wealth Group LLC | Added | +160.6k |
| 1832 Asset Management L.P. | Added | +137.9k |
| LOOMIS SAYLES & CO L P | New | +127.8k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.8m |
| NEUBERGER BERMAN GROUP LLC | Reduced | -397.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -295.0k |
| CITADEL ADVISORS LLC | Reduced | -293.3k |
| Grandeur Peak Global Advisors, LLC | Reduced | -282.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -175.8k |
| Capital World Investors | Reduced | -172.0k |
| Hood River Capital Management LLC | Sold out | -168.8k |
| NFJ INVESTMENT GROUP, LLC | Sold out | -148.8k |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Sold out | -138.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $16.6m69.6k shares |
| Squarepoint Ops LLC | Reduced | $12.9m54.0k shares |
| Walleye Trading LLC | Added | $12.4m52.1k shares |
| CITADEL ADVISORS LLC | Added | $8.6m36.1k shares |
| SIMPLEX TRADING, LLC | Added | $3.7m15.5k shares |
| JANE STREET GROUP, LLC | Reduced | $2.2m9.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $928.1k3.9k shares |
| TWO SIGMA SECURITIES, LLC | Reduced | $856.7k3.6k shares |
| Walleye Capital LLC | Reduced | $856.7k3.6k shares |
| GROUP ONE TRADING LLC | Reduced | $23.8k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $18.8m79.0k shares |
| CITADEL ADVISORS LLC | Added | $15.0m63.2k shares |
| Walleye Trading LLC | Added | $11.9m50.2k shares |
| Squarepoint Ops LLC | Reduced | $6.5m27.2k shares |
| SIMPLEX TRADING, LLC | Added | $4.3m18.0k shares |
| Union Square Park Capital Management, LLC | New | $2.4m10.0k shares |
| WOLVERINE TRADING, LLC | Added | $2.1m9.0k shares |
| JANE STREET GROUP, LLC | Added | $1.3m5.6k shares |
| Walleye Capital LLC | Reduced | $404.6k1.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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% |
Fell to 5% or below in the last year: WASATCH ADVISORS LP (2.4%, 2025-11-12)
Insider purchases and sales in Q4 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 Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.06% of their portfolio | 4.6m $1.1bn | Added +3.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.13% of their portfolio | 4.0m $940.4m | Reduced -1.8m |
| WASATCH ADVISORS LP 4.10% of their portfolio | 3.1m $743.4m | Added +28.2k |
| BlackRock Inc. 0.02% of their portfolio | 2.7m $651.8m | Reduced -29.6k |
| MORGAN STANLEY 0.03% of their portfolio | 2.5m $587.6m | Added +931.5k |
| SANDS CAPITAL MANAGEMENT, LLC 1.06% of their portfolio | 1.5m $348.9m | Reduced -15.3k |
| RIVERBRIDGE PARTNERS LLC 4.13% of their portfolio | 1.4m $330.4m | Reduced -82.3k |
| Capital International Investors 0.07% of their portfolio | 1.3m $315.1m | Added +6.7k |
| Perpetual Ltd 2.91% of their portfolio | 1.2m $282.0m | Reduced -78.0k |
| JENNISON ASSOCIATES LLC 0.17% of their portfolio | 960.8k $228.7m | Added +714.2k |
| FMR LLC 0.01% of their portfolio | 795.9k $189.4m | Reduced -47.6k |
| Invesco Ltd. 0.04% of their portfolio | 707.7k $168.4m | Added +96.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.22% of their portfolio | 705.4k $167.9m | Reduced -29.1k |
| Allspring Global Investments Holdings, LLC 0.28% of their portfolio | 705.1k $167.8m | Added +189.2k |
| Grandeur Peak Global Advisors, LLC 10.33% of their portfolio | 616.7k $146.8m | Reduced -282.8k |
| Aberdeen Group plc 0.31% of their portfolio | 594.6k $141.5m | Reduced -18.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.39% of their portfolio | 563.9k $134.2m | Reduced -295.0k |
| STATE STREET CORP 0.01% of their portfolio | 494.7k $117.7m | Added +15.7k |
| Baird Financial Group, Inc. 0.26% of their portfolio | 483.5k $115.1m | Reduced -1.1k |
| NORGES BANK 0.02% of their portfolio | 482.9k $114.9m | Added +20.3k |
| MARTIN CURRIE LTD 3.73% of their portfolio | 478.3k $113.8m | Added +115.4k |
| CITADEL ADVISORS LLC 0.10% of their portfolio | 430.2k $102.4m | Reduced -293.3k |
| 1832 Asset Management L.P. 0.19% of their portfolio | 422.8k $100.6m | Added +137.9k |
| CIBC Private Wealth Group LLC 0.20% of their portfolio | 405.1k $96.4m | Added +160.6k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 403.5k $96.0m | Reduced -81.5k |
| Capital World Investors 0.02% of their portfolio | 387.5k $92.2m | Reduced -172.0k |
| POLEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 358.0k $5.2m | Reduced -10.5k |
| GW&K Investment Management, LLC 0.78% of their portfolio | 349.6k $83.2m | Reduced -30.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 349.1k $83.1m | Reduced -23.8k |
| WCM INVESTMENT MANAGEMENT, LLC 0.23% of their portfolio | 346.5k $83.1m | Reduced -12.6k |
| SEI INVESTMENTS CO 0.13% of their portfolio | 336.8k $80.1m | Reduced -9.3k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 311.3k $74.1m | Reduced -9.6k |
| LORD, ABBETT & CO. LLC 0.12% of their portfolio | 294.7k $70.1m | New |
| Stephens Investment Management Group LLC 1.01% of their portfolio | 289.1k $68.8m | Reduced -5.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 276.0k $65.7m | Added +5.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 273.7k $65.1m | Added +7.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.15% of their portfolio | 261.0k $62.1m | Reduced -46.8k |
| Bain Capital Public Equity Management II, LLC 2.71% of their portfolio | 257.8k $61.3m | Reduced -23.1k |
| Holocene Advisors, LP 0.22% of their portfolio | 240.5k $57.2m | New |
| Granahan Investment Management, LLC 1.73% of their portfolio | 220.0k $52.4m | Added +21.6k |
| Clearbridge Investments, LLC 0.04% of their portfolio | 213.4k $50.8m | Added +85.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 206.6k $49.2m | Added +8.3k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 192.5k $45.8m | Added +54.4k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 181.1k $43.1m | Added +90.0k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 180.6k $43.0m | Added +13.0k |
| Driehaus Capital Management LLC 0.50% of their portfolio | 175.2k $41.7m | Added +161.1k |
| Polar Capital Holdings Plc 0.25% of their portfolio | 168.5k $40.1m | Added +16.4k |
| COMGEST GLOBAL INVESTORS S.A.S. 0.59% of their portfolio | 166.5k $39.6m | Added +3.9k |
| GILDER GAGNON HOWE & CO LLC 0.52% of their portfolio | 160.5k $38.2m | Reduced -5.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 160.1k $38.1m | Reduced -2.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 150.3k $35.8m | Added +22.2k |
| Capital Research Global Investors 0.01% of their portfolio | 146.6k $34.9m | Unchanged |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 138.9k $33.1m | Reduced -63.1k |
| Ensign Peak Advisors, Inc 0.06% of their portfolio | 132.3k $31.5m | Added +22.2k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 131.9k $31.4m | Reduced -397.0k |
| AXA S.A. 0.05% of their portfolio | 130.8k $31.1m | Reduced -767 |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 127.8k $30.4m | New |
| FRED ALGER MANAGEMENT, LLC 0.16% of their portfolio | 125.4k $29.8m | Reduced -6.2k |
| AGF MANAGEMENT LTD 0.17% of their portfolio | 121.3k $28.9m | Added +93.9k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 119.0k $28.3m | Reduced -1.7k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.19% of their portfolio | 108.8k $25.9m | Reduced -30.2k |
| VANGUARD GROUP INC 0.00% of their portfolio | 104.1k $24.8m | Added +6.1k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 102.3k $24.3m | Added +4.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 100.6k $23.9m | Added +28.6k |
| USS Investment Management Ltd 0.21% of their portfolio | 98.8k $23.5m | Reduced -24.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 98.6k $23.5m | Added +13.3k |
| BAMCO INC /NY/ 0.06% of their portfolio | 96.7k $23.0m | Reduced -9.2k |
| BESSEMER GROUP INC 0.04% of their portfolio | 95.8k $22.8m | Reduced -15.1k |
| Alta Park Capital, LP 2.28% of their portfolio | 93.2k $22.2m | Reduced -4.2k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.30% of their portfolio | 91.4k $21.8m | Reduced -1.3k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.31% of their portfolio | 89.1k $21.2m | Reduced -16.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 85.3k $20.3m | Added +8.3k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 83.0k $19.8m | Added +37.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 82.2k $19.6m | Reduced -33.1k |
| Woodline Partners LP 0.20% of their portfolio | 78.8k $18.8m | New |
| TD Asset Management Inc 0.02% of their portfolio | 77.0k $18.3m | Reduced -37.0k |
| Gillson Capital LP 1.93% of their portfolio | 76.8k $18.3m | New |
| UNTITLED INVESTMENTS LP 6.16% of their portfolio | 75.3k $17.9m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 74.8k $17.8m | Reduced -74.8k |
| California Public Employees Retirement System 0.01% of their portfolio | 73.4k $17.5m | Reduced -3.7k |
| Azimuth Capital Investment Management LLC 0.67% of their portfolio | 62.8k $15.0m | Reduced -343 |
| BLAIR WILLIAM & CO/IL 0.05% of their portfolio | 60.5k $14.4m | Reduced -3.8k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 57.0k $13.6m | Added +12.7k |
| BROWN BROTHERS HARRIMAN & CO 0.11% of their portfolio | 56.0k $13.3m | Added +15.9k |
| Swedbank AB 0.02% of their portfolio | 52.8k $12.6m | Unchanged |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 51.6k $12.3m | Added +582 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 47.6k $11.3m | Added +950 |
| DSM CAPITAL PARTNERS LLC 0.17% of their portfolio | 47.5k $11.3m | Added +703 |
| Manning & Napier Group, LLC 0.13% of their portfolio | 47.5k $11.3m | Reduced -148 |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 47.0k $11.2m | Reduced -63 |
| TWINBEECH CAPITAL LP 0.18% of their portfolio | 46.7k $11.1m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 45.9k $10.9m | Added +6.8k |
| SEGALL BRYANT & HAMILL, LLC 0.21% of their portfolio | 45.9k $10.9m | Added +150 |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 45.2k $10.7m | Added +26.9k |
| Artisan Partners Limited Partnership 0.02% of their portfolio | 44.5k $10.6m | Added +1.6k |
| Sara-Bay Financial 5.15% of their portfolio | 44.4k $10.6m | Added +105 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 43.4k $10.3m | Added +172 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 42.0k $10.0m | Added +2.5k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 41.3k $9.8m | Reduced -955 |
| SORA INVESTORS LLC 1.60% of their portfolio | 40.0k $9.5m | Reduced -20.0k |