GLOBAL E ONLINE LTD GLBE
SHS · Common Stock · CUSIP M5216V106
- SectorTechnology
- IndustryServices-Prepackaged Software
- 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. Holder counts are more reliable. Implied quarter-end price ≈ $40.94. Options: 13 managers hold calls ($46.9m notional), 11 hold puts ($22.2m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 130 |
| Q4 2022 | 127 |
| Q1 2023 | 135 |
| Q2 2023 | 174 |
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 | 75 | 70 |
| Q1 2023 | 75 | 72 |
| Q2 2023 | 106 | 68 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $35.4m | $51.5m | 1.45 |
| Q4 2022 | $33.3m | $57.6m | 1.73 |
| Q1 2023 | $43.9m | $27.6m | 0.63 |
| Q2 2023 | $46.9m | $22.2m | 0.47 |
Biggest buyers
| MORGAN STANLEY | Added | +1.3m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.1m |
| 1832 Asset Management L.P. | Added | +1.1m |
| JANE STREET GROUP, LLC | Added | +998.0k |
| ALLIANCEBERNSTEIN L.P. | Added | +771.1k |
| COWBIRD CAPITAL LP | New | +678.1k |
| JAT Capital Mgmt LP | New | +593.4k |
| MEITAV INVESTMENT HOUSE LTD | Added | +582.0k |
| LORD, ABBETT & CO. LLC | Added | +531.1k |
| WELLINGTON MANAGEMENT GROUP LLP | New | +528.5k |
Biggest sellers
| Abdiel Capital Advisors, LP | Reduced | -2.5m |
| FMR LLC | Reduced | -2.5m |
| Vitruvian Partners LLP | Reduced | -1.1m |
| MARSHALL WACE, LLP | Sold out | -853.0k |
| Dragoneer Investment Group, LLC | Reduced | -802.3k |
| Man Group plc | Sold out | -466.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -430.8k |
| Schonfeld Strategic Advisors LLC | Reduced | -329.7k |
| EVENTIDE ASSET MANAGEMENT, LLC | Reduced | -329.5k |
| Amova Asset Management Americas, Inc. | Reduced | -266.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $15.6m380.9k shares |
| CITADEL ADVISORS LLC | Reduced | $12.1m296.3k shares |
| JANE STREET GROUP, LLC | Added | $5.9m143.8k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $4.0m96.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.6m63.8k shares |
| Walleye Trading LLC | Added | $2.3m56.6k shares |
| GROUP ONE TRADING LLC | Added | $1.9m45.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.6m40.8k shares |
| PEAK6 Investments LLC | Reduced | $818.8k20.0k shares |
| Walleye Capital LLC | Reduced | $16.4k400 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.7m189.0k shares |
| CITADEL ADVISORS LLC | Reduced | $6.0m147.0k shares |
| WOLVERINE TRADING, LLC | Added | $2.8m69.2k shares |
| Twin Tree Management, LP | Reduced | $1.9m47.6k shares |
| Walleye Trading LLC | Added | $1.0m25.6k shares |
| SIMPLEX TRADING, LLC | Added | $900.0k22.0k shares |
| GROUP ONE TRADING LLC | Reduced | $880.2k21.5k shares |
| JANE STREET GROUP, LLC | Reduced | $511.8k12.5k shares |
| PEAK6 Investments LLC | Unchanged | $339.8k8.3k 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 |
|---|---|
| WASATCH ADVISORS LP 13G · institution new · filed 2026-10-09 | 5.1% |
Fell to 5% or below in the last year: Dragoneer Investment Group, LLC (0.6%, 2026-08-14)
Insider purchases and sales in Q2 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 Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.05% of their portfolio | 13.4m $548.1m | Added +1.3m |
| Abdiel Capital Advisors, LP 19.83% of their portfolio | 12.7m $521.8m | Reduced -2.5m |
| Dragoneer Investment Group, LLC 10.75% of their portfolio | 12.7m $520.5m | Reduced -802.3k |
| Vitruvian Partners LLP 52.50% of their portfolio | 6.3m $257.9m | Reduced -1.1m |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 5.0m $206.3m | Reduced -430.8k |
| LORD, ABBETT & CO. LLC 0.25% of their portfolio | 3.5m $145.1m | Added +531.1k |
| Artisan Partners Limited Partnership 0.23% of their portfolio | 3.5m $141.6m | Added +8.9k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.70% of their portfolio | 2.5m $100.8m | Reduced -329.5k |
| FMR LLC 0.01% of their portfolio | 2.2m $89.9m | Reduced -2.5m |
| Temasek Holdings (Private) Ltd 0.50% of their portfolio | 2.1m $86.5m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 1.9m $78.0m | Reduced -266.0k |
| Amova Asset Management Americas, Inc. 0.82% of their portfolio | 1.9m $78.0m | Reduced -266.0k |
| Allspring Global Investments Holdings, LLC 0.11% of their portfolio | 1.7m $70.2m | Reduced -107.2k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.63% of their portfolio | 1.7m $68.6m | Reduced -25.4k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.4m $57.6m | Added +210.1k |
| 1832 Asset Management L.P. 0.11% of their portfolio | 1.4m $56.0m | Added +1.1m |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 1.3m $53.9m | Added +1.1m |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.15% of their portfolio | 1.3m $53.7m | Reduced -10.3k |
| WASATCH ADVISORS LP 0.30% of their portfolio | 1.2m $49.4m | Reduced -174.9k |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 1.2m $48.5m | Added +998.0k |
| ARK Investment Management LLC 0.29% of their portfolio | 1.1m $44.3m | Reduced -96.6k |
| MEITAV INVESTMENT HOUSE LTD 0.34% of their portfolio | 1.0m $42.3m | Added +582.0k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 990.6k $40.6m | Added +771.1k |
| Spyglass Capital Management LLC 2.76% of their portfolio | 934.4k $38.3m | Added +31.9k |
| Marcho Partners LLP 7.98% of their portfolio | 788.3k $32.3m | Reduced -65.7k |
| Schonfeld Strategic Advisors LLC 0.27% of their portfolio | 758.0k $31.0m | Reduced -329.7k |
| Wildcat Capital Management, LLC 11.47% of their portfolio | 736.5k $30.2m | Unchanged |
| Barton Investment Management 4.30% of their portfolio | 698.7k $28.6m | Added +78.2k |
| COWBIRD CAPITAL LP 11.50% of their portfolio | 678.1k $27.8m | New |
| JAT Capital Mgmt LP 5.61% of their portfolio | 593.4k $24.3m | New |
| TimesSquare Capital Management, LLC 0.35% of their portfolio | 591.5k $24.2m | Reduced -71.4k |
| Migdal Insurance & Financial Holdings Ltd. 0.55% of their portfolio | 581.0k $23.8m | Reduced -239.0k |
| NORGES BANK 0.00% of their portfolio | 579.5k $23.7m | Added +134.0k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 578.2k $23.7m | Added +166.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 528.5k $21.6m | New |
| Invesco Ltd. 0.01% of their portfolio | 525.1k $21.5m | Added +471.8k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 472.7k $19.4m | Reduced -41.0k |
| Bain Capital Public Equity Management II, LLC 1.00% of their portfolio | 423.4k $17.3m | Reduced -239.9k |
| Alyeska Investment Group, L.P. 0.12% of their portfolio | 391.0k $16.0m | Added +191.0k |
| Harel Insurance Investments & Financial Services Ltd. 0.37% of their portfolio | 363.9k $14.9m | Reduced -72.1k |
| Noked Israel Ltd 4.85% of their portfolio | 346.3k $14.2m | Reduced -241.9k |
| SCGE MANAGEMENT, L.P. 0.28% of their portfolio | 295.0k $12.1m | New |
| Kinetic Partners Management, LP 1.15% of their portfolio | 277.0k $11.3m | New |
| G2 Investment Partners Management LLC 2.66% of their portfolio | 265.0k $10.8m | Added +240.0k |
| Arthedge Capital Management, LLC 8.84% of their portfolio | 263.3k $10.8m | Unchanged |
| Pier Capital, LLC 1.45% of their portfolio | 246.8k $10.1m | Added +5.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 230.9k $9.5m | Added +14.8k |
| Union Investments & Development Ltd. 4.51% of their portfolio | 222.9k $9.1m | Unchanged |
| HUNTINGTON NATIONAL BANK 0.08% of their portfolio | 215.1k $8.8m | Added +16.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 210.4k $8.6m | Reduced -2.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 200.0k $8.2m | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 195.3k $8.0m | New |
| Amundi 0.00% of their portfolio | 154.7k $6.4m | Added +13.2k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.56% of their portfolio | 142.0k $5.8m | New |
| BlackRock Inc. 0.00% of their portfolio | 138.3k $5.7m | Added +36.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 136.2k $5.6m | Added +5.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 134.9k $5.5m | Unchanged |
| Penserra Capital Management LLC 0.10% of their portfolio | 128.5k $5.3m | Added +51.7k |
| ExodusPoint Capital Management, LP 0.06% of their portfolio | 127.7k $5.2m | Reduced -91.0k |
| CAPITAL FUND MANAGEMENT S.A. 0.08% of their portfolio | 118.6k $4.9m | Added +35.1k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 115.3k $4.7m | Added +100.7k |
| Ergoteles LLC 0.22% of their portfolio | 110.5k $4.5m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 106.2k $4.3m | New |
| SG Americas Securities, LLC 0.04% of their portfolio | 102.4k $4.2m | Added +29.4k |
| Ghisallo Capital Management LLC 0.49% of their portfolio | 100.0k $4.1m | New |
| Walleye Capital LLC 0.07% of their portfolio | 95.9k $3.9m | New |
| Wealth High Governance Capital Ltda 1.54% of their portfolio | 90.0k $3.7m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 88.5k $3.6m | New |
| Parkwood LLC 0.64% of their portfolio | 85.2k $3.5m | Reduced -12.4k |
| TD Waterhouse Canada Inc. 0.04% of their portfolio | 85.0k $4.2m | Added +16.2k |
| VANGUARD GROUP INC 0.00% of their portfolio | 82.9k $3.4m | Added +9.8k |
| Handelsbanken Fonder AB 0.02% of their portfolio | 73.8k $3.0m | New |
| STATE STREET CORP 0.00% of their portfolio | 70.4k $2.9m | Added +23.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 66.2k $2.7m | Reduced -4.5k |
| Jump Financial, LLC 0.10% of their portfolio | 63.4k $2.6m | New |
| LMR Partners LLP 0.06% of their portfolio | 63.1k $2.6m | Added +1.1k |
| Sterling Investment Advisors, Ltd. 0.84% of their portfolio | 61.8k $2.5m | New |
| CITIGROUP INC 0.00% of their portfolio | 60.0k $2.5m | Added +50.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 59.0k $2.4m | New |
| Gillson Capital LP 0.20% of their portfolio | 56.2k $2.3m | Reduced -156.3k |
| Verition Fund Management LLC 0.04% of their portfolio | 55.0k $2.3m | New |
| Chicago Partners Investment Group LLC 0.11% of their portfolio | 51.2k $2.1m | Reduced -1.7k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 51.0k $2.1m | Reduced -10.4k |
| Graham Capital Management, L.P. 0.07% of their portfolio | 49.5k $2.0m | Reduced -43.5k |
| GROUP ONE TRADING LLC 0.08% of their portfolio | 43.7k $1.8m | Added +14.2k |
| Phoenix Financial Ltd. 0.03% of their portfolio | 39.0k $1.6m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 37.2k $1.5m | Added +4.4k |
| Renaissance Capital LLC 0.84% of their portfolio | 36.2k $1.5m | Added +9.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 34.5k $1.4m | Reduced -88.2k |
| UBS Group AG 0.00% of their portfolio | 33.7k $1.4m | Added +1.4k |
| Silvant Capital Management LLC 0.08% of their portfolio | 33.2k $1.4m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 32.0k $1.3m | Reduced -40.9k |
| GSA CAPITAL PARTNERS LLP 0.13% of their portfolio | 31.7k $1.3m | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.11% of their portfolio | 31.6k $1.3m | New |
| Bain Capital Public Equity, LP 1.14% of their portfolio | 31.2k $1.3m | Reduced -31.3k |
| Snowden Capital Advisors LLC 0.04% of their portfolio | 28.4k $1.2m | Reduced -11.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 27.0k $1.1m | Added +3.2k |
| MIRABELLA FINANCIAL SERVICES LLP 0.13% of their portfolio | 26.8k $1.1m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 25.7k $1.1m | Added +6.2k |
| ARDSLEY ADVISORY PARTNERS LP 0.24% of their portfolio | 25.5k $1.0m | New |