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 ($34.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.54. Options: 18 managers hold calls ($183.8m notional), 15 hold puts ($13.6m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 130 |
| Q4 2022 | 127 |
| Q1 2023 | 135 |
| Q2 2023 | 174 |
| Q3 2023 | 212 |
| Q4 2023 | 237 |
| Q1 2024 | 233 |
| Q2 2024 | 228 |
| Q3 2024 | 236 |
| Q4 2024 | 295 |
| Q1 2025 | 302 |
| Q2 2025 | 258 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 121 | 100 |
| Q4 2023 | 139 | 83 |
| Q1 2024 | 139 | 90 |
| Q2 2024 | 134 | 113 |
| Q3 2024 | 131 | 99 |
| Q4 2024 | 175 | 95 |
| Q1 2025 | 176 | 138 |
| Q2 2025 | 135 | 179 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $147.7m | $87.4m | 0.59 |
| Q4 2024 | $273.6m | $34.9m | 0.13 |
| Q1 2025 | $194.8m | $21.3m | 0.11 |
| Q2 2025 | $183.8m | $13.6m | 0.07 |
Biggest buyers
| CADIAN CAPITAL MANAGEMENT, LP | Added | +3.1m |
| North Peak Capital Management, LLC | New | +2.6m |
| WASATCH ADVISORS LP | Added | +2.4m |
| MARSHALL WACE, LLP | Added | +2.4m |
| Dragoneer Investment Group, LLC | Added | +1.7m |
| Arohi Asset Management PTE Ltd. | Added | +1.3m |
| Balyasny Asset Management L.P. | Added | +1.0m |
| Granahan Investment Management, LLC | New | +933.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +921.9k |
| JPMORGAN CHASE & CO | Added | +770.0k |
Biggest sellers
| MORGAN STANLEY | Reduced | -8.2m |
| FRED ALGER MANAGEMENT, LLC | Reduced | -1.7m |
| JENNISON ASSOCIATES LLC | Sold out | -1.4m |
| BlackRock, Inc. | Reduced | -1.0m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -823.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -715.5k |
| LORD, ABBETT & CO. LLC | Sold out | -700.6k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -615.1k |
| FMR LLC | Reduced | -607.7k |
| STATE STREET CORP | Reduced | -539.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $61.3m1.8m shares |
| JANE STREET GROUP, LLC | Added | $35.0m1.0m shares |
| GROUP ONE TRADING LLC | Reduced | $25.1m749.1k shares |
| CITADEL ADVISORS LLC | Added | $17.1m509.1k shares |
| PEAK6 LLC | Added | $10.6m317.0k shares |
| WOLVERINE TRADING, LLC | Added | $9.9m300.8k shares |
| SIMPLEX TRADING, LLC | Added | $9.3m277.7k shares |
| Arthedge Capital Management, LLC | Unchanged | $4.7m140.0k shares |
| Caption Management, LLC | Reduced | $3.8m114.0k shares |
| Walleye Trading LLC | Reduced | $3.0m90.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.9m115.6k shares |
| CITADEL ADVISORS LLC | Reduced | $2.2m66.7k shares |
| IMC-Chicago, LLC | Added | $1.3m38.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $994.4k30.3k shares |
| PEAK6 LLC | New | $992.8k29.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $892.0k26.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $697.6k20.8k shares |
| Walleye Capital LLC | Reduced | $597.0k17.8k shares |
| GROUP ONE TRADING LLC | Added | $540.0k16.1k shares |
| JANE STREET GROUP, LLC | Added | $446.1k13.3k 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 2025
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 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.02% of their portfolio | 10.1m $337.5m | Reduced -8.2m |
| Dragoneer Investment Group, LLC 6.88% of their portfolio | 10.1m $337.3m | Added +1.7m |
| Capital World Investors 0.03% of their portfolio | 6.7m $225.6m | Added +309.7k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 5.5m $185.1m | Added +748.5k |
| CADIAN CAPITAL MANAGEMENT, LP 10.36% of their portfolio | 5.5m $185.1m | Added +3.1m |
| Contour Asset Management LLC 4.17% of their portfolio | 3.8m $127.5m | Added +680.8k |
| MARSHALL WACE, LLP 0.15% of their portfolio | 3.7m $122.6m | Added +2.4m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.6m $121.3m | Added +770.0k |
| WASATCH ADVISORS LP 0.60% of their portfolio | 3.4m $114.8m | Added +2.4m |
| Arohi Asset Management PTE Ltd. 25.43% of their portfolio | 2.8m $94.7m | Added +1.3m |
| BlackRock, Inc. 0.00% of their portfolio | 2.8m $93.4m | Reduced -1.0m |
| North Peak Capital Management, LLC 6.95% of their portfolio | 2.6m $88.5m | New |
| Temasek Holdings (Private) Ltd 0.32% of their portfolio | 2.5m $83.6m | Unchanged |
| Clearbridge Investments, LLC 0.06% of their portfolio | 2.4m $78.8m | Added +120.6k |
| BROWN CAPITAL MANAGEMENT LLC 2.12% of their portfolio | 2.2m $72.9m | Added +34.5k |
| Abdiel Capital Advisors, LP 6.24% of their portfolio | 2.0m $66.8m | Reduced -319.3k |
| Keenan Capital, LLC 13.86% of their portfolio | 1.8m $59.3m | Added +172.0k |
| Spyglass Capital Management LLC 3.28% of their portfolio | 1.7m $55.6m | Added +220.7k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 1.5m $51.8m | Added +1.0m |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 1.5m $49.4m | Added +224.4k |
| NORGES BANK 0.01% of their portfolio | 1.3m $43.6m | Unchanged |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 1.3m $43.5m | Added +113.9k |
| Man Group plc 0.09% of their portfolio | 1.3m $42.7m | Added +470.7k |
| Harel Insurance Investments & Financial Services Ltd. 0.48% of their portfolio | 1.3m $42.0m | Added +680.3k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.72% of their portfolio | 1.2m $41.1m | Reduced -299.2k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $38.7m | Reduced -539.9k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 1.1m $37.2m | Reduced -95.1k |
| Ampersand Capital Group, L.P. 18.31% of their portfolio | 1.1m $36.8m | Added +413.9k |
| Barton Investment Management 3.75% of their portfolio | 1.1m $36.2m | Added +42.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $35.8m | Reduced -183.8k |
| Migdal Insurance & Financial Holdings Ltd. 0.21% of their portfolio | 1.0m $34.5m | Added +650.0k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 1.0m $34.2m | Added +921.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 985.5k $33.1m | Reduced -220.6k |
| Amova Asset Management Americas, Inc. 0.33% of their portfolio | 979.8k $32.9m | Reduced -83.7k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 941.0k $31.6m | Added +456.4k |
| Granahan Investment Management, LLC 1.27% of their portfolio | 933.3k $31.3m | New |
| Yelin Lapidot Holdings Management Ltd. 4.74% of their portfolio | 773.2k $25.9m | Added +377.6k |
| NZS Capital, LLC 0.78% of their portfolio | 682.3k $22.9m | Added +96.0k |
| SG Americas Securities, LLC 0.10% of their portfolio | 669.2k $22.4m | Reduced -39.4k |
| Arthedge Capital Management, LLC 13.99% of their portfolio | 604.0k $20.3m | Added +120.7k |
| Assenagon Asset Management S.A. 0.03% of their portfolio | 584.6k $19.6m | Reduced -25.0k |
| TimesSquare Capital Management, LLC 0.27% of their portfolio | 551.0k $18.5m | Reduced -7.1k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 544.2k $17.9m | Reduced -613 |
| TREMBLANT CAPITAL GROUP 1.59% of their portfolio | 490.3k $16.4m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 465.5k $15.6m | Reduced -473.0k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 458.4k $15.4m | Added +323.0k |
| ING GROEP NV 0.09% of their portfolio | 457.0k $15.3m | Added +441.0k |
| Whitebark Investors LP 4.09% of their portfolio | 446.2k $15.0m | Added +375.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 438.0k $14.7m | Added +83.7k |
| FMR LLC 0.00% of their portfolio | 400.9k $13.4m | Reduced -607.7k |
| DEEPWATER ASSET MANAGEMENT, LLC 5.15% of their portfolio | 387.9k $13.0m | Added +37.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.14% of their portfolio | 381.1k $12.8m | Added +240.6k |
| ARK Investment Management LLC 0.09% of their portfolio | 379.0k $12.7m | Reduced -32.3k |
| Amundi 0.00% of their portfolio | 372.7k $12.2m | Reduced -460.6k |
| Annex Advisory Services, LLC 0.29% of their portfolio | 363.5k $12.2m | New |
| Bienville Capital Management, LLC 2.15% of their portfolio | 324.7k $10.9m | New |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 323.5k $10.9m | Added +235.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 315.8k $10.6m | Reduced -183.5k |
| CenterBook Partners LP 0.59% of their portfolio | 315.0k $10.6m | Added +220.2k |
| Cubist Systematic Strategies, LLC 0.11% of their portfolio | 310.5k $10.4m | Added +268.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 304.9k $10.2m | Added +46.4k |
| HUNTINGTON NATIONAL BANK 0.07% of their portfolio | 301.9k $10.1m | Added +39.4k |
| Legal & General Group Plc 0.00% of their portfolio | 295.7k $9.9m | Reduced -153.7k |
| SRS Investment Management, LLC 0.10% of their portfolio | 295.5k $9.9m | Added +132.2k |
| Summit Creek Advisors LLC 1.27% of their portfolio | 272.0k $9.1m | Added +80.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 253.8k $8.5m | Reduced -715.5k |
| Squarepoint Ops LLC 0.02% of their portfolio | 241.6k $8.1m | Added +15.4k |
| Stephens Investment Management Group LLC 0.10% of their portfolio | 235.4k $7.9m | Added +65.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 217.1k $7.3m | Reduced -615.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 213.7k $7.2m | Added +7.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 211.2k $7.1m | Added +49.4k |
| Swiss National Bank 0.00% of their portfolio | 210.1k $7.0m | Reduced -69.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 207.1k $6.9m | Added +28.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 197.4k $6.6m | Reduced -302.1k |
| HRT FINANCIAL LP 0.03% of their portfolio | 185.2k $6.2m | Added +179.1k |
| Y-Intercept (Hong Kong) Ltd 0.14% of their portfolio | 167.7k $5.6m | Added +135.1k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.43% of their portfolio | 167.2k $5.6m | Reduced -243.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 161.8k $5.4m | New |
| Engineers Gate Manager LP 0.07% of their portfolio | 161.3k $5.4m | Added +88.4k |
| GROUP ONE TRADING LLC 0.17% of their portfolio | 156.4k $5.2m | Reduced -2.5k |
| Y.D. More Investments Ltd 0.36% of their portfolio | 154.6k $5.2m | Reduced -17.2k |
| Vitruvian Partners LLP 2.86% of their portfolio | 140.0k $4.7m | Unchanged |
| Phoenix Financial Ltd. 0.07% of their portfolio | 132.3k $5.3m | Unchanged |
| Verition Fund Management LLC 0.02% of their portfolio | 123.4k $4.1m | Added +39.2k |
| New Insight Wealth Advisors 1.66% of their portfolio | 120.0k $4.0m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 113.0k $3.8m | Reduced -2.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 112.6k $3.8m | Reduced -363.3k |
| Penserra Capital Management LLC 0.05% of their portfolio | 110.0k $3.7m | Reduced -21.6k |
| Nuveen, LLC 0.00% of their portfolio | 106.9k $3.6m | Reduced -157.6k |
| Clal Insurance Enterprises Holdings Ltd 0.03% of their portfolio | 100.0k $3.4m | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 93.4k $3.1m | Added +38.3k |
| Polar Asset Management Partners Inc. 0.08% of their portfolio | 93.2k $3.1m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 89.5k $3.0m | Added +12.4k |
| UBS Group AG 0.00% of their portfolio | 88.1k $3.0m | Reduced -226.5k |
| 2Xideas AG 0.51% of their portfolio | 87.7k $2.9m | Reduced -78.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 86.7k $2.9m | Added +11.4k |
| DIMENSION CAPITAL MANAGEMENT LLC 0.44% of their portfolio | 82.9k $2.8m | New |
| WOLVERINE TRADING, LLC 0.07% of their portfolio | 80.5k $2.6m | Added +1.7k |
| Fieldview Capital Management, LLC 0.41% of their portfolio | 80.2k $2.7m | Reduced -29.1k |
| Handelsbanken Fonder AB 0.01% of their portfolio | 75.2k $2.5m | Reduced -4.8k |