Global-E Online

GLBE • NASDAQ

Global-E Online is a specialty retail company in the consumer cyclical sector on NASDAQ, led by Amir Schlachet, with a market cap of $6.8B. As of Q3 2025, 67% of shares are held by 235 institutional investors, with Dragoneer Investment Group, LLC as the largest holder at 7.0%.

CEOAmir Schlachet

Market Cap$6.8B

Specialty Retail

Consumer Cyclical

Employees923.0

Websiteglobal-e.com

Overview

Overview of institutional ownership in GLBE as of Q3 2025 with a market cap of $6.1B

All Institutions

Institutions: 235
Value Held: $4.1B
Shares Held: 113.8M
Avg Position: $17.3M
Median Position: $1.4M

Hedge Funds

Hedge Funds: 41
Value Held: $1.4B
Shares Held: 37.9M
Avg Position: $33.0M
Median Position: $3.9M

Ownership Breakdown

Institutional (non-HF)

44.77%

$2.7B

Hedge Funds

22.3%

$1.4B

Retail & Other

32.93%

$2.0B

Based on market cap of $6.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in GLBE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Dragoneer Investment Group, LLC Hedge Fund•Long/Short	Marc (Nmn) Stad President	$425.1M 9.39% of portfolio	7.00% 11.9M shares	Q2 2021 Held for 4y 5m	$4.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$274.1M 0.02% of portfolio	4.52% 7.7M shares	Q2 2021 Held for 4y 5m	$1.65T
C Capital World Investors Institution	-	$218.1M 0.03% of portfolio	3.59% 6.1M shares	Q3 2023 Held for 2y 2m	$730.00B
CADIAN CAPITAL MANAGEMENT, LLC Hedge Fund•Long/Short	Conor O'Brien CFO	$202.9M 12.06% of portfolio	3.34% 5.7M shares	Q1 2024 Held for 1y 8m	$1.7B
Contour Asset Management LLC Hedge Fund•Long/Short	Alpa Shailesh Rana CFO	$165.6M 4.15% of portfolio	2.73% 4.6M shares	Q4 2023 Held for 1y 11m	$4.0B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$157.5M 0.02% of portfolio	2.59% 4.4M shares	Q3 2021 Held for 4y 2m	$691.34B
A Arohi Asset Management PTE Ltd. Hedge Fund•Value	Chandrashekar Shekar CEO	$134.4M 33.99% of portfolio	2.21% 3.8M shares	Q2 2024 Held for 1y 5m	$395.2M
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$124.6M 0.01% of portfolio	2.05% 3.5M shares	Q2 2023 Held for 2y 5m	$912.31B
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$123.1M 0.66% of portfolio	2.03% 3.4M shares	Q2 2022 Held for 3y 5m	$18.6B
Marshall Wace LLP Institution	Diana Lj Harrison President	$112.7M 0.12% of portfolio	1.86% 3.2M shares	Q3 2022 Held for 3y 2m	$90.3B

Net Capital Flow

Institutional buying and selling activity for GLBE in Q3 2025

Traded: +$183.9M
Buyers: 138
Sellers: 114
Total Bought: +$646.0M
Total Sold: −$462.1M
Avg Position: $14.5M

Biggest Buyers

Institution	Net Bought	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$124.6M +3.5M shares	$124.6M 3.5M shares
Dragoneer Investment Group, LLC Hedge Fund•Long/Short	+$65.5M +1.8M shares	$425.1M 11.9M shares
MENORA MIVTACHIM HOLDINGS LTD. Private Equity	+$45.4M +1.3M shares	$46.4M 1.3M shares
Spyglass Capital Management LLC Long Only Manager	+$37.4M +1.0M shares	$96.7M 2.7M shares
A Arohi Asset Management PTE Ltd. Hedge Fund•Value	+$33.4M +934.2K shares	$134.4M 3.8M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$30.0M +838.1K shares	$45.6M 1.3M shares
Contour Asset Management LLC Hedge Fund•Long/Short	+$29.7M +830.9K shares	$165.6M 4.6M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$26.0M +728.3K shares	$81.3M 2.3M shares
I ING GROEP NV Institution	+$21.1M +590.0K shares	$37.4M 1.0M shares
F FRED ALGER MANAGEMENT INC Long Only Manager	+$14.9M +415.6K shares	$15.3M 428.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
North Peak Capital Management, LLC Hedge Fund•Long/Short	−$88.5M −2.6M shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$85.8M −2.4M shares	$274.1M 7.7M shares
GOLDMAN SACHS GROUP INC Institution	−$39.9M −1.1M shares	$157.5M 4.4M shares
JPMORGAN CHASE & CO Institution	−$37.4M −1.0M shares	$92.0M 2.6M shares
C Capital World Investors Institution	−$22.4M −627.7K shares	$218.1M 6.1M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$20.7M −579.0K shares	$15.7M 440.2K shares
Marshall Wace LLP Institution	−$18.0M −504.1K shares	$112.7M 3.2M shares
Q Qube Research & Technologies Ltd Institution	−$15.3M −427.6K shares	$18.4M 513.5K shares
BANK OF AMERICA CORP /DE/ Institution	−$10.7M −297.9K shares	$27.5M 768.8K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$10.6M −315.8K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited GLBE in Q3 2025

New Positions: 8
New Value: $2.6M
Exited Positions: 46
Exited Value: $143.3M

New Positions

Institution	Position Value
Morningstar Investment Management LLC Long Only Manager	$940.6K 26.3K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	$676.9K 18.9K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$509.9K 14.3K shares
C CLS Investments, LLC Institution	$230.5K 6.4K shares
M Marathon Trading Investment Management LLC Institution	$200.3K 5.6K shares
Groupe la Francaise Fund of Funds	$4.8K 150.0 shares
HANTZ FINANCIAL SERVICES, INC. RIA/Wealth	$1.6K 44.0 shares
A Altshuler Shaham Ltd Institution	$715.0 20.0 shares

Exited Positions

Institution	Previous Position
North Peak Capital Management, LLC Hedge Fund•Long/Short	$88.5M 2.6M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$10.6M 315.8K shares
C Cubist Systematic Strategies, LLC Institution	$10.4M 310.5K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$7.3M 217.1K shares
H HRT FINANCIAL LLC Institution	$6.2M 185.2K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$5.4M 161.8K shares
2 2Xideas AG Institution	$2.9M 87.7K shares
S Sterling Investment Advisors, Ltd. RIA/Wealth	$1.9M 55.5K shares
R Retirement Systems of Alabama Institution	$1.3M 39.2K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$1.0M 30.3K shares

Options Activity

Institutions with the largest Call and Put options positions in GLBE as of Q3 2025

Call Positions: 16
Call Value: $88.0M
Put Positions: 11
Put Value: $9.1M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$40.0M 11.2K contracts
J JANE STREET GROUP, LLC Institution	$20.9M 5.9K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$13.5M 3.8K contracts
A Arthedge Capital Management, LLC Hedge Fund•Value	$5.0M 1.4K contracts
W WOLVERINE TRADING, LLC Institution	$4.7M 1.3K contracts
Walleye Trading LLC RIA/Wealth	$1.4M 387.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$990.6K 277.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$622.2K 174.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$318.3K 89.0 contracts
D D. E. Shaw & Co., Inc. Institution	$282.5K 79.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.0M 839.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.5M 406.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.4M 399.0 contracts
P PEAK6 LLC Institution	$786.7K 220.0 contracts
Walleye Trading LLC RIA/Wealth	$600.8K 168.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$547.1K 153.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$532.8K 149.0 contracts
J JANE STREET GROUP, LLC Institution	$346.9K 97.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$307.5K 86.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	- - contracts

Most Committed Institutions

Institutions with GLBE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A Arohi Asset Management PTE Ltd. Hedge Fund•Value	Chandrashekar Shekar CEO	33.99% $134.4M	2.21% 3.8M shares	Q2 2024 Held for 1y 5m	$395.2M
Abdiel Capital Advisors, LP Hedge Fund•Long/Short	Geoffrey Michael Gentile Managing Partner	21.50% $71.1M	1.17% 2.0M shares	Q3 2021 Held for 4y 2m	$330.5M
A Ampersand Capital Group, L.P. Private Equity	Nikhil Trikha Managing Partner	19.98% $44.3M	0.73% 1.2M shares	Q4 2024 Held for 11 months	$222.0M
A Arthedge Capital Management, LLC Hedge Fund•Value	Samir Gupta CCO	16.14% $23.9M	0.39% 669.0K shares	Q2 2021 Held for 4y 5m	$148.2M
K Keenan Capital, LLC Hedge Fund•Value	Alex Prywes Director	12.35% $63.3M	1.04% 1.8M shares	Q2 2024 Held for 1y 5m	$512.3M
CADIAN CAPITAL MANAGEMENT, LLC Hedge Fund•Long/Short	Conor O'Brien CFO	12.06% $202.9M	3.34% 5.7M shares	Q1 2024 Held for 1y 8m	$1.7B
Dragoneer Investment Group, LLC Hedge Fund•Long/Short	Marc (Nmn) Stad President	9.39% $425.1M	7.00% 11.9M shares	Q2 2021 Held for 4y 5m	$4.5B
Whitebark Investors LP Hedge Fund•Long/Short	Thomas Endel Mcconnon CIO	7.66% $16.1M	0.27% 450.1K shares	Q4 2024 Held for 11 months	$210.0M
Y Yelin Lapidot Holdings Management Ltd. Institution	-	6.29% $29.9M	0.49% 837.2K shares	Q3 2023 Held for 2y 2m	$476.2M
Loup Funds, LLC Hedge Fund•Sector	Douglas J Clinton Managing Partner	5.31% $12.7M	0.21% 354.4K shares	Q1 2025 Held for 8 months	$238.6M

Hedge Fund Spotlight

Discover hedge funds investing in GLBE

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Global-E Online

Market Value: $36.7M
Shares Held: 1.0M
Portfolio Weight: 0.03%
Owned Since: 2021-Q2

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