BPA
GLOO

Beacon Pointe Advisors’s Gloo Holdings Inc GLOO Stock Holding History

Beacon Pointe Advisors’s Portfolio GLOO Stock Details GLOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$120K Hold
25,000
– – ﹤0.01% 1773
2025
Q4 		$142K Buy
+25,000
New +$184K ﹤0.01% 1456

Other funds holding GLOO

GMF
Grace & Mercy Foundation New York $410M AUM 12.09% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return

Beacon Pointe Advisors's GLOO Position: Q1 2026 in Review

Beacon Pointe Advisors held its Gloo Holdings Inc (GLOO) position steady in Q1 2026 at 25,000 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Beacon Pointe Advisors first reported a position in GLOO in Q4 2025 and has held it in 2 quarters since. The position peaked at $142K in Q4 2025. 22 funds tracked by Wall St. Rank hold GLOO as of Q1 2026.

  • Beacon Pointe Advisors held 25,000 shares of Gloo Holdings Inc worth $120K as of Q1 2026.
  • Beacon Pointe Advisors left its Gloo Holdings Inc share count unchanged in Q1 2026.
  • Gloo Holdings Inc made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1773 holding.
  • Beacon Pointe Advisors first reported a position in Gloo Holdings Inc in Q4 2025 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's Gloo Holdings Inc position peaked at $142K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Gloo Holdings Inc as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.