Contour Asset Management’s Global E Online GLBE Stock Holding History

Contour Asset Management’s Portfolio GLBE Stock Details GLBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$105M	Sell	3,034,019 -698,366	-19%	-$22.1M	2.49%	18
2026 Q1	$115M	Sell	3,732,385 -1,109,684	-23%	-$39M	3.74%	12
2025 Q4	$190M	Buy	4,842,069 +211,034	+5%	+$7.83M	4.44%	11
2025 Q3	$166M	Buy	4,631,035 +830,905	+22%	+$28.4M	4.15%	11
2025 Q2	$127M	Buy	3,800,130 +680,844	+22%	+$23M	4.17%	10
2025 Q1	$111M	Buy	3,119,286 +472,380	+18%	+$23.2M	4.64%	10
2024 Q4	$144M	Buy	2,646,906 +220,519	+9%	+$9.98M	4.17%	13
2024 Q3	$93.3M	Sell	2,426,387 -247,598	-9%	-$8.71M	3.08%	16
2024 Q2	$97M	Buy	2,673,985 +683,498	+34%	+$22.1M	3.28%	13
2024 Q1	$72.4M	Buy	1,990,487 +531,595	+36%	+$19.7M	2.82%	16
2023 Q4	$57.8M	Buy	+1,458,892	New	+$52.5M	2.39%	17

Other funds holding GLBE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

AAM

Arohi Asset Management Singapore $273M AUM 17.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Contour Asset Management's GLBE Position: Q2 2026 in Review

Contour Asset Management reduced its Global E Online (GLBE) stake by 19% in Q2 2026, selling an estimated $22.1M and leaving 3,034,019 shares worth $105M. The position accounts for 2.49% of the portfolio, ranked #18.

Contour Asset Management first reported a position in GLBE in Q4 2023 and has held it in 11 quarters since. The position peaked at $190M in Q4 2025. 232 funds tracked by Wall St. Rank hold GLBE as of Q2 2026.

Contour Asset Management held 3,034,019 shares of Global E Online worth $105M as of Q2 2026.
Contour Asset Management sold 698,366 Global E Online shares in Q2 2026, an estimated $22.1M.
Global E Online made up 2.49% of Contour Asset Management's portfolio in Q2 2026, its #18 holding.
Contour Asset Management first reported a position in Global E Online in Q4 2023 and has held it in 11 quarters since.
Contour Asset Management's Global E Online position peaked at $190M in Q4 2025.
232 funds tracked by Wall St. Rank held Global E Online as of Q2 2026.

Based on Contour Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.