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EverSource Wealth Advisors’s Gloo Holdings Inc GLOO Stock Holding History

EverSource Wealth 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
Q2 		$28.9K Buy
6,347
+834
+15% +$4.81K ﹤0.01% 2171
2026
Q1 		$26.5K Buy
5,513
+3,996
+263% +$23.1K ﹤0.01% 2322
2025
Q4 		$8.63K Buy
+1,517
New +$11.2K ﹤0.01% 2874

Other funds holding GLOO

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
GMF
Grace & Mercy Foundation New York $402M AUM 6.97% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $479M AUM 140.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
1CM
1492 Capital Management Milwaukee, Wisconsin $339M AUM 120.53% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EverSource Wealth Advisors's GLOO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Gloo Holdings Inc (GLOO) stake by 15% in Q2 2026, buying an estimated $4.81K and bringing the position to 6,347 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

EverSource Wealth Advisors first reported a position in GLOO in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold GLOO as of Q2 2026.

  • EverSource Wealth Advisors held 6,347 shares of Gloo Holdings Inc worth $28.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 834 Gloo Holdings Inc shares in Q2 2026, an estimated $4.81K.
  • Gloo Holdings Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2171 holding.
  • EverSource Wealth Advisors first reported a position in Gloo Holdings Inc in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Gloo Holdings Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.