EWA
GLOO

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
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

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

EverSource Wealth Advisors's GLOO Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Gloo Holdings Inc (GLOO) stake by 263% in Q1 2026, buying an estimated $23.1K and bringing the position to 5,513 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

EverSource Wealth Advisors first reported a position in GLOO in Q4 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold GLOO as of Q1 2026.

  • EverSource Wealth Advisors held 5,513 shares of Gloo Holdings Inc worth $26.5K as of Q1 2026.
  • EverSource Wealth Advisors bought 3,996 Gloo Holdings Inc shares in Q1 2026, an estimated $23.1K.
  • Gloo Holdings Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2322 holding.
  • EverSource Wealth Advisors first reported a position in Gloo Holdings Inc in Q4 2025 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Gloo Holdings Inc as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.