NZS Capital’s Global E Online GLBE Stock Holding History

NZS Capital’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 Q1	$30.2M	Buy	979,308 +20,757	+2%	+$730K	1.01%	37
2025 Q4	$37.7M	Buy	958,551 +7,920	+0.8%	+$294K	1.16%	36
2025 Q3	$34M	Buy	950,631 +268,328	+39%	+$9.16M	1.04%	38
2025 Q2	$22.9M	Buy	682,303 +96,004	+16%	+$3.24M	0.78%	44
2025 Q1	$20.9M	Buy	586,299 +148,036	+34%	+$7.27M	0.94%	38
2024 Q4	$23.9M	Buy	438,263 +299,062	+215%	+$13.5M	1.02%	38
2024 Q3	$5.35M	Buy	139,201 +11,456	+9%	+$403K	0.21%	58
2024 Q2	$4.63M	Buy	127,745 +33,938	+36%	+$1.1M	0.19%	58
2024 Q1	$3.41M	Buy	+93,807	New	+$3.48M	0.14%	54

Other funds holding GLBE

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

AAM

Arohi Asset Management Singapore $275M AUM 20.81% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

NZS Capital's GLBE Position: Q1 2026 in Review

NZS Capital increased its Global E Online (GLBE) stake by 2.2% in Q1 2026, buying an estimated $730K and bringing the position to 979,308 shares worth $30.2M. The position accounts for 1.01% of the portfolio, ranked #37.

NZS Capital first reported a position in GLBE in Q1 2024 and has held it in 9 quarters since. The position peaked at $37.7M in Q4 2025. 237 funds tracked by Wall St. Rank hold GLBE as of Q1 2026.

NZS Capital held 979,308 shares of Global E Online worth $30.2M as of Q1 2026.
NZS Capital bought 20,757 Global E Online shares in Q1 2026, an estimated $730K.
Global E Online made up 1.01% of NZS Capital's portfolio in Q1 2026, its #37 holding.
NZS Capital first reported a position in Global E Online in Q1 2024 and has held it in 9 quarters since.
NZS Capital's Global E Online position peaked at $37.7M in Q4 2025.
237 funds tracked by Wall St. Rank held Global E Online as of Q1 2026.

Based on NZS Capital's 13F filing for Q1 2026, filed 15 May 2026.