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Orbis Allan Gray’s Global E Online GLBE Stock Holding History

Orbis Allan Gray’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
2025
Q2 		– Sell
-443,782
Closed -$15.8M – 83
2025
Q1 		$15.8M Sell
443,782
-291,428
-40% -$14.3M 0.09% 69
2024
Q4 		$40.1M Buy
+735,210
New +$33.3M 0.22% 56

Other funds holding GLBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AAM
Arohi Asset Management Singapore $275M AUM 20.81% 1-Year Est. Return

Orbis Allan Gray's GLBE Position: Q2 2025 in Review

Orbis Allan Gray sold out of Global E Online (GLBE) in Q2 2025, closing a stake of 443,782 shares — an estimated $15.8M sold.

Orbis Allan Gray first reported a position in GLBE in Q4 2024 and held it in 2 quarters. The position peaked at $40.1M in Q4 2024. 257 funds tracked by Wall St. Rank hold GLBE as of Q2 2025.

  • Orbis Allan Gray reported no remaining Global E Online position as of Q2 2025 after selling out during the quarter.
  • Orbis Allan Gray sold 443,782 Global E Online shares in Q2 2025, an estimated $15.8M.
  • Orbis Allan Gray first reported a position in Global E Online in Q4 2024 and held it in 2 quarters.
  • Orbis Allan Gray's Global E Online position peaked at $40.1M in Q4 2024.
  • 257 funds tracked by Wall St. Rank held Global E Online as of Q2 2025.

Based on Orbis Allan Gray's 13F filing for Q2 2025, filed 14 Aug 2025.