Polen Capital Management
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Polen Capital Management’s Globant GLOB Stock Holding History

Polen Capital Management’s Portfolio GLOB Stock Details GLOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-90,462
Closed -$5.91M – 243
2025
Q4 		$5.91M Sell
90,462
-44,646
-33% -$2.81M 0.03% 54
2025
Q3 		$7.75M Sell
135,108
-137,873
-51% -$10.1M 0.03% 53
2025
Q2 		$24.8M Sell
272,981
-501,437
-65% -$53.6M 0.08% 37
2025
Q1 		$91.2M Buy
774,418
+139,894
+22% +$25.1M 0.29% 32
2024
Q4 		$136M Buy
634,524
+1,545
+0.2% +$337K 0.37% 30
2024
Q3 		$125M Buy
632,979
+155,641
+33% +$30.1M 0.32% 28
2024
Q2 		$85.1M Sell
477,338
-21,236
-4% -$3.74M 0.21% 30
2024
Q1 		$101M Buy
498,574
+140,604
+39% +$31.6M 0.23% 29
2023
Q4 		$5.17M Sell
357,970
-10,522
-3% -$2.15M 0.01% 73
2023
Q3 		$72.9M Buy
368,492
+1,401
+0.4% +$262K 0.19% 31
2023
Q2 		$66M Buy
367,091
+166,539
+83% +$27.3M 0.16% 30
2023
Q1 		$32.9M Sell
200,552
-12,086
-6% -$1.98M 0.09% 34
2022
Q4 		$35.8M Sell
212,638
-29,495
-12% -$5.22M 0.1% 34
2022
Q3 		$45.3M Buy
242,133
+21,852
+10% +$4.51M 0.13% 32
2022
Q2 		$38.3M Buy
220,281
+62,113
+39% +$12.6M 0.1% 33
2022
Q1 		$41.5M Sell
158,168
-18,856
-11% -$4.78M 0.08% 36
2021
Q4 		$55.6M Buy
177,024
+93,552
+112% +$27.7M 0.09% 35
2021
Q3 		$23.5M Buy
83,472
+6,606
+9% +$1.81M 0.04% 37
2021
Q2 		$16.8M Buy
76,866
+4,513
+6% +$992K 0.03% 43
2021
Q1 		$15M Buy
72,353
+11,828
+20% +$2.51M 0.03% 38
2020
Q4 		$13.2M Buy
60,525
+11,949
+25% +$2.31M 0.03% 37
2020
Q3 		$8.71M Buy
48,576
+7,039
+17% +$1.21M 0.02% 37
2020
Q2 		$6.22M Buy
41,537
+515
+1% +$63.6K 0.02% 34
2020
Q1 		$3.6M Buy
41,022
+15,428
+60% +$1.72M 0.02% 33
2019
Q4 		$2.71M Buy
25,594
+3,373
+15% +$336K 0.01% 34
2019
Q3 		$2.04M Buy
22,221
+1,047
+5% +$104K 0.01% 33
2019
Q2 		$2.14M Buy
21,174
+1,678
+9% +$146K 0.01% 31
2019
Q1 		$1.39M Buy
19,496
+1,992
+11% +$134K 0.01% 33
2018
Q4 		$986K Buy
17,504
+8,911
+104% +$478K 0.01% 35
2018
Q3 		$507K Buy
8,593
+724
+9% +$42.5K ﹤0.01% 46
2018
Q2 		$447K Buy
+7,869
New +$393K ﹤0.01% 46

Other funds holding GLOB

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Polen Capital Management's GLOB Position: Q1 2026 in Review

Polen Capital Management sold out of Globant (GLOB) in Q1 2026, closing a stake of 90,462 shares — an estimated $5.91M sold.

Polen Capital Management first reported a position in GLOB in Q2 2018 and held it in 31 quarters. The position peaked at $136M in Q4 2024. 292 funds tracked by Wall St. Rank hold GLOB as of Q1 2026.

  • Polen Capital Management reported no remaining Globant position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 90,462 Globant shares in Q1 2026, an estimated $5.91M.
  • Polen Capital Management first reported a position in Globant in Q2 2018 and held it in 31 quarters.
  • Polen Capital Management's Globant position peaked at $136M in Q4 2024.
  • 292 funds tracked by Wall St. Rank held Globant as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.