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Spyglass Capital Management’s Global E Online GLBE Stock Holding History

Spyglass Capital Management’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 		$59.8M Sell
1,937,769
-745,544
-28% -$26.2M 4.23% 11
2025
Q4 		$105M Sell
2,683,313
-19,858
-0.7% -$737K 5.28% 6
2025
Q3 		$96.7M Buy
2,703,171
+1,044,960
+63% +$35.7M 5.16% 6
2025
Q2 		$55.6M Buy
1,658,211
+220,710
+15% +$7.45M 3.28% 18
2025
Q1 		$51.2M Sell
1,437,501
-49,834
-3% -$2.45M 3.52% 15
2024
Q4 		$81.1M Buy
1,487,335
+94,664
+7% +$4.29M 4.56% 9
2024
Q3 		$53.5M Sell
1,392,671
-21,215
-2% -$747K 3.52% 15
2024
Q2 		$51.3M Sell
1,413,886
-18,190
-1% -$587K 3.75% 13
2024
Q1 		$52.1M Sell
1,432,076
-58,341
-4% -$2.16M 3.47% 17
2023
Q4 		$59.1M Buy
1,490,417
+406,401
+37% +$14.6M 4.25% 10
2023
Q3 		$43.1M Buy
1,084,016
+149,616
+16% +$6.02M 3.38% 18
2023
Q2 		$38.3M Buy
934,400
+31,882
+4% +$1.05M 2.76% 21
2023
Q1 		$29.1M Buy
+902,518
New +$24.7M 2.19% 24

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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Spyglass Capital Management's GLBE Position: Q1 2026 in Review

Spyglass Capital Management reduced its Global E Online (GLBE) stake by 28% in Q1 2026, selling an estimated $26.2M and leaving 1,937,769 shares worth $59.8M. The position accounts for 4.23% of the portfolio, ranked #11.

Spyglass Capital Management first reported a position in GLBE in Q1 2023 and has held it in 13 quarters since. The position peaked at $105M in Q4 2025. 237 funds tracked by Wall St. Rank hold GLBE as of Q1 2026.

  • Spyglass Capital Management held 1,937,769 shares of Global E Online worth $59.8M as of Q1 2026.
  • Spyglass Capital Management sold 745,544 Global E Online shares in Q1 2026, an estimated $26.2M.
  • Global E Online made up 4.23% of Spyglass Capital Management's portfolio in Q1 2026, its #11 holding.
  • Spyglass Capital Management first reported a position in Global E Online in Q1 2023 and has held it in 13 quarters since.
  • Spyglass Capital Management's Global E Online position peaked at $105M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Global E Online as of Q1 2026.

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