WA
GLOO

Waverly Advisors’s Gloo Holdings Inc GLOO Stock Holding History

Waverly 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 		$1.2M Buy
+250,000
New +$1.44M 0.01% 778

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
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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Waverly Advisors's GLOO Position: Q1 2026 in Review

Waverly Advisors opened a new position in Gloo Holdings Inc (GLOO) in Q1 2026: 250,000 shares worth $1.2M. The stake represents 0.01% of the portfolio and ranks #778 among its holdings.

22 funds tracked by Wall St. Rank hold GLOO as of Q1 2026.

  • Waverly Advisors held 250,000 shares of Gloo Holdings Inc worth $1.2M as of Q1 2026.
  • Gloo Holdings Inc was a new Waverly Advisors position in Q1 2026.
  • Gloo Holdings Inc made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #778 holding.
  • 22 funds tracked by Wall St. Rank held Gloo Holdings Inc as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.