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
Q2 		– Sell
-250,000
Closed -$1.2M – 1849
2026
Q1 		$1.2M Buy
+250,000
New +$1.44M 0.01% 778

Other funds holding GLOO

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
GMF
Grace & Mercy Foundation New York $402M AUM 6.97% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $453M AUM 134.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
1CM
1492 Capital Management Milwaukee, Wisconsin $339M AUM 120.53% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Waverly Advisors's GLOO Position: Q2 2026 in Review

Waverly Advisors sold out of Gloo Holdings Inc (GLOO) in Q2 2026, closing a stake of 250,000 shares — an estimated $1.2M sold.

Waverly Advisors first reported a position in GLOO in Q1 2026 and held it in 1 quarter. The position peaked at $1.2M in Q1 2026. 25 funds tracked by Wall St. Rank hold GLOO as of Q2 2026.

  • Waverly Advisors reported no remaining Gloo Holdings Inc position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 250,000 Gloo Holdings Inc shares in Q2 2026, an estimated $1.2M.
  • Waverly Advisors first reported a position in Gloo Holdings Inc in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's Gloo Holdings Inc position peaked at $1.2M in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Gloo Holdings Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.