Global-E Online Ltd. (GLBE) 13F Filing Data & Analysis (Q2 2026)

GLBE ranks #2661 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

GLBE is a top-conviction position for Arohi Asset Management PTE Ltd. — at 39.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in GLBE belongs to Wasatch Advisors LP, but the position matters far more to Arohi Asset Management PTE Ltd., who has 39.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Wasatch Advisors LP has added to its GLBE position for two straight quarters, increasing it by $97.9M to reach $287.4M today.

Dragoneer Investment Group, LLC has trimmed its GLBE position for two straight quarters, cutting it by $411.3M while still holding $35.4M.

GLBE is up 1.2% today, and institutions have been net buyers of $279.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

GLBE closed its latest fiscal year with net income of $68.3M, and currently trades at a P/E of 103.0.

• Profitable — net income of $68.3M in the latest fiscal year
• Revenue grew 27.8% year over year
• Net income improved year over year, from -$75.5M to $68.3M
• Generated $283.8M in positive operating cash flow
• Current ratio of 1.93x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.57x equity — within a conventional range