Free · no sign-up · Q2 2026

Which funds own GLBE

Global-e Online in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $159m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 2; at least, of 91 current
Combined value: $159m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 2; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Marshall Wace LLP Quantitative · $127bn book	$124m	0.1%	3,561,949	+$28m+450,419	Added
Dragoneer Investment Group LLC Long/short equity · $2.8bn book	$35m	1.3%	1,020,315	-$308m-10,095,314	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Schonfeld Strategic Advisors LLC · Multi-strategy$14m held before

Ownership through time

At least 8 of the 95 managers whose filings are on file listed GLBE in Q2 2026, against 5 in Q2 2021. 1 manager fewer than in Q1 2026: 2 listed it again; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Marshall Wace LLP3,111,530 to 3,561,949 shares+$16m
Capital World Investors6,955,665 to 7,336,304 shares+$13m
Man Group PLC792,049 to 991,741 shares+$6.9m
Janus Henderson Group Ltd2,360,866 to 2,409,716 shares+$1.7m

Largest decreases, by shares

Dragoneer Investment Group LLC11,115,629 to 1,020,315 shares-$351m
Balyasny Asset Management LLC2,215,126 to 2,098,803 shares-$4.0m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Capital World Investors	Q3 2023	$313m	$255m
T. Rowe Price Associates Inc	Q4 2025	$248m	$248m
Marshall Wace LLP	Q3 2022	$124m	$124m
Janus Henderson Group Ltd	Q2 2021	$116m	$84m
Balyasny Asset Management LLC	Q2 2025	$81m	$73m
Dragoneer Investment Group LLC	Q2 2021	$654m	$35m
Man Group PLC	Q2 2022	$54m	$34m
Acadian Asset Management LLC	Q2 2026	$27m	$27m
Fidelity (FMR LLC)	Q3 2021	$552m	last listed Q4 2021
Viking Global Investors LP	Q4 2021	$319m	last listed Q3 2022
Artisan Partners LP	Q3 2021	$151m	last listed Q3 2023
AllianceBernstein LP	Q3 2023	$110m	last listed Q3 2023
Whale Rock Capital Management LLC	Q2 2021	$87m	last listed Q4 2021
Millennium Management LLC	Q3 2024	$87m	last listed Q3 2024
Holocene Advisors LP	Q3 2021	$84m	last listed Q1 2022
Steadfast Capital Management LP	Q4 2021	$68m	last listed Q4 2021
D1 Capital Partners LP	Q4 2021	$51m	last listed Q4 2021
ARK Investment Management LLC	Q1 2022	$45m	last listed Q4 2025

What GLBE is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around GLBE →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

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