undamentalytics Newsletter

Global-e Online Ltd.: which funds bought and sold

Institutions that bought and sold Global-e Online shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 132 institutions that filed 13F reports for both quarters added to or opened positions in Global-e Online, and 109 cut or closed them. Together they sold a net 1.0M shares, −0.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 6.4M shares (−10.1%); index fund managers were net buyers of 688K shares (+13.1%). 35 opened a new position and 41 sold out entirely.

Bought, Q2 2026 132 institutions, 35 of them new holders Sold, Q2 2026 109 institutions, 41 of them sold out
Net change, all compared −1.0M shares (−0.9%)
Net change, active managers −6.4M shares (−10.1%), 25 bought, 26 sold

Buyers versus sellers

institutions compared, 269
Active managers and hedge funds 25 bought · 26 sold · −6.4M
Index fund managers 6 bought · 1 sold · +688K
Other institutions 101 bought · 82 sold · +4.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Phoenix Financial Ltd. +5.1M +2212.8% 5.4M $187M
Wellington Management Group LLP Active manager +2.0M +3232.4% 2.1M $73M
Wasatch Advisors LP Active manager +1.8M +28.1% 8.3M $287M
Price T Rowe Associates Inc Active manager +1.6M +29.3% 7.1M $248M
Ion Fund Management Ltd +1.2M +747.7% 1.3M $45.6M
Long Walk Management LP +799K New position 799K $27.7M
Harel Insurance Investments & Financial Services Ltd. +600K +29.4% 2.6M $91.8M
Blackrock, Inc. Index funds +597K +16.9% 4.1M $143M
Longaeva Partners L.P. +516K +150.5% 858K $29.8M
Barclays PLC +474K +447.1% 580K $20.2M
Acadian Asset Management LLC Active manager +464K +141.9% 792K $27.5M
Marshall Wace, LLP Hedge fund +450K +14.5% 3.6M $124M
Next Century Growth Investors LLC +410K +53.7% 1.2M $40.7M
Capital World Investors Active manager +381K +5.5% 7.3M $255M
Bienville Capital Management, LLC +375K New position 375K $13M
Healthcare Of Ontario Pension Plan Trust Fund +371K +419.8% 459K $15.9M
Shannon River Fund Management LLC Hedge fund +353K New position 353K $12.3M
Mawer Investment Management Ltd. Active manager +341K New position 341K $11.8M
Legal & General Group PLC +269K +44.8% 871K $30.2M
Waterloo Capital, L.P. +244K New position 244K $8.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Dragoneer Investment Group, LLC Hedge fund −10.1M −90.8% 1.0M $35.4M
Jane Street Group, LLC −1.6M −99.5% 7,244 $251,584
SG Americas Securities, LLC −1.3M −94.9% 69K $2.4M
SRS Investment Management, LLC Hedge fund −1.2M Sold out 0 —
Eventide Asset Management, LLC −1.2M Sold out 0 —
Brown Capital Management LLC −713K −51.0% 685K $23.8M
Temasek Holdings (Private) Ltd −712K −39.4% 1.1M $38M
Contour Asset Management LLC Hedge fund −698K −18.7% 3.0M $105M
UBS Group AG −608K −48.4% 648K $22.5M
Arohi Asset Management Pte Ltd. −543K −14.9% 3.1M $108M
Citadel Advisors LLC Hedge fund −501K −14.4% 3.0M $103M
Kayne Anderson Rudnick Investment Management LLC Active manager −445K Sold out 0 —
Trexquant Investment LP Hedge fund −441K Sold out 0 —
Schonfeld Strategic Advisors LLC Hedge fund −440K Sold out 0 —
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −272K −99.8% 426 $14,795
Bridgewater Associates, LP Hedge fund −268K −69.8% 116K $4M
Cadian Capital Management, LP Hedge fund −222K Sold out 0 —
ING Groep NV −209K −34.5% 397K $13.8M
Migdal Insurance & Financial Holdings Ltd. −190K −21.2% 705K $24.5M
Summit Partners Public Asset Management, LLC −185K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Long Walk Management LP 799K $27.7M
Bienville Capital Management, LLC 375K $13M
Shannon River Fund Management LLCHedge fund 353K $12.3M
Mawer Investment Management Ltd.Active manager 341K $11.8M
Waterloo Capital, L.P. 244K $8.5M
Portolan Capital Management, LLC 172K $6M
Pathstone Holdings, LLC 156K $5.4M
Thrivent Financial For Lutherans 147K $5.1M
Ardsley Advisory Partners LP 113K $3.9M
Causeway Capital Management LLCActive manager 102K $3.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
SRS Investment Management, LLCHedge fund 1.2M $38.2M
Eventide Asset Management, LLC 1.2M $37.6M
Kayne Anderson Rudnick Investment Management LLCActive manager 445K $13.7M
Trexquant Investment LPHedge fund 441K $13.6M
Schonfeld Strategic Advisors LLCHedge fund 440K $13.6M
Cadian Capital Management, LPHedge fund 222K $6.8M
Summit Partners Public Asset Management, LLC 185K $5.7M
Susquehanna International Group, LLP 158K $4.9M
Engineers Gate Manager LPHedge fund 139K $4.3M
Twinbeech Capital LP 99K $3.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
231
Ten largest holders
46.7%
of 13F-reported shares
Index fund managers
5.3%
of 13F-reported shares
Active managers and hedge funds
51.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 25 26 5 11 −6.4M −10.1%
Index fund managers 6 1 0 0 +688K +13.1%
Other institutions 101 82 30 30 +4.7M +11.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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