This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GLBE/capital-change-brief"
Use Arkolith's capital_change_brief for GLBE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Dragoneer Investment Group, LLC | $342.9M | 11.1M | ▼−2.2% Reduced · −249K sh | Q1 2026 | |
| 2 | WASATCH ADVISORS LP | $287.4M | 8.3M | ▲+28% Added · +1.8M sh | Q2 2026 | |
| 3 | DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | $214.8M | 7.0M | ▲+85% Added · +3.2M sh | Q1 2026 | |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | $170.2M | 5.5M | ▼−6.0% Reduced · −356K sh | Q1 2026 | |
| 5 | Contour Asset Management LLC | $115.1M | 3.7M | ▼−23% Reduced · −1.1M sh | Q1 2026 | |
| 6 | Arohi Asset Management PTE Ltd. | $112.7M | 3.7M | ▼−3.3% Reduced · −126K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $109.0M | 3.5M | ▲+15% Added · +458K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $107.3M | 3.5M | ▲+28% Added · +752K sh | Q1 2026 | |
| 9 | MARSHALL WACE, LLP | $96.0M | 3.1M | ▲+5.8% Added · +171K sh | Q1 2026 | |
| 10 | Clearbridge Investments, LLC | $78.0M | 2.5M | ▼−4.4% Reduced · −116K sh | Q1 2026 | |
| 11 | JANUS HENDERSON GROUP PLC | $72.8M | 2.4M | ▲+4.0% Added · +91K sh | Q1 2026 | |
| 12 | BALYASNY ASSET MANAGEMENT L.P. | $68.3M | 2.2M | ▲+55% Added · +790K sh | Q1 2026 | |
| 13 | Spyglass Capital Management LLC | $59.8M | 1.9M | ▼−28% Reduced · −746K sh | Q1 2026 | |
| 14 | Keenan Capital, LLC | $57.5M | 1.9M | —Held | Q1 2026 | |
| 15 | Temasek Holdings (Private) Ltd | $55.8M | 1.8M | ▼−14% Reduced · −290K sh | Q1 2026 | |
| 16 | MENORA MIVTACHIM HOLDINGS LTD. | $53.4M | 1.7M | —Held | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $49.6M | 1.6M | ▲+189% Added · +1.1M sh | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $44.9M | 1.5M | ▲+271% Added · +1.1M sh | Q1 2026 | |
| 19 | NORGES BANK | $51.1M | 1.3M | —Held | Q4 2025 | |
| 20 | JPMORGAN CHASE & CO | $37.0M | 1.3M | ▼−23% Reduced · −381K sh | Q1 2026 | |
| 21 | Ampersand Capital Group, L.P. | $39.0M | 1.3M | —Held | Q1 2026 | |
| 22 | UBS Group AG | $38.8M | 1.3M | ▲+86% Added · +583K sh | Q1 2026 | |
| 23 | SRS Investment Management, LLC | $38.2M | 1.2M | ▲+38% Added · +340K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $37.7M | 1.2M | ▼−47% Reduced · −1.1M sh | Q1 2026 | |
| 25 | EVENTIDE ASSET MANAGEMENT, LLC | $37.6M | 1.2M | ▲+0.1% Added · +656 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 16, 2026 | Schlachet Amir | CEO, Director | Sell (S) | 25K | $961K |
| Jul 16, 2026 | Debbi Nir | President, Director | Sell (S) | 600 | $23K |
| Jul 15, 2026 | Debbi Nir | President, Director | Sell (S) | 82K | $3.2M |
| Jul 14, 2026 | Debbi Nir | President, Director | Sell (S) | 7K | $259K |
| Jul 10, 2026 | Debbi Nir | President, Director | Sell (S) | 150 | $6K |
| Jul 6, 2026 | Tamari Shahar | COO, Director | Sell (S) | 25K | $920K |
| Jul 2, 2026 | Schlachet Amir | CEO, Director | Sell (S) | 25K | $927K |
| Jul 1, 2026 | Debbi Nir | President, Director | Sell (S) | 8K | $298K |
| Jun 26, 2026 | Tamari Shahar | COO, Director | Sell (S) | 29K | $1.0M |
| Jun 26, 2026 | Schlachet Amir | CEO, Director | Sell (S) | 58K | $2.1M |
| Jun 25, 2026 | Tamari Shahar | COO, Director | Sell (S) | 15K | $535K |
| Jun 25, 2026 | Debbi Nir | President, Director | Sell (S) | 5K | $180K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 73 funds | $45.6B |
| AMAZON.COM INCAMZN | 73 funds | $26.8B |
| META PLATFORMS INC-CLASS AMETA | 72 funds | $15.0B |
| MICROSOFT CORPMSFT | 71 funds | $29.9B |
| BROADCOM INCAVGO | 71 funds | $18.1B |
| ALPHABET INC-CL AGOOGL | 70 funds | $21.8B |
| TESLA INCTSLA | 70 funds | $9.6B |
| MICRON TECHNOLOGY INCMU | 70 funds | $6.4B |
| APPLE INCAAPL | 69 funds | $35.5B |
| ELI LILLY & COLLY | 69 funds | $8.5B |
| VISA INC-CLASS A SHARESV | 68 funds | $9.2B |
| NETFLIX INCNFLX | 68 funds | $5.7B |
Ranked by how many of GLBE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GLBE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.