GLBE

Key Takeaways

The counterintuitive number for Global-E is that it reports an operating loss while generating positive and growing adjusted EBITDA, guided to a 22% margin for 2026. The GAAP loss is largely non-cash, so the static models read worse than the cash economics suggest. At $32.84 the price implies operating growth held near its self-funding ceiling for about 20 years, roughly 73 times operating income. Only the growth-DCF lens reaches the price; asset, earnings-power, and peer-multiple lenses all sa

Institutional ownership

227 institutional managers reported holding GLBE in 13F filings for the quarter ended 2026-03-31. Together they hold about 62% of the company; the top 10 hold 31%. 32 opened new positions that quarter. Held by Dragoneer, Capital Group (American Funds), T. Rowe Price, among others. On the short side, 3.6M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (1.9 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

GLBE's share count grew 67% over the past five years even with $72.22M spent on repurchases. It pays no dividend. Cash returned over the past three years: $72.22M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at GLBE over the trailing three years. Absence is a fact about the company, not a signal. 8 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Compare GLBE

Browse all stock reportsOpen the screener