Vitruvian Partners LLP Has $6.17 Million Holdings in Global-e Online Ltd. $GLBE

Vitruvian Partners LLP boosted its stake in shares of Global-e Online Ltd. (NASDAQ:GLBE) by 23.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 172,442 shares of the company’s stock after acquiring an additional 32,405 shares during the period. Global-e Online accounts for about 4.3% of Vitruvian Partners LLP’s portfolio, making the stock its 6th biggest position. Vitruvian Partners LLP’s holdings in Global-e Online were worth $6,167,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Main Management ETF Advisors LLC grew its holdings in shares of Global-e Online by 1.7% during the 2nd quarter. Main Management ETF Advisors LLC now owns 30,053 shares of the company’s stock worth $1,008,000 after purchasing an additional 492 shares in the last quarter. Geneos Wealth Management Inc. raised its stake in Global-e Online by 67.2% in the first quarter. Geneos Wealth Management Inc. now owns 1,314 shares of the company’s stock valued at $47,000 after purchasing an additional 528 shares in the last quarter. PNC Financial Services Group Inc. lifted its position in Global-e Online by 28.2% during the third quarter. PNC Financial Services Group Inc. now owns 2,954 shares of the company’s stock worth $106,000 after purchasing an additional 649 shares during the period. Prostatis Group LLC grew its stake in Global-e Online by 8.8% during the third quarter. Prostatis Group LLC now owns 8,113 shares of the company’s stock worth $290,000 after buying an additional 659 shares in the last quarter. Finally, Clay Northam Wealth Management LLC grew its stake in Global-e Online by 3.9% during the third quarter. Clay Northam Wealth Management LLC now owns 24,740 shares of the company’s stock worth $885,000 after buying an additional 925 shares in the last quarter. 94.60% of the stock is owned by institutional investors and hedge funds.

Key Global-e Online News

Here are the key news stories impacting Global-e Online this week:

• Positive Sentiment: Company reported record 2025 results and raised its 2026 growth outlook, citing stronger revenue and margin trends that underpin the bullish thesis for accelerating cross-border ecommerce growth. Global-e Posts Record 2025 Results and Lifts Growth Outlook for 2026
• Positive Sentiment: Q4 earnings beat expectations and the company swung to GAAP profitability, driving a sharp intraday rally as traders priced in higher earnings power and execution on margin initiatives. Global-E Online (GLBE) Stock: Q4 Earnings Just Sent Shares Flying — Here’s the Breakdown
• Positive Sentiment: Call-option volume spiked (over 300% above normal), indicating aggressive bullish positioning by short-term traders who expect further upside after the beat-and-raise. (Market options data)
• Neutral Sentiment: Analysts and commentators are re‑pricing GLBE after the strong quarter — valuation pieces note improved forward profitability but still a premium P/E, so upside depends on sustained execution and margin improvement. A Look At Global E Online (GLBE) Valuation After Strong Earnings And Optimistic 2026 Guidance
• Neutral Sentiment: Reported short-interest data is anomalous/zero in the feed (shows NaN change), so it provides no clear signal on bearish positioning; treat current short-interest figures with caution. (Market short-interest report)
• Negative Sentiment: KeyCorp trimmed its price target from $45 to $40 despite keeping an “overweight” rating — a modest downgrade to upside expectations that can cap near-term upside and prompt some profit-taking. Global E Online Ltd (GLBE) PT Lowered to $40 at KeyBanc

Analysts Set New Price Targets

A number of brokerages have recently weighed in on GLBE. Bank of America reaffirmed a “buy” rating on shares of Global-e Online in a report on Wednesday. Piper Sandler restated an “overweight” rating on shares of Global-e Online in a research report on Thursday. Morgan Stanley restated an “overweight” rating on shares of Global-e Online in a research note on Thursday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Global-e Online in a research note on Monday, December 29th. Finally, Needham & Company LLC boosted their price target on Global-e Online from $40.00 to $47.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $47.90.

Global-e Online Stock Performance

NASDAQ GLBE opened at $36.08 on Friday. The firm’s fifty day moving average price is $37.20 and its two-hundred day moving average price is $36.20. The stock has a market cap of $6.12 billion, a PE ratio of 97.51 and a beta of 1.24. Global-e Online Ltd. has a fifty-two week low of $26.64 and a fifty-two week high of $47.19.

Global-e Online (NASDAQ:GLBE) last released its quarterly earnings data on Wednesday, November 19th. The company reported $0.07 earnings per share for the quarter, beating the consensus estimate of $0.06 by $0.01. The company had revenue of $220.78 million for the quarter, compared to the consensus estimate of $217.95 million. Global-e Online had a return on equity of 7.46% and a net margin of 7.10%.Global-e Online’s revenue for the quarter was up 25.5% on a year-over-year basis. During the same quarter last year, the business posted ($0.13) EPS. As a group, sell-side analysts predict that Global-e Online Ltd. will post 0.25 earnings per share for the current fiscal year.

Global-e Online Company Profile

Global-e Online Ltd. (NASDAQ: GLBE) is a leading cross-border e-commerce platform that enables online merchants to expand sales internationally. The company’s cloud-based solution integrates with major e-commerce systems to offer localized checkout experiences, dynamic currency conversion, import duties and taxes calculation, fraud prevention, and compliance with local trade regulations. By managing the end-to-end complexities of global transactions, Global-e helps retailers streamline their international operations and deliver a seamless shopping experience to customers worldwide.

Central to Global-e’s offering is a comprehensive suite of services that includes customizable checkout in the buyer’s local language, real-time display of prices in over 140 currencies, support for region-specific payment methods, and transparent calculation of duties and taxes at point of sale.