Global E Online (GLBE)

Company Profile

Global-e is the world's leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. The chosen partner of more than 440 global brands and retailers across the United States, Europe and Asia, Global-e makes selling internationally as simple as selling domestically. Founded in 2013 by Amir Schlachet, Shahar Tamari and Nir Debbi, the company enables e-commerce retailers to increase the conversion of international traffic into sales by offering online shoppers in over 200 destinations worldwide a seamless, localized shopping experience. Global-e's end-to-end e-commerce solutions combine best-in-class localization capabilities, big-data best-practice business intelligence models, streamlined international logistics and vast cross-border experience, enabling international shoppers to buy seamlessly online and retailers to sell from, and to, anywhere in the world.

Company profile

Ticker

GLBE

Exchange

Website

Incorporated

Location

Fiscal year end

Sector

Information > Software Publishers

Industry (SIC)

Services - Prepackaged Software

Microsoft • Oracle • Mobileye Global • Gen Digital • BlackBerry • Activision Blizzard • Vmware • Adobe • Ceridian HCM Holding • McAfee ...

SEC CIK

0001835963

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

GLBE stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$31.17

Low target

$26.00

High target

$37.00

Latest filings (excl ownership)

View all

6-K

Global-e Reports Third Quarter 2022 Results

17 Nov 22

6-K

Global-e Reports Second Quarter 2022 Results

16 Aug 22

6-K

Global-e Announces Closing of Acquisition of Borderfree Cross-Border ecommerce Service from Pitney Bowes

1 Jul 22

6-K

Current report (foreign)

22 Jun 22

6-K

Global-e to Acquire Borderfree Cross-Border ecommerce Service from Pitney Bowes

21 Jun 22

6-K

Current report (foreign)

17 May 22

6-K

Global-e Reports First Quarter 2022 Results

16 May 22

6-K

Global-e’s international retail partners can now offer Klarna’s alternative payment

28 Apr 22

S-8

Registration of securities for employees

6 Apr 22

20-F

2021 FY

Annual report (foreign)

28 Mar 22

Transcripts

GLBE

Earnings call transcript

2022 Q3

17 Nov 22

GLBE

Earnings call transcript

2022 Q2

16 Aug 22

GLBE

Earnings call transcript

2022 Q1

17 May 22

GLBE

Earnings call transcript

2021 Q2

17 Aug 21

Latest ownership filings

SC 13G/A

Abdiel Qualified Master Fund LP

24 Jan 23

SC 13G/A

Red Dot Capital Partners, L.P.

Vitruvian Partners LLP

Red Dot Capital Partners, L.P.

7 Feb 22

SC 13G

Abdiel Qualified Master Fund LP

Financial summary

Financial statements Chart GLBE financial data

Quarter (USD)	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2022

GLBE institutional ownership history Ownership history

90.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	127	117	+8.5%
Opened positions	33	25	+32.0%
Closed positions	23	47	-51.1%
Increased positions	44	51	-13.7%
Reduced positions	30	23	+30.4%

13F shares	Current	Prev Q	Change
Total value	4.77 bn	3.71 bn	+28.8%
Total shares	140.88 mm	134.40 mm	+4.8%
Total puts	1.07 mm	1.15 mm	-6.6%
Total calls	835.10 k	528.60 k	+58.0%
Total put/call ratio	1.3	2.2	-40.9%

Largest owners	Shares	Value	Change
DPSGY Deutsche Post	21.42 mm	$1.36 bn	0.0%
SHOP Shopify	17.41 mm	$298.49 mm	0.0%
Abdiel Capital Advisors	15.12 mm	$404.60 mm	+2.0%
Vitruvian Partners	11.35 mm	$303.72 mm	-28.2%
Dragoneer Investment	8.96 mm	$239.83 mm	+45.1%
Abdiel Qualified Master Fund	8.82 mm	$298.75 mm	0.0%
GS Goldman Sachs	7.62 mm	$203.86 mm	+9.3%
MS Morgan Stanley	7.37 mm	$197.30 mm	+223.9%
FMR	5.67 mm	$151.77 mm	-11.1%
Artisan Partners Limited Partnership	4.84 mm	$129.46 mm	+8.2%

Largest transactions	Shares	Bought/sold	Change
MS Morgan Stanley	7.37 mm	+5.10 mm	+223.9%
Vitruvian Partners	11.35 mm	-4.46 mm	-28.2%
Dragoneer Investment	8.96 mm	+2.78 mm	+45.1%
Viking Global Investors	1.58 mm	-1.47 mm	-48.3%
Marshall Wace	1.46 mm	+1.46 mm	NEW
JHG Janus Henderson	284.43 k	-1.34 mm	-82.5%
1832 Asset Management	1.31 mm	+1.31 mm	NEW
Lord, Abbett & Co.	1.25 mm	+1.25 mm	NEW
MNGPF Man	1.02 mm	+1.02 mm	NEW
FMR	5.67 mm	-705.95 k	-11.1%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.