TimesSquare Capital Management LLC Sells 29,410 Shares of Global-e Online Ltd. $GLBE

Posted by Stanley Muller on May 20th, 2026

TimesSquare Capital Management LLC decreased its position in Global-e Online Ltd. (NASDAQ:GLBE – Free Report) by 5.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 521,118 shares of the company’s stock after selling 29,410 shares during the quarter. TimesSquare Capital Management LLC’s holdings in Global-e Online were worth $20,485,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Arohi Asset Management PTE Ltd. grew its stake in shares of Global-e Online by 33.1% in the 3rd quarter. Arohi Asset Management PTE Ltd. now owns 3,757,091 shares of the company’s stock valued at $134,354,000 after buying an additional 934,207 shares in the last quarter. Wasatch Advisors LP grew its stake in shares of Global-e Online by 0.6% in the 3rd quarter. Wasatch Advisors LP now owns 3,443,071 shares of the company’s stock valued at $123,124,000 after buying an additional 18,889 shares in the last quarter. Spyglass Capital Management LLC grew its stake in shares of Global-e Online by 63.0% in the 3rd quarter. Spyglass Capital Management LLC now owns 2,703,171 shares of the company’s stock valued at $96,665,000 after buying an additional 1,044,960 shares in the last quarter. Brown Capital Management LLC grew its stake in shares of Global-e Online by 10.0% in the 3rd quarter. Brown Capital Management LLC now owns 2,389,842 shares of the company’s stock valued at $85,461,000 after buying an additional 216,304 shares in the last quarter. Finally, Balyasny Asset Management L.P. grew its stake in shares of Global-e Online by 47.1% in the 3rd quarter. Balyasny Asset Management L.P. now owns 2,273,405 shares of the company’s stock valued at $81,297,000 after buying an additional 728,309 shares in the last quarter. Institutional investors own 94.60% of the company’s stock.

Insider Activity

In other news, COO Shahar Tamari sold 8,333 shares of the stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $32.45, for a total value of $270,405.85. Following the completion of the sale, the chief operating officer directly owned 3,768,369 shares of the company’s stock, valued at approximately $122,283,574.05. This represents a 0.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Amir Schlachet sold 6,194 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $32.45, for a total value of $200,995.30. Following the completion of the sale, the chief executive officer directly owned 3,967,884 shares of the company’s stock, valued at $128,757,835.80. This represents a 0.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 167,708 shares of company stock valued at $5,586,117. 11.60% of the stock is owned by company insiders.

Global-e Online Stock Down 0.8%

Shares of Global-e Online stock opened at $28.63 on Wednesday. The stock has a market capitalization of $4.86 billion, a P/E ratio of 44.05 and a beta of 1.18. The stock has a 50 day moving average price of $31.62 and a two-hundred day moving average price of $35.24. Global-e Online Ltd. has a 12-month low of $26.84 and a 12-month high of $41.94.

Global-e Online (NASDAQ:GLBE – Get Free Report) last announced its earnings results on Wednesday, May 13th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.18 by $0.09. The firm had revenue of $252.09 million during the quarter, compared to analysts’ expectations of $250.78 million. Global-e Online had a return on equity of 12.64% and a net margin of 11.37%.The company’s revenue was up 32.8% on a year-over-year basis. During the same quarter in the prior year, the business earned ($0.11) earnings per share. Sell-side analysts anticipate that Global-e Online Ltd. will post 1.12 earnings per share for the current year.

Analyst Ratings Changes

Several equities research analysts recently commented on GLBE shares. Wall Street Zen cut Global-e Online from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. KeyCorp lowered their price target on Global-e Online from $45.00 to $40.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. Jefferies Financial Group reaffirmed a “buy” rating and set a $40.00 target price on shares of Global-e Online in a research report on Wednesday, May 13th. Raymond James Financial reaffirmed an “outperform” rating and set a $42.00 target price on shares of Global-e Online in a research report on Wednesday, May 13th. Finally, Morgan Stanley decreased their target price on Global-e Online from $43.00 to $37.00 and set an “overweight” rating for the company in a research report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $44.17.

View Our Latest Analysis on Global-e Online

Global-e Online Profile

(Free Report)

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.