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Global-e Online Ltd. (GLBE)

USD38.84 +0.16 (+0.41%)
IL NASDAQ Consumer Cyclical Specialty Retail
Address 25 Basel Street 4951038
Petah Tikva, IL
CEO Amir Schlachet
IPO 2021-05-12
CIK 1835963 ISIN IL0011741688

Explore sections of this company profile

Description

Global-E Online Ltd., along with its affiliated companies, operates a technology platform specifically designed to facilitate and expedite direct-to-consumer international online sales. This system enables businesses to effectively reach a worldwide customer base and simplifies the process for global shoppers to purchase goods from merchants located anywhere in the world. The company's operations encompass major regions such as Israel, the United Kingdom, and the United States, in addition to its extensive international presence. Global-E was founded in 2013 and maintains its primary corporate office in Petah Tikva, Israel.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD38.84 +0.16 (+0.41%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.09
Float Shares
106.85M
Free Float %
63.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+4.75% +7.30% -9.26% -16.88% -15.26% -23.71% -8.26% -14.17% +2.22% +17.61% +17.61%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (14 ratings, all time) Buy
Price Targets & DCF
Current price
38.84
Low 37.00 -4.7%
Consensus 41.83 +7.7%
Median 42.00 +8.1%
High 47.00 +21.0%
DCF (Levered) 51.66 +33.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 92% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 7 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 4
40.25
+3.6%
Last Quarter 4
40.25
+3.6%
Last Year 12
40.67
+4.7%
All Time 30
46.63
+20.1%
Quality scores
Altman Z-Score
8.66
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Retail: +6.4%
    +27.8% Q1'26: +32.8% (vs Q1'25)
  • EPS growth Specialty Retail: +20.6%
    +186.7% Q1'26: +254.5% (vs Q1'25)
  • FCF margin FCF growth · Specialty Retail: +29.3%
    +19.7% Q1'26: -28.9% (vs Q1'25)
  • EBIT margin Specialty Retail: +5.4%
    +7.5% Q1'26: +13.1% (vs Q1'25)
  • ROIC Specialty Retail: +6.5%
    +20.8% Q1'26: +33.2% (vs Q1'25)
  • Share dilution Specialty Retail: +0.1%
    +5.2% Q1'26: +2.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×
    0.25× Q1'26: 0.15× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.18) × ERP
WACC = 100% × Ke + 0% × Kd (5.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 38.84
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
10 Rev. Ana.
7 EPS Ana.
Dec 2027
10 Rev. Ana.
7 EPS Ana.
Dec 2028
8 Rev. Ana.
5 EPS Ana.
Dec 2029
7 Rev. Ana.
1 EPS Ana.
Revenue
245.27M
est: 240.25M (+2.1%)
409.05M
est: 408.31M (+0.2%)
569.95M
est: 632.89M (-9.9%)
752.76M
est: 740.92M (+1.6%)
962.20M
est: 953.63M (+0.9%)
1.25B
1.22B – 1.29B
+31.2% YoY
1.56B
1.51B – 1.63B
+24.7% YoY
1.95B
1.95B – 1.95B
+25.2% YoY
2.34B
2.29B – 2.41B
+19.9% YoY
EBITDA
-65.33M
est: -19.05M (-243.0%)
-159.91M
est: -32.37M (-394.0%)
35.61M
est: 311.01M (-88.5%)
101.61M
est: 364.10M (-72.1%)
92.65M
est: 468.63M (-80.2%)
614.73M
600.35M – 633.77M
+31.2% YoY
766.38M
741.82M – 800.77M
+24.7% YoY
959.20M
958.14M – 960.26M
+25.2% YoY
1.15B
1.12B – 1.19B
+19.9% YoY
EBIT
-65.66M
est: -48.03M (-36.7%)
-189.32M
est: -81.63M (-131.9%)
-137.06M
est: -124.90M (-9.7%)
-67.93M
est: -146.22M (+53.5%)
71.67M
est: -188.20M (+138.1%)
-246.88M
-254.52M – -241.10M
-31.2% YoY
-307.78M
-321.59M – -297.91M
-24.7% YoY
-385.22M
-385.64M – -384.79M
-25.2% YoY
-461.80M
-476.11M – -451.00M
-19.9% YoY
Net Income
-74.93M
est: -110.43M (+32.1%)
-195.41M
est: -226.54M (+13.7%)
-133.81M
est: -116.90M (-14.5%)
-75.55M
est: -76.54M (+1.3%)
68.27M
est: 63.42M (+7.7%)
197.71M
191.44M – 209.33M
+211.8% YoY
270.52M
251.26M – 289.49M
+36.8% YoY
373.99M
289.23M – 428.55M
+38.2% YoY
563.16M
546.03M – 585.83M
+50.6% YoY
SGA
127.33M
est: 105.44M (+20.8%)
266.30M
est: 179.21M (+48.6%)
273.09M
est: 291.34M (-6.3%)
301.87M
est: 341.07M (-11.5%)
241.82M
est: 438.98M (-44.9%)
575.85M
562.38M – 593.68M
+31.2% YoY
717.90M
694.89M – 750.12M
+24.7% YoY
898.53M
897.53M – 899.52M
+25.2% YoY
1.08B
1.05B – 1.11B
+19.9% YoY
EPS
-0.74
est: -0.66 (-12.1%)
-1.24
est: -1.36 (+9.1%)
-0.81
est: -0.66 (-22.5%)
-0.45
est: -0.43 (-3.5%)
0.40
est: 0.35 (+14.3%)
1.14
1.09 – 1.19
+225.3% YoY
1.55
1.43 – 1.64
+36.3% YoY
2.19
1.64 – 2.44
+41.2% YoY
3.20
3.10 – 3.33
+46.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-14 Morgan Stanley Overweight Overweight Maintain
2026-04-24 Truist Securities Hold Hold Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-20 B+ 3/5 4/5 4/5 5/5 4/5 1/5 1/5
2026-05-19 B+ 3/5 4/5 4/5 5/5 3/5 1/5 1/5
2026-05-18 B+ 3/5 4/5 4/5 5/5 3/5 1/5 1/5
2026-05-15 B+ 3/5 4/5 4/5 5/5 3/5 1/5 1/5
2026-05-14 B+ 3/5 4/5 4/5 5/5 3/5 1/5 1/5
2026-05-13 B 3/5 4/5 3/5 4/5 3/5 1/5 1/5
2026-05-12 B 3/5 4/5 3/5 4/5 3/5 1/5 1/5
2026-05-11 B 3/5 4/5 3/5 4/5 3/5 1/5 1/5
2026-05-08 B 3/5 4/5 3/5 4/5 3/5 1/5 1/5
2026-05-07 B 3/5 4/5 3/5 4/5 3/5 1/5 1/5
2026-05-06 B 3/5 4/5 3/5 4/5 3/5 1/5 1/5
2026-05-05 B 3/5 4/5 3/5 4/5 3/5 1/5 1/5
2026-05-04 B 3/5 4/5 3/5 4/5 3/5 1/5 1/5
2026-05-01 B 3/5 4/5 3/5 4/5 3/5 1/5 1/5
2026-04-30 B 3/5 4/5 3/5 4/5 3/5 1/5 1/5
2026-04-29 B 3/5 4/5 3/5 5/5 2/5 1/5 1/5
2026-04-28 B 3/5 4/5 3/5 5/5 2/5 1/5 1/5
2026-04-27 B 3/5 4/5 3/5 5/5 2/5 1/5 1/5
2026-04-24 B 3/5 4/5 3/5 5/5 2/5 1/5 1/5
2026-04-23 B 3/5 4/5 3/5 5/5 2/5 1/5 1/5
2026-04-22 B 3/5 4/5 3/5 5/5 2/5 1/5 1/5
2026-04-21 B 3/5 4/5 3/5 5/5 2/5 1/5 1/5
2026-04-20 B 3/5 4/5 3/5 5/5 2/5 1/5 1/5
2026-04-17 B 3/5 4/5 3/5 5/5 2/5 1/5 1/5
2026-04-16 B 3/5 4/5 3/5 5/5 2/5 1/5 1/5
2026-04-15 B 3/5 4/5 3/5 5/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
305.42M
OE per share TTM
1.73
Owner's Yield
6.05%
Maintenance CapEx ratio
5.28%
Maint CapEx / Avg PPE
5.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
95
Total invested
679.52M
Insider transactions (90d)
12
Beneficial owners (>5%)
20
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Cross Ship S.à r.l. 21.83M 14.90% 21.83M 21.83M CO Luxembourg 2022-02-11
2 VIP III Nominees Limited 21.83M 14.90% 21.83M 21.83M CO Luxembourg 2022-02-11
3 Vitruvian III Luxembourg S.à r.l. 21.83M 14.90% 21.83M 21.83M CO Luxembourg 2022-02-11
4 Vitruvian Partners LLP 21.83M 14.90% 21.83M 21.83M IA, PN Luxembourg 2022-02-11
5 VIP III LP 21.50M 14.70% 21.50M 21.50M PN Luxembourg 2022-02-11
6 Post AG 21.42M 14.70% 21.42M CO Germany 2022-05-24
7 Post Beteiligungen Holding GmbH 21.42M 14.70% 21.42M CO Germany 2022-05-24
8 Shopify Inc. 17.41M 10.20% 17.41M CO 2022-06-29
9 Shopify International Limited 17.41M 10.20% 17.41M CO 2022-06-29
10 Red Dot Capital Partners, L.P. 14.74M 9.80% 14.74M 14.74M PN Cayman Islands 2022-02-07
11 Dragoneer Investment Group, LLC 12.80M 8.20% 12.80M 12.80M IA, OO 2023-02-14
12 Marc Stad 12.80M 8.20% 12.80M 12.80M HC, IN 2023-02-14
13 Morgan Stanley 9.50M 6.10% 13.00 13.00 HC, CO Delaware. 2023-02-09
14 Morgan Stanley Investment Management Inc. 9.50M 6.10% 13.00 13.00 IA, CO Delaware. 2023-02-09
15 Abdiel Capital Advisors, LP 8.82M 6.10% 8.82M 8.82M IA, PN 2022-02-03
16 Abdiel Capital Management, LLC 8.82M 6.10% 8.82M 8.82M OO 2022-02-03
17 Colin T. Moran 8.82M 6.10% 8.82M 8.82M IN 2022-02-03
18 Abdiel Qualified Master Fund, LP 8.55M 5.90% 8.55M 8.55M PN 2022-02-03
19 VIP III CO-INVEST LP 327.5K 0.20% 327.5K 327.5K PN Luxembourg 2022-02-11
20 Abdiel Capital, LP 263.1K 0.20% 263.1K 263.1K PN 2022-02-03

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
95
-159 vs prev Q
New positions
15
Closed positions
162
Increased
47
Reduced
28
Put/Call ratio
1.01
Calls held
108.1K
Puts held
109.2K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 DRAGONEER INVESTMENT GROUP, LLC 11.37M -522.1K (-4.4%) 446.76M +21.7M (+5.1%) 6.03% -0.966 pp 9.74% +0.356 pp USD31.14 +26.2% 19 qtrs
2 CAPITAL WORLD INVESTORS 6.10M +— (+0.0%) 239.74M +21.7M (+9.9%) 3.24% -0.354 pp 0.03% +0.003 pp USD37.74 +4.2% 10 qtrs
3 PRICE T ROWE ASSOCIATES INC /MD/ 5.87M +2.4M (+68.5%) 230.84M +106.2M (+85.2%) 3.12% +1.066 pp 0.02% +0.012 pp USD37.20 +5.7% 11 qtrs
4 CONTOUR ASSET MANAGEMENT LLC 4.84M +211.0K (+4.6%) 190.34M +24.7M (+14.9%) 2.57% -0.156 pp 4.44% +0.291 pp USD37.71 +4.2% 9 qtrs
5 WASATCH ADVISORS LP 4.82M +1.4M (+40.0%) 189.52M +66.4M (+53.9%) 2.56% +0.532 pp 1.13% +0.464 pp USD33.22 +18.3% 15 qtrs
6 CADIAN CAPITAL MANAGEMENT, LP 4.39M -1.3M (-22.7%) 172.40M -30.5M (-15.0%) 2.33% -1.013 pp 12.45% +0.396 pp USD34.61 +13.6% 8 qtrs
7 MORGAN STANLEY 4.27M -3.4M (-44.3%) 167.76M -106.4M (-38.8%) 2.27% -2.249 pp 0.01% -0.007 pp USD33.69 +16.7% 19 qtrs
8 AROHI ASSET MANAGEMENT PTE LTD. 3.78M +23.2K (+0.6%) 148.60M +14.3M (+10.6%) 2.01% -0.206 pp 44.58% +10.588 pp USD35.36 +11.2% 7 qtrs
9 DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3.76M +3.8M (+100.0%) 147.82M +147.8M (+100.0%) 2.00% +1.997 pp 5.91% +5.913 pp USD39.31 +0.0% 1 qtrs NEW
10 BLACKROCK, INC. 3.07M +74.6K (+2.5%) 120.87M +13.6M (+12.7%) 1.63% -0.134 pp 0.00% +0.000 pp USD38.72 +1.5% 6 qtrs
11 MARSHALL WACE, LLP 2.94M -211.8K (-6.7%) 115.58M +2.9M (+2.5%) 1.56% -0.295 pp 0.11% -0.009 pp USD36.37 +8.1% 14 qtrs
12 SPYGLASS CAPITAL MANAGEMENT LLC 2.68M -19.9K (-0.7%) 105.48M +8.8M (+9.1%) 1.42% -0.167 pp 5.28% +0.123 pp USD35.93 +9.4% 12 qtrs
13 CLEARBRIDGE INVESTMENTS, LLC 2.64M -4.3K (-0.2%) 103.90M +9.2M (+9.7%) 1.40% -0.156 pp 0.08% +0.012 pp USD36.90 +6.5% 7 qtrs
14 BROWN CAPITAL MANAGEMENT LLC 2.40M +15.0K (+0.6%) 94.53M +9.1M (+10.6%) 1.28% -0.131 pp 7.75% +4.232 pp USD36.15 +8.7% 8 qtrs
15 GOLDMAN SACHS GROUP INC 2.31M -2.1M (-47.4%) 90.99M -66.5M (-42.2%) 1.23% -1.365 pp 0.01% -0.008 pp USD27.72 +41.8% 18 qtrs
16 JANUS HENDERSON GROUP PLC 2.27M +2.1M (+1,539.4%) 89.21M +84.3M (+1,702.1%) 1.21% +1.124 pp 0.04% +0.038 pp USD39.05 +0.7% 4 qtrs
17 TEMASEK HOLDINGS (PRIVATE) LTD 2.10M -394.6K (-15.8%) 82.42M -6.7M (-7.5%) 1.11% -0.354 pp 0.26% -0.046 pp USD31.17 +26.1% 13 qtrs
18 HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. 2.04M +490.9K (+31.7%) 80.25M +24.8M (+44.7%) 1.08% +0.171 pp 0.70% +0.197 pp USD33.61 +17.0% 17 qtrs
19 KEENAN CAPITAL, LLC 1.87M +96.0K (+5.4%) 73.32M +10.1M (+15.9%) 0.99% -0.052 pp 13.36% +1.005 pp USD36.92 +6.5% 7 qtrs
20 MENORA MIVTACHIM HOLDINGS LTD. 1.73M +434.0K (+33.5%) 68.02M +21.7M (+46.7%) 0.92% +0.155 pp 0.32% +0.084 pp USD36.64 +7.3% 4 qtrs
21 TREMBLANT CAPITAL GROUP 1.68M +1.2M (+218.2%) 65.98M +47.1M (+249.8%) 0.89% +0.581 pp 1.68% -0.264 pp USD37.55 +4.7% 3 qtrs
22 JPMORGAN CHASE & CO 1.67M -899.0K (-35.0%) 65.76M -26.2M (-28.5%) 0.89% -0.627 pp 0.00% -0.001 pp USD41.92 -6.2% 19 qtrs
23 BALYASNY ASSET MANAGEMENT L.P. 1.43M -848.2K (-37.3%) 56.02M -25.3M (-31.1%) 0.76% -0.582 pp 0.07% -0.032 pp USD36.61 +7.4% 12 qtrs
24 NORGES BANK 1.30M +1.3M (+100.0%) 51.10M +51.1M (+100.0%) 0.69% +0.690 pp 0.01% +0.006 pp USD39.31 +0.0% 1 qtrs NEW
25 SG AMERICAS SECURITIES, LLC 1.28M +635.9K (+98.2%) 50.45M +27.3M (+117.9%) 0.68% +0.300 pp 0.06% -0.014 pp USD45.83 -14.2% 14 qtrs
26 AMPERSAND CAPITAL GROUP, L.P. 1.26M +24.8K (+2.0%) 49.72M +5.4M (+12.1%) 0.67% -0.059 pp 22.17% +2.186 pp USD43.04 -8.7% 5 qtrs
27 EVENTIDE ASSET MANAGEMENT, LLC 1.22M +2.2K (+0.2%) 47.87M +4.4M (+10.1%) 0.65% -0.069 pp 0.75% +0.033 pp USD48.66 -19.2% 18 qtrs
28 GRANAHAN INVESTMENT MANAGEMENT, LLC 1.19M -29.3K (-2.4%) 46.85M +3.2M (+7.3%) 0.63% -0.086 pp 2.01% +0.218 pp USD34.06 +15.4% 3 qtrs
29 BARTON INVESTMENT MANAGEMENT 1.08M +6.9K (+0.6%) 42.43M +4.1M (+10.6%) 0.57% -0.059 pp 4.57% +0.666 pp USD31.70 +24.0% 16 qtrs
30 STATE STREET CORP 1.08M +11.7K (+1.1%) 42.34M +4.2M (+11.1%) 0.57% -0.056 pp 0.00% +0.000 pp USD39.90 -1.5% 17 qtrs
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 992.0K -284.1K (-22.3%) 38.99M -6.6M (-14.5%) 0.53% -0.225 pp 0.00% -0.001 pp USD35.59 +10.5% 18 qtrs
32 ING GROEP NV 977.0K -70.0K (-6.7%) 38.41M +965.2K (+2.6%) 0.52% -0.098 pp 0.23% +0.029 pp USD35.11 +12.0% 5 qtrs
33 NZS CAPITAL, LLC 958.6K +7.9K (+0.8%) 37.68M +3.7M (+10.8%) 0.51% -0.051 pp 1.16% +0.115 pp USD41.53 -5.3% 8 qtrs
34 SRS INVESTMENT MANAGEMENT, LLC 896.7K +601.2K (+203.4%) 35.25M +24.7M (+233.5%) 0.48% +0.302 pp 0.37% +0.256 pp USD38.52 +2.1% 9 qtrs
35 YELIN LAPIDOT HOLDINGS MANAGEMENT LTD. 858.6K +21.4K (+2.6%) 33.75M +3.8M (+12.7%) 0.46% -0.037 pp 6.76% +0.476 pp USD35.81 +9.8% 10 qtrs
36 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 834.9K -189.3K (-18.5%) 32.82M -3.8M (-10.4%) 0.44% -0.160 pp 0.09% -0.001 pp USD42.74 -8.0% 18 qtrs
37 MAN GROUP PLC 808.8K -694.9K (-46.2%) 31.80M -22.0M (-40.9%) 0.43% -0.456 pp 0.05% -0.040 pp USD36.71 +7.1% 18 qtrs
38 SUMITOMO MITSUI TRUST HOLDINGS, INC. 806.8K -95.7K (-10.6%) 31.72M -558.1K (-1.7%) 0.43% -0.103 pp 0.02% +0.000 pp USD24.22 +62.3% 15 qtrs
39 NIKKO ASSET MANAGEMENT AMERICAS, INC. 806.8K -95.7K (-10.6%) 31.72M -549.1K (-1.7%) 0.43% -0.103 pp 0.37% +0.054 pp USD30.38 +29.4% 16 qtrs
40 MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. 775.0K +— (+0.0%) 30.47M +2.8M (+9.9%) 0.41% -0.045 pp 0.26% -0.037 pp USD33.79 +16.3% 14 qtrs
41 UBS GROUP AG 673.9K +256.1K (+61.3%) 26.49M +11.6M (+77.3%) 0.36% +0.112 pp 0.00% +0.002 pp USD39.25 +0.2% 19 qtrs
42 ARTHEDGE CAPITAL MANAGEMENT, LLC 669.0K +— (+0.0%) 26.30M +2.4M (+9.9%) 0.36% -0.039 pp 17.23% +2.048 pp USD39.44 -0.3% 19 qtrs
43 CITADEL ADVISORS LLC 667.8K +289.6K (+76.6%) 26.25M +12.7M (+94.1%) 0.35% +0.132 pp 0.00% +0.002 pp USD38.59 +1.9% 18 qtrs
44 ANNEX ADVISORY SERVICES, LLC 640.0K +250.6K (+64.4%) 25.16M +11.2M (+80.7%) 0.34% +0.111 pp 0.48% +0.184 pp USD35.89 +9.5% 3 qtrs
45 WHITEBARK INVESTORS LP 595.4K +145.3K (+32.3%) 23.41M +7.3M (+45.4%) 0.32% +0.051 pp 14.10% +6.437 pp USD38.28 +2.7% 5 qtrs
46 ASSENAGON ASSET MANAGEMENT S.A. 578.7K -2.8K (-0.5%) 22.75M +2.0M (+9.4%) 0.31% -0.035 pp 0.03% +0.003 pp USD37.56 +4.7% 10 qtrs
47 LEGAL & GENERAL GROUP PLC 578.1K +296.5K (+105.3%) 22.73M +12.7M (+125.6%) 0.31% +0.141 pp 0.01% +0.003 pp USD40.24 -2.3% 16 qtrs
48 JANE STREET GROUP, LLC 557.6K +128.7K (+30.0%) 21.92M +6.6M (+42.9%) 0.30% +0.044 pp 0.00% +0.001 pp USD35.90 +9.5% 17 qtrs
49 TIMESSQUARE CAPITAL MANAGEMENT, LLC 521.1K -29.4K (-5.3%) 20.49M +798.3K (+4.1%) 0.28% -0.048 pp 0.31% +0.027 pp USD49.95 -21.3% 19 qtrs
50 MILLENNIUM MANAGEMENT LLC 392.7K -47.5K (-10.8%) 15.44M -304.2K (-1.9%) 0.21% -0.051 pp 0.01% 0.000 pp USD34.00 +15.6% 12 qtrs
51 DEEPWATER ASSET MANAGEMENT, LLC 392.1K +37.6K (+10.6%) 15.41M +2.7M (+21.6%) 0.21% -0.001 pp 4.49% -0.555 pp USD35.82 +9.7% 4 qtrs
52 FRED ALGER MANAGEMENT, LLC 381.1K -46.9K (-10.9%) 14.98M -322.6K (-2.1%) 0.20% -0.050 pp 0.06% -0.001 pp USD36.15 +8.7% 6 qtrs
53 CANADA PENSION PLAN INVESTMENT BOARD 364.8K +122.5K (+50.5%) 14.34M +5.7M (+65.5%) 0.19% +0.051 pp 0.01% +0.004 pp USD37.54 +4.7% 15 qtrs
54 ARK INVESTMENT MANAGEMENT LLC 364.8K -22.1K (-5.7%) 14.34M +505.0K (+3.7%) 0.19% -0.034 pp 0.10% +0.013 pp USD30.48 +29.0% 16 qtrs
55 ABDIEL CAPITAL ADVISORS, LP 356.8K -1.6M (-82.0%) 14.03M -57.0M (-80.3%) 0.19% -0.981 pp 19.77% -1.736 pp USD44.38 -11.4% 18 qtrs
56 HUNTINGTON NATIONAL BANK 345.2K +— (+0.0%) 13.57M +1.2M (+9.9%) 0.18% -0.020 pp 0.08% +0.006 pp USD28.11 +39.8% 15 qtrs
57 ARARAT CAPITAL MANAGEMENT LP 318.6K +318.6K (+100.0%) 12.53M +12.5M (+100.0%) 0.17% +0.169 pp 6.17% +6.171 pp USD39.31 +0.0% 1 qtrs NEW
58 SEI INVESTMENTS CO 309.2K +123.4K (+66.5%) 12.15M +5.5M (+83.0%) 0.16% +0.055 pp 0.01% +0.005 pp USD38.57 +1.9% 18 qtrs
59 RAYMOND JAMES FINANCIAL INC 300.5K +12.5K (+4.3%) 11.81M +1.5M (+14.7%) 0.16% -0.010 pp 0.00% +0.000 pp USD38.79 +1.3% 5 qtrs
60 SUMMIT CREEK ADVISORS LLC 291.6K -13.8K (-4.5%) 11.46M +542.0K (+5.0%) 0.15% -0.025 pp 1.80% +0.212 pp USD35.94 +9.4% 7 qtrs
61 TREXQUANT INVESTMENT LP 291.0K +91.8K (+46.0%) 11.44M +4.3M (+60.5%) 0.15% +0.037 pp 0.10% +0.029 pp USD36.88 +6.6% 5 qtrs
62 GEODE CAPITAL MANAGEMENT, LLC 287.5K +14.2K (+5.2%) 11.30M +1.5M (+15.7%) 0.15% -0.008 pp 0.00% +0.000 pp USD40.91 -3.9% 19 qtrs
63 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 277.0K +22.1K (+8.7%) 10.89M +1.8M (+19.5%) 0.15% -0.003 pp 0.14% +0.024 pp USD42.92 -8.4% 5 qtrs
64 NEXT CENTURY GROWTH INVESTORS LLC 274.7K +76.5K (+38.6%) 10.80M +3.7M (+52.3%) 0.15% +0.029 pp 0.75% +0.233 pp USD41.16 -4.5% 11 qtrs
65 UBS ASSET MANAGEMENT AMERICAS INC 262.7K +262.7K (+100.0%) 10.33M +10.3M (+100.0%) 0.14% +0.140 pp 0.00% +0.002 pp USD39.31 +0.0% 10 qtrs
66 LONGAEVA PARTNERS L.P. 239.7K +239.7K (+100.0%) 9.42M +9.4M (+100.0%) 0.13% +0.127 pp 0.79% +0.791 pp USD39.31 +0.0% 1 qtrs NEW
67 QUBE RESEARCH & TECHNOLOGIES LTD 237.8K -275.7K (-53.7%) 9.35M -9.0M (-49.1%) 0.13% -0.176 pp 0.01% -0.010 pp USD34.81 +12.9% 5 qtrs
68 PHOENIX HOLDINGS LTD. 232.3K +75.0K (+47.7%) 9.13M +3.5M (+62.3%) 0.12% +0.031 pp 0.10% +0.031 pp USD36.84 +6.7% 4 qtrs
69 NORTHERN TRUST CORP 226.6K +23.5K (+11.6%) 8.91M +1.6M (+22.6%) 0.12% +0.001 pp 0.00% +0.000 pp USD42.93 -8.4% 10 qtrs
70 VANGUARD GROUP INC 223.1K +4.8K (+2.2%) 8.77M +962.0K (+12.3%) 0.12% -0.010 pp 0.00% +0.000 pp USD36.48 +7.8% 17 qtrs
71 SWISS NATIONAL BANK 218.0K +3.3K (+1.5%) 8.57M +891.9K (+11.6%) 0.12% -0.011 pp 0.01% +0.001 pp USD39.44 -0.3% 10 qtrs
72 VITRUVIAN PARTNERS LLP 210.2K +37.8K (+21.9%) 8.26M +2.1M (+34.0%) 0.11% +0.010 pp 5.94% +1.662 pp USD36.32 +8.2% 19 qtrs
73 PEAK6 LLC 203.9K +203.9K (+100.0%) 8.02M +8.0M (+100.0%) 0.11% +0.108 pp 0.01% +0.015 pp USD39.31 +0.0% 5 qtrs
74 NORDEA INVESTMENT MANAGEMENT AB 185.2K -33.5K (-15.3%) 7.29M -551.7K (-7.0%) 0.10% -0.031 pp 0.01% -0.001 pp USD35.76 +9.9% 5 qtrs
75 CENTERBOOK PARTNERS LP 183.5K -34.2K (-15.7%) 7.21M -573.2K (-7.4%) 0.10% -0.031 pp 0.35% -0.032 pp USD34.24 +14.8% 13 qtrs
76 BANK OF AMERICA CORP /DE/ 173.8K -595.0K (-77.4%) 6.83M -20.7M (-75.2%) 0.09% -0.361 pp 0.00% -0.001 pp USD39.71 -1.0% 18 qtrs
77 PENSERRA CAPITAL MANAGEMENT LLC 155.2K +27.5K (+21.5%) 6.10M +1.5M (+33.6%) 0.08% +0.007 pp 0.07% +0.018 pp USD42.93 -8.4% 19 qtrs
78 AMUNDI 147.7K +134.2K (+990.0%) 5.81M +5.3M (+1,088.2%) 0.08% +0.071 pp 0.00% +0.001 pp USD39.92 -1.5% 18 qtrs
79 BNP PARIBAS ARBITRAGE, SNC 142.7K -11.1K (-7.2%) 5.61M +107.8K (+2.0%) 0.08% -0.015 pp 0.00% 0.000 pp USD41.28 -4.8% 5 qtrs
80 NEW INSIGHT WEALTH ADVISORS 139.5K +— (+0.0%) 5.48M +495.3K (+9.9%) 0.07% -0.008 pp 1.96% +0.082 pp USD35.67 +10.2% 4 qtrs
81 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 116.1K +533.0 (+0.5%) 4.56M +431.2K (+10.4%) 0.06% -0.006 pp 0.00% +0.000 pp USD39.00 +0.8% 10 qtrs
82 AMERIPRISE FINANCIAL INC 116.0K +67.5K (+139.4%) 4.56M +2.8M (+163.2%) 0.06% +0.033 pp 0.00% +0.001 pp USD43.62 -9.9% 18 qtrs
83 FMR LLC 115.6K -289.6K (-71.5%) 4.55M -9.9M (-68.6%) 0.06% -0.177 pp 0.00% -0.001 pp USD54.66 -28.1% 19 qtrs
84 HANDELSBANKEN FONDER AB 114.1K +38.9K (+51.7%) 4.48M +1.8M (+66.8%) 0.06% +0.016 pp 0.01% +0.005 pp USD39.80 -1.2% 11 qtrs
85 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 112.8K -665.0 (-0.6%) 4.43M +376.6K (+9.3%) 0.06% -0.007 pp 0.30% +0.040 pp USD38.00 +3.4% 11 qtrs
86 CAPITAL FUND MANAGEMENT S.A. 112.6K -9.9K (-8.1%) 4.43M +46.3K (+1.1%) 0.06% -0.012 pp 0.01% +0.001 pp USD35.99 +9.2% 13 qtrs
87 Y-INTERCEPT (HONG KONG) LTD 111.9K +41.6K (+59.1%) 4.40M +1.9M (+74.9%) 0.06% +0.018 pp 0.10% +0.038 pp USD35.94 +9.4% 4 qtrs
88 ACADIAN ASSET MANAGEMENT LLC 111.1K +105.0K (+1,733.6%) 4.36M +4.1M (+1,919.4%) 0.06% +0.055 pp 0.01% +0.007 pp USD39.12 +0.5% 2 qtrs
89 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 104.8K +28.3K (+36.9%) 4.12M +1.4M (+50.5%) 0.06% +0.011 pp 0.01% +0.004 pp USD37.60 +4.5% 6 qtrs
90 100.0K +100.0K (+100.0%) 3.93M +3.9M (+100.0%) 0.05% +0.053 pp 0.46% +0.459 pp USD39.31 +0.0% 1 qtrs NEW
91 POLAR ASSET MANAGEMENT PARTNERS INC. 99.8K +5.3K (+5.6%) 3.93M +544.9K (+16.1%) 0.05% -0.003 pp 0.05% +0.012 pp USD33.88 +16.0% 5 qtrs
92 LAZARD ASSET MANAGEMENT LLC 94.3K +78.6K (+501.2%) 3.71M +3.1M (+560.9%) 0.05% +0.041 pp 0.01% +0.006 pp USD38.71 +1.5% 4 qtrs
93 OPPENHEIMER ASSET MANAGEMENT INC. 93.2K +24.6K (+35.9%) 3.66M +1.2M (+49.4%) 0.05% +0.009 pp 0.05% +0.018 pp USD38.52 +2.1% 12 qtrs
94 WELLS FARGO & COMPANY/MN 91.7K +87.4K (+2,013.0%) 3.60M +3.4M (+2,222.8%) 0.05% +0.046 pp 0.00% +0.001 pp USD39.38 -0.2% 19 qtrs
95 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 86.8K +— (+0.0%) 3.41M +308.3K (+9.9%) 0.05% -0.005 pp 0.00% +0.000 pp USD38.60 +1.8% 10 qtrs
96 RUSSELL INVESTMENTS GROUP, LTD. 84.8K -12.8K (-13.1%) 3.33M -155.6K (-4.5%) 0.05% -0.012 pp 0.00% 0.000 pp USD40.98 -4.1% 10 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
18
Shares acquired
Shares disposed
119.9K
Cash buys
Cash sales
18.00
Net activity
-119,850
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-07 Tamari Shahar Director / Officer S-Sale D Ordinary Shares 8,333 32.45 270.4K 3,768,369 D
2026-05-07 Schlachet Amir Director / Officer S-Sale D Ordinary Shares 6,194 32.45 201.0K 3,967,884 D
2026-05-06 Tamari Shahar Director / Officer S-Sale D Ordinary Shares 8,333 31.27 260.6K 3,776,702 D
2026-05-06 Schlachet Amir Director / Officer S-Sale D Ordinary Shares 1,022 31.27 32.0K 3,974,078 D
2026-05-05 Schlachet Amir Director / Officer S-Sale D Ordinary Shares 9,450 31.68 299.3K 3,975,100 D
2026-05-04 Debbi Nir Director / Officer S-Sale D Ordinary Shares 4,166 32.57 135.7K 4,290,693 D
2026-04-20 Tamari Shahar Director / Officer S-Sale D Ordinary Shares 5,190 33.06 171.6K 3,785,035 D
2026-04-20 Debbi Nir Director / Officer S-Sale D Ordinary Shares 8 34.16 273.28 4,294,859 D
2026-04-17 Tamari Shahar Director / Officer S-Sale D Ordinary Shares 25,949 34.79 902.8K 3,790,225 D
2026-04-17 Debbi Nir Director / Officer S-Sale D Ordinary Shares 7,191 34.67 249.3K 4,294,867 D
2026-04-16 Schlachet Amir Director / Officer S-Sale D Ordinary Shares 16,666 33.65 560.9K 3,984,550 D
2026-04-16 Debbi Nir Director / Officer S-Sale D Ordinary Shares 211 34.09 7.2K 4,302,058 D
2026-04-15 Tamari Shahar Director / Officer S-Sale D Ordinary Shares 4,326 33.09 143.1K 3,816,174 D
2026-04-15 Schlachet Amir Director / Officer S-Sale D Ordinary Shares 4,332 33.09 143.3K 4,001,216 D
2026-04-15 Debbi Nir Director / Officer S-Sale D Ordinary Shares 4,166 33.06 137.7K 4,302,269 D
2026-04-08 Tamari Shahar Director / Officer S-Sale D Ordinary Shares 4,007 32.26 129.3K 3,820,500 D
2026-04-08 Schlachet Amir Director / Officer S-Sale D Ordinary Shares 4,001 32.26 129.1K 4,005,548 D
2026-04-06 Tamari Shahar Director / Officer S-Sale D ordinary shares 8,333 31.20 260.0K 3,411,412 D
2026-04-02 Schlachet Amir Director / Officer S-Sale D Ordinary Shares 8,333 30.94 257.8K 3,596,454 D
2026-04-01 Debbi Nir Director / Officer S-Sale D ordinary shares 4,166 31.26 130.2K 3,893,340 D
2026-03-18 Tamari Shahar Director / Officer S-Sale D Ordinary Shares 16,666 33.81 563.4K 3,419,745 D
2026-03-18 Schlachet Amir Director / Officer Ordinary Shares 0 0.00 100,159 D
2026-03-17 Schlachet Amir Director / Officer S-Sale D Ordinary Shares 16,666 34.45 574.1K 3,562,787 D
2026-03-16 Tsuchikawa Gen Director Ordinary Shares 0 0.00 4,244 D
2026-03-16 Tamari Shahar Director / Officer Ordinary Shares 0 0.00 84,873 D
2026-03-16 Schlachet Amir Director / Officer Ordinary Shares 0 0.00 89,499 D
2026-03-16 Koren Ofer Officer Ordinary Shares 0 0.00 48,047 D
2026-03-16 Epple-Righi Iris Director Ordinary Shares 0 0.00 2,577 D
2026-03-16 Debbi Nir Director / Officer S-Sale D Ordinary Shares 8,332 34.51 287.6K 3,897,506 D
2026-03-16 Broida Tzvia Director Ordinary Shares 0 0.00 4,351 D
2026-03-16 Bakst Anna Director Ordinary Shares 0 0.00 5,008 D
2021-08-02 Koren Ofer Officer Stock Option 247,500 3.44 850.2K 0 D
2021-04-20 Tamari Shahar Director / Officer Stock Option 882,600 4.16 3.68M 0 D
2021-04-20 Schlachet Amir Director / Officer Stock Option 882,600 4.16 3.68M 0 D
2021-04-20 Debbi Nir Director / Officer Stock Option 882,600 4.16 3.68M 0 D
2019-04-17 Tamari Shahar Director / Officer Stock Option 604,200 1.20 725.6K 0 D
2019-04-17 Schlachet Amir Director / Officer Stock Option 604,200 1.20 725.6K 0 D
2019-04-17 Debbi Nir Director / Officer Stock Option 604,200 1.20 725.6K 0 D

Executive team

Top executives
EBIT / Employee
66.1K
Shares Outstanding
169.44M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-12 6-K
2026-05-11 4
2026-05-11 4
2026-05-07 4
2026-05-07 4
2026-05-06 4
2026-05-05 4
2026-04-22 4
2026-04-22 4
2026-04-20 4

Executive team

NameTitleCompensationGender
Shahar Tamari Co-Founder, Chief Operating Officer & Director 716.0K male
Nir Debbi Co-Founder, President & Director 715.0K male
Amir Schlachet Co-Founder, Chief Executive Officer & Chairman of the Board 714.0K male
Ofer Koren Chief Financial Officer 563.0K male
Ran Fridman Chief Revenue Officer 562.0K male
Noa Haran Keren Chief Product Officer female
Oded Griffel General Counsel male
Tomer Gold Executive Vice President and Head of Channels & SMB Division
Yael Geffen Vice President of Human Resource female
Adi Waiss Executive Vice President & Head of Professional Services female
Yehiam Shinder Chief Technology Officer male
Alan Katz Head of Investor Relations male
ESG Rating
B
SPECIALTY RETAIL
Rank: 17 out of 98
2025
E (Environmental)
62.2 / 59.7
Company / Sector avg.
S (Social)
63.8 / 56.1
Company / Sector avg.
G (Governance)
66.2 / 56.1
Company / Sector avg.
ESG Total
64.1 / 57.3
Company / Sector avg.
ESG Score History SPECIALTY RETAIL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits