Dragoneer Investment Group, LLC: GLOBAL E ONLINE LTD (GLBE): Quarterly 13F Position History
As of Q1 2026, Dragoneer Investment Group, LLC reported 11,115,629 shares of GLOBAL E ONLINE LTD (GLBE), worth $342.9M and representing 11.4% of its 13F equity book. Quarter-over-quarter share count change: 249,399 (-2.2%) . The position first appeared in Q2 2021 and has been disclosed across 20 13F-HR filings in Pactolio's tracked window.
- 11,115,629Shares Held (Latest Filing)
- $342.9MReported Market Value (Latest Filing)
- 11.4%Portfolio Weight (% of 13F Equity Book)
- 249,399Quarter-over-Quarter Share Change
- -$103.8MQuarter-over-Quarter Value Change
- 15,296,541Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 20 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 11,115,629 | 249,399 | -2.2% | $342.9M | 11.4% | $30.9 |
| Q4 2025 | 11,365,028 | 522,050 | -4.4% | $446.8M | 9.7% | $39.3 |
| Q3 2025 | 11,887,078 | +1,831,063 | +18.2% | $425.1M | 9.4% | $35.8 |
| Q2 2025 | 10,056,015 | +1,708,655 | +20.5% | $337.3M | 6.9% | $33.5 |
| Q1 2025 | 8,347,360 | 3,646,299 | -30.4% | $297.6M | 6.3% | $35.6 |
| Q4 2024 | 11,993,659 | 3,302,882 | -21.6% | $654.0M | 11.4% | $54.5 |
| Q3 2024 | 15,296,541 | +562,517 | +3.8% | $588.0M | 10.2% | $38.4 |
| Q2 2024 | 14,734,024 | +1,288,829 | +9.6% | $534.4M | 10.2% | $36.3 |
| Q1 2024 | 13,445,195 | +1,008,092 | +8.1% | $488.7M | 11.3% | $36.4 |
| Q4 2023 | 12,437,103 | +1,202,369 | +10.7% | $492.9M | 10.7% | $39.6 |
| Q3 2023 | 11,234,734 | 1,478,599 | -11.6% | $446.5M | 10.3% | $39.7 |
| Q2 2023 | 12,713,333 | 802,285 | -5.9% | $520.5M | 10.7% | $40.9 |
| Q1 2023 | 13,515,618 | +713,184 | +5.6% | $435.6M | 10.3% | $32.2 |
| Q4 2022 | 12,802,434 | +3,840,025 | +42.8% | $264.2M | 8.2% | $20.6 |
| Q3 2022 | 8,962,409 | +2,783,926 | +45.1% | $239.8M | 6.3% | $26.8 |
| Q2 2022 | 6,178,483 | +3,934,994 | +175.4% | $124.6M | 3.2% | $20.2 |
| Q1 2022 | 2,243,489 | +1,008,637 | +81.7% | $75.8M | 1.0% | $33.8 |
| Q4 2021 | 1,234,852 | 0 | — | $78.3M | 0.9% | $63.4 |
| Q3 2021 | 1,234,852 | 0 | — | $88.7M | 1.2% | $71.8 |
| Q2 2021 | 1,234,852 | — | — | $70.5M | 0.9% | $57.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Dragoneer Investment Group, LLC first disclose a GLBE position in 13F-HR filings?
Dragoneer Investment Group, LLC first reported GLOBAL E ONLINE LTD (GLBE) on its 13F-HR filing for the period ending 2021-06-30 (Q2 2021). The position has appeared on 20 reported quarters within Pactolio's tracked window.
What was Dragoneer Investment Group, LLC's most recent quarter-over-quarter share-count change in GLBE?
Between Q4 2025 and Q1 2026, Dragoneer Investment Group, LLC reduced its GLBE position by 249,399 shares (-2.2%), leaving 11,115,629 shares at a market value of $342.9M.
Does the implied price-per-share represent Dragoneer Investment Group, LLC's cost basis in GLBE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.