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Globant S.A.

GLOB Technology
$38.91 +$4.83 (14.17%)
Market Cap: $1.68 B
Gurus Holding
6
Popularity Rank
#1486
% of Shares Held
9.48%
Net Activity (Q1 2026)
+$111.17 M

Guru Ownership Trend

Guru Analysis for Globant S.A. (GLOB)

Globant S.A. (GLOB), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $159.36 M.

Top institutional holders include Richard Pzena and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $111.17 M net inflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Ken Fisher reduced exposure by 65.1%.

Key Holders

Top 5 by Value

$136.89 M
$36.26 M
$375,704
$227,997

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$171.28 M
Total Buy Value
New Buys 1
Additions 2
-$60.11 M
Total Sell Value
Reductions 1
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Globant S.A. (GLOB)

Major holders include Richard Pzena ($136.89 M), Cliff Asness ($36.26 M), Joel Greenblatt ($15 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 4.1 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $111.17 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited GLOB. The total reported sell value was $60.11 M.

Yes, 1 managers opened new positions in GLOB, and 2 increased their existing holdings. The total reported buy value was $171.28 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.44% New Buy 2,968,828 $136.89 M Q1 2026
0.02% Add 1573.5% 788,262 $36.26 M Q1 2026
0.05% Add 2.0% 325,374 $15 M Q1 2026
0.00% 8,148 $375,704 Q1 2026
0.00% Reduce -65.1% 4,944 $227,997 Q1 2026
0.00% 3 $138 Q1 2026
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