Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in GLOO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Grace & Mercy Foundation, Inc. | 2.5M | $12.0M | 0.0% | 3.091% | 2.94% |
| 2 | 1492 Capital Management LLC | 302K | $1.5M | +5.5% | 0.373% | 0.55% |
| 3 | Warren Averett Asset Management, LLC | 250K | $1.2M | β | 0.309% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 239K | $1.2M | β | 0.296% | 0.00% |
| 5 | Harvest Investment Services, LLC | 201K | $968K | +95.8% | 0.249% | 0.18% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 140K | $675K | β | 0.173% | 0.00% |
| 7 | Cornerstone Management, Inc. | 125K | $601K | β | 0.155% | 0.10% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 61K | $293K | β | 0.075% | 0.00% |
| 9 | Skylands Capital, LLC | 52K | $249K | -42.3% | 0.064% | 0.03% |
| 10 | BlackRock, Inc. | 35K | $167K | β | 0.043% | 0.00% |
| 11 | Beacon Pointe Advisors, LLC | 25K | $120K | 0.0% | 0.031% | 0.00% |
| 12 | NORTHERN TRUST CORP | 23K | $108K | β | 0.028% | 0.00% |
| 13 | CWM, LLC | 9K | $44K | β | 0.011% | 0.00% |
| 14 | UBS Group AG | 7K | $36K | +1332.6% | 0.009% | 0.00% |
| 15 | MAI Capital Management | 5K | $24K | 0.0% | 0.006% | 0.00% |
| 16 | Tower Research Capital LLC (TRC) | 3K | $13K | β | 0.003% | 0.00% |
| 17 | Vanguard Global Advisers, LLC | 1K | $7K | β | 0.002% | 0.00% |
| 18 | EverSource Wealth Advisors, LLC | 279 | $6K | -81.6% | 0.000% | 0.00% |
| 19 | MORGAN STANLEY | 1K | $5K | β | 0.001% | 0.00% |
| 20 | Western Wealth Management, LLC | 673 | $3K | β | 0.001% | 0.00% |
| 21 | Annandale Capital, LLC | 250K | $1K | 0.0% | 0.309% | 0.21% |
| 22 | JONES FINANCIAL COMPANIES LLLP | 100 | $494 | β | 0.000% | 0.00% |
| 23 | HRT FINANCIAL LP | 45K | $217 | +43.5% | 0.056% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in GLOO β a direct measure of their conviction.
Filings activity in GLOO during Q1 2026, grouped by how each filer changed its position.
2 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 23 | +28% | 5.18% | 0.02 pp | $19M | 0.3% |
| Q4 2025 | 18 | β | 5.20% | β | $19M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 16, 2026 | GELSINGER PATRICK P | Buy | 37K | $7.22 | $265K |
Quick answers to the most common questions about buying GLOO stock.
Based on Q1 2026 13F filings, institutional ownership of Gloo Holdings, Inc. stands at 5.2%, held across 23 reporting institutions.
Grace & Mercy Foundation, Inc. is the largest reported institutional holder of GLOO, with approximately 2,500,000 shares worth $0.01B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of GLOO.
Our composite Smart Money Score for GLOO is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
13 institutions opened new positions in GLOO during Q1 2026, while 8 fully exited. 3 added to existing positions and 7 trimmed.
GLOO institutional ownership fell by 0.02 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 98.1% of all reported 13F value in GLOO, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Gloo Holdings, Inc. (GLOO) Institutional Ownership