Position in GLOB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,135,366
+$23,089,163 QoQ
Shares Held
1,179,522
+392.4% QoQ
Ownership
2.73%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#8
of 289 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GLOB Over Time
Shares Held
Position Value (USD)
Derivatives in GLOB
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$217,050
PutShares
7,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,669,063,479 across 43 Information Technology Services names. GLOB ranks #11 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
10,299,117 | $384,157,064 | |
| 2 | IT |
Gartner Inc
|
2,129,702 | $276,051,973 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
1,495,045 | $204,746,412 | |
| 4 | ACN |
Accenture plc
|
1,028,658 | $128,006,201 | |
| 5 | CIFR |
Cipher Digital Inc.
|
4,775,520 | $117,000,240 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
4,021,556 | $103,997,438 | |
| 7 | CDW |
CDW Corp
|
418,137 | $58,806,787 | |
| 8 | PENG |
Penguin Solutions, Inc.
|
660,315 | $50,190,543 |
All Filings in GLOB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,050 | 7,500 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $34,135,366 | 1,179,522 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,046,203 | 239,562 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,348,967 | 479,562 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $37,887,784 | 660,296 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,102,043 | 111,207 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $233,877 | 1,312 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $767,220 | 3,800 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $904,324 | 3,800 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $426,426 | 2,600 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $1,476,223 | 4,700 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $2,795,401 | 8,900 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $365,313 | 1,300 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $758,727 | 2,700 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $723,294 | 3,300 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $394,524 | 1,800 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $207,610 | 1,000 | Call | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||