Episode Details

Deepwater Asset Management reduced its stake in Global-E Online by selling off around a quarter million shares in Q1 2026, now holding 144,199 shares worth $8.72 million. Despite this, Global-E remains a significant part of Deepwaters portfolio, with a 2.82% stake. Global-E, which facilitates cross-border e-commerce, has seen its shares drop by 35% over the past year, underperforming the S&P 500. However, Deepwaters continued investment and Global-Es real-world advantages in areas like customs and shipping suggest this move is likely routine portfolio management amid market pressure on software stocks.

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