SCHEDULE: Morgan Stanley Reduces Global-E Online Stake Below 5%

Sentiment:

Beneficial Ownership Amendment


Morgan Stanley and its investment management arm have reported reducing their beneficial ownership in Global-E Online Ltd. to below 5% of the ordinary shares.

Summary

  • Morgan Stanley and Morgan Stanley Investment Management Inc. (MSIM Inc.) have filed an amendment to their Schedule 13G, indicating a reduction in their beneficial ownership of Global-E Online Ltd.'s ordinary shares.
  • Both entities have ceased to be beneficial owners of more than five percent of the class of securities.
  • As of September 30, 2025, Morgan Stanley beneficially owned an aggregate of 6,350,407 ordinary shares, representing 3.7% of the class.
  • As of September 30, 2025, Morgan Stanley Investment Management Inc. beneficially owned an aggregate of 6,303,069 ordinary shares, also representing 3.7% of the class.
  • Morgan Stanley Investment Management Inc. is identified as a wholly-owned subsidiary of Morgan Stanley.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of an institutional investor reducing its stake below the 5% reporting threshold, which is a neutral event for the issuer in terms of direct operational or financial performance.

Positives

  • NA

Negatives

  • NA

Risks

  • NA

Future Outlook

NA

Industry Context

This filing reflects a routine adjustment in an institutional investor's portfolio, where a large holder reduces its stake below the 5% reporting threshold. It does not provide specific insights into broader industry trends for Global-E Online Ltd.'s sector.

Comparison to Industry Standards

  • NA

Stakeholder Impact

  • Shareholders of Global-E Online Ltd. may observe a change in the institutional ownership structure, potentially leading to minor shifts in market perception.
  • Morgan Stanley and its subsidiaries will have reduced reporting obligations regarding their ownership in Global-E Online Ltd. as they are now below the 5% threshold.

Next Steps

  • NA

Key Dates

DateDescription
09/30/2025Date of event which required the filing of this statement, indicating the beneficial ownership fell below 5%.
11/07/2025Date of signing and filing of the Schedule 13G amendment by Morgan Stanley and Morgan Stanley Investment Management Inc.

Keywords

Global-E Online Ltd., Morgan Stanley, Morgan Stanley Investment Management Inc., Schedule 13G, Beneficial Ownership, Ordinary Shares, Institutional Investor, Stake Reduction

Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.