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HOME/GUIDES/GLEAN VALUATION
GUIDE

Glean Valuation (2026): $7.2B — and the Sanest Multiple in Enterprise AI

Glean's last mark is a year old while its ARR tripled to $300M — putting it at ~24x, cheap by 2026 AI standards. The history, the search-to-agents pivot, and live signals.

Bryan Altman
Bryan Altman
Founder, Teahose · angel investor & builder
Updated 2026-06-23

As of June 2026, Glean's valuation is $7.2 billion — its $150M Series F from June 2025, led by Wellington Management (company announcement). The interesting part is what happened since: nothing, valuation-wise — while ARR tripled to $300M. At ~24x ARR, Glean is arguably the most conservatively priced name in the enterprise-AI cohort.

Key takeaways

  • Confirmed: $7.2B (Series F, Jun 2025; Wellington led, with Khosla, Sequoia, Kleiner, Lightspeed, ICONIQ among a deep bench). No 2026 round reported.
  • Revenue: $300M ARR (May 2026) — $100M → $200M → $300M in ~16 months.
  • The pivot: enterprise search → agents platform, with the permissions-aware knowledge graph as the moat.
  • The 2026 wedge: Glean claims its context graph cuts enterprise token spend ~30% — selling AI cost reduction, a rare pitch in this market.

Share of voice: the companies this guide covers, by mentions across Teahose's 1,150+ expert AI conversations
Share of voice: the companies this guide covers, by mentions across Teahose's 1,150+ expert AI conversations

Each bar counts how many of Teahose's 1,150+ expert summaries mention it (word-boundary match across our podcast, newsletter, and paper corpus, June 2026).

Track the field: find the companies most similar to Glean and get their latest funding and product signals by email — Teahose Lookalikes.

Figures tracked against Teahose's analysis of 1,150+ expert podcast, newsletter & research summaries (1,160 as of June 2026), where Glean surfaces in the enterprise-search-vs-agents debate. Mention counts are reproducible from our corpus, not invented.

At a glance: where Glean sits on price

Enterprise-AI company~Revenue multiple (2026)
Glean~24x ARR
Harvey~58x ARR
Sierra~100x ARR

At a year-old $7.2B mark against $300M ARR, Glean carries the lowest revenue multiple of the prominent enterprise-AI cohort — the rare AI name where the question is "why so cheap?", not "is this froth?"

Valuation History

DateRoundRaisedValuation
Jun 2025Series F (Wellington)$150M$7.2B
Sep 2024Series E (Altimeter + DST)$260M+$4.6B
Feb 2024Series D (Kleiner Perkins)$200M+$2.2B
May 2022Series C (Sequoia)$100M$1B
2019–2021Series A–B$55M

Sources: Series F · Series E · Series D — all company posts. (Several aggregators list stale or conflated figures — $4.6B was the Series E, not the current mark.)

What $7.2B Is Pricing

Glean's asset is the knowledge graph: a permissions-aware index of everything a company knows, across every SaaS tool. Search was the first product on top of it; agents are the second — and the graph is what keeps agents from hallucinating against stale or forbidden data. Founder Arvind Jain's framing in 2026 made the strategy unusually legible: enterprises overspend on tokens, and grounding AI in Glean's graph cuts that spend ~30% — positioning Glean as the cost-control layer while rivals sell ambition. CNBC ranked it #41 on the 2026 Disruptor 50.

The bear case is one word: bundling. Microsoft Copilot and ChatGPT Enterprise ship adjacent capability inside agreements enterprises already sign. A 24x multiple — versus Sierra's ~100x or Harvey's ~58x — says investors price that fight as real.

Latest Glean Signals, Live

Live from the Teahose intel graph

Glean Funding & Deal Signals

Extracted live from podcasts, newsletters & primary coverage by the Teahose intel pipeline

  1. 01MENTIONOpen source models will dominate AI inferencing within the next two yearsJUL 19 · SourceryJUL 19
  2. 02MENTIONSingle-model dependency is a strategic error. The winning posture is multi-model routing, not betting on one lab.JUL 19 · Sourcery NewsletterJUL 19
  3. 03MENTIONOpen source models are going to dominate AI inferencing within two years. 'You'll see in the next two years, we'll shift to where it's almost no open source to where it's gonna be JUL 19 · Sourcery NewsletterJUL 19
  4. 04LAUNCHBeing the leader in context graphs is actually helping create a massive demand for Glean... with our context graph, when a model is trying to do some complex work, it doesn't have JUL 19 · SourceryJUL 19
  5. 05LAUNCHYou're seeing people like Snowflake or Glean or Databricks all these people host enterprise data lakes where you can bring the data and run LLMs against it.JUN 22 · 20VCJUN 22
  6. 06MENTIONArvind Krishna, IBM CEO, and Arvind Jain, Glean CEO, are speakers at the Axios AI+ Summit.JUN 3 · Axios Pro RataJUN 3
  7. 07SCOUTSCOUT signalJUN 1 · T1 Scout$150M
  8. 08MENTIONGlean is valued at $7.2B with $100M ARR; moat is workflow integration and proprietary data.MAY 18 · The VC CornerMAY 18
Updated continuously as new signals landFull Glean signal history

What to Watch Next

  1. A Series G — or its absence. Tripled ARR on a year-old mark usually forces a round; if none prints by late 2026, ask why.
  2. The Copilot collision. Win-rate anecdotes against bundled Microsoft are the truest signal in this story.
  3. Agent revenue mix. The multiple re-rates if agents (not search seats) become the growth engine.

Hit Watch on Glean's company profile for new signals by email. Related: Harvey valuation · Sierra valuation · ARR meaning (the metric doing the work here).

Bottom line: At a year-old $7.2B mark against $300M ARR, Glean trades near 24x — a fraction of peers like Sierra (~100x) or Harvey (~58x) — so it's hard to call overvalued; the real question is whether the search-to-agents pivot keeps compounding before Microsoft Copilot commoditizes the category.

Editorial figures as of June 11, 2026. The signal feed above updates continuously.

Frequently Asked Questions

What is Glean worth in 2026?

$7.2 billion — set by its $150M Series F in June 2025, led by Wellington Management. Notably, that's still the latest mark a year later despite ARR tripling to $300M (May 2026), which makes Glean one of the few prominent AI companies whose multiple compressed (~24x) without a down round. A new round at a higher mark, or the absence of one, is the thing to watch.

What does Glean do?

It began as permissions-aware enterprise search — one box that searches a company's entire SaaS footprint via a knowledge graph — and pivoted that graph into an agents platform (Glean Agents and Assistant). Founded 2019 by Arvind Jain, an ex-Google Distinguished Engineer and Rubrik co-founder. Its 2026 sales pitch is unusually concrete: the context graph cuts enterprise AI token spend by ~30%, making Glean budget-cutting infrastructure rather than another AI line item.

What is Glean's revenue?

ARR crossed $300 million in late May 2026, from $200M in December 2025 and ~$100M in early 2025 — a triple in roughly 16 months. At the $7.2B mark that's ~24x ARR, modest next to peers like Sierra (~100x) and Harvey (~58x at its round).

What is the biggest risk to Glean?

Microsoft. Copilot ships "good-enough" enterprise search and agents inside licenses companies already pay for, and ChatGPT Enterprise attacks from the other side. Glean's bet is that a deep, permissions-aware knowledge graph beats bundled adequacy — the same independent-vs-incumbent fight every enterprise software generation re-runs.

Is Glean overvalued at $7.2 billion?

It is one of the harder enterprise-AI names to call overvalued. At a year-old $7.2B mark against $300M ARR, Glean trades near 24x revenue — a fraction of peers like Sierra (~100x) or Harvey (~58x at its round). The valuation risk here is less about froth and more about whether the search-to-agents pivot keeps compounding before Microsoft Copilot commoditizes the category. If anything, the unusual signal is multiple compression without a down round.

Is OpenAI or ChatGPT Enterprise beating Glean?

It's a live debate — and the honest read is "pressured, not beaten." OpenAI's enterprise push (ChatGPT Enterprise plus its connectors) attacks Glean's assistant use case from the consumer-grade-AI side, the same way Microsoft Copilot attacks it from the bundled-into-your-licenses side, and you'll find sales-side anecdotes claiming OpenAI is winning specific deals. But Glean's ARR still tripled to $300M through that pressure, which is hard to square with a company being routed. The differentiator Glean is betting on is the permissions-aware knowledge graph across every SaaS tool — depth and governance the general-purpose assistants don't replicate — plus the 2026 cost-cutting pitch. Whether best-of-breed context keeps beating good-enough-and-already-paid-for is exactly the unresolved question this valuation prices.

When did Glean last raise money and who led the round?

Glean's most recent disclosed round is its $150M Series F in June 2025 at $7.2B, led by Wellington Management with Khosla, Sequoia, Kleiner Perkins, Lightspeed and ICONIQ among existing backers. No new round has been reported through mid-2026 despite ARR tripling to $300M — so the Series F mark is still the current valuation, and a fresh round (or its conspicuous absence) is the next thing watchers are pricing.

How does Glean compare to Microsoft Copilot for enterprise search?

Copilot bundles adequate search and agents inside Microsoft 365 licenses enterprises already buy, so it wins on default distribution and price. Glean's counter is depth: a permissions-aware knowledge graph that indexes every SaaS tool a company uses, not just the Microsoft estate, plus a 2026 pitch that grounding AI in that graph cuts enterprise token spend by roughly 30%. The buyer's question is whether best-of-breed context beats good-enough-and-already-paid-for.

Where can I track Glean's latest funding and deal news?

Teahose extracts Glean funding, M&A and product signals live from podcasts, newsletters and primary coverage — see the signal feed on this page and the full Glean company profile. You can also hit Watch on the profile to get new Glean signals by email as they are detected, rather than checking manually.