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Climb Global Solutions (CLMB) Institutional Ownership

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$27.62 +0.37 (+1.36%)
As of 03:33 PM Eastern

Institutional Ownership Changes (13F Filings) for Climb Global Solutions (NASDAQ:CLMB)

Current
Institutional Ownership
Percentage
49.72%
Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$168.38M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$8.79M
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CLMB Institutional Buying and Selling by Quarter

Climb Global Solutions Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026 California State Teachers Retirement System5,060$117K0.0%+502.4%0.027%
8/20/2026 Ancora Advisors LLC32,470$754K0.0%+44.1%0.174%
8/20/2026 Flputnam Investment Management Co.20,710$481K0.0%N/A0.111%
8/18/2026 Beacon Pointe Advisors LLC11,961$278K0.0%N/A0.064%
8/18/2026 Public Employees Retirement System of Ohio45,572$1.06M0.0%N/A0.244%
8/17/2026 Punch & Associates Investment Management Inc.551,910$12.81M0.6%N/A2.958%
8/17/2026 Bank of America Corp DE18,105$420K0.0%N/A0.097%
8/15/2026 Jupiter Topco LLC83,838$1.95M0.0%N/A0.449%
8/14/2026 Ancora Advisors LLC32,470$754K0.0%N/A0.174%
8/14/2026 Canada Pension Plan Investment Board13,600$316K0.0%N/A0.073%
8/14/2026 Manatuck Hill Partners LLC35,000$812K0.3%N/A0.188%
8/14/2026 Legal & General Group Plc5,329$124K0.0%N/A0.029%
8/12/2026 De Lisle Partners LLP887,135$20.55M2.2%N/A4.754%
8/12/2026 Bard Associates Inc.180,561$4.19M0.9%N/A0.968%
8/10/2026 Tieton Capital Management LLC687,131$15.95M4.6%N/A3.682%
8/7/2026 BlackRock Inc.1,326,018$30.78M0.0%N/A7.106%
8/7/2026 Deutsche Bank AG16,624$386K0.0%N/A0.089%
8/6/2026 Flputnam Investment Management Co.20,710$481K0.0%N/A0.111%
8/6/2026 Global Retirement Partners LLC1,400$32K0.0%N/A0.008%
8/6/2026 Bank of New York Mellon Corp126,508$2.94M0.0%N/A0.678%
8/6/2026 State of Wyoming4,191$97K0.0%N/A0.022%
7/10/2026 Wasatch Advisors LP691,360$16.05M0.1%+13.8%3.718%
5/19/2026 Bank of America Corp DE17,627$349K0.0%+261.7%0.095%
5/16/2026 Quantinno Capital Management LP12,668$251K0.0%+77.8%0.068%
5/16/2026 Polar Asset Management Partners Inc.192,072$3.81M0.1%+167.3%1.033%
5/15/2026 Punch & Associates Investment Management Inc.551,665$10.93M0.6%+309.5%2.966%
5/14/2026 Renaissance Technologies LLC536,213$10.63M0.0%+311.9%2.883%
5/14/2026 Public Employees Retirement System of Ohio45,572$903K0.0%N/A0.245%
5/14/2026 Sei Investments Co.418,908$8.30M0.0%+845.5%2.252%
5/14/2026 Walleye Capital LLC23,913$474K0.0%N/A0.129%
5/13/2026 First Trust Advisors LP58,726$1.16M0.0%+302.2%0.316%
5/7/2026 Dimensional Fund Advisors LP423,197$8.39M0.0%+315.0%2.276%
5/6/2026 Catalyst Capital Advisors LLC3,360$67K0.0%-27.4%0.018%
5/5/2026 Bank of New York Mellon Corp120,965$2.40M0.0%+303.3%0.655%
5/1/2026 Fifth Third Bancorp20,588$408K0.0%N/A0.111%
4/30/2026 Peterson Wealth Services3,569$71K0.0%+3,267.0%0.019%
4/30/2026 Isthmus Partners LLC134,054$2.66M0.3%+660.3%0.728%
4/27/2026 Y Intercept Hong Kong Ltd15,801$313K0.0%N/A0.086%
4/25/2026 Strs Ohio11,600$230K0.0%+300.0%0.063%
4/24/2026 Conestoga Capital Advisors LLC72,350$1.43M0.0%+449.6%0.393%
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4/22/2026 Janney Montgomery Scott LLC79,185$1.57M0.0%+307.6%0.430%
4/22/2026 Venturi Wealth Management LLC13,260$263K0.0%+305.9%0.072%
4/21/2026 Wasatch Advisors LP607,680$12.04M0.1%+116.1%3.299%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC14,456$287K0.0%+171.4%0.078%
4/16/2026 Evolve Private Wealth LLC21,802$432K0.0%+323.3%0.118%
3/3/2026 Caitong International Asset Management Co. Ltd2,315$238K0.1%+77,066.7%0.050%
2/19/2026 Invesco Ltd.2,465$253K0.0%-96.2%0.053%
2/18/2026 Beacon Pointe Advisors LLC3,170$326K0.0%+5.5%0.069%
2/18/2026 XTX Topco Ltd3,161$325K0.0%N/A0.069%
2/18/2026 Millennium Management LLC7,825$804K0.0%-58.9%0.170%
2/18/2026 Man Group plc8,375$861K0.0%N/A0.182%
2/18/2026 Evolve Private Wealth LLC5,150$529K0.0%N/A0.112%
2/18/2026 Boothbay Fund Management LLC2,837$292K0.0%N/A0.062%
2/17/2026 Polar Asset Management Partners Inc.71,868$7.39M0.1%+36.2%1.558%
2/17/2026 Lazard Asset Management LLC15,274$1.57M0.0%+3.8%0.331%
2/17/2026 Jump Financial LLC5,371$552K0.0%+54.6%0.116%
2/17/2026 Price T Rowe Associates Inc. MD2,246$231K0.0%+10.9%0.049%
2/17/2026 Punch & Associates Investment Management Inc.134,717$13.85M0.8%+5.0%2.922%
2/16/2026 Barclays PLC8,553$879K0.0%+9.9%0.186%
2/16/2026 Bard Associates Inc.537$55K0.0%N/A0.012%
2/16/2026 Aptus Capital Advisors LLC48,123$4.95M0.0%+0.4%1.044%
2/13/2026 Kestra Advisory Services LLC1,070$110K0.0%N/A0.023%
2/13/2026 First Trust Advisors LP14,602$1.50M0.0%+5.1%0.317%
2/13/2026 Charles Schwab Investment Management Inc.11,163$1.15M0.0%-1.7%0.242%
2/13/2026 State Street Corp92,480$9.51M0.0%-0.5%2.006%
2/13/2026 Dynamic Technology Lab Private Ltd2,177$224K0.1%N/A0.047%
2/13/2026 Caitong International Asset Management Co. Ltd959$99K0.3%+31,866.7%0.021%
2/13/2026 De Lisle Partners LLP246,988$25.43M3.3%+2.7%5.358%
2/13/2026 Wells Fargo & Company MN5,244$539K0.0%+108.6%0.114%
2/12/2026 Wasatch Advisors LP281,160$28.90M0.2%-7.2%6.099%
2/12/2026 Jane Street Group LLC13,836$1.42M0.0%+23.8%0.300%
2/12/2026 Renaissance Technologies LLC130,196$13.38M0.0%-6.8%2.824%
2/12/2026 Dimensional Fund Advisors LP101,982$10.48M0.0%-1.1%2.212%
2/12/2026 New York State Common Retirement Fund38,345$3.94M0.0%+78.6%0.832%
2/12/2026Aviva PLC4,581$471K0.0%N/A0.099%
2/11/2026 Janney Montgomery Scott LLC19,427$2.00M0.0%-3.1%0.421%
2/11/2026 Deutsche Bank AG2,975$306K0.0%+5.5%0.065%
2/11/2026 LPL Financial LLC10,892$1.12M0.0%+7.3%0.236%
2/11/2026 AltraVue Capital LLC189,851$19.52M1.6%+85.3%4.118%
2/10/2026 Goldman Sachs Group Inc.13,198$1.36M0.0%+18.8%0.286%
2/10/2026 Tieton Capital Management LLC111,984$11.51M3.9%+83.9%2.429%
2/10/2026Arcadia Investment Management Corp MI1,485$153K0.0%N/A0.032%
2/9/2026 Geode Capital Management LLC129,194$13.28M0.0%+20.3%2.802%
2/9/2026 Royce & Associates LP74,460$7.65M0.1%+5.2%1.615%
2/9/2026 Ballast Asset Management LP76,857$7.90M3.7%-3.7%1.667%
2/6/2026 Legato Capital Management LLC40,416$4.15M0.4%+86.2%0.877%
2/6/2026 Global Retirement Partners LLC350$36K0.0%N/A0.008%
2/5/2026 Isthmus Partners LLC17,631$1.81M0.2%N/A0.382%
2/5/2026 Thrivent Financial for Lutherans145,416$14.95M0.0%+41.9%3.154%
2/5/2026 Pinnacle Associates Ltd.14,010$1.44M0.0%+10.5%0.304%
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2/2/2026 Pinnacle Wealth Management Advisory Group LLC5,326$547K0.0%N/A0.116%
2/2/2026 Conestoga Capital Advisors LLC13,165$1.35M0.0%+46.7%0.286%
1/30/2026 New York State Teachers Retirement System284$29K0.0%-26.0%0.006%
1/29/2026Comerica Bank2,972$305K0.0%-3.9%0.064%
1/29/2026 Inscription Capital LLC2,330$240K0.0%N/A0.051%
1/29/2026 UBS Group AG22,953$2.36M0.0%+75.9%0.498%
1/27/2026 Round Rock Advisors LLC6,753$694K0.1%+66.3%0.146%
1/26/2026 Lakewood Asset Management LLC4,178$429K0.3%+7.8%0.091%
1/23/2026 Choreo LLC61,551$6.37M0.1%+2.2%1.335%
1/21/2026 Flagship Harbor Advisors LLC2,739$282K0.0%+3.6%0.059%


CLMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 150 institutional investors and hedge funds held shares of Climb Global Solutions. The most heavily invested institutionals were Vanguard Group Inc. ($31.22M), BlackRock Inc. ($30.78M), De Lisle Partners LLP ($20.55M), AltraVue Capital LLC ($19.52M), Wasatch Advisors LP ($16.05M), Tieton Capital Management LLC ($15.95M), and Thrivent Financial for Lutherans ($14.95M).Learn more on Climb Global Solutions' institutional investors.

49.72% of Climb Global Solutions' stock is owned by institutional investors. Learn more on CLMB's institutional investor holdings.

Of the 135 institutional investors that purchased Climb Global Solutions' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.33M), Punch & Associates Investment Management Inc. ($975.24K), De Lisle Partners LLP ($952.09K), Tieton Capital Management LLC ($738.22K), Wasatch Advisors LP ($497.57K), Renaissance Technologies LLC ($406.02K), and Sei Investments Co. ($374.60K).

Institutional investors have bought a total of 7,414,919 shares in the last 24 months. This purchase volume represents approximately $168.38M in transactions.

Of the 31 institutional investors that sold Climb Global Solutions' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($62.80K), Polar Asset Management Partners Inc. ($46.27K), JPMorgan Chase & Co. ($44.87K), Wasatch Advisors LP ($21.72K), Two Sigma Investments LP ($17.51K), Millennium Management LLC ($16.02K), and Dimensional Fund Advisors LP ($14.56K).

Institutional investors have sold a total of 287,637 shares in the last 24 months. This volume of shares sold represents approximately $8.79M in transactions.



Institutional ownership data for NASDAQ:CLMB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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