Skip to main content
Equibles

CLMB

Climb Global Solutions, Inc.

Company with tickers: CLMB

CIK
945983
CUSIP
946760105
Shares Outstanding
18,597,200
13F Activity (30d)
35 filings 34 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 99
Total Value: $171,402,057
Total Shares: 8,647,937

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 99 13F filers
Top Holder
13.9%
Dec 2023 → Mar 2026 · range 9.9% – 13.9%
of institutional value
Top 5
50.0%
Dec 2023 → Mar 2026 · range 39.8% – 50.0%
of institutional value
Top 10
69.2%
Dec 2023 → Mar 2026 · range 57.7% – 71.1%
of institutional value
HHI
652
Dec 2023 → Mar 2026 · range 457 – 652
Broadly held

Quarterly Activity

vs Mar 25, 2026
New
98
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +98
Institutional value: +810.6%
Shares held: +856.6%

Top Buyers

vs Mar 25, 2026
Institution Added Now Holds Open
Small De Lisle Partners LLP +26,491 930,560

Top Sellers

vs Mar 25, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 25, 2026
Institution Acquired Value (USD) Open
Large WESTWOOD HOLDINGS GROUP INC 1,201,856 $23,820,785
Mid AltraVue Capital, LLC 981,924 $19,461,733
Mega VANGUARD CAPITAL MANAGEMENT LLC 727,280 $14,414,689
Mega GEODE CAPITAL MANAGEMENT, LLC 481,150 $9,536,393
Large SEI INVESTMENTS CO 418,908 $8,302,756

Top Sold-Out Positions

vs Mar 25, 2026
No fully closed positions this quarter.
Filter: New 98 Increased 1 Reduced 0 Sold out 0 Unchanged 0
Showing 99 of 99
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large WESTWOOD HOLDINGS GROUP INC $23,820,785 13.90% 1,201,856
Mid AltraVue Capital, LLC $19,461,733 11.35% 981,924
Small De Lisle Partners LLP $18,443,699 10.76% 930,560
Mega VANGUARD CAPITAL MANAGEMENT LLC $14,414,689 8.41% 727,280
Mega GEODE CAPITAL MANAGEMENT, LLC $9,536,393 5.56% 481,150
Large SEI INVESTMENTS CO $8,302,756 4.84% 418,908
Mega STATE STREET CORP $7,060,478 4.12% 356,230
Small Ballast Asset Management, LP $6,326,306 3.69% 319,188
Small HERALD INVESTMENT MANAGEMENT Ltd $5,883,289 3.43% 296,836
Mid CHOREO, LLC $5,337,526 3.11% 269,300
Mid OBERWEIS ASSET MANAGEMENT INC/ $4,198,668 2.45% 211,840
Mid Legato Capital Management LLC $4,119,864 2.40% 207,864
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $3,769,367 2.20% 190,180
Mega NORTHERN TRUST CORP Bank $3,376,394 1.97% 170,353
Small ISTHMUS PARTNERS, LLC $2,656,950 1.55% 134,054
Mid CSM Advisors, LLC $2,606,726 1.52% 131,520
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,213,319 1.29% 111,671
Small CHATHAM CAPITAL GROUP, INC. $1,779,538 1.04% 89,785
Small Financial Advisors Network, Inc. $1,585,520 0.93% 79,996
Large Janney Montgomery Scott LLC $1,569,446 0.92% 79,185
Mid Verdence Capital Advisors LLC $1,558,605 0.91% 78,638
Large JACOBS LEVY EQUITY MANAGEMENT, INC $1,468,899 0.86% 74,112
Mid Conestoga Capital Advisors, LLC $1,433,977 0.84% 72,350
Mid PINNACLE ASSOCIATES LTD $1,283,226 0.75% 64,744
Small ALBERT D MASON INC $1,234,290 0.72% 62,275
Mega LPL Financial LLC $1,203,311 0.70% 60,712
Mega FIRST TRUST ADVISORS LP $1,163,949 0.68% 58,726
Large Russell Investments Group, Ltd. $953,259 0.56% 48,096
Mega AMERICAN CENTURY COMPANIES INC $945,176 0.55% 47,688
Mega RAYMOND JAMES FINANCIAL INC $910,371 0.53% 45,932
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $903,237 0.53% 45,572
Small Numerai GP LLC $793,216 0.46% 40,021
Mid Quantbot Technologies LP $538,410 0.31% 27,165
Mid Caprock Group, LLC $498,354 0.29% 25,144
Mid MARTINGALE ASSET MANAGEMENT L P $492,487 0.29% 24,848
Large Walleye Capital LLC $473,955 0.28% 23,913
Mega DEUTSCHE BANK AG\ Bank $458,792 0.27% 23,148
Mid Ancora Advisors LLC $446,584 0.26% 22,532
Mega Nuveen, LLC $440,241 0.26% 22,212
Mid EVOLVE PRIVATE WEALTH, LLC $432,115 0.25% 21,802
Large FIFTH THIRD BANCORP Bank $408,054 0.24% 20,588
Mega BNP PARIBAS ARBITRAGE, SA $401,196 0.23% 20,242
Mega RHUMBLINE ADVISERS $370,554 0.22% 18,696
Micro Lakewood Asset Management LLC $347,702 0.20% 17,543
Mid Brevan Howard Capital Management LP $326,375 0.19% 16,467
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $317,674 0.19% 16,028
Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $317,238 0.19% 16,006
Mid Y-Intercept (Hong Kong) Ltd $313,175 0.18% 15,801
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $304,990 0.18% 15,388
Large Trexquant Investment LP $304,831 0.18% 15,380
Small Pinnacle Wealth Management Advisory Group, LLC $286,517 0.17% 14,456
Mid Venturi Wealth Management, LLC $262,813 0.15% 13,260
Mid Beacon Pointe Advisors, LLC $254,528 0.15% 12,842
Large Quantinno Capital Management LP $251,079 0.15% 12,668
Mid Jacobi Capital Management LLC $246,937 0.14% 12,459
Small ARCADIA INVESTMENT MANAGEMENT CORP/MI $238,949 0.14% 12,056
Small FLAGSHIP HARBOR ADVISORS, LLC $238,930 0.14% 12,055
Large STRS OHIO $229,912 0.13% 11,600
Micro Oxford Wealth Group, LLC $206,762 0.12% 10,432
Mid Quadrature Capital Ltd $203,115 0.12% 10,248
Mega CITIGROUP INC $200,558 0.12% 10,119
Large MetLife Investment Management, LLC $189,558 0.11% 9,564
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $158,857 0.09% 8,015
Mega Vanguard Global Advisers, LLC $121,615 0.07% 6,136
Mid Farther Finance Advisors, LLC $99,020 0.06% 4,996
Large Police & Firemen's Retirement System of New Jersey Pension $77,852 0.05% 3,928
Small Peterson Wealth Services $70,737 0.04% 3,569
Small Catalyst Capital Advisors LLC $66,595 0.04% 3,360
Mid IFP Advisors, Inc $62,195 0.04% 3,138
Mid Aquatic Capital Management LLC $48,638 0.03% 2,454
Small BARD ASSOCIATES INC $44,713 0.03% 2,256
Small Destiny Wealth Partners, LLC $35,279 0.02% 1,780
Mega Legal & General Group Plc $32,663 0.02% 1,648
Mid Tower Research Capital LLC (TRC) $28,421 0.02% 1,434
Small Hilltop National Bank Bank $25,766 0.02% 1,300
Mid Ameritas Investment Partners, Inc. $25,686 0.01% 1,296
Small Costello Asset Management, INC $23,784 0.01% 1,200
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $22,515 0.01% 1,136
Small Caitong International Asset Management Co., Ltd $21,821 0.01% 1,101
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $16,648 0.01% 840
Mid State of Alaska, Department of Revenue $16,252 0.01% 820
Small Smithfield Trust Co Bank $14,111 0.01% 712
Large Federation des caisses Desjardins du Quebec $11,892 0.01% 600
Small Bank of New Hampshire Bank $9,830 0.01% 496
Micro USA FINANCIAL FORMULAS $9,473 0.01% 478
Mid SIGNATUREFD, LLC $9,156 0.01% 462
Small Covestor Ltd $6,600 0.00% 333
Mega PNC FINANCIAL SERVICES GROUP, INC. $4,379 0.00% 221
Mid Advisory Services Network, LLC $4,281 0.00% 216
Mid Optiver Holding B.V. $3,171 0.00% 160
Mid Parallel Advisors, LLC $3,111 0.00% 157
Mid HARBOR CAPITAL ADVISORS, INC. $3,111 0.00% 157
Mid SBI Securities Co., Ltd. Broker-Dealer $2,140 0.00% 108
Mid Sterling Capital Management LLC $2,061 0.00% 104
Large CWM, LLC $1,030 0.00% 52
Large NISA INVESTMENT ADVISORS, LLC $872 0.00% 44
Mid Allworth Financial LP $198 0.00% 10
Small Versant Capital Management, Inc $158 0.00% 8
Mid ROTHSCHILD INVESTMENT LLC $79 0.00% 4

Report a Problem

Category
Description
Email (optional, for follow-up)