Climb Global Solutions CLMB Institutional Ownership

NASDAQ CLMB

$27.41 -0.58 (-2.07%)

At close: Sep 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

136 Institutions

Increased 77 56.6%

Unchanged 14 10.3%

Reduced 45 33.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

82.04%

▲+2.63 pp QoQ

Shares Held by Institutions

15.01Mn

of 18.30Mn outstanding

▲+9.07% QoQ

Shares Outstanding

18.30Mn

3.29Mn held outside 13F filers

Institutional Investors

136

filed 13F for Jun 2026

▲+8 vs prior quarter

Net Shares Added (QoQ)

+1.25Mn

accumulated since last quarter

Value of Holdings

$420.15Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Climb Global Solutions, Inc. (NASDAQ:CLMB) is held by 136 institutional investors per 13F filings through June 2026.

These investors collectively held 82.0% of Climb Global Solutions's outstanding shares in June 2026, up from 79.4% in March 2026.
They increased total shares held in Climb Global Solutions by 9.07% from last quarter, and the number of investors in CLMB increased 7.94% annually.
Of these 136 holders, 77 added to their stakes in Climb Global Solutions, 45 trimmed positions, and 14 made no changes.
Combined, these investors held 15.01Mn shares in CLMB for June 2026, up by 1.25Mn shares quarter on quarter, and up 3.65Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Climb Global Solutions with 1.33Mn shares, accounting for 7.25% of total shares outstanding.
Leading buyers of Climb Global Solutions shares for the quarter ending June 2026 were BARD ASSOCIATES INC (178.3K), KENNEDY CAPITAL MANAGEMENT LLC (177.01K), BlackRock, Inc. (167.59K), Tieton Capital Management, LLC (149.0K), JACOBS LEVY EQUITY MANAGEMENT, INC (139.56K).
The biggest sellers of Climb Global Solutions for the quarter ending June 2026 included Sei Investments Co (173.79K), HERALD INVESTMENT MANAGEMENT Ltd (75.0K), Westwood Holdings Group Inc (72.51K), RENAISSANCE TECHNOLOGIES LLC (65.07K), De Lisle Partners LLP (43.42K).
Per Business Quant data, the top 10 holders of Climb Global Solutions for the quarter ending June 2026 are BlackRock, Inc. (1.33Mn), Westwood Holdings Group Inc (1.13Mn), AltraVue Capital, LLC (939.77K), De Lisle Partners LLP (887.14K), VANGUARD CAPITAL MANAGEMENT LLC (775.07K), WASATCH ADVISORS LP (691.36K), Tieton Capital Management, LLC (687.13K), THRIVENT FINANCIAL FOR LUTHERANS (605.03K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (551.91K), GEODE CAPITAL MANAGEMENT, LLC (531.56K).

Form 13F Holdings

136 Institutional Holders

Report period 30 Jun, 2026

Total shares held 15.01Mn

Of outstanding 82.04%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,326,018	7.25%	▲167,587	+14.47%	$30.78Mn
2	Westwood Holdings Group Inc	0001165002	1,129,342	6.17%	▼72,514	-6.03%	$26.21Mn
3	AltraVue Capital, LLC	0001740837	939,774	5.14%	▼42,150	-4.29%	$21.81Mn
4	De Lisle Partners LLP	0002011184	887,135	4.85%	▼43,425	-4.67%	$20.55Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	775,070	4.24%	▲47,790	+6.57%	$17.99Mn
6	WASATCH ADVISORS LP	0000814133	691,360	3.78%	▲83,680	+13.77%	$16.05Mn
7	Tieton Capital Management, LLC	0001381954	687,131	3.76%	▲149,000	+27.69%	$15.95K
8	THRIVENT FINANCIAL FOR LUTHERANS	0000314984	605,027	3.31%	▼14,658	-2.37%	$14.04K
9	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0001238990	551,910	3.02%	▲245	+0.04%	$12.81Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	531,559	2.91%	▲50,409	+10.48%	$12.34Mn
11	RENAISSANCE TECHNOLOGIES LLC	0001037389	471,140	2.58%	▼65,073	-12.14%	$10.94Mn
12	DIMENSIONAL FUND ADVISORS LP	0000354204	449,562	2.46%	▲26,365	+6.23%	$10.43Mn
13	ROYCE & ASSOCIATES LP	0000906304	363,393	1.99%	▲65,523	+22.00%	$8.43Mn
14	State Street Corp	0000093751	344,399	1.88%	▼11,831	-3.32%	$7.99Mn
15	Ballast Asset Management, LP	0001998389	315,770	1.73%	▼3,418	-1.07%	$7.33Mn
16	CHOREO, LLC	0001679031	272,726	1.49%	▲3,426	+1.27%	$6.33Mn
17	Sei Investments Co	0000350894	245,120	1.34%	▼173,788	-41.49%	$5.69Mn
18	HERALD INVESTMENT MANAGEMENT Ltd	0001512022	221,836	1.21%	▼75,000	-25.27%	$5.13Mn
19	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	213,670	1.17%	▲139,558	+188.31%	$4.96Mn
20	Legato Capital Management LLC	0001442641	207,864	1.14%	0	0.00%	$4.82Mn

Showing 1 to 20 of 136 holders