Climb Global Solutions, Inc.
CLMB- Exchange
- Nasdaq
- Industry
- Wholesale-Computers & Peripheral Equipment & Software
- SEC CIK
- 0000945983
No open-market purchases or sales by Climb Global Solutions, Inc. insiders were filed in the last 90 days; 132 institutions reported holding it in 13F filings for Q2 2026, worth $346.9M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Climb Global Solutions, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 68
- −1 vs. Q3 2023
- Shares held
- 2.27M
- +154.4K (+7.3%) vs. Q3 2023
- Total value
- $124.3M
- +$33.2M (+36.4%) vs. Q3 2023
- New holders
- 5
- 32 more added
- Sold out
- 6
- 19 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CLMB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 132 | $346.9M |
| Q1 2026 | 128 | $286.5M |
| Q4 2025 | 137 | $342.5M |
| Q3 2025 | 132 | $412.5M |
| Q2 2025 | 128 | $306.0M |
| Q1 2025 | 129 | $304.3M |
| Q4 2024 | 124 | $344.2M |
| Q3 2024 | 105 | $250.5M |
| Q2 2024 | 82 | $157.0M |
| Q1 2024 | 75 | $170.4M |
| Q4 2023 | 68 | $124.3M |
| Q3 2023 | 69 | $91.1M |
| Q2 2023 | 71 | $94.3M |
| Q1 2023 | 49 | $101.7M |
| Q4 2022 | 31 | $57.8M |
| Q3 2022 | 29 | $49.0M |
| Q2 2022 | 31 | $63.7M |
| Q1 2022 | 27 | $65.4M |
| Q4 2021 | 30 | $67.0M |
| Q3 2021 | 32 | $53.1M |
| Q2 2021 | 31 | $47.3M |
| Q1 2021 | 32 | $44.3M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Climb Global Solutions, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $1.00K | 0.00% | −2−18.2% | Reduced |
| FMR LLC | 21 | $1.15K | 0.00% | +16+320.0% | Added |
| The PNC Financial Services Group, Inc. | 54 | $2.96K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 209 | $11.5K | 0.00% | −104−33.2% | Reduced |
| Metropolitan Life Insurance Co | 229 | $12.6K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 275 | $15.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 343 | $18.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 466 | $25.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 505 | $27.7K | 0.00% | +245+94.2% | Added |
| Spire Wealth Management | 540 | $28.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 550 | $30.0K | 0.00% | −42−7.1% | Reduced |
| Citigroup Inc | 601 | $33.0K | 0.00% | +599+29,950.0% | Added |
| California State Teachers Retirement System | 684 | $37.5K | 0.00% | −234−25.5% | Reduced |
| Wells Fargo & Company | 1,112 | $61.0K | 0.00% | +245+28.3% | Added |
| Lazard Asset Management LLC | 1,606 | $88.0K | 0.00% | +1,606 | New |
| New York State Common Retirement Fund | 2,036 | $111.6K | 0.00% | +2+0.1% | Added |
| American International Group, Inc. | 2,067 | $113.3K | 0.00% | −8−0.4% | Reduced |
| Deutsche Bank AG | 2,095 | $114.9K | 0.00% | +1,865+810.9% | Added |
| MetLife Investment Management | 2,211 | $121.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,485 | $136.3K | 0.03% | +123+5.2% | Added |
| JPMorgan Chase & Co | 2,822 | $154.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,909 | $159.5K | 0.01% | +27+0.9% | Added |
| STRS Ohio | 3,300 | $180.0K | 0.00% | +800+32.0% | Added |
| Rhumbline Advisers | 3,827 | $209.8K | 0.00% | −126−3.2% | Reduced |
| Merit Financial Group, LLC | 3,979 | $218.2K | 0.01% | +3,979 | New |
| Kovitz Investment Group Partners, LLC | 4,118 | $225.8K | 0.00% | +4,118 | New |
| Martingale Asset Management L P | 4,420 | $242.3K | 0.00% | +4,420 | New |
| Quadrature Capital Ltd | 4,424 | $243.1K | 0.00% | −14,438−76.5% | Reduced |
| Comerica Bank | 5,575 | $305.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,381 | $349.9K | 0.00% | +2,642+70.7% | Added |
| Oppenheimer Asset Management Inc. | 7,177 | $393.5K | 0.01% | −241−3.2% | Reduced |
| Nuveen Asset Management, LLC | 7,475 | $409.9K | 0.00% | +2,062+38.1% | Added |
| LSV Asset Management | 7,800 | $428.0K | 0.00% | −3,638−31.8% | Reduced |
| Bank of America Corp | 8,002 | $438.8K | 0.00% | +1,612+25.2% | Added |
| BNP Paribas Arbitrage, SA | 8,061 | $442.0K | 0.00% | +2,725+51.1% | Added |
| Russell Investments Group, Ltd. | 8,188 | $448.9K | 0.00% | +1,255+18.1% | Added |
| Lakewood Asset Management LLC | 9,188 | $503.8K | 0.39% | +50+0.5% | Added |
| CAPROCK Group, Inc. | 9,487 | $520.2K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 9,686 | $531.1K | 0.00% | +4,979+105.8% | Added |
| Invesco Ltd. | 10,283 | $563.8K | 0.00% | +3,002+41.2% | Added |
| First Trust Advisors LP | 10,950 | $600.4K | 0.00% | +286+2.7% | Added |
| Charles Schwab Investment Management Inc | 11,109 | $609.1K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 12,700 | $696.3K | 0.01% | −2,500−16.4% | Reduced |
| Morgan Stanley | 14,312 | $784.7K | 0.00% | +6,028+72.8% | Added |
| Janney Montgomery Scott LLC | 17,559 | $963.0K | 0.00% | +2,836+19.3% | Added |
| Pinnacle Associates Ltd | 18,221 | $999.1K | 0.02% | +258+1.4% | Added |
| Royal Bank of Canada | 18,967 | $1.04M | 0.00% | −143−0.7% | Reduced |
| Significant Wealth Partners LLC | 20,945 | $1.15M | 0.84% | +20,945 | New |
| Ancora Advisors, LLC | 26,961 | $1.48M | 0.04% | +3,075+12.9% | Added |
| Acadian Asset Management LLC | 31,543 | $1.73M | 0.01% | −8,976−22.2% | Reduced |
| Victory Capital Management Inc | 34,027 | $1.87M | 0.00% | −23−0.1% | Reduced |
| Herald Investment Management Ltd | 35,000 | $1.92M | 0.37% | 00.0% | Unchanged |
| Foundry Partners, LLC | 35,895 | $1.97M | 0.12% | −645−1.8% | Reduced |
| American Century Companies Inc | 36,887 | $2.02M | 0.00% | +9,144+33.0% | Added |
| Bank of New York Mellon Corp | 42,437 | $2.33M | 0.00% | +5,033+13.5% | Added |
| Albert D Mason Inc | 44,070 | $2.42M | 1.60% | −340−0.8% | Reduced |
| State Street Corp | 49,385 | $2.71M | 0.00% | +1,597+3.3% | Added |
| Northern Trust Corp | 50,128 | $2.75M | 0.00% | +609+1.2% | Added |
| Ballast Asset Management, LP | 81,896 | $4.49M | 2.86% | +17,896+28.0% | Added |
| Geode Capital Management, LLC | 86,043 | $4.72M | 0.00% | +2,837+3.4% | Added |
| Wasatch Advisors Inc | 103,203 | $5.66M | 0.03% | +97,873+1,836.3% | Added |
| Tieton Capital Management, LLC | 123,404 | $6.77M | 3.81% | +30,248+32.5% | Added |
| Dimensional Fund Advisors LP | 159,266 | $8.73M | 0.00% | −2,141−1.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 162,968 | $8.94M | 0.52% | −5,998−3.5% | Reduced |
| Renaissance Technologies LLC | 185,896 | $10.2M | 0.02% | −9,792−5.0% | Reduced |
| Cove Street Capital, LLC | 191,168 | $10.5M | 3.21% | −7,934−4.0% | Reduced |
| Vanguard Group Inc | 216,460 | $11.9M | 0.00% | +4,974+2.4% | Added |
| BlackRock Inc. | 300,543 | $16.5M | 0.00% | +9,053+3.1% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −10,258−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −10,082−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −8,839−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,953−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |