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Climb Global Solutions Ownership | Who Owns Climb Global Solutions?

OverviewRevenueFinancialsChartTranscripts

Climb Global Solutions Ownership Summary

Climb Global Solutions is owned by 60.66% institutional investors, 16.00% insiders, and 23.35% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.58% of CLMB shares. VT De Lisle America B USD is the top mutual fund, with 4.36% of its assets in Climb Global Solutions shares.

CLMB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockClimb Global Solutions60.66%16.00%23.35%
SectorTechnology Stocks 126.02%12.46%-38.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de297.41K6.58%$31.80M
Wasatch advisors lp281.13K6.22%$30.06M
Vanguard group232.71K5.20%$29.50M
De lisle partners llp228.09K5.05%$24.42M
Renaissance186.52K4.17%$23.64M
Punch & associates investment management128.34K2.84%$13.72M
Dimensional fund advisors lp120.06K2.68%$15.22M
Invesco95.20K2.13%$12.07M
Geode capital management90.84K2.03%$11.52M
Ballast asset management, lp80.62K1.78%$8.62M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ballast asset management, lp80.62K4.48%$8.62M
De lisle partners llp228.09K3.45%$24.42M
Tieton capital management61.20K3.12%$7.76M
Global value investment18.77K2.90%$2.01M
Cove street capital15.62K2.45%$1.67M
Albert d mason12.07K0.93%$1.29M
Punch & associates investment management128.34K0.84%$13.72M
Herald investment management40.00K0.83%$5.05M
Semanteon capital management, lp4.26K0.69%$455.76K
Lakewood asset management6.56K0.47%$701.54K

Top Buyers

HolderShares% AssetsChange
Polar asset management partners75.92K0.13%68.92K
Wasatch advisors lp281.13K0.16%63.98K
Csm advisors34.20K0.11%34.20K
State street76.77K0.00%14.08K
Qube research12.49K0.00%12.49K

Top Sellers

HolderShares% AssetsChange
Global value investment18.77K2.90%-109.27K
Dimensional fund advisors lp120.06K0.00%-22.05K
Tieton capital management61.20K3.12%-20.80K
Blackrock funding, inc. /de297.41K0.00%-17.00K
Bank of new york mellon25.15K0.00%-12.49K

New Positions

HolderShares% AssetsChangeValue
Csm advisors34.20K0.11%34.20K$3.65M
Qube research12.49K0.00%12.49K$1.34M
Lpl financial8.62K0.00%8.62K$1.09M
Inspire investing6.61K0.09%6.61K$837.31K
Aviva4.42K0.00%4.42K$472.86K

Sold Out

HolderChange
Rothschild investment-5.00
Quadrant capital group-7.00
Srs capital advisors-8.00
Capital performance advisors llp-8.00
Parkside financial bank & trust-10.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025126-1.56%2,742,2901.52%601.68%7417.46%33-31.25%
Mar 31, 20251262.44%2,694,594-0.91%591.62%62-8.82%4742.42%
Dec 31, 202464-38.46%1,242,451-50.85%270.87%37-38.33%14-51.72%
Sep 30, 202410430.00%2,527,6490.96%561.79%6020.00%2938.10%
Jun 30, 2024809.59%2,503,5293.97%561.91%5056.25%21-32.26%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VT De Lisle America B USD201.13K4.36%1.00K
GVIC Total Return Value Strategy155.01K3.36%-15.00
Wasatch Micro Cap141.87K3.07%24.02K
Vanguard US Total Market Shares ETF129.61K2.82%-
Vanguard Total Stock Mkt Idx Inv126.80K2.75%-2.81K
iShares Russell 2000 ETF96.67K2.09%-1.78K
Thrivent Small-Mid Cap Equity ETF73.13K1.58%1.24K
Invesco Dorsey Wright SmallCap Momt ETF67.85K1.47%-
Ballast SMidCap65.72K1.43%-
Ballast Small/Mid Cap ETF64.88K1.41%-

Recent Insider Transactions

DateNameRoleActivityValue
May 16, 2025Popovich Timothy Chief Operating OfficerSell$990.00K
May 07, 2025Foster Dale Richard Chief Executive OfficerSell$1.02M
May 05, 2025Scorziello Greg-Sell$580.36K
Mar 18, 2025Foster Dale Richard Chief Executive OfficerSell$220.93K
Mar 12, 2025Foster Dale Richard Chief Executive OfficerSell$425.20K

Insider Transactions Trends

DateBuySell
2025 Q3--
2025 Q2-3
2025 Q1-12
2024 Q4--
2024 Q3--

CLMB Ownership FAQ

Who owns the most shares of Climb Global Solutions?

Climb Global Solutions’s largest shareholders are Blackrock funding, inc. /de (297.41K shares, 6.58%), Wasatch advisors lp (281.13K shares, 6.22%), and Vanguard group (232.71K shares, 5.20%). Together, they hold 18.00% of Climb Global Solutions’s total shares outstanding.

Does Blackrock own Climb Global Solutions?

BlackRock is not among the top 10 institutional shareholders of Climb Global Solutions.

Who is Climb Global Solutions’s biggest shareholder by percentage of total assets invested?

Ballast asset management, lp is Climb Global Solutions’s biggest shareholder by percentage of total assets invested, with 4.48% of its assets in 80.62K Climb Global Solutions shares, valued at 8.62M$.

Who is the top mutual fund holder of Climb Global Solutions shares?

VT De Lisle America B USD is the top mutual fund holder of Climb Global Solutions shares, with 4.36% of its total shares outstanding invested in 201.13K Climb Global Solutions shares.

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