Climb Global Solutions Ownership | Who Owns Climb Global Solutions?
Climb Global Solutions Ownership Summary
Climb Global Solutions is owned by 66.80% institutional investors, 15.98% insiders, and 17.22% retail investors. Wasatch advisors lp is the largest institutional shareholder, holding 6.70% of CLMB shares. VT De Lisle America B USD is the top mutual fund, with 4.57% of its assets in Climb Global Solutions shares.
CLMB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Climb Global Solutions | 66.80% | 15.98% | 17.22% |
| Sector | Technology Stocks | 50.69% | 12.56% | 36.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wasatch advisors lp | 302.88K | 6.70% | $40.84M |
| Blackrock funding, inc. /de | 297.13K | 6.57% | $40.07M |
| De lisle partners llp | 240.59K | 5.32% | $32.45M |
| Vanguard group | 231.52K | 5.12% | $31.22M |
| Renaissance | 139.70K | 3.09% | $18.84M |
| Punch & associates investment management | 128.34K | 2.84% | $17.31M |
| Geode capital management | 107.41K | 2.38% | $14.49M |
| Dimensional fund advisors lp | 103.14K | 2.28% | $13.91M |
| Thrivent financial for lutherans | 102.48K | 2.27% | $13.82M |
| Altravue capital | 102.47K | 2.27% | $13.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ballast asset management, lp | 79.80K | 4.91% | $10.76M |
| De lisle partners llp | 240.59K | 3.99% | $32.45M |
| Cove street capital | 18.86K | 3.32% | $2.54M |
| Tieton capital management | 60.90K | 2.85% | $8.21M |
| Altravue capital | 102.47K | 1.15% | $13.82M |
| Albert d mason | 12.88K | 1.13% | $1.74M |
| Punch & associates investment management | 128.34K | 1.00% | $17.31M |
| Herald investment management | 50.00K | 0.90% | $6.74M |
| Financial advisors network | 20.00K | 0.38% | $2.70M |
| Legato capital management | 21.71K | 0.32% | $2.93M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Altravue capital | 102.47K | 1.15% | 102.47K |
| Invesco | 65.26K | 0.00% | 62.70K |
| Herald investment management | 50.00K | 0.90% | 50.00K |
| Thrivent financial for lutherans | 102.48K | 0.03% | 28.09K |
| Rhumbline advisers | 33.31K | 0.00% | 27.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | 139.70K | 0.02% | -44.70K |
| Polar asset management partners | 52.78K | 0.08% | -23.13K |
| Jpmorgan chase | 10.48K | 0.00% | -22.43K |
| Global value investment | - | - | -18.77K |
| Two sigma investments, lp | 2.65K | 0.00% | -17.51K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Altravue capital | 102.47K | 1.15% | 102.47K | $13.82M |
| Herald investment management | 50.00K | 0.90% | 50.00K | $6.74M |
| Legato capital management | 21.71K | 0.32% | 21.71K | $2.93M |
| Canada pension plan investment board | 21.50K | 0.00% | 21.50K | $2.90M |
| Financial advisors network | 20.00K | 0.38% | 20.00K | $2.70M |
Sold Out
| Holder | Change |
|---|---|
| Rothschild investment | -5.00 |
| Capital performance advisors llp | -8.00 |
| Parkside financial bank & trust | -10.00 |
| Jones financial companies lllp | -17.00 |
| Geowealth management | -49.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 126 | 3.28% | 3,019,843 | 9.88% | 66 | 1.81% | 66 | -7.04% | 44 | 33.33% |
| Jun 30, 2025 | 126 | -1.56% | 2,742,290 | 1.52% | 60 | 1.68% | 74 | 17.46% | 33 | -31.25% |
| Mar 31, 2025 | 126 | 2.44% | 2,694,594 | -0.91% | 59 | 1.62% | 62 | -8.82% | 47 | 42.42% |
| Dec 31, 2024 | 64 | -38.46% | 1,242,451 | -50.85% | 27 | 0.87% | 37 | -38.33% | 14 | -51.72% |
| Sep 30, 2024 | 104 | 30.00% | 2,527,649 | 0.96% | 56 | 1.79% | 60 | 20.00% | 29 | 38.10% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VT De Lisle America B USD | 211.13K | 4.57% | 10.00K |
| GVIC Total Return Value Strategy | 155.01K | 3.36% | -15.00 |
| Wasatch Micro Cap | 141.87K | 3.07% | 24.02K |
| Vanguard US Total Market Shares ETF | 129.61K | 2.82% | - |
| Vanguard Total Stock Mkt Idx Inv | 126.80K | 2.75% | -2.81K |
| iShares Russell 2000 ETF | 98.59K | 2.14% | - |
| Thrivent Small-Mid Cap Equity ETF | 74.39K | 1.61% | 1.26K |
| Invesco Dorsey Wright SmallCap Momt ETF | 67.85K | 1.47% | - |
| Ballast SMidCap | 65.72K | 1.43% | - |
| Wasatch Micro Cap Value | 62.88K | 1.36% | 18.38K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 16, 2025 | Popovich Timothy | Chief Operating Officer | Sell | $990.00K |
| May 07, 2025 | Foster Dale Richard | Chief Executive Officer | Sell | $1.02M |
| May 05, 2025 | Scorziello Greg | - | Sell | $580.36K |
| Mar 18, 2025 | Foster Dale Richard | Chief Executive Officer | Sell | $220.93K |
| Mar 12, 2025 | Foster Dale Richard | Chief Executive Officer | Sell | $425.20K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 12 |
| 2024 Q4 | - | - |
CLMB Ownership FAQ
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