Climb Global Solutions Ownership | Who Owns Climb Global Solutions?
Climb Global Solutions Ownership Summary
Climb Global Solutions is owned by 82.47% institutional investors, 11.66% insiders, and 5.86% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.28% of CLMB shares. VT De Lisle America B USD is the top mutual fund, with 4.17% of its assets in Climb Global Solutions shares.
CLMB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Climb Global Solutions | 82.47% | 11.66% | 5.86% |
| Sector | Technology Stocks | 54.36% | 14.95% | 30.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.33M | 7.28% | $30.78M |
| Westwood group | 1.13M | 6.20% | $26.21M |
| Vanguard group | 234.53K | 5.17% | $24.11M |
| Altravue capital | 939.77K | 5.16% | $21.81M |
| De lisle partners llp | 887.13K | 4.87% | $20.55M |
| Vanguard capital management | 775.07K | 4.25% | $17.99M |
| Wasatch advisors lp | 691.36K | 3.80% | $16.05M |
| Tieton capital management | 687.13K | 3.77% | $15.95M |
| Thrivent financial for lutherans | 605.03K | 3.32% | $14.04M |
| Punch & associates investment management | 551.91K | 3.03% | $12.81M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tieton capital management | 687.13K | 4.59% | $15.95M |
| Cove street capital | 18.86K | 3.32% | $2.54M |
| Ballast asset management, lp | 315.77K | 2.92% | $7.33M |
| De lisle partners llp | 887.13K | 2.24% | $20.55M |
| Altravue capital | 939.77K | 1.57% | $21.81M |
| Bard associates | 180.56K | 0.93% | $4.19M |
| Albert d mason | 62.31K | 0.82% | $1.45M |
| Herald investment management | 221.84K | 0.70% | $5.13M |
| Punch & associates investment management | 551.91K | 0.63% | $12.81M |
| Legato capital management | 207.86K | 0.40% | $4.82M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bard associates | 180.56K | 0.93% | 178.31K |
| Kennedy capital management | 177.01K | 0.07% | 177.01K |
| Blackrock funding, inc. /de | 1.33M | 0.00% | 167.59K |
| Tieton capital management | 687.13K | 4.59% | 149.00K |
| Jacobs levy equity management | 213.67K | 0.02% | 139.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Oberweis asset management inc/ | - | - | -211.84K |
| Polar asset management partners | - | - | -192.07K |
| Sei investments | 245.12K | 0.01% | -173.79K |
| Csm advisors | - | - | -131.52K |
| Herald investment management | 221.84K | 0.70% | -75.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kennedy capital management | 177.01K | 0.07% | 177.01K | $4.11M |
| Sixth street partners management company | 51.23K | 0.00% | 51.23K | $1.19M |
| Public employees retirement system of ohio | 45.57K | 0.00% | 45.57K | $903.24K |
| Sierra summit advisors | 44.00K | 0.11% | 44.00K | $1.02M |
| Marshall wace, llp | 41.59K | 0.00% | 41.59K | $965.30K |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Eversource wealth advisors | -4.00 |
| Rothschild investment | -4.00 |
| Quadrant capital group | -7.00 |
| Capital performance advisors llp | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 135 | 5.47% | 15,023,432 | 3.85% | 82 | 1.30% | 77 | -37.40% | 43 | 760.00% |
| Mar 31, 2026 | 66 | -51.11% | 4,904,477 | 48.14% | 26 | 0.51% | 64 | -18.99% | 2 | -94.59% |
| Dec 31, 2025 | 93 | -29.55% | 2,790,184 | -8.81% | 61 | 1.34% | 52 | -24.64% | 24 | -45.45% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VT De Lisle America B USD | 777.83K | 4.17% | 2.53K |
| Tieton Small Cap Value | 687.13K | 3.69% | 149.00K |
| GVIC Total Return Value Strategy | 155.01K | 3.36% | -15.00 |
| Vanguard Morn Total Stk Mkt Idx Investor | 563.56K | 3.03% | 41.07K |
| Vanguard Total Stock Mkt Idx Inv | 563.56K | 3.03% | 41.07K |
| Vanguard MStar Total Stk Mkt Idx Invest | 563.56K | 3.02% | - |
| Vanguard US Total Market Shares ETF | 129.61K | 2.82% | - |
| Thrivent Small-Mid Cap Equity ETF | 524.38K | 2.81% | 24.71K |
| Thrivent Small-Mid Cap Equity SMA | 524.38K | 2.81% | 24.97K |
| iShares Russell 2000 ETF | 441.94K | 2.37% | -7.87K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 04, 2026 | MCCARTHY JOHN R | - | Buy | $75.32K |
| Mar 16, 2026 | Foster Dale Richard | Chief Executive Officer | Sell | $684.25K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | 1 | - |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
CLMB Ownership FAQ
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