Climb Global Solutions Ownership | Who Owns Climb Global Solutions?
Climb Global Solutions Ownership Summary
Climb Global Solutions is owned by 27.00% institutional investors, 11.56% insiders, and 61.44% retail investors. Westwood group is the largest institutional shareholder, holding 6.62% of CLMB shares. VT De Lisle America B USD is the top mutual fund, with 4.27% of its assets in Climb Global Solutions shares.
CLMB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Climb Global Solutions | 27.00% | 11.56% | 61.44% |
| Sector | Technology Stocks | 36.93% | 14.89% | 48.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Westwood group | 1.20M | 6.62% | $23.82M |
| Blackrock funding, inc. /de | 1.16M | 6.38% | $22.96M |
| Altravue capital | 981.92K | 5.40% | $19.46M |
| Vanguard group | 234.53K | 5.17% | $24.11M |
| De lisle partners llp | 930.56K | 5.12% | $18.44M |
| Thrivent financial for lutherans | 619.68K | 3.41% | $12.28M |
| Wasatch advisors lp | 607.68K | 3.34% | $12.04M |
| Punch & associates investment management | 551.66K | 3.04% | $10.93M |
| Tieton capital management | 538.13K | 2.96% | $10.67M |
| Renaissance | 536.21K | 2.95% | $10.63M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tieton capital management | 538.13K | 3.57% | $10.67M |
| Cove street capital | 18.86K | 3.32% | $2.54M |
| Ballast asset management, lp | 319.19K | 2.82% | $6.33M |
| De lisle partners llp | 930.56K | 2.21% | $18.44M |
| Altravue capital | 981.92K | 1.68% | $19.46M |
| Herald investment management | 296.84K | 0.82% | $5.88M |
| Albert d mason | 62.27K | 0.80% | $1.23M |
| Punch & associates investment management | 551.66K | 0.63% | $10.93M |
| Legato capital management | 207.86K | 0.37% | $4.12M |
| Isthmus partners | 134.05K | 0.28% | $2.66M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Westwood group | 1.20M | 0.17% | 1.20M |
| Blackrock funding, inc. /de | 1.16M | 0.00% | 857.24K |
| Altravue capital | 981.92K | 1.68% | 792.07K |
| De lisle partners llp | 930.56K | 2.21% | 683.57K |
| Thrivent financial for lutherans | 619.68K | 0.02% | 474.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aptus capital advisors | - | - | -48.12K |
| Global value investment | - | - | -18.77K |
| Two sigma investments, lp | 2.65K | 0.00% | -17.51K |
| Lazard asset management | - | - | -15.27K |
| Jane street group | - | - | -13.84K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Westwood group | 1.20M | 0.17% | 1.20M | $23.82M |
| Vanguard fiduciary trust | 111.67K | 0.00% | 111.67K | $2.21M |
| Chatham capital group | 89.78K | 0.26% | 89.78K | $1.78M |
| Verdence capital advisors | 78.64K | 0.09% | 78.64K | $1.56M |
| Jacobs levy equity management | 74.11K | 0.01% | 74.11K | $1.47M |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Eversource wealth advisors | -4.00 |
| Quadrant capital group | -7.00 |
| Capital performance advisors llp | -8.00 |
| Parkside financial bank & trust | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 126 | 2.44% | 2,694,594 | -0.91% | 59 | 1.62% | 62 | -8.82% | 47 | 42.42% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VT De Lisle America B USD | 794.72K | 4.27% | -26.88K |
| GVIC Total Return Value Strategy | 155.01K | 3.36% | -15.00 |
| Tieton Small Cap Value | 538.13K | 2.92% | 426.15K |
| Thrivent Small-Mid Cap Equity ETF | 535.53K | 2.88% | 403.40K |
| Thrivent Small-Mid Cap Equity SMA | 535.01K | 2.88% | 402.88K |
| Vanguard US Total Market Shares ETF | 129.61K | 2.82% | - |
| Vanguard Total Stock Mkt Idx Inv | 522.02K | 2.81% | - |
| iShares Russell 2000 ETF | 389.02K | 2.09% | 8.18K |
| Westwood Quality SmallCap Fund Inst | 316.71K | 1.72% | 316.71K |
| Westwood Mgt SmallCap Value | 316.71K | 1.72% | 316.71K |
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 Q2 | 1 | - |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 3 |
CLMB Ownership FAQ
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