Climb Global Solutions Ownership | Who Owns Climb Global Solutions?

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Climb Global Solutions Ownership Summary

Climb Global Solutions is owned by 61.51% institutional investors, 15.96% insiders, and 22.53% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.64% of CLMB shares. VT De Lisle America B USD is the top mutual fund, with 4.75% of its assets in Climb Global Solutions shares.

CLMB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Climb Global Solutions	61.51%	15.96%	22.53%
Sector	Technology Stocks	35.23%	13.13%	51.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	301.19K	6.64%	$30.96M
Wasatch advisors lp	281.16K	6.20%	$28.90M
De lisle partners llp	240.59K	5.32%	$32.45M
Vanguard group	234.53K	5.17%	$24.11M
Altravue capital	189.85K	4.19%	$19.51M
Thrivent financial for lutherans	145.42K	3.21%	$14.95M
Renaissance	130.20K	2.87%	$13.38M
Geode capital management	129.19K	2.85%	$13.28M
Punch & associates investment management	128.34K	2.84%	$17.31M
Tieton capital management	111.98K	2.47%	$11.51M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
De lisle partners llp	240.59K	3.99%	$32.45M
Tieton capital management	111.98K	3.94%	$11.51M
Ballast asset management, lp	76.86K	3.73%	$7.90M
Cove street capital	18.86K	3.32%	$2.54M
Altravue capital	189.85K	1.61%	$19.51M
Punch & associates investment management	128.34K	1.00%	$17.31M
Herald investment management	50.00K	0.90%	$6.74M
Albert d mason	12.84K	0.87%	$1.32M
Financial advisors network	20.00K	0.38%	$2.70M
Legato capital management	40.42K	0.36%	$4.15M

Top Buyers

Holder	Shares	% Assets	Change
Altravue capital	189.85K	1.61%	87.38K
Invesco	65.26K	0.00%	62.70K
Tieton capital management	111.98K	3.94%	51.09K
Herald investment management	50.00K	0.90%	50.00K
Sei investments	44.31K	0.00%	44.31K

Top Sellers

Holder	Shares	% Assets	Change
Polar asset management partners	52.78K	0.08%	-23.13K
Wasatch advisors lp	281.16K	0.17%	-21.72K
Global value investment	-	-	-18.77K
Two sigma investments, lp	2.65K	0.00%	-17.51K
Qube research	-	-	-12.49K

New Positions

Holder	Shares	% Assets	Change	Value
Herald investment management	50.00K	0.90%	50.00K	$6.74M
Sei investments	44.31K	0.00%	44.31K	$4.55M
Canada pension plan investment board	21.50K	0.00%	21.50K	$2.90M
Financial advisors network	20.00K	0.38%	20.00K	$2.70M
Isthmus partners	17.63K	0.20%	17.63K	$1.81M

Sold Out

Holder	Change
True wealth design	-1.00
Eversource wealth advisors	-4.00
Allworth financial lp	-5.00
Rothschild investment	-5.00
Capital performance advisors llp	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	64	-38.46%	1,242,451	-50.85%	27	0.87%	37	-38.33%	14	-51.72%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VT De Lisle America B USD	219.03K	4.75%	-
Wasatch Micro Cap	162.08K	3.52%	7.51K
GVIC Total Return Value Strategy	155.01K	3.36%	-15.00
Vanguard Total Stock Mkt Idx Inv	130.50K	2.83%	-
Vanguard US Total Market Shares ETF	129.61K	2.82%	-
Tieton Small Cap Value	111.98K	2.43%	51.09K
Thrivent Small-Mid Cap Equity ETF	106.26K	2.30%	12.51K
Thrivent Small-Mid Cap Equity SMA	106.26K	2.30%	12.92K
iShares Russell 2000 ETF	95.77K	2.08%	95.77K
Invesco Dorsey Wright SmallCap Momt ETF	67.85K	1.47%	-

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
2026 Q1	-	-
2025 Q4	-	-
2025 Q3	-	-
2025 Q2	-	3
2025 Q1	-	12

CLMB Ownership FAQ

Who owns the most shares of Climb Global Solutions?

Climb Global Solutions’s largest shareholders are Blackrock funding, inc. /de (301.19K shares, 6.64%), Wasatch advisors lp (281.16K shares, 6.20%), and De lisle partners llp (240.59K shares, 5.32%). Together, they hold 18.16% 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?

De lisle partners llp is Climb Global Solutions’s biggest shareholder by percentage of total assets invested, with 3.99% of its assets in 240.59K Climb Global Solutions shares, valued at 32.45M$.

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 4.75% of its total shares outstanding invested in 219.03K Climb Global Solutions shares.

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