CLIMB GLOBAL SOLUTIONS INC (CLMB) Institutional Shareholders
CLIMB GLOBAL SOLUTIONS INC (CLMB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $270.15M in CLMB holdings during the latest filing period.
Westwood Holdings Group Inc is currently the largest disclosed institutional shareholder of CLMB tracked by InsiderSet, reporting ownership valued at approximately $23.82M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $32.71M, representing an estimated gain of +37.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed CLMB value among the investors covered in this analysis. Major shareholders include Westwood Holdings Group Inc, Blackrock, Inc., Altravue Capital, Llc, and several other long-term asset managers with concentrated positions in CLIMB GLOBAL SOLUTIONS INC (CLMB).
This page ranks the largest institutional CLMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
131
Total Reported Value
$270.15M
Largest Holder
Westwood Holdings Group Inc
Largest Position
$23.82M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
166
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Westwood Holdings Group Inc | 0.17% | 1,201,856 | $23,820,786 | $32,714,520 | +$8,893,734 | +37.34% | |
| Blackrock, Inc. | 0.00% | 1,158,431 | $22,960,102 | $31,532,492 | +$8,572,390 | +37.34% | |
| Altravue Capital, Llc | 1.68% | 981,924 | $19,461,733 | $26,727,971 | +$7,266,238 | +37.34% | |
| De Lisle Partners Llp | 2.21% | 930,560 | $18,439,606 | $25,329,843 | +$6,890,237 | +37.37% | |
| Wasatch Advisors Lp | 0.11% | 691,360 | $16,046,466 | $18,818,819 | +$2,772,353 | +17.28% | |
| Vanguard Capital Management Llc | 0.00% | 727,280 | $14,414,690 | $19,796,562 | +$5,381,872 | +37.34% | |
| Punch & Associates Investment Management, Inc. | 0.63% | 551,665 | $10,934,000 | $15,016,321 | +$4,082,321 | +37.34% | |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 536,213 | $10,627,742 | $14,595,718 | +$3,967,976 | +37.34% |
| Geode Capital Management, Llc | 0.00% | 481,150 | $9,538,594 | $13,096,903 | +$3,558,309 | +37.30% | |
| Dimensional Fund Advisors Lp | 0.00% | 423,197 | $8,386,985 | $11,519,422 | +$3,132,437 | +37.35% | |
| Sei Investments Co | 0.01% | 418,908 | $8,302,757 | $11,402,676 | +$3,099,919 | +37.34% | |
| State Street Corp | 0.00% | 356,230 | $7,060,479 | $9,696,581 | +$2,636,102 | +37.34% | |
| Ballast Asset Management, Lp | 2.82% | 319,188 | $6,326,306 | $8,688,297 | +$2,361,991 | +37.34% | |
| Royce & Associates Lp | 0.06% | 297,870 | $5,903,783 | $8,108,021 | +$2,204,238 | +37.34% | |
| Choreo, Llc | 0.07% | 269,300 | $5,337,518 | $7,330,346 | +$1,992,828 | +37.34% | |
| Herald Investment Management Ltd | 0.70% | 221,836 | $5,126,630 | $6,038,376 | +$911,746 | +17.78% | |
| New York State Common Retirement Fund | 0.01% | 194,780 | $4,520,844 | $5,301,912 | +$781,068 | +17.28% | |
| Oberweis Asset Management Inc/ | 0.12% | 211,840 | $4,198,669 | $5,766,285 | +$1,567,616 | +37.34% | |
| Millennium Management Llc | 0.00% | 208,023 | $4,123,016 | $5,662,386 | +$1,539,370 | +37.34% | |
| Legato Capital Management Llc | 0.37% | 207,864 | $4,119,864 | $5,658,058 | +$1,538,194 | +37.34% | |
| Polar Asset Management Partners Inc. | 0.09% | 192,072 | $3,806,867 | $5,228,200 | +$1,421,333 | +37.34% | |
| Financial Advisors Network, Inc. | 0.25% | 99,996 | $3,641,321 | $2,721,891 | -$919,430 | -25.25% | |
| Northern Trust Corp | 0.00% | 170,353 | $3,376,397 | $4,637,009 | +$1,260,612 | +37.34% | |
| Isthmus Partners, Llc | 0.31% | 137,375 | $3,188,474 | $3,739,348 | +$550,874 | +17.28% | |
| Ubs Group Ag | 0.00% | 122,034 | $2,418,713 | $3,321,765 | +$903,052 | +37.34% | |
| Bank Of New York Mellon Corp | 0.00% | 120,965 | $2,397,536 | $3,292,667 | +$895,131 | +37.34% | |
| Vanguard Fiduciary Trust Co | 0.00% | 111,671 | $2,213,319 | $3,039,685 | +$826,366 | +37.34% | |
| Chatham Capital Group, Inc. | 0.28% | 92,855 | $2,155,165 | $2,527,513 | +$372,348 | +17.28% | |
| Vanguard Portfolio Management Llc | 0.00% | 95,281 | $1,888,469 | $2,593,549 | +$705,080 | +37.34% | |
| Verdence Capital Advisors Llc | 0.09% | 76,566 | $1,777,097 | $2,084,127 | +$307,030 | +17.28% | |
| Morgan Stanley | 0.00% | 89,299 | $1,769,917 | $2,430,719 | +$660,802 | +37.34% | |
| Conestoga Capital Advisors, Llc | 0.04% | 72,070 | $1,672,745 | $1,961,745 | +$289,000 | +17.28% | |
| Jacobs Levy Equity Management, Inc | 0.01% | 74,112 | $1,468,900 | $2,017,329 | +$548,429 | +37.34% | |
| Albert D Mason Inc | 0.82% | 62,315 | $1,446,336 | $1,696,214 | +$249,878 | +17.28% | |
| Alliancebernstein L.P. | 0.00% | 13,080 | $1,344,493 | $356,038 | -$988,455 | -73.52% | |
| Pinnacle Associates Ltd | 0.02% | 64,744 | $1,283,226 | $1,762,332 | +$479,106 | +37.34% | |
| Lpl Financial Llc | 0.00% | 60,712 | $1,203,306 | $1,652,581 | +$449,275 | +37.34% | |
| First Trust Advisors Lp | 0.00% | 58,726 | $1,163,949 | $1,598,522 | +$434,573 | +37.34% | |
| Goldman Sachs Group Inc | 0.00% | 55,196 | $1,093,985 | $1,502,435 | +$408,450 | +37.34% | |
| Sierra Summit Advisors Llc | 0.11% | 43,997 | $1,021,171 | $1,197,598 | +$176,427 | +17.28% | |
| Peterson Wealth Services | 0.21% | 41,573 | $964,913 | $1,131,617 | +$166,704 | +17.28% | |
| Russell Investments Group, Ltd. | 0.00% | 48,096 | $953,278 | $1,309,173 | +$355,895 | +37.33% | |
| American Century Companies Inc | 0.00% | 47,688 | $945,176 | $1,298,067 | +$352,891 | +37.34% | |
| Charles Schwab Investment Management Inc | 0.00% | 46,858 | $928,726 | $1,275,475 | +$346,749 | +37.34% | |
| Raymond James Financial Inc | 0.00% | 45,932 | $910,372 | $1,250,269 | +$339,897 | +37.34% | |
| Public Employees Retirement System Of Ohio | 0.00% | 45,572 | $903,237 | $1,240,470 | +$337,233 | +37.34% | |
| Numerai Gp Llc | 0.08% | 40,021 | $793,216 | $1,089,372 | +$296,156 | +37.34% | |
| Citadel Advisors Llc | 0.00% | 39,900 | $790,818 | $1,086,078 | +$295,260 | +37.34% | |
| Caprock Group, Llc | 0.01% | 28,771 | $667,775 | $783,147 | +$115,372 | +17.28% | |
| Quantbot Technologies Lp | 0.02% | 27,165 | $538,410 | $739,431 | +$201,021 | +37.34% |
Frequently asked questions about CLMB
Who owns the most CLMB stock?
The largest holders of CLMB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CLIMB GLOBAL SOLUTIONS INC (CLMB).
Is CLMB widely held by superinvestors?
Many widely followed stocks like CLMB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CLMB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.