CLMB Institutional Ownership & Shareholders

CLIMB GLOBAL SOLUTIONS INC (CLMB) is currently held by 132 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $331.98M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of CLMB tracked by InsiderSet, reporting ownership valued at approximately $30.78M in its June 30, 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 $57.09M, representing an estimated gain of +85.48% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed CLMB value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Westwood Holdings Group 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

132

Total Reported Value

$331.98M

Largest Holder

Blackrock, Inc.

Largest Position

$30.78M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

60

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%1,326,018$30,776,877$57,085,075+$26,308,198+85.48%
Westwood Holdings Group Inc0.20%1,129,342$26,212,028$48,618,173+$22,406,145+85.48%
Altravue Capital, Llc1.57%939,774$21,812,154$40,457,271+$18,645,117+85.48%
Wasatch Advisors Lp0.16%668,731$21,482,983$28,788,870+$7,305,887+34.01%
De Lisle Partners Llp2.24%887,135$20,551,639$38,191,162+$17,639,523+85.83%
Vanguard Capital Management Llc0.00%775,070$17,989,375$33,366,763+$15,377,388+85.48%
Dimensional Fund Advisors Lp0.00%444,179$14,270,365$19,121,906+$4,851,541+34.00%
Thrivent Financial For Lutherans0.02%605,027$14,043,000$26,046,412+$12,003,412+85.48%
Punch & Associates Investment Management, Inc.0.63%551,910$12,809,831$23,759,726+$10,949,895+85.48%
Geode Capital Management, Llc0.00%531,559$12,340,241$22,883,615+$10,543,374+85.44%
Renaissance Technologies LLCJim Simons0.02%471,140$10,935,159$20,282,577+$9,347,418+85.48%
Ballast Asset Management, Lp4.26%305,516$9,814,702$13,152,464+$3,337,762+34.01%
Choreo, Llc0.09%276,533$8,883,591$11,904,746+$3,021,155+34.01%
Royce & Associates Lp0.07%363,393$8,434,352$15,644,069+$7,209,717+85.48%
State Street Corp0.00%344,399$7,993,501$14,826,377+$6,832,876+85.48%
Sei Investments Co0.01%245,120$5,689,235$10,552,416+$4,863,181+85.48%
Jacobs Levy Equity Management, Inc0.02%213,670$4,959,281$9,198,494+$4,239,213+85.48%
Isthmus Partners, Llc0.46%150,545$4,836,258$6,480,962+$1,644,704+34.01%
Legato Capital Management Llc0.40%207,864$4,824,523$8,948,545+$4,124,022+85.48%
New York State Common Retirement Fund0.01%194,780$4,520,844$8,385,279+$3,864,435+85.48%
Northern Trust Corp0.00%182,674$4,239,863$7,864,116+$3,624,253+85.48%
Bard Associates Inc0.93%180,561$4,190,821$7,773,151+$3,582,330+85.48%
Kennedy Capital Management Llc0.07%177,008$4,108,356$7,620,194+$3,511,838+85.48%
Millennium Management Llc0.00%172,704$4,008,460$7,434,907+$3,426,447+85.48%
Pinnacle Associates Ltd0.04%106,430$3,419,064$4,581,812+$1,162,748+34.01%
Chatham Capital Group, Inc.0.40%95,575$3,070,347$4,114,504+$1,044,157+34.01%
Citadel Advisors Llc0.00%127,919$2,969,000$5,506,913+$2,537,913+85.48%
Bank Of New York Mellon Corp0.00%126,508$2,936,260$5,446,169+$2,509,909+85.48%
Vanguard Fiduciary Trust Co0.00%118,023$2,739,314$5,080,890+$2,341,576+85.48%
Vanguard Portfolio Management Llc0.00%114,764$2,663,672$4,940,590+$2,276,918+85.48%
Verdence Capital Advisors Llc0.10%76,303$2,451,234$3,284,844+$833,610+34.01%
Ubs Group Ag0.00%103,306$2,397,733$4,447,323+$2,049,590+85.48%
Conestoga Capital Advisors, Llc0.07%72,070$2,315,249$3,102,614+$787,365+34.01%
Albert D Mason Inc1.22%62,848$2,018,999$2,705,606+$686,607+34.01%
Janney Montgomery Scott Llc0.00%78,691$1,826,000$3,387,648+$1,561,648+85.52%
First Trust Advisors Lp0.00%62,038$1,439,901$2,670,736+$1,230,835+85.48%
Morgan Stanley0.00%59,404$1,378,779$2,557,342+$1,178,563+85.48%
Peterson Wealth Services0.29%42,723$1,372,481$1,839,225+$466,744+34.01%
Lpl Financial Llc0.00%56,800$1,318,323$2,445,240+$1,126,917+85.48%
Charles Schwab Investment Management Inc0.00%51,231$1,189,072$2,205,495+$1,016,423+85.48%
Numerai Gp Llc0.09%47,023$1,091,404$2,024,340+$932,936+85.48%
American Century Companies Inc0.00%46,244$1,073,323$1,990,804+$917,481+85.48%
Financial Advisors Network, Inc.0.13%45,685$1,060,349$1,966,739+$906,390+85.48%
Public Employees Retirement System Of Ohio0.00%45,572$1,057,726$1,961,875+$904,149+85.48%
Goldman Sachs Group Inc0.00%44,724$1,038,044$1,925,368+$887,324+85.48%
Raymond James Financial Inc0.00%44,101$1,023,583$1,898,548+$874,965+85.48%
Russell Investments Group, Ltd.0.00%42,430$984,827$1,826,611+$841,784+85.48%
Marshall Wace, Llp0.00%41,590$965,304$1,790,449+$825,145+85.48%
Xtx Topco Ltd0.01%38,952$904,076$1,676,884+$772,808+85.48%
Trexquant Investment Lp0.01%35,619$826,717$1,533,398+$706,681+85.48%
Showing 50 of 131

Frequently asked questions about CLMB

  • Who are the largest institutional holders of CLMB?

    The largest institutional holders of CLMB reported in the latest SEC Form 13F filings include Blackrock, Inc., Westwood Holdings Group Inc, Altravue Capital, Llc, Wasatch Advisors Lp, and De Lisle Partners Llp. InsiderSet ranks institutional holders by their latest reported CLMB position.

  • What is CLMB institutional ownership?

    This page tracks CLMB positions reported by institutional investment managers through SEC Form 13F. CLIMB GLOBAL SOLUTIONS INC (CLMB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own CLMB?

    InsiderSet currently tracks 132 institutional managers reporting CLMB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CLMB shareholders.

  • How much CLMB stock do institutions own?

    Institutional investment managers disclosed approximately $331.98M in CLMB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was CLMB institutional ownership last updated?

    The latest CLMB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional CLMB holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CLMB position after the reporting date.

  • Are institutions buying or selling CLMB?

    Institutional buying and selling can be analyzed by comparing CLMB positions across consecutive 13F reporting periods. InsiderSet's CLMB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CLMB ownership changes.

  • How has CLMB institutional ownership changed over time?

    InsiderSet tracks CLMB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.