CLIMB GLOBAL SOLUTIONS INC (CLMB) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $262.35M 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 $27.07M, representing an estimated gain of +13.62% 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

127

Total Reported Value

$262.35M

Largest Holder

Westwood Holdings Group Inc

Largest Position

$23.82M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

159

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Westwood Holdings Group Inc0.17%1,201,856$23,820,786$27,065,797+$3,245,011+13.62%
Blackrock, Inc.0.00%1,158,431$22,960,102$26,087,866+$3,127,764+13.62%
Altravue Capital, Llc1.68%981,924$19,461,733$22,112,928+$2,651,195+13.62%
De Lisle Partners Llp2.21%930,560$18,439,606$20,956,211+$2,516,605+13.65%
Vanguard Capital Management Llc0.00%727,280$14,414,690$16,378,346+$1,963,656+13.62%
Wasatch Advisors Lp0.08%607,680$12,044,218$13,684,954+$1,640,736+13.62%
Punch & Associates Investment Management, Inc.0.63%551,665$10,934,000$12,423,496+$1,489,496+13.62%
Renaissance Technologies LLCJim Simons0.02%536,213$10,627,742$12,075,517+$1,447,775+13.62%
Geode Capital Management, Llc0.00%481,150$9,538,594$10,835,498+$1,296,904+13.60%
Dimensional Fund Advisors Lp0.00%423,197$8,386,985$9,530,396+$1,143,411+13.63%
Sei Investments Co0.01%418,908$8,302,757$9,433,808+$1,131,051+13.62%
State Street Corp0.00%356,230$7,060,479$8,022,300+$961,821+13.62%
Ballast Asset Management, Lp2.82%319,188$6,326,306$7,188,114+$861,808+13.62%
Royce & Associates Lp0.06%297,870$5,903,783$6,708,032+$804,249+13.62%
Herald Investment Management Ltd0.82%296,836$5,880,321$6,684,747+$804,426+13.68%
Choreo, Llc0.07%269,300$5,337,518$6,064,636+$727,118+13.62%
Oberweis Asset Management Inc/0.12%211,840$4,198,669$4,770,637+$571,968+13.62%
Millennium Management Llc0.00%208,023$4,123,016$4,684,678+$561,662+13.62%
Legato Capital Management Llc0.37%207,864$4,119,864$4,681,097+$561,233+13.62%
Polar Asset Management Partners Inc.0.09%192,072$3,806,867$4,325,461+$518,594+13.62%
New York State Common Retirement Fund0.01%190,180$3,769,368$4,282,854+$513,486+13.62%
Financial Advisors Network, Inc.0.25%99,996$3,641,321$2,251,910-$1,389,411-38.16%
Northern Trust Corp0.00%170,353$3,376,397$3,836,350+$459,953+13.62%
Isthmus Partners, Llc0.28%134,054$2,656,950$3,018,896+$361,946+13.62%
Ubs Group Ag0.00%122,034$2,418,713$2,748,206+$329,493+13.62%
Bank Of New York Mellon Corp0.00%120,965$2,397,536$2,724,132+$326,596+13.62%
Vanguard Fiduciary Trust Co0.00%111,671$2,213,319$2,514,831+$301,512+13.62%
Vanguard Portfolio Management Llc0.00%95,281$1,888,469$2,145,728+$257,259+13.62%
Chatham Capital Group, Inc.0.26%89,785$1,779,539$2,021,958+$242,419+13.62%
Morgan Stanley0.00%89,299$1,769,917$2,011,013+$241,096+13.62%
Verdence Capital Advisors Llc0.09%78,638$1,558,605$1,770,928+$212,323+13.62%
Jacobs Levy Equity Management, Inc0.01%74,112$1,468,900$1,669,002+$200,102+13.62%
Conestoga Capital Advisors, Llc0.03%72,350$1,433,977$1,629,322+$195,345+13.62%
Alliancebernstein L.P.0.00%13,080$1,344,493$294,562-$1,049,931-78.09%
Pinnacle Associates Ltd0.02%64,744$1,283,226$1,458,035+$174,809+13.62%
Albert D Mason Inc0.80%62,275$1,234,295$1,402,433+$168,138+13.62%
Lpl Financial Llc0.00%60,712$1,203,306$1,367,234+$163,928+13.62%
First Trust Advisors Lp0.00%58,726$1,163,949$1,322,510+$158,561+13.62%
Goldman Sachs Group Inc0.00%55,196$1,093,985$1,243,014+$149,029+13.62%
Russell Investments Group, Ltd.0.00%48,096$953,278$1,083,122+$129,844+13.62%
American Century Companies Inc0.00%47,688$945,176$1,073,934+$128,758+13.62%
Charles Schwab Investment Management Inc0.00%46,858$928,726$1,055,242+$126,516+13.62%
Raymond James Financial Inc0.00%45,932$910,372$1,034,389+$124,017+13.62%
Public Employees Retirement System Of Ohio0.00%45,572$903,237$1,026,281+$123,044+13.62%
Numerai Gp Llc0.08%40,021$793,216$901,273+$108,057+13.62%
Citadel Advisors Llc0.00%39,900$790,818$898,548+$107,730+13.62%
Quantbot Technologies Lp0.02%27,165$538,410$611,756+$73,346+13.62%
Caprock Group, Llc0.01%25,144$498,354$566,243+$67,889+13.62%
Martingale Asset Management L P0.01%24,848$492,488$559,577+$67,089+13.62%
Walleye Capital Llc0.00%23,913$473,956$538,521+$64,565+13.62%

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.