Climb Global Solutions, Inc. - Common Stock (CLMB) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CLMB on Nasdaq
Shares outstanding
4,573,852
Price per share
$111.55
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,874,343
Total reported value
$295,572,700
% of total 13F portfolios
0%
Share change
+318,479
Value change
+$31,940,529
Number of holders
101
Price from insider filings
$111.55
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Climb Global Solutions, Inc. - Common Stock (CLMB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WASATCH ADVISORS LP 6.1% $30,055,715 281,131 WASATCH ADVISORS LP 30 Jun 2025
De Lisle Partners LLP 5.4% $27,551,511 246,988 De Lisle Partners LLP 31 Dec 2025
VANGUARD GROUP INC 5% $24,993,269 232,712 The Vanguard Group 31 Dec 2024

As of 31 Dec 2025, 101 institutional investors reported holding 2,874,343 shares of Climb Global Solutions, Inc. - Common Stock (CLMB). This represents 63% of the company’s total 4,573,852 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Climb Global Solutions, Inc. - Common Stock (CLMB) together control 57% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 6.6% 301,192 +1.4% 0% $30,959,526
WASATCH ADVISORS LP 6.1% 281,160 -7.2% 0.17% $28,900,436
De Lisle Partners LLP 5.4% 246,988 +2.7% 3.3% $25,429,512
VANGUARD GROUP INC 5.1% 234,532 +1.3% 0% $24,107,544
AltraVue Capital, LLC 4.2% 189,851 +85% 1.6% $19,514,785
Thrivent Financial for Lutherans 3.2% 145,416 +42% 0.03% $14,947,000
RENAISSANCE TECHNOLOGIES LLC 2.8% 130,196 -6.8% 0.02% $13,382,847
GEODE CAPITAL MANAGEMENT, LLC 2.8% 129,194 +20% 0% $13,282,570
Tieton Capital Management, LLC 2.4% 111,984 +84% 3.9% $11,511,000
DIMENSIONAL FUND ADVISORS LP 2.2% 101,982 -1.1% 0% $10,483,020
STATE STREET CORP 2% 92,480 -0.48% 0% $9,506,019
Ballast Asset Management, LP 1.7% 76,857 -3.7% 3.7% $7,900,131
HERALD INVESTMENT MANAGEMENT Ltd 1.6% 75,000 +50% 1% $7,709,250
ROYCE & ASSOCIATES LP 1.6% 74,460 +5.2% 0.08% $7,653,743
CHOREO, LLC 1.3% 61,551 +2.2% 0.08% $6,366,209
Aptus Capital Advisors, LLC 1.1% 48,123 +0.43% 0.04% $4,946,563
SEI INVESTMENTS CO 0.97% 44,307 0% $4,554,317
Legato Capital Management LLC 0.88% 40,416 +86% 0.36% $4,154,361
NEW YORK STATE COMMON RETIREMENT FUND 0.84% 38,345 +79% 0.01% $3,941,483
MORGAN STANLEY 0.73% 33,221 -14% 0% $3,414,902
CSM Advisors, LLC 0.72% 33,115 +0.12% 0.09% $3,403,000
RHUMBLINE ADVISERS 0.67% 30,462 -8.6% 0% $3,131,181
Bank of New York Mellon Corp 0.66% 29,995 +6.7% 0% $3,083,158
UBS Group AG 0.5% 22,953 +76% 0% $2,359,339
Janney Montgomery Scott LLC 0.42% 19,427 -3.1% 0% $1,997,000

Institutional Holders of Climb Global Solutions, Inc. - Common Stock (CLMB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,874,343 $295,572,700 +$31,940,529 $102.79 101
2025 Q3 3,059,616 $412,483,018 +$28,498,413 $134.84 132
2025 Q2 2,861,395 $305,954,495 +$15,130,791 $106.91 128
2025 Q1 2,748,275 $304,259,616 +$2,451,810 $110.76 128
2024 Q4 2,715,507 $344,167,447 +$1,652,839 $126.75 124
2024 Q3 2,509,480 $249,485,536 +$1,098,386 $99.54 103
2024 Q2 2,503,528 $156,983,629 +$5,351,963 $62.81 80
2024 Q1 2,407,979 $170,421,401 -$375,543 $70.88 73
2023 Q4 2,267,133 $124,305,176 +$7,605,941 $54.83 67
2023 Q3 2,112,781 $91,117,054 +$2,997,612 $43.01 68
2023 Q2 1,969,808 $94,267,278 +$1,934,609 $47.86 71
2023 Q1 1,909,446 $101,744,554 +$4,097,256 $53.29 49
2022 Q4 1,832,329 $57,771,958 +$12,966 $31.53 29
2022 Q3 1,824,817 $49,047,000 -$2,830,527 $26.88 28
2022 Q2 1,916,952 $63,718,321 +$513,135 $33.24 30
2022 Q1 1,901,342 $65,419,000 -$259,273 $34.47 25
2021 Q4 1,908,751 $66,964,000 -$1,672,142 $35.10 26
2021 Q3 1,970,902 $53,080,000 +$2,207,074 $26.92 30
2021 Q2 1,888,625 $47,288,000 +$3,180,249 $25.04 29
2021 Q1 1,761,514 $44,285,000 +$2,207,031 $25.14 28
2020 Q4 1,675,216 $31,996,000 +$434,965 $19.10 24
2020 Q3 1,643,174 $37,884,000 -$572,377 $23.05 27
2020 Q2 1,666,224 $42,677,000 -$3,383,775 $25.69 25
2020 Q1 1,848,831 $23,641,000 +$688,697 $12.78 23
2019 Q4 1,794,976 $29,076,000 +$150,026 $16.20 22
2019 Q3 1,786,644 $26,851,000 -$758,200 $15.03 21
2019 Q2 1,844,753 $20,826,000 -$233,447 $11.29 22
2019 Q1 1,865,421 $20,799,000 -$534,334 $11.15 21
2018 Q4 1,915,392 $19,151,000 -$19,283,679 $10.00 22
2018 Q3 2,196,556 $44,029,000 +$414,699 $12.90 22
2018 Q2 1,890,164 $26,556,000 +$488,761 $14.05 24
2018 Q1 1,825,752 $23,764,476 -$1,233,985 $13.03 19
2017 Q4 1,896,923 $31,676,186 +$1,960,280 $16.70 25
2017 Q3 1,782,746 $24,146,724 -$2,164,499 $13.56 24
2017 Q2 1,879,646 $36,338,159 +$2,288,475 $19.35 29
2017 Q1 1,761,128 $33,002,328 +$2,158,879 $18.79 29
2016 Q4 1,796,708 $33,586,365 -$401,827 $18.70 32
2016 Q3 1,647,422 $29,219,269 +$80,873 $17.74 29
2016 Q2 1,640,853 $29,414,142 -$695,275 $18.06 30
2016 Q1 1,669,556 $28,547,175 -$991,049 $17.10 32
2015 Q4 1,658,224 $30,378,954 +$1,985,879 $18.34 30
2015 Q3 1,548,178 $26,540,383 +$2,308,159 $17.05 27
2015 Q2 1,461,181 $28,897,000 +$930,164 $19.82 25
2015 Q1 1,414,398 $24,917,000 +$608,544 $17.62 26
2014 Q4 1,380,169 $23,752,000 +$1,663,002 $17.21 27
2014 Q3 1,239,269 $19,599,000 +$659,828 $15.81 26
2014 Q2 1,199,048 $18,407,000 +$1,704,538 $15.35 30
2014 Q1 1,087,125 $21,614,000 +$2,801,592 $19.84 24