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
4,608,705
Price per share
$102.79
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,059,607
Total reported value
$412,484,931
% of total 13F portfolios
0%
Share change
+195,731
Value change
+$28,497,681
Number of holders
132
Price from insider filings
$102.79
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
VANGUARD GROUP INC 5% $24,993,269 232,712 The Vanguard Group 31 Dec 2024

As of 30 Sep 2025, 132 institutional investors reported holding 3,059,607 shares of Climb Global Solutions, Inc. - Common Stock (CLMB). This represents 66% of the company’s total 4,608,705 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Climb Global Solutions, Inc. - Common Stock (CLMB) together control 55% 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
WASATCH ADVISORS LP 6.6% 302,880 +7.7% 0.22% $40,840,339
BlackRock, Inc. 6.4% 297,130 -0.09% 0% $40,065,010
De Lisle Partners LLP 5.2% 240,588 +5.5% 4% $32,449,391
VANGUARD GROUP INC 5% 231,519 -4.1% 0% $31,218,022
RENAISSANCE TECHNOLOGIES LLC 3% 139,696 -24% 0.02% $18,836,609
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 2.8% 128,340 0% 1% $17,305,366
GEODE CAPITAL MANAGEMENT, LLC 2.3% 107,413 +15% 0% $14,486,314
DIMENSIONAL FUND ADVISORS LP 2.2% 103,145 -11% 0% $13,909,671
Thrivent Financial for Lutherans 2.2% 102,478 +38% 0.03% $13,818,000
AltraVue Capital, LLC 2.2% 102,471 1.1% $13,817,190
STATE STREET CORP 2% 92,923 +11% 0% $12,529,737
Ballast Asset Management, LP 1.7% 79,797 -1% 4.9% $10,759,827
ROYCE & ASSOCIATES LP 1.5% 70,751 +24% 0.1% $9,540,065
Invesco Ltd. 1.4% 65,263 +2446% 0% $8,800,064
Tieton Capital Management, LLC 1.3% 60,896 +3.1% 2.9% $8,211,000
CHOREO, LLC 1.3% 60,201 +2.2% 0.11% $8,117,541
Polar Asset Management Partners Inc. 1.1% 52,781 -30% 0.14% $7,116,990
Herald Investment Management Ltd 1.1% 50,000 +11% 0.9% $6,741,000
Aptus Capital Advisors, LLC 1% 47,916 +97% 0.06% $6,460,993
NORTHERN TRUST CORP 0.93% 42,962 -2.7% 0% $5,792,996
MORGAN STANLEY 0.84% 38,540 -15% 0% $5,196,820
RHUMBLINE ADVISERS 0.72% 33,311 +455% 0% $4,491,645
CSM Advisors, LLC 0.72% 33,075 -3.3% 0.12% $4,461,000
OBERWEIS ASSET MANAGEMENT INC/ 0.71% 32,500 0% 0.17% $4,382,300
Bank of New York Mellon Corp 0.61% 28,111 -3.3% 0% $3,790,532

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 21,391 $2,199,071 -$96,332 $102.79 10
2025 Q3 3,059,607 $412,484,931 +$28,497,681 $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