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

CUSIP: 946760105

Q3 2021 13F Holders as of 30 Sep 2021

Type / Class
Equity / Common Stock
Shares outstanding
4,909,620
Total 13F shares
1,970,902
Share change
+82,327
Total reported value
$53,080,000
Price per share
$26.92
Number of holders
30
Value change
+$2,207,074
Number of buys
16
Number of sells
9

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Quarterly Holders Quick Answers

What is CUSIP 946760105?
CUSIP 946760105 identifies CLMB - Climb Global Solutions, Inc. - Common Stock in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of CLMB - Climb Global Solutions, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
FMR LLC
13F
Company
9.9%
487,721
$12,212,000 30 Jun 2021
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
5.6%
276,107
$6,914,000 30 Jun 2021
13F
Cove Street Capital, LLC
13F
Company
4.4%
215,075
$5,386,000 30 Jun 2021
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
2.6%
128,242
$3,211,000 30 Jun 2021
13F
VANGUARD GROUP INC
13F
Company
2.5%
123,802
$3,100,000 30 Jun 2021
13F
BlackRock Finance, Inc.
13F
Company
2.3%
115,149
$2,884,000 30 Jun 2021
13F
Ancora Advisors LLC
13F
Company
1.8%
88,017
$2,204,000 30 Jun 2021
13F
Michael Vesey
3/4/5
Vice President & CFO
class O/S missing
44,701
$2,105,417 05 May 2021
VICTORY CAPITAL MANAGEMENT INC
13F
Company
1.6%
78,080
$1,955,000 30 Jun 2021
13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
Company
1.4%
67,398
$1,688,000 30 Jun 2021
13F
Roumell Asset Management, LLC
13F
Company
1.2%
60,235
$1,508,000 30 Jun 2021
13F
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
1.1%
55,150
$1,381,000 30 Jun 2021
13F
ALBERT D MASON INC
13F
Company
0.8%
39,338
$985,000 30 Jun 2021
13F
LSV ASSET MANAGEMENT
13F
Company
0.67%
32,799
$821,000 30 Jun 2021
13F
STATE STREET CORP
13F
Company
0.5%
24,651
$617,000 30 Jun 2021
13F
NORTHERN TRUST CORP
13F
Company
0.46%
22,520
$563,000 30 Jun 2021
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.45%
22,319
$558,000 30 Jun 2021
13F
Carol DiBattiste
3/4/5
Director
class O/S missing
8,322
$391,966 03 Aug 2021
Cambridge Investment Research Advisors, Inc.
13F
Company
0.32%
15,546
$389,000 30 Jun 2021
13F
Ross Crane
3/4/5
Director
class O/S missing
6,612
$311,425 03 Aug 2021
Russell Investments Group, Ltd.
13F
Company
0.21%
10,100
$252,000 30 Jun 2021
13F
EAGLE ASSET MANAGEMENT INC
13F
Company
0.19%
9,095
$227,000 30 Jun 2021
13F
ROYAL BANK OF CANADA
13F
Company
0.13%
6,200
$155,000 30 Jun 2021
13F
MORGAN STANLEY
13F
Company
0.12%
6,008
$150,000 30 Jun 2021
13F
UBS Group AG
13F
Company
0.04%
2,142
$54,000 30 Jun 2021
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.02%
1,026
$26,000 30 Jun 2021
13F
OSAIC HOLDINGS, INC.
13F
Company
0.02%
960
$25,000 30 Jun 2021
13F
Tower Research Capital LLC (TRC)
13F
Company
0.01%
442
$11,000 30 Jun 2021
13F
Pflug Koory, LLC
13F
Company
0.01%
275
$7,000 30 Jun 2021
13F
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
Company
0%
163
$4,000 30 Jun 2021
13F
Geneos Wealth Management Inc.
13F
Company
0%
50
$1,000 30 Jun 2021
13F
BENJAMIN F. EDWARDS & COMPANY, INC.
13F
Company
0%
40
$1,000 30 Jun 2021
13F

Institutional Holders of Climb Global Solutions, Inc. - Common Stock (CLMB) as of Q3 2021

As of 30 Sep 2021, Climb Global Solutions, Inc. - Common Stock (CLMB) was held by 30 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,970,902 shares. The largest 10 holders included Cove Street Capital, LLC, FMR LLC, RENAISSANCE TECHNOLOGIES LLC, BlackRock Inc., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, VICTORY CAPITAL MANAGEMENT INC, Ancora Advisors, LLC, BRIDGEWAY CAPITAL MANAGEMENT, LLC, and PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. This page lists 30 institutional shareholders reporting positions in this security for the Q3 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2021 vs Q2 2021 Across Filers

Q2 2021 holders
29
Q3 2021 holders
30
Holder diff
1
Investor Q2 2021 Shares Q3 2021 Shares Share Diff Share Chg % Q2 2021 Value $ Q3 2021 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.