Who owns Climb Global Solutions (CLMB)
Which tracked institutional funds hold CLMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CLMB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CLMB is one-sided between 2026-Q1 and 2026-Q2: 42 added or opened and 12 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CLMB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CLMB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CLMB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 127 tracked filers holding CLMB, 72 increased or opened the position and 68 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CLMB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- KENNEDY CAPITAL MANAGEMENT LLC$4M
- Jupiter Topco LLC$2M
- SIERRA SUMMIT ADVISORS LLC$1M
- MARSHALL WACE, LLP$965K
- XTX Topco Ltd$904K
- VICTORY CAPITAL MANAGEMENT INC$814K
Full exits 7
- Thrivent Financial for Lutherans$12M
- Tieton Capital Management, LLC$11M
- OBERWEIS ASSET MANAGEMENT INC/$4M
- Polar Asset Management Partners Inc.$4M
- CSM Advisors, LLC$3M
- Janney Montgomery Scott LLC$2M
Largest adds
- BlackRock, Inc.$8M
- BARD ASSOCIATES INC$4M
- WASATCH ADVISORS LP$4M
- VANGUARD CAPITAL MANAGEMENT LLC$4M
- JACOBS LEVY EQUITY MANAGEMENT, INC$3M
- GEODE CAPITAL MANAGEMENT, LLC$3M
Largest trims
- SEI INVESTMENTS CO$3M
- ALLIANCEBERNSTEIN L.P.$1M
- HERALD INVESTMENT MANAGEMENT Ltd$754K
- Financial Advisors Network, Inc.$525K
- MORGAN STANLEY$391K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,326,018 | $31M | 9.8% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 1,129,342 | $26M | 8.3% | 2026-Q2 |
| AltraVue Capital, LLC trimmed | 939,774 | $22M | 6.9% | 2026-Q2 |
| De Lisle Partners LLP trimmed | 887,135 | $21M | 6.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 775,070 | $18M | 5.7% | 2026-Q2 |
| WASATCH ADVISORS LP added | 691,360 | $16M | 5.1% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 551,910 | $13M | 4.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 531,559 | $12M | 3.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 471,140 | $11M | 3.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 449,562 | $10M | 3.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 363,393 | $8M | 2.7% | 2026-Q2 |
| STATE STREET CORP trimmed | 344,399 | $8M | 2.5% | 2026-Q2 |
| Ballast Asset Management, LP trimmed | 315,770 | $7M | 2.3% | 2026-Q2 |
| CHOREO, LLC added | 272,726 | $6M | 2.0% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 245,120 | $6M | 1.8% | 2026-Q2 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 221,836 | $5M | 1.6% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 213,670 | $5M | 1.6% | 2026-Q2 |
| Legato Capital Management LLC | 207,864 | $5M | 1.5% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 194,780 | $5M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 182,674 | $4M | 1.3% | 2026-Q2 |
| BARD ASSOCIATES INC added | 180,561 | $4M | 1.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC new | 177,008 | $4M | 1.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 172,704 | $4M | 1.3% | 2026-Q2 |
| ISTHMUS PARTNERS, LLC added | 137,375 | $3M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 127,919 | $3M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 126,508 | $3M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 118,023 | $3M | 0.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 114,764 | $3M | 0.8% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 105,832 | $2M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 103,306 | $2M | 0.8% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. added | 92,855 | $2M | 0.7% | 2026-Q2 |
| Jupiter Topco LLC new | 83,838 | $2M | 0.6% | 2026-Q2 |
| Verdence Capital Advisors LLC trimmed | 76,566 | $2M | 0.6% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 72,070 | $2M | 0.5% | 2026-Q2 |
| ALBERT D MASON INC added | 62,315 | $1M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 62,038 | $1M | 0.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 59,404 | $1M | 0.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 56,800 | $1M | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 51,231 | $1M | 0.4% | 2026-Q2 |
| Numerai GP LLC added | 47,023 | $1M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 46,244 | $1M | 0.3% | 2026-Q2 |
| Financial Advisors Network, Inc. trimmed | 45,685 | $1M | 0.3% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 45,572 | $1M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 44,724 | $1M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 44,101 | $1M | 0.3% | 2026-Q2 |
| SIERRA SUMMIT ADVISORS LLC added | 43,997 | $1M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 42,430 | $985K | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 41,590 | $965K | 0.3% | 2026-Q2 |
| Peterson Wealth Services added | 41,573 | $965K | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 38,952 | $904K | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 35,619 | $827K | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 35,079 | $814K | 0.3% | 2026-Q2 |
| Manatuck Hill Partners, LLC new | 35,000 | $812K | 0.3% | 2026-Q2 |
| Ancora Advisors LLC added | 32,470 | $754K | 0.2% | 2026-Q2 |
| Caprock Group, LLC added | 28,771 | $668K | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P | 24,848 | $577K | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 24,811 | $576K | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP new | 24,578 | $570K | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 22,588 | $524K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 22,576 | $524K | 0.2% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO new | 20,710 | $481K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP | 20,588 | $478K | 0.2% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC added | 20,043 | $465K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 19,368 | $450K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 19,292 | $448K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 18,105 | $420K | 0.1% | 2026-Q2 |
| Lakewood Asset Management LLC added | 17,855 | $414K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 16,624 | $386K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 16,263 | $377K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 15,766 | $366K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 15,621 | $363K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 15,611 | $309K | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 15,388 | $357K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 14,321 | $332K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 13,884 | $323K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 13,668 | $317K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 13,600 | $316K | 0.1% | 2026-Q2 |
| Venturi Wealth Management, LLC added | 13,466 | $313K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 13,209 | $307K | 0.1% | 2026-Q2 |
| ZWJ INVESTMENT COUNSEL INC new | 13,141 | $305K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 12,792 | $297K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 12,788 | $297K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 12,564 | $292K | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC trimmed | 12,414 | $288K | 0.1% | 2026-Q2 |
| Creative Planning added | 12,044 | $280K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 11,961 | $278K | 0.1% | 2026-Q2 |
| Oxford Wealth Group, LLC trimmed | 10,273 | $238K | 0.1% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC new | 10,103 | $234K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 8,661 | $201K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 8,598 | $200K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 8,450 | $196K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 7,684 | $178K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 7,040 | $158K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 6,136 | $142K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 5,952 | $138K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 5,329 | $124K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 4,646 | $108K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 4,614 | $107K | 0.0% | 2026-Q2 |
| STRS OHIO trimmed | 4,400 | $102K | 0.0% | 2026-Q2 |
| State of Wyoming added | 4,191 | $97K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.