Climb Global Solutions, Inc. - CLMB

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 234,532 24,107 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
WESTWOOD HOLDINGS GROUP INC History New 1,201,856 23,820 0.17% 2 +1,201,856 New Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 1,158,431 22,960 0.0% 0.0% 3 +857,239 284.62% Q1 2026 May 13, 2026
AltraVue Capital, LLC History Added to 981,924 19,461 1.68% 1.61% 4 +792,073 417.21% Q1 2026 May 13, 2026
De Lisle Partners LLP History Added to 930,560 18,439 2.21% 3.27% 5 +683,572 276.76% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 727,280 14,414 0.0% 6 +727,280 New Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 619,685 12,282 0.02% 0.03% 7 +474,269 326.15% Q1 2026 May 01, 2026
WASATCH ADVISORS LP History Added to 607,680 12,044 0.08% 0.17% 8 +326,520 116.13% Q1 2026 Apr 21, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Added to 551,665 10,934 0.63% 0.81% 9 +416,948 309.5% Q1 2026 May 15, 2026
Tieton Capital Management, LLC History Added to 538,131 10,666 3.57% 3.94% 10 +426,147 380.54% Q1 2026 May 08, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 536,213 10,627 0.02% 0.02% 11 +406,017 311.85% Q1 2026 May 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 481,150 9,538 0.0% 0.0% 12 +351,956 272.42% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 423,197 8,386 0.0% 0.0% 13 +321,215 314.97% Q1 2026 May 07, 2026
SEI INVESTMENTS CO History Added to 418,908 8,302 0.01% 0.0% 14 +374,601 845.47% Q1 2026 May 13, 2026
STATE STREET CORP History Added to 356,230 7,060 0.0% 0.0% 15 +263,750 285.2% Q1 2026 May 15, 2026
Ballast Asset Management, LP History Added to 319,188 6,326 2.82% 3.73% 16 +242,331 315.3% Q1 2026 May 07, 2026
ROYCE & ASSOCIATES LP History Added to 297,870 5,903 0.06% 0.08% 17 +223,410 300.04% Q1 2026 May 12, 2026
HERALD INVESTMENT MANAGEMENT Ltd History Added to 296,836 5,880 0.82% 1.01% 18 +221,836 295.78% Q1 2026 May 13, 2026
CHOREO, LLC History Added to 269,300 5,337 0.07% 0.08% 19 +207,749 337.52% Q1 2026 May 12, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Added to 211,840 4,198 0.12% 0.2% 20 +159,880 307.7% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 208,023 4,123 0.0% 0.0% 21 +200,198 2558.44% Q1 2026 May 15, 2026
Legato Capital Management LLC History Added to 207,864 4,119 0.37% 0.36% 22 +167,448 414.31% Q1 2026 May 14, 2026
Polar Asset Management Partners Inc. History Added to 192,072 3,806 0.08% 0.09% 23 +120,204 167.26% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 190,180 3,769 0.01% 0.01% 24 +151,835 395.97% Q1 2026 May 06, 2026
NORTHERN TRUST CORP History Added to 170,353 3,376 0.0% 0.0% 25 +128,408 306.13% Q1 2026 May 14, 2026
ISTHMUS PARTNERS, LLC History Added to 134,054 2,656 0.28% 0.2% 26 +116,423 660.33% Q1 2026 Apr 29, 2026
CSM Advisors, LLC History Added to 131,520 2,606 0.06% 0.09% 27 +98,405 297.16% Q1 2026 May 15, 2026
UBS Group AG History Added to 122,034 2,418 0.0% 0.0% 28 +99,081 431.67% Q1 2026 May 05, 2026
Bank of New York Mellon Corp History Added to 120,965 2,397 0.0% 0.0% 29 +90,970 303.28% Q1 2026 May 05, 2026
VANGUARD FIDUCIARY TRUST CO History New 111,671 2,213 0.0% 30 +111,671 New Q1 2026 May 08, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 95,281 1,888 0.0% 31 +95,281 New Q1 2026 May 08, 2026
CHATHAM CAPITAL GROUP, INC. History New 89,785 1,779 0.26% 32 +89,785 New Q1 2026 Apr 20, 2026
MORGAN STANLEY History Added to 89,299 1,769 0.0% 0.0% 33 +56,078 168.8% Q1 2026 May 15, 2026
Financial Advisors Network, Inc. History Added to 79,996 1,585 0.22% 0.28% 34 +59,996 299.98% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Added to 79,185 1,569 0.0% 0.0% 35 +59,758 307.6% Q1 2026 Apr 22, 2026
Verdence Capital Advisors LLC History New 78,638 1,558 0.09% 36 +78,638 New Q1 2026 Apr 30, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 74,112 1,468 0.01% 37 +74,112 New Q1 2026 May 15, 2026
Conestoga Capital Advisors, LLC History Added to 72,350 1,433 0.03% 0.02% 38 +59,185 449.56% Q1 2026 Apr 24, 2026
ALLIANCEBERNSTEIN L.P. History Added to 13,080 1,344 0.0% 0.0% 39 +10,210 355.75% Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History Added to 64,744 1,283 0.02% 0.02% 40 +50,734 362.13% Q1 2026 Apr 21, 2026
ALBERT D MASON INC History Added to 62,275 1,234 0.8% 0.87% 41 +49,433 384.93% Q1 2026 Apr 15, 2026
LPL Financial LLC History Added to 60,712 1,203 0.0% 0.0% 42 +49,820 457.4% Q1 2026 May 06, 2026
FIRST TRUST ADVISORS LP History Added to 58,726 1,163 0.0% 0.0% 43 +44,124 302.18% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Added to 55,196 1,093 0.0% 0.0% 44 +41,998 318.21% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 48,096 953 0.0% 0.0% 45 +43,956 1061.74% Q1 2026 May 08, 2026
AMERICAN CENTURY COMPANIES INC History Added to 47,688 945 0.0% 0.0% 46 +37,535 369.69% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 46,858 928 0.0% 0.0% 47 +35,695 319.76% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 45,932 910 0.0% 0.0% 48 +33,566 271.44% Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History New 45,572 903 0.0% 49 +45,572 New Q1 2026 May 14, 2026
Numerai GP LLC History New 40,021 793 0.08% 50 +40,021 New Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History New 39,900 790 0.0% 51 +39,900 New Q1 2026 May 15, 2026
Quantbot Technologies LP History Added to 27,165 538 0.02% 0.0% 52 +26,283 2979.93% Q1 2026 May 13, 2026
Caprock Group, LLC History Added to 25,144 498 0.01% 0.01% 53 +18,893 302.24% Q1 2026 May 11, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 24,848 492 0.01% 0.02% 54 +18,636 300.0% Q1 2026 May 13, 2026
Walleye Capital LLC History New 23,913 473 0.0% 55 +23,913 New Q1 2026 May 13, 2026
DEUTSCHE BANK AG\ History Added to 23,148 458 0.0% 0.0% 56 +20,173 678.08% Q1 2026 May 06, 2026
Ancora Advisors LLC History Added to 22,532 446 0.01% 0.01% 57 +15,734 231.45% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 22,212 440 0.0% 0.0% 58 +16,659 300.0% Q1 2026 Apr 30, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 21,802 432 0.02% 0.03% 59 +16,652 323.34% Q1 2026 Apr 16, 2026
FIFTH THIRD BANCORP History New 20,588 408 0.0% 60 +20,588 New Q1 2026 May 01, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 20,242 401 0.0% 0.0% 61 +3,664 22.1% Q1 2026 May 12, 2026
RHUMBLINE ADVISERS History Reduced 18,696 370 0.0% 0.0% 62 -11,766 -38.63% Q1 2026 May 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 17,627 349 0.0% 0.0% 63 +12,753 261.65% Q1 2026 May 15, 2026
Lakewood Asset Management LLC History Added to 17,543 347 0.22% 0.25% 64 +13,365 319.89% Q1 2026 Apr 22, 2026
Brevan Howard Capital Management LP History New 16,467 326 0.0% 65 +16,467 New Q1 2026 May 15, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 16,006 317 0.01% 67 +16,006 New Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 16,028 317 0.0% 0.0% 66 +13,022 433.2% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History New 15,801 313 0.01% 68 +15,801 New Q1 2026 Apr 27, 2026
COMERICA BANK History No change 2,972 305 0.0% 0.0% 69 0 0.0% Q4 2025 Jan 29, 2026
Trexquant Investment LP History New 15,380 304 0.0% 71 +15,380 New Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 15,388 304 0.0% 0.0% 70 +11,541 300.0% Q1 2026 May 08, 2026
BARCLAYS PLC History Added to 15,258 302 0.0% 0.0% 72 +6,705 78.39% Q1 2026 May 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 14,456 286 0.02% 0.04% 73 +9,130 171.42% Q1 2026 Apr 21, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 13,600 269 0.0% 0.0% 74 -11,300 -45.38% Q1 2026 May 15, 2026
Venturi Wealth Management, LLC History Added to 13,260 262 0.01% 0.01% 75 +9,993 305.88% Q1 2026 Apr 21, 2026
Beacon Pointe Advisors, LLC History Added to 12,842 254 0.0% 0.0% 76 +9,672 305.11% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 12,668 251 0.0% 0.0% 77 +5,543 77.8% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 12,588 249 0.0% 0.0% 78 +9,437 299.49% Q1 2026 May 15, 2026
Jacobi Capital Management LLC History Added to 12,459 246 0.01% 0.01% 79 +10,464 524.51% Q1 2026 May 13, 2026
Magnetar Financial LLC History New 12,267 243 0.0% 80 +12,267 New Q1 2026 May 13, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Added to 12,056 238 0.04% 0.02% 81 +10,571 711.85% Q1 2026 Apr 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 12,055 238 0.01% 0.01% 82 +9,316 340.12% Q1 2026 Apr 28, 2026
STRS OHIO History Added to 11,600 229 0.0% 0.0% 83 +8,700 300.0% Q1 2026 Apr 24, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 11,155 222 0.0% 0.0% 84 +8,909 396.66% Q1 2026 May 15, 2026
Oxford Wealth Group, LLC History Added to 10,432 206 0.11% 0.13% 85 +7,811 298.02% Q1 2026 May 11, 2026
Quadrature Capital Ltd History New 10,248 203 0.0% 86 +10,248 New Q1 2026 May 15, 2026
CITIGROUP INC History Added to 10,119 200 0.0% 0.0% 87 +6,514 180.69% Q1 2026 May 11, 2026
WELLS FARGO & COMPANY/MN History Added to 9,811 194 0.0% 0.0% 88 +4,567 87.09% Q1 2026 May 11, 2026
MetLife Investment Management, LLC History Added to 9,564 189 0.0% 0.0% 89 +7,173 300.0% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 8,015 158 0.0% 0.0% 90 +6,194 340.14% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 1,499 154 0.01% 0.01% 91 0 0.0% Q4 2025 Feb 09, 2026
JPMORGAN CHASE & CO History Added to 6,639 128 0.0% 0.0% 92 +4,848 270.69% Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 6,136 121 0.0% 93 +6,136 New Q1 2026 May 08, 2026
Farther Finance Advisors, LLC History New 4,996 101 0.0% 94 +4,996 New Q1 2026 Apr 07, 2026
Police & Firemen's Retirement System of New Jersey History Added to 3,928 77 0.0% 0.0% 95 +2,946 300.0% Q1 2026 Apr 29, 2026
FMR LLC History Added to 3,810 75 0.0% 0.0% 96 +2,594 213.32% Q1 2026 May 15, 2026
Peterson Wealth Services History Added to 3,569 70 0.02% 0.0% 97 +3,463 3266.98% Q1 2026 Apr 30, 2026
Catalyst Capital Advisors LLC History Reduced 3,360 66 0.0% 0.01% 98 -1,270 -27.43% Q1 2026 May 06, 2026
IFP Advisors, Inc History Added to 3,138 62 0.0% 0.0% 99 +2,422 338.27% Q1 2026 Apr 13, 2026
Aquatic Capital Management LLC History New 2,454 48 0.0% 100 +2,454 New Q1 2026 May 15, 2026
BARD ASSOCIATES INC History Added to 2,256 44 0.01% 0.01% 101 +1,719 320.11% Q1 2026 May 07, 2026
Destiny Wealth Partners, LLC History New 1,780 35 0.0% 103 +1,780 New Q1 2026 May 11, 2026
Global Retirement Partners, LLC History No change 350 35 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 06, 2026
Legal & General Group Plc History Added to 1,648 32 0.0% 0.0% 104 +1,227 291.45% Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Added to 1,434 28 0.0% 0.0% 105 +615 75.09% Q1 2026 May 15, 2026
Hilltop National Bank History Added to 1,300 25 0.01% 0.01% 107 +975 300.0% Q1 2026 Apr 02, 2026
Ameritas Investment Partners, Inc. History Added to 1,296 25 0.0% 0.0% 106 +972 300.0% Q1 2026 May 13, 2026
Costello Asset Management, INC History New 1,200 23 0.01% 109 +1,200 New Q1 2026 Apr 30, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 1,136 23 0.0% 0.0% 108 +852 300.0% Q1 2026 Apr 27, 2026
Caitong International Asset Management Co., Ltd History Reduced 1,101 21 0.0% 0.12% 110 -3,529 -76.22% Q1 2026 May 11, 2026
State of Alaska, Department of Revenue History Added to 820 16 0.0% 0.0% 112 +615 300.0% Q1 2026 Apr 20, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 840 16 0.0% 0.0% 111 +601 251.46% Q1 2026 May 15, 2026
Smithfield Trust Co History Added to 712 14 0.0% 0.0% 113 +534 300.0% Q1 2026 May 08, 2026
Federation des caisses Desjardins du Quebec History Added to 600 11 0.0% 0.0% 114 +450 300.0% Q1 2026 May 13, 2026
CIBC Private Wealth Group LLC History No change 100 10 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 12, 2026
Bank of New Hampshire History New 496 9 0.0% 118 +496 New Q1 2026 Apr 13, 2026
USA FINANCIAL FORMULAS History Added to 478 9 0.0% 117 +470 5875.0% Q1 2026 Apr 14, 2026
SIGNATUREFD, LLC History Added to 462 9 0.0% 0.0% 116 +312 208.0% Q1 2026 Apr 07, 2026
Covestor Ltd History Added to 333 6 0.0% 0.0% 119 +246 282.76% Q1 2026 May 05, 2026
Advisory Services Network, LLC History New 216 4 0.0% 121 +216 New Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 221 4 0.0% 0.0% 120 +167 309.26% Q1 2026 May 08, 2026
Parallel Advisors, LLC History New 157 3 0.0% 124 +157 New Q1 2026 May 07, 2026
Optiver Holding B.V. History Added to 160 3 0.0% 0.0% 123 +126 370.59% Q1 2026 May 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 157 3 0.0% 0.0% 122 +120 324.32% Q1 2026 Apr 28, 2026
FEDERATED HERMES, INC. History Added to 124 2 0.0% 0.0% 125 +93 300.0% Q1 2026 May 11, 2026
SBI Securities Co., Ltd. History Added to 108 2 0.0% 0.0% 127 +91 535.29% Q1 2026 Apr 27, 2026
Sterling Capital Management LLC History Added to 104 2 0.0% 0.0% 126 +78 300.0% Q1 2026 Apr 22, 2026
ROYAL BANK OF CANADA History Reduced 29 1 0.0% 0.0% 128 -172 -85.57% Q1 2026 May 15, 2026
CWM, LLC History Added to 52 1 0.0% 0.0% 129 +26 100.0% Q1 2026 May 14, 2026
Aptus Capital Advisors, LLC History Closed out 0 0 0.04% -48,123 -100.0% Q1 2026 May 11, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -15,274 -100.0% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -13,836 -100.0% Q1 2026 May 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.0% -12,504 -100.0% Q1 2026 May 04, 2026
Man Group plc History Closed out 0 0 0.0% -8,375 -100.0% Q1 2026 May 15, 2026
Round Rock Advisors LLC History Closed out 0 0 0.1% -6,753 -100.0% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -6,508 -100.0% Q1 2026 May 15, 2026
Jump Financial, LLC History Closed out 0 0 0.01% -5,371 -100.0% Q1 2026 May 14, 2026
AVIVA PLC History Closed out 0 0 0.0% -4,581 -100.0% Q1 2026 May 14, 2026
ALPS ADVISORS INC History Closed out 0 0 0.0% -3,500 -100.0% Q1 2026 May 08, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -3,161 -100.0% Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.0% -2,837 -100.0% Q1 2026 May 15, 2026
PharVision Advisers, LLC History Closed out 0 0 0.14% -2,642 -100.0% Q1 2026 May 11, 2026
Invesco Ltd. History Closed out 0 0 0.0% -2,465 -100.0% Q1 2026 May 12, 2026
Inscription Capital, LLC History Closed out 0 0 0.02% -2,330 -100.0% Q1 2026 Apr 20, 2026
Creative Planning History Closed out 0 0 0.0% -2,196 -100.0% Q1 2026 May 12, 2026
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.05% -2,177 -100.0% Q1 2026 May 15, 2026
Focus Partners Wealth History Closed out 0 0 0.0% -2,045 -100.0% Q1 2026 May 14, 2026
MeadowBrook Investment Advisors LLC History Closed out 0 0 0.17% -1,990 -100.0% Q1 2026 Apr 22, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -1,755 -100.0% Q1 2026 May 08, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -1,070 -100.0% Q1 2026 Apr 30, 2026
Avalon Trust Co History Closed out 0 0 0.0% -400 -100.0% Q1 2026 May 06, 2026
Quarry LP History Closed out 0 0 0.0% -196 -100.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -122 -100.0% Q1 2026 May 08, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -79 -100.0% Q1 2026 May 15, 2026
McIlrath & Eck, LLC History Closed out 0 0 0.0% -61 -100.0% Q1 2026 May 19, 2026
OSAIC HOLDINGS, INC. History Closed out 0 0 0.0% -60 -100.0% Q1 2026 May 15, 2026
Arax Advisory Partners History Closed out 0 0 0.0% -32 -100.0% Q1 2026 May 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 44 0 0.0% +29 193.33% Q1 2026 Apr 30, 2026
GAMMA Investing LLC History Closed out 0 0 0.0% -18 -100.0% Q1 2026 Apr 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Closed out 0 0 0.0% -13 -100.0% Q1 2026 May 13, 2026
Allworth Financial LP History New 10 0 +10 New Q1 2026 May 14, 2026
Versant Capital Management, Inc History New 8 0 +8 New Q1 2026 Apr 06, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 -7 -100.0% Q1 2026 May 13, 2026
ROTHSCHILD INVESTMENT LLC History New 4 0 +4 New Q1 2026 May 07, 2026
SageView Advisory Group, LLC History No change 2 0 0 0.0% Q4 2025 Feb 17, 2026