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
+$28,497,680
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% $34,820,886 281,131 WASATCH ADVISORS LP 30 Jun 2025
VANGUARD GROUP INC 5% $22,775,523 232,712 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 +$28,497,680 $134.84 132
2025 Q2 2,861,395 $305,954,495 +$15,130,789 $106.91 128
2025 Q1 2,748,275 $304,259,371 +$2,801,835 $110.76 128
2024 Q4 2,713,124 $343,862,745 +$1,282,935 $126.75 123
2024 Q3 2,509,480 $249,485,972 +$1,098,286 $99.54 103
2024 Q2 2,503,529 $156,983,906 +$5,351,960 $62.81 80
2024 Q1 2,406,701 $170,330,689 +$20,745 $70.88 72
2023 Q4 2,224,697 $121,978,776 +$6,999,520 $54.83 66
2023 Q3 2,075,377 $89,507,816 +$2,557,573 $43.01 67
2023 Q2 1,969,808 $94,267,558 +$1,934,892 $47.86 71
2023 Q1 1,909,446 $101,744,554 +$4,095,499 $53.29 49
2022 Q4 1,832,329 $57,771,958 +$12,999 $31.53 29
2022 Q3 1,824,767 $49,046,000 -$2,829,528 $26.88 27
2022 Q2 1,916,902 $63,717,321 +$513,250 $33.24 29
2022 Q1 1,901,342 $65,419,000 -$262,709 $34.47 25
2021 Q4 1,908,751 $66,964,000 -$1,672,140 $35.10 26
2021 Q3 1,969,951 $53,054,000 +$2,207,075 $26.92 30
2021 Q2 1,887,624 $47,263,000 +$3,180,223 $25.04 28
2021 Q1 1,760,564 $44,261,000 +$2,282,639 $25.14 28
2020 Q4 1,675,216 $31,996,000 +$438,890 $19.10 24
2020 Q3 1,642,852 $37,877,000 -$570,332 $23.05 26
2020 Q2 1,666,224 $42,677,000 -$3,383,773 $25.69 25
2020 Q1 1,848,831 $23,641,000 +$688,695 $12.78 23
2019 Q4 1,794,976 $29,076,000 +$278,327 $16.20 22
2019 Q3 1,125,398 $16,913,000 -$556,172 $15.03 19
2019 Q2 1,844,753 $20,826,000 -$233,446 $11.29 22
2019 Q1 1,865,421 $20,799,000 -$534,336 $11.15 21
2018 Q4 1,915,392 $19,151,000 -$129,679 $10.00 22
2018 Q3 1,928,400 $24,875,000 +$415,705 $12.90 21
2018 Q2 1,890,064 $26,555,000 +$467,697 $14.05 23
2018 Q1 1,825,752 $23,764,476 -$1,233,981 $13.03 19
2017 Q4 1,896,923 $31,676,186 +$1,960,279 $16.70 25
2017 Q3 1,782,746 $24,146,724 -$2,164,502 $13.56 24
2017 Q2 1,879,646 $36,338,159 +$2,288,473 $19.35 29
2017 Q1 1,761,128 $33,002,328 +$2,158,885 $18.79 29
2016 Q4 1,796,708 $33,586,365 -$401,827 $18.70 32
2016 Q3 1,647,422 $29,219,269 +$80,872 $17.74 29
2016 Q2 1,628,558 $29,412,142 -$697,258 $18.06 29
2016 Q1 1,669,556 $28,547,175 -$989,337 $17.10 32
2015 Q4 1,658,224 $30,378,954 +$1,329,876 $18.34 30
2015 Q3 1,548,178 $26,540,383 +$2,141,986 $17.05 27
2015 Q2 1,442,050 $28,518,000 +$944,269 $19.82 24
2015 Q1 1,414,398 $24,917,000 +$608,543 $17.62 26
2014 Q4 1,380,169 $23,752,000 +$1,663,000 $17.21 27
2014 Q3 1,239,169 $19,597,000 +$659,829 $15.81 25
2014 Q2 1,198,948 $18,405,000 +$1,704,537 $15.35 29
2014 Q1 1,087,125 $21,614,000 +$2,801,588 $19.84 24