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Climb Global Solutions Inc (CLMB)

CUSIP: 946760105 | NYSE | Technology · Electronics & Computer Distribution | Small Cap | 311 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wasatch Advisors LP668,731
0.2% of portfolio›$21.5M
Thrivent Financial for Lutherans660,489
0.0% of portfolio›$21.2K
Dimensional Fund Advisors LP444,179
0.0% of portfolio›$14.3M
Ballast Asset Management, LP305,516
4.3% of portfolio›$9.8M
Choreo, LLC276,533
0.1% of portfolio›$8.9M
Isthmus Partners, LLC150,545
0.5% of portfolio›$4.8M
Bank of New York Mellon Corp128,854
0.0% of portfolio›$4.1M
Pinnacle Associates LTD106,430
0.0% of portfolio›$3.4M
Chatham Capital Group, Inc.95,575
0.4% of portfolio›$3.1M
Verdence Capital Advisors LLC76,303
0.1% of portfolio›$2.5M
Conestoga Capital Advisors, LLC72,070
0.1% of portfolio›$2.3M
Albert D Mason Inc62,848
1.2% of portfolio›$2.0M
Peterson Wealth Services42,723
0.3% of portfolio›$1.4M
Pinnacle Wealth Management Advisory Group, LLC19,267
0.0% of portfolio›$619.0K
Lakewood Asset Management LLC18,845
0.3% of portfolio›$605.4K
Flagship Harbor Advisors, LLC14,783
0.0% of portfolio›$474.9K
ZWJ Investment Counsel Inc13,565
0.0% of portfolio›$435.8K
Creative Planning12,567
0.0% of portfolio›$403.7K
Citigroup Inc11,482
0.0% of portfolio›$368.9K
Fifth Third Bancorp10,156
0.0% of portfolio›$326.3K
Brady Martz Wealth Solutions, LLC9,904
0.0% of portfolio›$318.2K
Seizert Capital Partners, LLC9,460
0.0% of portfolio›$303.9K
Schwartz Investment Counsel Inc7,850
0.0% of portfolio›$252.2K
Strs Ohio6,200
0.0% of portfolio›$199.2K
Farther Finance Advisors, LLC4,646
0.0% of portfolio›$149.3K
IFP Advisors, Inc3,932
0.0% of portfolio›$126.3K
State of Wyoming2,963
0.0% of portfolio›$95.2K
Sterling Capital Management LLC2,317
0.0% of portfolio›$74.4K
USA Financial Formulas1,540
0.0% of portfolio›$49.5K
Costello Asset Management, Inc1,200
0.0% of portfolio›$38.6K
Catalyst Capital Advisors LLC960
0.0% of portfolio›$30.8K
State of Alaska, Department of Revenue820
0.0% of portfolio›$26
Cape Investment Advisory, Inc.750
0.0% of portfolio›$24.1K
Hilltop National Bank650
0.0% of portfolio›$20.9K
Signaturefd, LLC416
0.0% of portfolio›$13.4K
GGM Financial LLC400
0.0% of portfolio›$12.9K
Covestor Ltd357
0.0% of portfolio›$11
Harbor Capital Advisors, Inc.304
0.0% of portfolio›$10
SBI Securities Co., Ltd.265
0.0% of portfolio›$8.5K
Gamma Investing LLC124
0.0% of portfolio›$4.0K
Parallel Advisors, LLC82
0.0% of portfolio›$2.6K
Nisa Investment Advisors, LLC44
0.0% of portfolio›$1.4K
Caitong International Asset Management Co., Ltd10
0.0% of portfolio›$321
Hughes Financial Services, LLC2
0.0% of portfolio›$84
StyleTurnoverLocationFiled
Wasatch Advisors LP
668,731$21.5M0.2%GARPMediumSalt Lake City, UT2026-10-13
Thrivent Financial for Lutherans
660,489$21.2K0.0%GARPMediumMinneapolis, MN2026-11-05
Dimensional Fund Advisors LP
444,179$14.3M0.0%IndexLowAustin, TX2026-11-04
Ballast Asset Management, LP
305,516$9.8M4.3%Deep ValueLowDallas, TX2026-11-04
Choreo, LLC
276,533$8.9M0.1%IndexLowRockford, IL2026-10-28
Isthmus Partners, LLC
150,545$4.8M0.5%ValueMediumMadison, WI2026-10-21
Bank of New York Mellon Corp
128,854$4.1M0.0%CoreLowNew York, NY2026-11-05
Pinnacle Associates LTD
106,430$3.4M0.0%CoreLowNew York, NY2026-10-20
Chatham Capital Group, Inc.
95,575$3.1M0.4%CoreLowSavannah, GA2026-10-16
Verdence Capital Advisors LLC
76,303$2.5M0.1%CoreMediumHunt Valley, MD2026-10-26
Conestoga Capital Advisors, LLC
72,070$2.3M0.1%CoreLowWayne, PA2026-11-02
Albert D Mason Inc
62,848$2.0M1.2%CoreLowBoston, MA2026-10-27
Peterson Wealth Services
42,723$1.4M0.3%GrowthHighSouth Ogden, UT2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
19,267$619.0K0.0%GrowthLowRed Bank, NJ2026-10-23
Lakewood Asset Management LLC
18,845$605.4K0.3%ValueLowNaperville, IL2026-10-26
Flagship Harbor Advisors, LLC
14,783$474.9K0.0%ETFMediumBoston, MA2026-10-26
ZWJ Investment Counsel Inc
13,565$435.8K0.0%CoreLowAtlanta, GA2026-10-15
Creative Planning
12,567$403.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
11,482$368.9K0.0%CoreMediumNew York, NY2026-11-04
Fifth Third Bancorp
10,156$326.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Brady Martz Wealth Solutions, LLC
9,904$318.2K0.0%ETFLowGrand Forks, ND2026-11-05
Seizert Capital Partners, LLC
9,460$303.9K0.0%ValueMediumBirmingham, MI2026-10-30
Schwartz Investment Counsel Inc
7,850$252.2K0.0%GrowthMediumPlymouth, MI2026-10-26
Strs Ohio
6,200$199.2K0.0%CoreMediumColumbus, OH2026-10-30
Farther Finance Advisors, LLC
4,646$149.3K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
3,932$126.3K0.0%GrowthLowTampa, FL2026-10-16
State of Wyoming
2,963$95.2K0.0%ValueHighCheyenne, WY2026-10-28
Sterling Capital Management LLC
2,317$74.4K0.0%GARPMediumCharlotte, NC2026-10-22
USA Financial Formulas
1,540$49.5K0.0%ETFVery HighAda, MI2026-10-16
Costello Asset Management, Inc
1,200$38.6K0.0%CoreLowFeasterville, PA2026-10-30
Catalyst Capital Advisors LLC
960$30.8K0.0%ETFVery LowSan Juan, PR2026-11-02
State of Alaska, Department of Revenue
820$260.0%CoreVery LowJuneau, AK2026-10-15
Cape Investment Advisory, Inc.
750$24.1K0.0%ETFLowMcdonough, GA2026-10-13
Hilltop National Bank
650$20.9K0.0%CoreLowCasper, WY2026-10-14
Signaturefd, LLC
416$13.4K0.0%IndexLowAtlanta, GA2026-10-23
GGM Financial LLC
400$12.9K0.0%ETFMediumColumbus, OH2026-11-05
Covestor Ltd
357$110.0%ValueHighLondon, United Kingdom2026-10-30
Harbor Capital Advisors, Inc.
304$100.0%ValueHighChicago, IL2026-10-22
SBI Securities Co., Ltd.
265$8.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Gamma Investing LLC
124$4.0K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
82$2.6K0.0%IndexLowSan Francisco, CA2026-11-03
Nisa Investment Advisors, LLC
44$1.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Caitong International Asset Management Co., Ltd
10$3210.0%GrowthVery HighHong Kong, South Korea2026-10-29
Hughes Financial Services, LLC
2$840.0%ETFLowHerndon, VA2026-10-30