Climb Global Solutions, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 11/14/2025 | 302.88 K | $40.84 M | 7.74% | 6.70% |
| BLACKROCK, INC. | 11/12/2025 | 297.13 K | $40.07 M | -0.09% | 6.57% |
| DE LISLE PARTNERS LLP | 11/13/2025 | 240.59 K | $32.45 M | 5.48% | 5.32% |
| VANGUARD GROUP INC | 11/07/2025 | 231.52 K | $31.22 M | -4.07% | 5.12% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 139.70 K | $18.84 M | -24.24% | 3.09% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 128.34 K | $17.31 M | 0.00% | 2.84% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 107.41 K | $14.49 M | 15.18% | 2.38% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 103.15 K | $13.91 M | -11.49% | 2.28% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 102.48 K | $13.82 M | 37.76% | 2.27% |
| ALTRAVUE CAPITAL, LLC | 11/12/2025 | 102.47 K | $13.82 M | 100.00% | 2.27% |
| STATE STREET CORP | 11/14/2025 | 92.92 K | $12.53 M | 10.98% | 2.06% |
| BALLAST ASSET MANAGEMENT, LP | 11/04/2025 | 79.80 K | $10.76 M | -1.02% | 1.77% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 70.75 K | $9.54 M | 24.28% | 1.56% |
| INVESCO LTD. | 11/13/2025 | 65.26 K | $8.80 M | 2,446.35% | 1.44% |
| TIETON CAPITAL MANAGEMENT, LLC | 11/12/2025 | 60.90 K | $8.21 M | 3.09% | 1.35% |
| CHOREO, LLC | 11/12/2025 | 60.20 K | $8.12 M | 2.25% | 1.33% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 52.78 K | $7.12 M | -30.47% | 1.17% |
| HERALD INVESTMENT MANAGEMENT LTD | 11/07/2025 | 50.00 K | $6.74 M | 100.00% | 1.11% |
| APTUS CAPITAL ADVISORS, LLC | 11/12/2025 | 47.92 K | $6.46 M | 97.23% | 1.06% |
| NORTHERN TRUST CORP | 11/14/2025 | 42.96 K | $5.79 M | -2.67% | 0.95% |
| MORGAN STANLEY | 11/14/2025 | 38.54 K | $5.20 M | -15.06% | 0.85% |
| RHUMBLINE ADVISERS | 11/06/2025 | 33.31 K | $4.49 M | 454.54% | 0.74% |
| CSM ADVISORS, LLC | 11/14/2025 | 33.08 K | $4.46 M | -3.28% | 0.73% |
| OBERWEIS ASSET MANAGEMENT INC/ | 11/17/2025 | 32.50 K | $4.38 M | 0.00% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 28.11 K | $3.79 M | -3.34% | 0.62% |
| LEGATO CAPITAL MANAGEMENT LLC | 11/12/2025 | 21.71 K | $2.93 M | 100.00% | 0.48% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/13/2025 | 21.50 K | $2.90 M | 100.00% | 0.48% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 21.47 K | $2.89 M | 1,069.75% | 0.47% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 20.05 K | $2.70 M | 0.14% | 0.44% |
| FINANCIAL ADVISORS NETWORK, INC. | 11/14/2025 | 20.00 K | $2.70 M | 100.00% | 0.44% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 19.04 K | $2.57 M | -20.17% | 0.42% |
| COVE STREET CAPITAL, LLC | 11/13/2025 | 18.87 K | $2.54 M | 20.74% | 0.42% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2025 | 14.72 K | $1.98 M | -6.20% | 0.33% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 13.89 K | $1.87 M | -0.06% | 0.31% |
| UBS GROUP AG | 11/13/2025 | 13.05 K | $1.76 M | 5.64% | 0.29% |
| ALBERT D MASON INC | 10/15/2025 | 12.88 K | $1.74 M | 6.72% | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 12.76 K | $1.72 M | 0.53% | 0.28% |
| PINNACLE ASSOCIATES LTD | 11/13/2025 | 12.67 K | $1.71 M | -15.48% | 0.28% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 11.98 K | $1.62 M | -5.54% | 0.27% |
| CITADEL ADVISORS LLC | 11/14/2025 | 11.98 K | $1.62 M | 90.81% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 11.35 K | $1.53 M | 0.00% | 0.25% |
| JANE STREET GROUP, LLC | 11/14/2025 | 11.18 K | $1.51 M | 19.23% | 0.25% |
| INDEPENDENT ADVISOR ALLIANCE | 11/04/2025 | 11.13 K | $1.50 M | 0.43% | 0.25% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 11.11 K | $1.50 M | -6.99% | 0.25% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 11.08 K | $1.49 M | -15.65% | 0.25% |
| JPMORGAN CHASE & CO | 11/26/2025 | 10.48 K | $1.41 M | -68.16% | 0.23% |
| LPL FINANCIAL LLC | 11/12/2025 | 10.15 K | $1.37 M | 10.98% | 0.22% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 10.02 K | $1.35 M | 10.98% | 0.22% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 9.09 K | $1.23 M | -35.07% | 0.20% |
| CONESTOGA CAPITAL ADVISORS, LLC | 10/24/2025 | 8.98 K | $1.21 M | 100.00% | 0.20% |
Climb Global Solutions, Inc. institutional Ownership - FAQ's
During the previous two years, 152 institutional investors and hedge funds held shares of Climb Global Solutions, Inc.. The most heavily invested institutionals were:
WASATCH ADVISORS LP: 302,880
BlackRock, Inc.: 297,130
De Lisle Partners LLP: 240,588
VANGUARD GROUP INC: 231,519
RENAISSANCE TECHNOLOGIES LLC: 139,696
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 128,340
67.68% of Climb Global Solutions, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.40 M shares in the last 24 months. This purchase volume represents approximately $476.02 M in transactions.