Climb Global Solutions Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 05/15/2026 | 1.20 M | $23.82 M | 100.00% | 6.62% |
| BLACKROCK, INC. | 05/13/2026 | 1.16 M | $22.96 M | 284.62% | 6.38% |
| ALTRAVUE CAPITAL, LLC | 05/13/2026 | 981.92 K | $19.46 M | 417.21% | 5.40% |
| DE LISLE PARTNERS LLP | 05/13/2026 | 930.56 K | $18.44 M | 276.76% | 5.12% |
| 05/15/2026 | 727.28 K | $14.41 M | 100.00% | 4.00% | |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 619.69 K | $12.28 M | 326.15% | 3.41% |
| WASATCH ADVISORS LP | 04/21/2026 | 607.68 K | $12.04 M | 116.13% | 3.34% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 551.67 K | $10.93 M | 309.50% | 3.04% |
| TIETON CAPITAL MANAGEMENT, LLC | 05/08/2026 | 538.13 K | $10.67 M | 380.54% | 2.96% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 536.21 K | $10.63 M | 311.85% | 2.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 481.15 K | $9.54 M | 272.42% | 2.65% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 423.20 K | $8.39 M | 314.97% | 2.33% |
| SEI INVESTMENTS CO | 05/13/2026 | 418.91 K | $8.30 M | 845.47% | 2.31% |
| STATE STREET CORP | 05/15/2026 | 356.23 K | $7.06 M | 285.20% | 1.96% |
| BALLAST ASSET MANAGEMENT, LP | 05/07/2026 | 319.19 K | $6.33 M | 315.30% | 1.76% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 297.87 K | $5.90 M | 300.04% | 1.64% |
| HERALD INVESTMENT MANAGEMENT LTD | 05/13/2026 | 296.84 K | $5.88 M | 295.78% | 1.63% |
| CHOREO, LLC | 05/13/2026 | 269.30 K | $5.34 M | 337.52% | 1.48% |
| OBERWEIS ASSET MANAGEMENT INC/ | 05/15/2026 | 211.84 K | $4.20 M | 307.70% | 1.17% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 208.02 K | $4.12 M | 2,558.44% | 1.15% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 207.86 K | $4.12 M | 414.31% | 1.14% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 05/15/2026 | 192.07 K | $3.81 M | 167.26% | 1.06% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 190.18 K | $3.77 M | 395.97% | 1.05% |
| NORTHERN TRUST CORP | 05/14/2026 | 170.35 K | $3.38 M | 306.13% | 0.94% |
| ISTHMUS PARTNERS, LLC | 04/30/2026 | 134.05 K | $2.66 M | 660.33% | 0.74% |
| CSM ADVISORS, LLC | 05/15/2026 | 131.52 K | $2.61 M | 297.16% | 0.72% |
| UBS GROUP AG | 05/05/2026 | 122.03 K | $2.42 M | 431.67% | 0.67% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 120.97 K | $2.40 M | 303.28% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 111.67 K | $2.21 M | 100.00% | 0.61% |
| 05/08/2026 | 95.28 K | $1.89 M | 100.00% | 0.52% | |
| CHATHAM CAPITAL GROUP, INC. | 04/21/2026 | 89.79 K | $1.78 M | 100.00% | 0.49% |
| MORGAN STANLEY | 05/15/2026 | 89.30 K | $1.77 M | 168.80% | 0.49% |
| FINANCIAL ADVISORS NETWORK, INC. | 05/15/2026 | 80.00 K | $1.59 M | 299.98% | 0.44% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 79.19 K | $1.57 M | 307.60% | 0.44% |
| VERDENCE CAPITAL ADVISORS LLC | 04/30/2026 | 78.64 K | $1.56 M | 100.00% | 0.43% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 74.11 K | $1.47 M | 100.00% | 0.41% |
| CONESTOGA CAPITAL ADVISORS, LLC | 04/24/2026 | 72.35 K | $1.43 M | 449.56% | 0.40% |
| PINNACLE ASSOCIATES LTD | 04/22/2026 | 64.74 K | $1.28 M | 362.13% | 0.36% |
| ALBERT D MASON INC | 04/15/2026 | 62.28 K | $1.23 M | 384.93% | 0.34% |
| LPL FINANCIAL LLC | 05/06/2026 | 60.71 K | $1.20 M | 457.40% | 0.33% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 58.73 K | $1.16 M | 302.18% | 0.32% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 55.20 K | $1.09 M | 318.21% | 0.30% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 48.10 K | $953.28 K | 1,061.74% | 0.26% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 47.69 K | $945.18 K | 369.69% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 46.86 K | $928.73 K | 319.76% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 45.93 K | $910.37 K | 271.44% | 0.25% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2026 | 45.57 K | $903.24 K | 100.00% | 0.25% |
| NUMERAI GP LLC | 05/15/2026 | 40.02 K | $793.22 K | 100.00% | 0.22% |
| CITADEL ADVISORS LLC | 05/15/2026 | 39.90 K | $790.82 K | 100.00% | 0.22% |
| QUANTBOT TECHNOLOGIES LP | 05/13/2026 | 27.17 K | $538.41 K | 2,979.93% | 0.15% |
Climb Global Solutions Inc institutional Ownership - FAQ's
During the previous two years, 168 institutional investors and hedge funds held shares of Climb Global Solutions Inc. The most heavily invested institutionals were:
WESTWOOD HOLDINGS GROUP INC: 1.2 M
BlackRock, Inc.: 1.16 M
AltraVue Capital, LLC: 981,924
De Lisle Partners LLP: 930,560
THRIVENT FINANCIAL FOR LUTHERANS: 619,685
WASATCH ADVISORS LP: 607,680
79.63% of Climb Global Solutions Inc stock is owned by institutional investors.
Institutional investors have bought a total of 14.22 M shares in the last 24 months. This purchase volume represents approximately $1.20 B in transactions.