Climb Global Solutions Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 1.33 M | $30.78 M | 14.47% | 7.25% |
| WESTWOOD HOLDINGS GROUP INC | 08/14/2026 | 1.13 M | $26.21 M | -6.03% | 6.17% |
| ALTRAVUE CAPITAL, LLC | 08/13/2026 | 939.77 K | $21.81 M | -4.29% | 5.14% |
| DE LISLE PARTNERS LLP | 08/12/2026 | 887.14 K | $20.55 M | -4.67% | 4.85% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 775.07 K | $17.99 M | 6.57% | 4.24% |
| WASATCH ADVISORS LP | 07/10/2026 | 691.36 K | $16.05 M | 13.77% | 3.78% |
| TIETON CAPITAL MANAGEMENT, LLC | 08/10/2026 | 687.13 K | $15.95 M | 27.69% | 3.76% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 605.03 K | $14.04 M | -2.37% | 3.31% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 551.91 K | $12.81 M | 0.04% | 3.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 531.56 K | $12.34 M | 10.48% | 2.91% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 471.14 K | $10.94 M | -12.14% | 2.58% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 449.56 K | $10.43 M | 6.23% | 2.46% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 363.39 K | $8.43 M | 22.00% | 1.99% |
| STATE STREET CORP | 08/07/2026 | 344.40 K | $7.99 M | -3.32% | 1.88% |
| BALLAST ASSET MANAGEMENT, LP | 08/13/2026 | 315.77 K | $7.33 M | -1.07% | 1.73% |
| CHOREO, LLC | 08/04/2026 | 272.73 K | $6.33 M | 1.27% | 1.49% |
| SEI INVESTMENTS CO | 08/14/2026 | 245.12 K | $5.69 M | -41.49% | 1.34% |
| HERALD INVESTMENT MANAGEMENT LTD | 07/23/2026 | 221.84 K | $5.13 M | -25.27% | 1.21% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 213.67 K | $4.96 M | 188.31% | 1.17% |
| LEGATO CAPITAL MANAGEMENT LLC | 08/06/2026 | 207.86 K | $4.82 M | 0.00% | 1.14% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 194.78 K | $4.52 M | 2.42% | 1.06% |
| NORTHERN TRUST CORP | 08/13/2026 | 182.67 K | $4.24 M | 7.23% | 1.00% |
| BARD ASSOCIATES INC | 08/12/2026 | 180.56 K | $4.19 M | 7,903.59% | 0.99% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 177.01 K | $4.11 M | 100.00% | 0.97% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 172.70 K | $4.01 M | -16.98% | 0.94% |
| ISTHMUS PARTNERS, LLC | 07/20/2026 | 137.38 K | $3.19 M | 2.48% | 0.75% |
| CITADEL ADVISORS LLC | 09/02/2026 | 127.92 K | $2.97 M | 220.60% | 0.70% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 126.51 K | $2.94 M | 4.58% | 0.69% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 118.02 K | $2.74 M | 5.69% | 0.65% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 114.76 K | $2.66 M | 20.45% | 0.63% |
| PINNACLE ASSOCIATES LTD | 08/03/2026 | 105.83 K | $2.46 M | 63.46% | 0.58% |
| UBS GROUP AG | 08/13/2026 | 103.31 K | $2.40 M | -15.35% | 0.56% |
| CHATHAM CAPITAL GROUP, INC. | 07/13/2026 | 92.86 K | $2.16 M | 3.42% | 0.51% |
| JUPITER TOPCO LLC | 08/14/2026 | 83.84 K | $1.95 M | 100.00% | 0.46% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 78.69 K | $1.83 M | -0.62% | 0.43% |
| VERDENCE CAPITAL ADVISORS LLC | 07/29/2026 | 76.57 K | $1.78 M | -2.63% | 0.42% |
| CONESTOGA CAPITAL ADVISORS, LLC | 07/24/2026 | 72.07 K | $1.67 M | -0.39% | 0.39% |
| ALBERT D MASON INC | 07/22/2026 | 62.32 K | $1.45 M | 0.06% | 0.34% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 62.04 K | $1.44 M | 5.64% | 0.34% |
| MORGAN STANLEY | 08/13/2026 | 59.40 K | $1.38 M | -33.48% | 0.32% |
| LPL FINANCIAL LLC | 08/07/2026 | 56.80 K | $1.32 M | -6.44% | 0.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 51.23 K | $1.19 M | 9.33% | 0.28% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 51.23 K | $1.19 M | 100.00% | 0.28% |
| NUMERAI GP LLC | 08/14/2026 | 47.02 K | $1.09 M | 17.50% | 0.26% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 46.24 K | $1.07 M | -3.03% | 0.25% |
| FINANCIAL ADVISORS NETWORK, INC. | 08/14/2026 | 45.69 K | $1.06 M | -42.89% | 0.25% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 08/17/2026 | 45.57 K | $1.06 M | 0.00% | 0.25% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 44.72 K | $1.04 M | -18.97% | 0.24% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 44.10 K | $1.02 M | -3.99% | 0.24% |
| SIERRA SUMMIT ADVISORS LLC | 07/20/2026 | 44.00 K | $1.02 M | 100.00% | 0.24% |
Climb Global Solutions Inc institutional Ownership - FAQ's
During the previous two years, 167 institutional investors and hedge funds held shares of Climb Global Solutions Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 1.33 M
WESTWOOD HOLDINGS GROUP INC: 1.13 M
AltraVue Capital, LLC: 939,774
De Lisle Partners LLP: 887,135
VANGUARD CAPITAL MANAGEMENT LLC: 775,070
WASATCH ADVISORS LP: 691,360
82.18% of Climb Global Solutions Inc stock is owned by institutional investors.
Institutional investors have bought a total of 15.65 M shares in the last 24 months. This purchase volume represents approximately $1.32 B in transactions.