Vault-13

CLIMB GLOBAL SOLUTIONS INC CLMB

COM · Common Stock · CUSIP 946760105

133 institutional holders +5 vs Q1 2026
14,714,23714.7m shares reported held*
78.9% of all shares outstanding*
$341.4mreported value*
21 new 49 added 45 reduced 16 sold out net bought ≈ $9.5m (+410.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.5m this quarter). Holder counts are more reliable. Shares outstanding: 18.7m as of 2026-07-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $23.20.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 30Q4 22: 32Q1 23: 50Q2 23: 72Q3 23: 70Q4 23: 69Q1 24: 76Q2 24: 83Q3 24: 106Q4 24: 125Q1 25: 130Q2 25: 129Q3 25: 132Q4 25: 137Q1 26: 128Q2 26: 133133Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202230
Q4 202232
Q1 202350
Q2 202372
Q3 202370
Q4 202369
Q1 202476
Q2 202483
Q3 2024106
Q4 2024125
Q1 2025130
Q2 2025129
Q3 2025132
Q4 2025137
Q1 2026128
Q2 2026133

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 58 bought or addedQ3 24: 35 cut or sold outQ4 24: 62 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 61 bought or addedQ1 25: 65 cut or sold outQ2 25: 74 bought or addedQ2 25: 53 cut or sold outQ2 25Q3 25: 65 bought or addedQ3 25: 64 cut or sold outQ4 25: 77 bought or addedQ4 25: 55 cut or sold outQ4 25Q1 26: 75 bought or addedQ1 26: 68 cut or sold outQ2 26: 70 bought or addedQ2 26: 61 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245835
Q4 20246242
Q1 20256165
Q2 20257453
Q3 20256564
Q4 20257755
Q1 20267568
Q2 20267061

Biggest buyers

BARD ASSOCIATES INC Added +178,305+178.3k
KENNEDY CAPITAL MANAGEMENT LLC New +177,008+177.0k
BlackRock, Inc. Added +167,587+167.6k
Tieton Capital Management, LLC Added +149,000+149.0k
JACOBS LEVY EQUITY MANAGEMENT, INC Added +139,558+139.6k
CITADEL ADVISORS LLC Added +88,019+88.0k
WASATCH ADVISORS LP Added +83,680+83.7k
ROYCE & ASSOCIATES LP Added +65,523+65.5k
GEODE CAPITAL MANAGEMENT, LLC Added +50,409+50.4k
VANGUARD CAPITAL MANAGEMENT LLC Added +47,790+47.8k

Biggest sellers

OBERWEIS ASSET MANAGEMENT INC/ Sold out -211,840-211.8k
Polar Asset Management Partners Inc. Sold out -192,072-192.1k
SEI INVESTMENTS CO Reduced -173,788-173.8k
CSM Advisors, LLC Sold out -131,520-131.5k
HERALD INVESTMENT MANAGEMENT Ltd Reduced -75,000-75.0k
WESTWOOD HOLDINGS GROUP INC Reduced -72,514-72.5k
RENAISSANCE TECHNOLOGIES LLC Reduced -65,073-65.1k
De Lisle Partners LLP Reduced -43,425-43.4k
AltraVue Capital, LLC Reduced -42,150-42.1k
MILLENNIUM MANAGEMENT LLC Reduced -35,319-35.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
AltraVue Capital, LLC 13G · institution new · filed 2026-03-03 5.0% new 245.5k≈ $5.7m 2026-03-03

Fell to 5% or below in the last year: De Lisle Partners LLP (4.9%, 2026-05-13), WASATCH ADVISORS LP (3.3%, 2026-04-23), VANGUARD GROUP INC (0.0%, 2026-03-26)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 4 sellingQ1 25Q2 25: 0 buyingQ2 25: 3 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 1 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—4$4.4m—
Q2 20250—3$2.6m—
Q3 20250—0——
Q4 20250—0——
Q1 20260—1$684.2k—
Q2 20261$75.3k0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-05-04 MCCARTHY JOHN R Director Bought 4,000 $18.83 $75.3k4.0k shares +5%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,326,0181.3m $30.8m $30.8m 0.00% Added +167.6k +167,587
2 WESTWOOD HOLDINGS GROUP INC 0.20% of their portfolio DALLAS, TX 1,129,3421.1m $26.2m $26.2m 0.20% Reduced -72.5k -72,514
3 AltraVue Capital, LLC 1.57% of their portfolio BELLEVUE, WA 939,774939.8k $21.8m $21.8m 1.57% Reduced -42.1k -42,150
4 De Lisle Partners LLP 2.24% of their portfolio POOLE, X0 887,135887.1k $20.6m $20.6m 2.24% Reduced -43.4k -43,425
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 775,070775.1k $18.0m $18.0m 0.00% Added +47.8k +47,790
6 WASATCH ADVISORS LP 0.11% of their portfolio SALT LAKE CITY, UT 691,360691.4k $16.0m $16.0m 0.11% Added +83.7k +83,680
7 Tieton Capital Management, LLC 4.59% of their portfolio YAKIMA, WA 687,131687.1k $15.9m $15.9m 4.59% Added +149.0k +149,000
8 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 605,027605.0k $14.0m $14.0m 0.02% Reduced -14.7k -14,658
9 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.63% of their portfolio EDINA, MN 551,910551.9k $12.8m $12.8m 0.63% Added +245 +245
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 531,559531.6k $12.3m $12.3m 0.00% Added +50.4k +50,409
11 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 471,140471.1k $10.9m $10.9m 0.02% Reduced -65.1k -65,073
12 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 449,562449.6k $10.4m $10.4m 0.00% Added +26.4k +26,365
13 ROYCE & ASSOCIATES LP 0.07% of their portfolio New York, NY 363,393363.4k $8.4m $8.4m 0.07% Added +65.5k +65,523
14 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 344,399344.4k $8.0m $8.0m 0.00% Reduced -11.8k -11,831
15 Ballast Asset Management, LP 2.92% of their portfolio DALLAS, TX 315,770315.8k $7.3m $7.3m 2.92% Reduced -3.4k -3,418
16 CHOREO, LLC 0.07% of their portfolio ROCKFORD, IL 272,726272.7k $6.3m $6.3m 0.07% Added +3.4k +3,426
17 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 245,120245.1k $5.7m $5.7m 0.01% Reduced -173.8k -173,788
18 HERALD INVESTMENT MANAGEMENT Ltd 0.70% of their portfolio LONDON, X0 221,836221.8k $5.1m $5.1m 0.70% Reduced -75.0k -75,000
19 JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio FLORHAM PARK, NJ 213,670213.7k $5.0m $5.0m 0.02% Added +139.6k +139,558
20 Legato Capital Management LLC 0.40% of their portfolio San Francisco, CA 207,864207.9k $4.8m $4.8m 0.40% Unchanged
21 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 194,780194.8k $4.5m $4.5m 0.01% Added +4.6k +4,600
22 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 182,674182.7k $4.2m $4.2m 0.00% Added +12.3k +12,321
23 BARD ASSOCIATES INC 0.93% of their portfolio CHICAGO, IL 180,561180.6k $4.2m $4.2m 0.93% Added +178.3k +178,305
24 KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio ST LOUIS, MO 177,008177.0k $4.1m $4.1m 0.07% New
25 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 172,704172.7k $4.0m $4.0m 0.00% Reduced -35.3k -35,319
26 ISTHMUS PARTNERS, LLC 0.31% of their portfolio MADISON, WI 137,375137.4k $3.2m $3.2m 0.31% Added +3.3k +3,321
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 127,919127.9k $3.0m $3.0m 0.00% Added +88.0k +88,019
28 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 126,508126.5k $2.9m $2.9m 0.00% Added +5.5k +5,543
29 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 118,023118.0k $2.7m $2.7m 0.00% Added +6.4k +6,352
30 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 114,764114.8k $2.7m $2.7m 0.00% Added +19.5k +19,483
31 PINNACLE ASSOCIATES LTD 0.03% of their portfolio NEW YORK, NY 105,832105.8k $2.5m $2.5m 0.03% Added +41.1k +41,088
32 UBS Group AG 0.00% of their portfolio ZURICH, V8 103,306103.3k $2.4m $2.4m 0.00% Reduced -18.7k -18,728
33 CHATHAM CAPITAL GROUP, INC. 0.28% of their portfolio SAVANNAH, GA 92,85592.9k $2.2m $2.2m 0.28% Added +3.1k +3,070
34 Jupiter Topco LLC 0.00% of their portfolio NEW YORK, NY 83,83883.8k $1.9m $1.9m 0.00% First filing
35 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 78,69178.7k $1.8m $1.8m 0.00% Reduced -494 -494
36 Verdence Capital Advisors LLC 0.09% of their portfolio HUNT VALLEY, MD 76,56676.6k $1.8m $1.8m 0.09% Reduced -2.1k -2,072
37 Conestoga Capital Advisors, LLC 0.04% of their portfolio WAYNE, PA 72,07072.1k $1.7m $1.7m 0.04% Reduced -280 -280
38 ALBERT D MASON INC 0.82% of their portfolio BOSTON, MA 62,31562.3k $1.4m $1.4m 0.82% Added +40 +40
39 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 62,03862.0k $1.4m $1.4m 0.00% Added +3.3k +3,312
40 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 59,40459.4k $1.4m $1.4m 0.00% Reduced -29.9k -29,895
41 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 56,80056.8k $1.3m $1.3m 0.00% Reduced -3.9k -3,912
42 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 51,23151.2k $1.2m $1.2m 0.00% Added +4.4k +4,373
43 Numerai GP LLC 0.09% of their portfolio SAN FRANCISCO, CA 47,02347.0k $1.1m $1.1m 0.09% Added +7.0k +7,002
44 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 46,24446.2k $1.1m $1.1m 0.00% Reduced -1.4k -1,444
45 Financial Advisors Network, Inc. 0.13% of their portfolio TUSTIN, CA 45,68545.7k $1.1m $1.1m 0.13% Reduced -34.3k -34,311
46 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 45,57245.6k $1.1m $1.1m 0.00% Unchanged
47 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 44,72444.7k $1.0m $1.0m 0.00% Reduced -10.5k -10,472
48 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 44,10144.1k $1.0m $1.0m 0.00% Reduced -1.8k -1,831
49 SIERRA SUMMIT ADVISORS LLC 0.11% of their portfolio INCLINE VILLAGE, NV 43,99744.0k $1.0m $1.0m 0.11% New
50 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 42,43042.4k $984.8k $984.8k 0.00% Reduced -5.7k -5,666
51 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 41,59041.6k $965.3k $965.3k 0.00% New
52 Peterson Wealth Services 0.21% of their portfolio SOUTH OGDEN, UT 41,57341.6k $964.9k $964.9k 0.21% Added +38.0k +38,004
53 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 38,95239.0k $904.1k $904.1k 0.01% New
54 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 35,61935.6k $826.7k $826.7k 0.01% Added +20.2k +20,239
55 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 35,07935.1k $814.2k $814.2k 0.00% New
56 Manatuck Hill Partners, LLC 0.27% of their portfolio WESTPORT, CT 35,00035.0k $812.4k $812.4k 0.27% New
57 Ancora Advisors LLC 0.01% of their portfolio Cleveland, OH 32,47032.5k $753.6k $753.6k 0.01% Added +9.9k +9,938
58 Caprock Group, LLC 0.01% of their portfolio BOISE, ID 28,77128.8k $667.8k $667.8k 0.01% Added +3.6k +3,627
59 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 24,84824.8k $576.7k $576.7k 0.01% Unchanged
60 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 24,81124.8k $575.9k $575.9k 0.00% Added +2.6k +2,599
61 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 24,57824.6k $570.5k $570.5k 0.01% New
62 BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 22,58822.6k $524.3k $524.3k 0.01% New
63 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 22,57622.6k $524.0k $524.0k 0.00% New
64 FLPUTNAM INVESTMENT MANAGEMENT CO 0.01% of their portfolio PORTLAND, ME 20,71020.7k $480.7k $480.7k 0.01% New
65 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 20,58820.6k $477.8k $477.8k 0.00% Unchanged
66 Pinnacle Wealth Management Advisory Group, LLC 0.03% of their portfolio RED BANK, NJ 20,04320.0k $465.2k $465.2k 0.03% Added +5.6k +5,587
67 Brevan Howard Capital Management LP 0.01% of their portfolio ST. HELIER, Y9 19,36819.4k $449.5k $449.5k 0.01% Added +2.9k +2,901
68 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 19,29219.3k $447.8k $447.8k 0.00% Added +596 +596
69 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 18,10518.1k $420.2k $420.2k 0.00% Added +478 +478
70 Lakewood Asset Management LLC 0.23% of their portfolio NAPERVILLE, IL 17,85517.9k $414.4k $414.4k 0.23% Added +312 +312
71 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 16,62416.6k $385.8k $385.8k 0.00% Reduced -6.5k -6,524
72 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,26316.3k $377.5k $377.5k 0.00% Added +6.5k +6,452
73 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio BALA CYNWYD, PA 15,76615.8k $365.9k $365.9k 0.01% Reduced -240 -240
74 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 15,62115.6k $362.6k $362.6k 0.00% New
75 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 15,61115.6k $309.4k $309.4k 0.00% Added +2.5k +2,531
76 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 15,38815.4k $357.2k $357.2k 0.00% Unchanged
77 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 14,32114.3k $332.4k $332.4k 0.00% Added +4.2k +4,202
78 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 13,88413.9k $323.0k $323.0k 0.00% Added +2.7k +2,729
79 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 13,66813.7k $317.2k $317.2k 0.00% Reduced -1.6k -1,590
80 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 13,60013.6k $315.7k $315.7k 0.00% Unchanged
81 Venturi Wealth Management, LLC 0.01% of their portfolio AUSTIN, TX 13,46613.5k $312.5k $312.5k 0.01% Added +206 +206
82 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 13,20913.2k $306.6k $306.6k 0.00% New
83 ZWJ INVESTMENT COUNSEL INC 0.01% of their portfolio Atlanta, GA 13,14113.1k $305.0k $305.0k 0.01% New
84 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 12,79212.8k $296.9k $296.9k 0.01% Added +737 +737
85 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 12,78812.8k $296.8k $296.8k 0.00% Added +120 +120
86 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 12,56412.6k $291.6k $291.6k 0.00% Reduced -24 -24
87 Jacobi Capital Management LLC 0.01% of their portfolio PITTSTON, PA 12,41412.4k $288.1k $288.1k 0.01% Reduced -45 -45
88 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 12,04412.0k $279.5k $279.5k 0.00% New
89 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 11,96112.0k $277.6k $277.6k 0.00% Reduced -881 -881
90 Oxford Wealth Group, LLC 0.11% of their portfolio ORLANDO, FL 10,27310.3k $238.4k $238.4k 0.11% Reduced -159 -159
91 SEIZERT CAPITAL PARTNERS, LLC 0.01% of their portfolio BIRMINGHAM, MI 10,10310.1k $234.5k $234.5k 0.01% New
92 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 8,6618.7k $201.0k $201.0k 0.00% Reduced -903 -903
93 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8,5988.6k $199.6k $199.6k 0.00% Reduced -11.6k -11,644
94 Aquatic Capital Management LLC 0.01% of their portfolio CHICAGO, IL 8,4508.4k $196.1k $196.1k 0.01% Added +6.0k +5,996
95 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,6847.7k $178.3k $178.3k 0.00% Reduced -331 -331
96 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,0407.0k $158.2k $158.2k 0.00% Added +401 +401
97 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 6,1366.1k $142.4k $142.4k 0.00% Unchanged
98 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 5,9526.0k $138.1k $138.1k 0.00% Added +2.0k +2,024
99 Legal & General Group Plc 0.00% of their portfolio London, X0 5,3295.3k $123.7k $123.7k 0.00% Added +3.7k +3,681
100 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,6464.6k $107.8k $107.8k 0.00% Reduced -350 -350