Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CLMB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | 1.2M | $23.8M | — | 6.513% | 0.17% |
| 2 | BlackRock, Inc. | 1.2M | $23.0M | +284.6% | 6.277% | 0.00% |
| 3 | AltraVue Capital, LLC | 982K | $19.5M | +417.2% | 5.321% | 1.68% |
| 4 | De Lisle Partners LLP | 931K | $18.4M | +276.8% | 5.043% | 2.21% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 727K | $14.4M | — | 3.941% | 0.00% |
| 6 | WASATCH ADVISORS INC | 608K | $12.0M | +116.1% | 3.293% | 0.08% |
| 7 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 552K | $10.9M | +309.5% | 2.989% | 0.63% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 536K | $10.6M | +311.9% | 2.906% | 0.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 481K | $9.5M | +272.4% | 2.607% | 0.00% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 423K | $8.4M | +315.0% | 2.293% | 0.00% |
| 11 | SEI INVESTMENTS CO | 419K | $8.3M | +845.5% | 2.270% | 0.01% |
| 12 | STATE STREET CORP | 356K | $7.1M | +285.2% | 1.930% | 0.00% |
| 13 | Ballast Asset Management, LP | 319K | $6.3M | +315.3% | 1.730% | 2.82% |
| 14 | ROYCE & ASSOCIATES LP | 298K | $5.9M | +300.0% | 1.614% | 0.06% |
| 15 | Herald Investment Management Ltd | 297K | $5.9M | +295.8% | 1.608% | 0.82% |
| 16 | RSM US WEALTH MANAGEMENT LLC | 269K | $5.3M | +337.5% | 1.459% | 0.07% |
| 17 | OBERWEIS ASSET MANAGEMENT INC/ | 212K | $4.2M | +307.7% | 1.148% | 0.12% |
| 18 | MILLENNIUM MANAGEMENT LLC | 208K | $4.1M | +2558.4% | 1.127% | 0.00% |
| 19 | Legato Capital Management LLC | 208K | $4.1M | +414.3% | 1.126% | 0.37% |
| 20 | Polar Asset Management Partners Inc. | 192K | $3.8M | +167.3% | 1.041% | 0.08% |
| 21 | NEW YORK STATE COMMON RETIREMENT FUND | 190K | $3.8M | +396.0% | 1.031% | 0.01% |
| 22 | NORTHERN TRUST CORP | 170K | $3.4M | +306.1% | 0.923% | 0.00% |
| 23 | ISTHMUS PARTNERS, LLC | 134K | $2.7M | +660.3% | 0.726% | 0.28% |
| 24 | UBS Group AG | 122K | $2.4M | +431.7% | 0.661% | 0.00% |
| 25 | Bank of New York Mellon Corp | 121K | $2.4M | +303.3% | 0.655% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CLMB — a direct measure of their conviction.
Filings activity in CLMB during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 127 | 6.6% | 62.30% | 11.45 pp | $260M | 16% |
| Q4 2025 | 136 | +4.6% | 73.75% | 17.85 pp | $308M | 19% |
| Q3 2025 | 130 | +1.6% | 91.60% | +24.14 pp | $383M | +36% |
| Q2 2025 | 128 | 1.5% | 67.46% | 1.26 pp | $282M | 1.8% |
| Q1 2025 | 130 | +4.8% | 68.72% | 9.63 pp | $287M | 12% |
| Q4 2024 | 124 | +18% | 78.35% | +21.66 pp | $327M | +38% |
| Q3 2024 | 105 | +27% | 56.69% | +22.97 pp | $237M | +68% |
| Q2 2024 | 83 | — | 33.72% | — | $141M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CLMB stock.
Based on Q1 2026 13F filings, institutional ownership of Climb Global Solutions, Inc. stands at 62.3%, held across 127 reporting institutions.
WESTWOOD HOLDINGS GROUP INC is the largest reported institutional holder of CLMB, with approximately 1,201,856 shares worth $0.02B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of CLMB, including RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for CLMB is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
29 institutions opened new positions in CLMB during Q1 2026, while 38 fully exited. 18 added to existing positions and 80 trimmed.
CLMB institutional ownership fell by 11.45 percentage points quarter-over-quarter, with a net change of -9 holders.
The top 10 institutions account for 57.9% of all reported 13F value in CLMB, and the top 25 account for 84.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Climb Global Solutions, Inc. (CLMB) Institutional Ownership