Who owns Climb Global Solutions, Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
De Lisle Partners LLP: 4.9% · 904,069 shares
Wasatch Advisors LP: 3.3% · 607,680 shares
3 more 5% stakes behind a free account
See every investor who has disclosed crossing 5% of Climb Global Solutions, Inc..
Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Climb Global Solutions, Inc. they hold. Together these 182 managers report 85.75% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. | $30.8M | 1,326,018 | 0.00% | 7.11% | June 30, 2026 |
| WESTWOOD HOLDINGS GROUP INC | $26.2M | 1,129,342 | 0.20% | 6.05% | June 30, 2026 |
180 more institutional holders behind a free account
See every manager reporting Climb Global Solutions, Inc., how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 160 funds hold 26.94% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $13.1M | 0.00% | 3.02% | June 30, 2026 |
| Thrivent Small-Mid Cap Equity ETF | $12.2M | 1.16% | 2.81% | June 30, 2026 |
158 more funds behind a free account
See every fund holding Climb Global Solutions, Inc. and what share of its net assets the position represents.
Sign up freeLoading...
