$CLMB

$32.16 -$0.69 (2.1%) Close

$CLMB Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 18.7M shares outstanding

Who owns CLMB?

By type of holder

Institutions 80.0% Insiders 6.3% Everyone else 13.7%

Concentration Top 10 holders own 43.2%

BlackRock, Inc. 7.1% · Westwood Holdings Group Inc 6.1%

Institutional ownership

80.0%

+2.5 pts vs last qtr

Institutional holders

131

+3 vs last qtr

Net shares bought

+469.0K

by institutions in Q2 2026

New / sold out

23 / 20

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Bard Associates Inc +178.3K
Kennedy Capital Management LLC NEW +177.0K

Biggest sellers in Q2 2026

Oberweis Asset Management Inc/ SOLD OUT −211.8K
Polar Asset Management Partners Inc. SOLD OUT −192.1K

Who is planning to sell?

Notices of proposed sale, last 12 months

$810K

1 notice from 1 person

Shares covered

10.0K

0.05% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Foster, Dale (CLMB) Officer $810K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+0.5%

+0.05% a year

Each share's claim on the business

−0.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$19.7M vs $24.4M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years34% 3–5 years6% 1–3 years30% Under 1 year30%

Quarterly turnover

11.1%

of institutional shares changed hands

Top 10 managers, median time held

2.8 years

Super Investors

Investment managers reporting CLMB on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.3M	7.11%	+167.6K (+14.5%)	≤2021	0.0%
Shares held by quarter Peak holding1.3M (Q2'26) Change over 8 quarters+1.0M Share of the company7.110% BlackRock, Inc.'s full portfolio →
WH Westwood Holdings Group Inc	1.1M	6.05%	−72.5K (−6.0%)	Q1 '26	0.2%
Shares held by quarter Peak holding1.2M (Q1'26) Change over 8 quarters+1.1M Share of the company6.050% Westwood Holdings Group Inc's full portfolio →

BlackRock, Inc.

1.3M

% of company

7.11%

Change vs last qtr

+167.6K (+14.5%)

Held since

≤2021

Westwood Holdings Group Inc

1.1M

% of company

6.05%

Change vs last qtr

−72.5K (−6.0%)

Held since

Q1 '26

28 more super investors behind a free account

See every manager holding Climb Global Solutions Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CLMB on Form N-PORT; together they hold 29.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$13.1M	563.6K	3.02%	0.00%	June 30, 2026
TS Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust	$12.2M	524.4K	2.81%	1.16%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$13.1M

% of company

3.02%

% of the fund

0.00%

As of

June 30, 2026

Thrivent Small-Mid Cap Equity ETF

Thrivent ETF Trust

Position value

$12.2M

% of company

2.81%

% of the fund

1.16%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Climb Global Solutions Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
FD Foster Dale Richard Insider	342.5K	1.84%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.840% Foster Dale Richard's insider activity →
LV Legrottaglie Vito Insider	193.1K	1.03%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.030% Legrottaglie Vito's insider activity →

Foster Dale Richard

Insider

342.5K

% of company

1.84%

Change vs last qtr

—

Held since

—

Legrottaglie Vito

Insider

193.1K

% of company

1.03%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of Climb Global Solutions Inc.

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