Climb Global Solutions Ownership | Who Owns Climb Global Solutions?
Climb Global Solutions Ownership Summary
Climb Global Solutions is owned by 27.76% institutional investors, 16.67% insiders, and 55.58% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.04% of CLMB shares. VT De Lisle America B USD is the top mutual fund, with 4.28% of its assets in Climb Global Solutions shares.
CLMB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Climb Global Solutions | 27.76% | 16.67% | 55.58% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 315.02K | 7.04% | $39.93M |
| Vanguard group | 232.71K | 5.20% | $29.50M |
| De lisle partners llp | 207.28K | 4.63% | $26.30M |
| Punch & associates investment management | 188.46K | 4.21% | $23.89M |
| Renaissance | 186.52K | 4.17% | $23.64M |
| Global value investment | 163.27K | 3.65% | $20.69M |
| Wasatch advisors lp | 122.72K | 2.74% | $15.56M |
| Dimensional fund advisors lp | 120.06K | 2.68% | $15.22M |
| Invesco | 95.20K | 2.13% | $12.07M |
| Geode capital management | 90.84K | 2.03% | $11.52M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Global value investment | 163.27K | 21.96% | $20.69M |
| Ballast asset management, lp | 79.36K | 4.99% | $10.06M |
| De lisle partners llp | 207.28K | 3.86% | $26.30M |
| Tieton capital management | 61.20K | 3.12% | $7.76M |
| Cove street capital | 9.16K | 1.35% | $1.16M |
| Punch & associates investment management | 188.46K | 1.30% | $23.89M |
| Albert d mason | 13.37K | 1.13% | $1.69M |
| Lakewood asset management | 9.94K | 0.87% | $1.26M |
| Herald investment management | 40.00K | 0.83% | $5.05M |
| Acuitas investments | 2.60K | 0.27% | $329.55K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Global value investment | 163.27K | 21.96% | 163.27K |
| Royce & associates lp | 50.60K | 0.06% | 14.68K |
| State street | 76.77K | 0.00% | 14.08K |
| De lisle partners llp | 207.28K | 3.86% | 13.00K |
| Sowell financial services | 11.75K | 0.08% | 11.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dimensional fund advisors lp | 120.06K | 0.00% | -22.05K |
| Tieton capital management | 61.20K | 3.12% | -20.80K |
| Cove street capital | 9.16K | 1.35% | -18.52K |
| Ballast asset management, lp | 79.36K | 4.99% | -16.60K |
| Bank of new york mellon | 25.15K | 0.00% | -12.49K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Global value investment | 163.27K | 21.96% | 163.27K | $20.69M |
| Sowell financial services | 11.75K | 0.08% | 11.75K | $1.49M |
| Raymond james financial | 11.43K | 0.00% | 11.43K | $1.45M |
| Proficio capital partners | 10.90K | 0.00% | 10.90K | $10.90K |
| Lpl financial | 8.62K | 0.00% | 8.62K | $1.09M |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -8.00 |
| Kovitz investment group partners | -2.23K |
| Virtu financial | -2.29K |
| Summit global investments | -2.76K |
| Marshall wace, llp | -2.95K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 64 | -38.46% | 1,242,451 | -50.85% | 27 | 0.87% | 37 | -38.33% | 14 | -51.72% |
| Sep 30, 2024 | 104 | 30.00% | 2,527,649 | 0.96% | 56 | 1.79% | 60 | 20.00% | 29 | 38.10% |
| Jun 30, 2024 | 80 | 9.59% | 2,503,529 | 3.97% | 56 | 1.91% | 50 | 56.25% | 21 | -32.26% |
| Mar 31, 2024 | 73 | 5.80% | 2,407,981 | 6.21% | 54 | 2.07% | 32 | -15.79% | 31 | 72.22% |
| Dec 31, 2023 | 69 | 1.47% | 2,267,143 | 7.31% | 51 | 2.24% | 38 | -2.56% | 18 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VT De Lisle America B USD | 196.63K | 4.28% | 12.16K |
| GVIC Total Return Value Strategy | 155.01K | 3.36% | -15.00 |
| Vanguard Total Stock Mkt Idx Inv | 129.61K | 2.82% | - |
| Vanguard US Total Market Shares ETF | 129.61K | 2.82% | - |
| iShares Russell 2000 ETF | 113.76K | 2.47% | -990.00 |
| Invesco Dorsey Wright SmallCap Momt ETF | 70.98K | 1.54% | -510.00 |
| Ballast Small/Mid Cap ETF | 65.72K | 1.43% | - |
| Ballast SMidCap | 65.30K | 1.42% | 420.00 |
| Tieton Small Cap Value | 61.20K | 1.33% | -20.80K |
| Vanguard Institutional Extnd Mkt Idx Tr | 57.93K | 1.26% | 1.07K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 18, 2025 | Foster Dale Richard | Chief Executive Officer | Sell | $220.93K |
| Mar 12, 2025 | Foster Dale Richard | Chief Executive Officer | Sell | $425.20K |
| Mar 11, 2025 | Foster Dale Richard | Chief Executive Officer | Sell | $929.40K |
| Mar 10, 2025 | Bass Charles Edward | Chief Alliance Officer | Sell | $75.89K |
| Mar 10, 2025 | Bass Charles Edward | Chief Alliance Officer | Sell | $359.96K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 12 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 2 |
CLMB Ownership FAQ
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