13FBOX
CLIMB GLOBAL SOLUTIONS INC · 13F Institutional Holdings
Options Calculator Rankings
C

CLIMB GLOBAL SOLUTIONS INC

CLMB
Institutions
134
Combined AUM (Q2 2026)
$347.0M
Combined Shares (Q2 2026)
15.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.9M
76 · 25 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.3M
62 · 19 Exit · ≈
⚖️ Net
+597,939
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$347.0M
Institutions
134
New Buys
25
Adds
51
Reduces
43
Exits
19
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#83$30.8M1.3M$23.0M1.2M+167,587+14.47%Add
WESTWOOD HOLDINGS GROUP INC
0.2%0.17%#15$26.2M1.1M$23.8M1.2M-72,514-6.03%Reduce
AltraVue Capital, LLC
1.57%1.68%#4$21.8M939,774$19.5M981,924-42,150-4.29%Reduce
De Lisle Partners LLP
2.24%2.21%#3$20.6M887,135$18.4M930,560-43,425-4.67%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#84$18.0M775,070$14.4M727,280+47,790+6.57%Add
WASATCH ADVISORS LP
0.11%0.08%#19$16.0M691,360$12.0M607,680+83,680+13.77%Add
Tieton Capital Management, LLC
4.59%3.58%#1$15.9M687,131$10.7M538,131+149,000+27.69%Add
THRIVENT FINANCIAL FOR LUTHERANS
0.02%0.02%#28$14.0M605,027$12.3M619,685-14,658-2.37%Reduce
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
0.63%0.63%#8$12.8M551,910$10.9M551,665+245+0.04%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#73$12.3M531,559$9.5M481,150+50,409+10.48%Add
RENAISSANCE TECHNOLOGIES LLC
0.02%0.02%#30$10.9M471,140$10.6M536,213-65,073-12.14%Reduce
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#58$10.4M449,562$8.4M423,197+26,365+6.23%Add
ROYCE & ASSOCIATES LP
0.07%0.06%#23$8.4M363,393$5.9M297,870+65,523+22.00%Add
STATE STREET CORP
<0.01%<0.01%#96$8.0M344,399$7.1M356,230-11,831-3.32%Reduce
Ballast Asset Management, LP
2.92%2.82%#2$7.3M315,770$6.3M319,188-3,418-1.07%Reduce
CHOREO, LLC
0.07%0.07%#24$6.3M272,726$5.3M269,300+3,426+1.27%Add
SEI INVESTMENTS CO
<0.01%0.01%#50$5.7M245,120$8.3M418,908-173,788-41.49%Reduce
HERALD INVESTMENT MANAGEMENT Ltd
0.7%0.82%#7$5.1M221,836$5.9M296,836-75,000-25.27%Reduce
JACOBS LEVY EQUITY MANAGEMENT, INC
0.02%0.01%#29$5.0M213,670$1.5M74,112+139,558+188.31%Add
Legato Capital Management LLC
0.4%0.75%#9$4.8M207,864$4.1M207,86400.00%Unchanged
NEW YORK STATE COMMON RETIREMENT FUND
0.01%0.01%#49$4.5M194,780$3.8M190,180+4,600+2.42%Add
NORTHERN TRUST CORP
<0.01%<0.01%#79$4.2M182,674$3.4M170,353+12,321+7.23%Add
BARD ASSOCIATES INC
0.93%0.01%#5$4.2M180,561$44,7142,256+178,305+7,903.59%Add
KENNEDY CAPITAL MANAGEMENT LLC
0.07%#22$4.1M177,008$00+177,008New Buy
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#60$4.0M172,704$4.1M208,023-35,319-16.98%Reduce
ISTHMUS PARTNERS, LLC
0.31%0.28%#10$3.2M137,375$2.7M134,054+3,321+2.48%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#89$3.0M127,919$790,81839,900+88,019+220.60%Add
Bank of New York Mellon Corp
<0.01%<0.01%#80$2.9M126,508$2.4M120,965+5,543+4.58%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#75$2.7M118,023$2.2M111,671+6,352+5.69%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#104$2.7M114,764$1.9M95,281+19,483+20.45%Add
PINNACLE ASSOCIATES LTD
0.03%0.02%#27$2.5M105,832$1.3M64,744+41,088+63.46%Add
UBS Group AG
<0.01%<0.01%#91$2.4M103,306$2.4M122,034-18,728-15.35%Reduce
CHATHAM CAPITAL GROUP, INC.
0.28%0.26%#11$2.2M92,855$1.8M89,785+3,070+3.42%Add
Jupiter Topco LLC
<0.01%#68$1.9M83,838$00+83,838New Buy
Janney Montgomery Scott LLC
<0.01%<0.01%#53$1.8M78,691$1.6M79,185-494-0.62%Reduce
Verdence Capital Advisors LLC
0.09%0.09%#20$1.8M76,566$1.6M78,638-2,072-2.63%Reduce
Conestoga Capital Advisors, LLC
0.04%0.03%#25$1.7M72,070$1.4M72,350-280-0.39%Reduce
ALBERT D MASON INC
0.82%0.8%#6$1.4M62,315$1.2M62,275+40+0.06%Add
FIRST TRUST ADVISORS LP
<0.01%<0.01%#65$1.4M62,038$1.2M58,726+3,312+5.64%Add
MORGAN STANLEY
<0.01%<0.01%#110$1.4M59,404$5.2M38,540+20,864+54.14%Add
LPL Financial LLC
<0.01%<0.01%#92$1.3M56,800$1.2M60,712-3,912-6.44%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#102$1.2M51,231$928,72646,858+4,373+9.33%Add
Numerai GP LLC
0.09%0.08%#21$1.1M47,023$793,21640,021+7,002+17.50%Add
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#81$1.1M46,244$945,17647,688-1,444-3.03%Reduce
Financial Advisors Network, Inc.
0.13%0.28%#16$1.1M45,685$2.1M20,000+25,685+128.43%Add
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
<0.01%<0.01%#55$1.1M45,572$903,23745,57200.00%Unchanged
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#109$1.0M44,724$1.1M55,196-10,472-18.97%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#94$1.0M44,101$910,37245,932-1,831-3.99%Reduce
SIERRA SUMMIT ADVISORS LLC
0.11%#17$1.0M43,997$00+43,997New Buy
Russell Investments Group, Ltd.
<0.01%<0.01%#71$984,82742,430$953,27848,096-5,666-11.78%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow