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Climb Global Solutions, Inc. hedge fund holdings

CLMBNASDAQ
$32.80-0.26 (-0.79%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CLMB · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-4.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20255135$43.1M$29.5M116Aug 14, 2025
Q3 20254948$45.6M$34M123Nov 14, 2025
Q4 20255636$39.4M$22.3M128Feb 14, 2026
Q1 20265251$53.2M$30.9M122May 15, 2026
Q2 20265141$35.6M$29.8M124Aug 14, 2026

Quarterly action breakdown

Q2 2026
124 filers
New position
17
$10.7M+461K sh
Increased
34
$24.9M+1.07M sh
Reduced
28
-$15.8M-681K sh
Out / sold
13
-$14M-603K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Oberweis Asset Management Inc/Sell 100%-$4.2M$00.00%Aug 14, 2026
Bard Associates IncAdded 7903.59%+$4.14M$4.19M0.93%Aug 12, 2026
Kennedy Capital Management LLCNew Buy+$4.11M$4.11M0.07%Aug 14, 2026
CSM Advisors, LLCSell 100%-$2.61M$00.00%Aug 14, 2026
Wasatch Advisors LPAdded 13.77%+$1.94M$16M0.11%Jul 10, 2026
HERALD INVESTMENT MANAGEMENT LtdReduce 25.27%-$1.73M$5.13M0.70%Jul 23, 2026
Westwood Holdings Group IncReduce 6.03%-$1.68M$26.2M0.20%Aug 14, 2026
Sierra Summit Advisors LLCNew Buy+$1.02M$1.02M0.11%Jul 20, 2026
De Lisle Partners LLPReduce 4.67%-$1.01M$20.6M2.24%Aug 12, 2026
AltraVue Capital, LLCReduce 4.29%-$978K$21.8M1.57%Aug 13, 2026
Pinnacle Associates LtdAdded 63.46%+$954K$2.46M0.03%Aug 3, 2026
Peterson Wealth ServicesAdded 1064.84%+$882K$965K0.21%Jul 27, 2026
Financial Advisors Network, Inc.Reduce 42.89%-$796K$1.06M0.13%Aug 14, 2026
Flputnam Investment Management CoNew Buy+$481K$481K0.01%Aug 6, 2026
Evolve Private Wealth, LLCSell 100%-$432K$00.00%Aug 12, 2026
Thrivent Financial for LutheransReduce 2.37%-$340K$14M0.02%Aug 14, 2026
ZWJ Investment Counsel IncNew Buy+$305K$305K0.01%Jul 16, 2026
Seizert Capital Partners, LLCNew Buy+$234K$234K0.01%Aug 5, 2026
Numerai GP LLCAdded 17.50%+$163K$1.09M0.09%Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLCAdded 38.65%+$130K$465K0.03%Aug 5, 2026
Caprock Group, LLCAdded 14.42%+$84.2K$668K0.01%Jul 27, 2026
Choreo, LLCAdded 1.27%+$79.5K$6.33M0.07%Aug 4, 2026
Ballast Asset Management, LPReduce 1.07%-$79.3K$7.33M2.92%Aug 13, 2026
Isthmus Partners, LLCAdded 2.48%+$77.1K$3.19M0.31%Jul 20, 2026
First Trust Advisors LPAdded 5.64%+$76.9K$1.44M0.00%Aug 11, 2026
Chatham Capital Group, Inc.Added 3.42%+$71.3K$2.16M0.28%Jul 13, 2026
Catalyst Capital Advisors LLCReduce 71.43%-$55.7K$22.3K0.00%Jul 24, 2026
Verdence Capital Advisors LLCReduce 2.63%-$48.1K$1.78M0.09%Jul 29, 2026
Destiny Wealth Partners, LLCSell 100%-$35.3K$00.00%Aug 7, 2026
Cape Investment Advisory, Inc.New Buy+$26.3K$26.3K0.01%Jul 23, 2026
GGM Financial LLCNew Buy+$9.28K$9.28K0.00%Jul 23, 2026
Lakewood Asset Management LLCAdded 1.78%+$7.24K$414K0.23%Aug 6, 2026
Conestoga Capital Advisors, LLCReduce 0.39%-$6.5K$1.67M0.04%Jul 24, 2026
Bank of New HampshireReduce 51.61%-$5.94K$5.57K0.00%Jul 14, 2026
Punch & Associates Investment Management, Inc.Added 0.04%+$5.69K$12.8M0.63%Aug 14, 2026
Susquehanna Fundamental Investments, LLCReduce 1.50%-$5.57K$366K0.01%Aug 14, 2026
Oxford Wealth Group, LLCReduce 1.52%-$3.69K$238K0.11%Aug 13, 2026
Quantinno Capital Management LPAdded 0.95%+$2.79K$297K0.00%Aug 13, 2026
Albert D Mason IncAdded 0.06%+$928$1.45M0.82%Jul 22, 2026
Versant Capital Management, IncSell 100%-$159$00.00%Jul 2, 2026
Hughes Financial Services, LLCNew Buy+$23$230.00%Jul 20, 2026

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