| 4 | De Lisle Partners LLP | 887K | $20.6M | -4.7% | 4.770% | 2.24% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 775K | $18.0M | +6.6% | 4.168% | 0.00% |
| 6 | WASATCH ADVISORS LP | 691K | $16.0M | +13.8% | 3.717% | 0.11% |
| 7 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 552K | $12.8M | +0.0% | 2.968% | 0.63% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 532K | $12.3M | +10.5% | 2.858% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 471K | $10.9M | -12.1% | 2.533% | 0.02% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 450K | $10.4M | +6.2% | 2.417% | 0.00% |
| 11 | ROYCE & ASSOCIATES LP | 363K | $8.4M | +22.0% | 1.954% | 0.07% |
| 12 | STATE STREET CORP | 344K | $8.0M | -3.3% | 1.852% | 0.00% |
| 13 | Ballast Asset Management, LP | 316K | $7.3M | -1.1% | 1.698% | 2.92% |
| 14 | CHOREO, LLC | 273K | $6.3M | +1.3% | 1.466% | 0.07% |
| 15 | SEI INVESTMENTS CO | 245K | $5.7M | -41.5% | 1.318% | 0.01% |
| 16 | HERALD INVESTMENT MANAGEMENT Ltd | 222K | $5.1M | -25.3% | 1.193% | 0.70% |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | 214K | $5.0M | +188.3% | 1.149% | 0.02% |
| 18 | Legato Capital Management LLC | 208K | $4.8M | 0.0% | 1.118% | 0.40% |
| 19 | NEW YORK STATE COMMON RETIREMENT FUND | 195K | $4.5M | +2.4% | 1.047% | 0.01% |
| 20 | NORTHERN TRUST CORP | 183K | $4.2M | +7.2% | 0.982% | 0.00% |
| 21 | BARD ASSOCIATES INC | 181K | $4.2M | +7903.6% | 0.971% | 0.93% |
| 22 | KENNEDY CAPITAL MANAGEMENT LLC | 177K | $4.1M | — | 0.952% | 0.07% |
| 23 | MILLENNIUM MANAGEMENT LLC | 173K | $4.0M | -17.0% | 0.929% | 0.00% |
| 24 | ISTHMUS PARTNERS, LLC | 137K | $3.2M | +2.5% | 0.739% | 0.31% |
| 25 | CITADEL ADVISORS LLC | 128K | $3.0M | +220.6% | 0.688% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CLMB — a direct measure of their conviction.
| 57.24% |
| +0.06 pp |
| $287M |
| 12% |
| Q4 2024 | 124 | +18% | 57.18% | +4.40 pp | $327M | +38% |
| Q3 2024 | 105 | — | 52.78% | — | $237M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
20 institutions opened new positions in CLMB during Q2 2026, while 17 fully exited. 88 added to existing positions and 21 trimmed.
CLMB institutional ownership rose by 2.61 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 57.2% of all reported 13F value in CLMB, and the top 25 account for 81.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Climb Global Solutions, Inc. (CLMB) Institutional Ownership