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D.A. Davidson & Co’s Climb Global Solutions CLMB Stock Holding History

D.A. Davidson & Co’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,956
Closed -$252K – 1423
2024
Q4 		$252K Buy
+7,956
New +$236K ﹤0.01% 1257
2014
Q2 		– Sell
-9,628
Closed -$47K – 2095
2014
Q1 		$47K Buy
+9,628
New +$36.2K ﹤0.01% 1412

Other funds holding CLMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GVIC
Global Value Investment Corporation Milwaukee, Wisconsin $61.5M AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.A. Davidson & Co's CLMB Position: Q1 2025 in Review

D.A. Davidson & Co sold out of Climb Global Solutions (CLMB) in Q1 2025, closing a stake of 7,956 shares — an estimated $252K sold.

D.A. Davidson & Co first reported a position in CLMB in Q1 2014 and held it in 2 quarters. The position peaked at $252K in Q4 2024. 129 funds tracked by Wall St. Rank hold CLMB as of Q1 2025.

  • D.A. Davidson & Co reported no remaining Climb Global Solutions position as of Q1 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 7,956 Climb Global Solutions shares in Q1 2025, an estimated $252K.
  • D.A. Davidson & Co first reported a position in Climb Global Solutions in Q1 2014 and held it in 2 quarters.
  • D.A. Davidson & Co's Climb Global Solutions position peaked at $252K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2025.

Based on D.A. Davidson & Co's 13F filing for Q1 2025, filed 28 Apr 2025.