Herald Investment Management’s Climb Global Solutions CLMB Stock Holding History

Herald Investment Management’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
2026 Q3	–	Sell	-221,836	Closed	-$5.13M	–	24
2026 Q2	$5.13M	Sell	221,836 -75,000	-25%	-$1.61M	0.7%	50
2026 Q1	$5.88M	Sell	296,836 -3,164	-1%	-$82K	0.82%	35
2025 Q4	$7.71M	Buy	300,000 +100,000	+50%	+$2.9M	1.01%	28
2025 Q3	$6.74M	Buy	200,000 +20,000	+11%	+$593K	0.9%	29
2025 Q2	$4.82M	Buy	180,000 +20,000	+13%	+$528K	0.71%	35
2025 Q1	$4.41M	Hold	160,000	–	–	0.83%	31
2024 Q4	$5.05M	Hold	160,000	–	–	0.83%	37
2024 Q3	$3.96M	Hold	160,000	–	–	0.68%	40
2024 Q2	$2.45M	Buy	160,000 +4,636	+3%	+$70.3K	0.4%	62
2024 Q1	$2.68M	Buy	155,364 +15,364	+11%	+$231K	0.43%	56
2023 Q4	$1.92M	Hold	140,000	–	–	0.37%	64
2023 Q3	$1.51M	Buy	140,000 +61,324	+78%	+$676K	0.32%	76
2023 Q2	$938K	Hold	78,676	–	–	0.18%	87
2023 Q1	$1.04M	Buy	+78,676	New	+$818K	0.23%	82

Other funds holding CLMB

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Herald Investment Management's CLMB Position: Q3 2026 in Review

Herald Investment Management sold out of Climb Global Solutions (CLMB) in Q3 2026, closing a stake of 221,836 shares — an estimated $5.13M sold.

Herald Investment Management first reported a position in CLMB in Q1 2023 and held it in 14 quarters. The position peaked at $7.71M in Q4 2025. 7 funds tracked by Wall St. Rank hold CLMB as of Q3 2026.

Herald Investment Management reported no remaining Climb Global Solutions position as of Q3 2026 after selling out during the quarter.
Herald Investment Management sold 221,836 Climb Global Solutions shares in Q3 2026, an estimated $5.13M.
Herald Investment Management first reported a position in Climb Global Solutions in Q1 2023 and held it in 14 quarters.
Herald Investment Management's Climb Global Solutions position peaked at $7.71M in Q4 2025.
7 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.