Jacobs Levy Equity Management’s Climb Global Solutions CLMB Stock Holding History

Jacobs Levy Equity 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 Q1	$1.47M	Buy	+74,112	New	+$1.92M	0.01%	640
2025 Q2	–	Sell	-17,788	Closed	-$493K	–	1055
2025 Q1	$493K	Sell	17,788 -8,912	-33%	-$275K	﹤0.01%	921
2024 Q4	$846K	Sell	26,700 -416	-2%	-$12.4K	﹤0.01%	738
2024 Q3	$675K	Buy	27,116 +11,616	+75%	+$232K	﹤0.01%	795
2024 Q2	$243K	Buy	+15,500	New	+$235K	﹤0.01%	906
2023 Q4	–	Sell	-35,356	Closed	-$380K	–	993
2023 Q3	$380K	Buy	+35,356	New	+$390K	﹤0.01%	848

Other funds holding CLMB

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jacobs Levy Equity Management's CLMB Position: Q1 2026 in Review

Jacobs Levy Equity Management opened a new position in Climb Global Solutions (CLMB) in Q1 2026: 74,112 shares worth $1.47M. The stake represents 0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in CLMB as recently as Q1 2025.

Jacobs Levy Equity Management first reported a position in CLMB in Q3 2023 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

Jacobs Levy Equity Management held 74,112 shares of Climb Global Solutions worth $1.47M as of Q1 2026.
Climb Global Solutions was a new Jacobs Levy Equity Management position in Q1 2026.
Climb Global Solutions made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #640 holding.
Jacobs Levy Equity Management first reported a position in Climb Global Solutions in Q3 2023 and has held it in 6 quarters since.
128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.