Jacobs Levy Equity Management
CLMB icon

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
Q2 		$4.96M Buy
213,670
+139,558
+188% +$2.99M 0.02% 433
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management's CLMB Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Climb Global Solutions (CLMB) stake by 188% in Q2 2026, buying an estimated $2.99M and bringing the position to 213,670 shares worth $4.96M. The position accounts for 0.02% of the portfolio, ranked #433.

Jacobs Levy Equity Management first reported a position in CLMB in Q3 2023 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Jacobs Levy Equity Management held 213,670 shares of Climb Global Solutions worth $4.96M as of Q2 2026.
  • Jacobs Levy Equity Management bought 139,558 Climb Global Solutions shares in Q2 2026, an estimated $2.99M.
  • Climb Global Solutions made up 0.02% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #433 holding.
  • Jacobs Levy Equity Management first reported a position in Climb Global Solutions in Q3 2023 and has held it in 7 quarters since.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.