Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Climb Global Solutions CLMB Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-8,100
Closed -$273K – 603
2025
Q3 		$273K Buy
+8,100
New +$240K ﹤0.01% 1237
2025
Q2 		– Sell
-7,308
Closed -$202K – 1362
2025
Q1 		$202K Buy
7,308
+376
+5% +$11.6K ﹤0.01% 1179
2024
Q4 		$220K Sell
6,932
-1,972
-22% -$58.6K ﹤0.01% 1138
2024
Q3 		$222K Buy
+8,904
New +$178K ﹤0.01% 929
2024
Q2 		– Sell
-12,232
Closed -$217K – 819
2024
Q1 		$217K Sell
12,232
-4,240
-26% -$63.8K ﹤0.01% 624
2023
Q4 		$226K Buy
+16,472
New +$197K ﹤0.01% 389
2023
Q2 		– Sell
-17,988
Closed -$240K – 413
2023
Q1 		$240K Buy
+17,988
New +$187K ﹤0.01% 389

Other funds holding CLMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Kovitz Investment Group Partners's CLMB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Climb Global Solutions (CLMB) in Q4 2025, closing a stake of 8,100 shares — an estimated $273K sold.

Kovitz Investment Group Partners first reported a position in CLMB in Q1 2023 and held it in 7 quarters. The position peaked at $273K in Q3 2025. 136 funds tracked by Wall St. Rank hold CLMB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Climb Global Solutions position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,100 Climb Global Solutions shares in Q4 2025, an estimated $273K.
  • Kovitz Investment Group Partners first reported a position in Climb Global Solutions in Q1 2023 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Climb Global Solutions position peaked at $273K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Climb Global Solutions as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.