Marshall Wace
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Marshall Wace’s Climb Global Solutions CLMB Stock Holding History

Marshall Wace’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 		$965K Buy
+41,590
New +$892K ﹤0.01% 2207
2024
Q4 		– Sell
-11,800
Closed -$294K – 2619
2024
Q3 		$294K Buy
+11,800
New +$236K ﹤0.01% 2152
2023
Q3 		– Sell
-20,308
Closed -$243K – 2250
2023
Q2 		$243K Buy
+20,308
New +$247K ﹤0.01% 2196

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

Marshall Wace's CLMB Position: Q2 2026 in Review

Marshall Wace opened a new position in Climb Global Solutions (CLMB) in Q2 2026: 41,590 shares worth $965K. The stake represents ﹤0.01% of the portfolio and ranks #2207 among its holdings. This is a return to the name: Marshall Wace previously reported a position in CLMB as recently as Q3 2024.

Marshall Wace first reported a position in CLMB in Q2 2023 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Marshall Wace held 41,590 shares of Climb Global Solutions worth $965K as of Q2 2026.
  • Climb Global Solutions was a new Marshall Wace position in Q2 2026.
  • Climb Global Solutions made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2207 holding.
  • Marshall Wace first reported a position in Climb Global Solutions in Q2 2023 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.