Pinnacle Associates’s Climb Global Solutions CLMB Stock Holding History

Pinnacle Associates’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	$1.28M	Buy	64,744 +8,704	+16%	+$226K	0.02%	476
2025 Q4	$1.44M	Buy	56,040 +5,344	+11%	+$155K	0.02%	452
2025 Q3	$1.71M	Sell	50,696 -9,288	-15%	-$276K	0.02%	418
2025 Q2	$1.6M	Buy	59,984 +8,900	+17%	+$235K	0.02%	417
2025 Q1	$1.41M	Sell	51,084 -508	-1%	-$15.7K	0.02%	430
2024 Q4	$1.63M	Sell	51,592 -21,292	-29%	-$633K	0.02%	400
2024 Q3	$999K	Buy	72,884 +29,192	+67%	+$584K	0.02%	474
2024 Q2	$686K	Sell	43,692 -20,000	-31%	-$303K	0.01%	528
2024 Q1	$1.13M	Sell	63,692 -9,192	-13%	-$138K	0.02%	462
2023 Q4	$999K	Buy	72,884 +1,032	+1%	+$12.3K	0.02%	482
2023 Q3	$773K	Buy	+71,852	New	+$793K	0.01%	491

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

Pinnacle Associates's CLMB Position: Q1 2026 in Review

Pinnacle Associates increased its Climb Global Solutions (CLMB) stake by 16% in Q1 2026, buying an estimated $226K and bringing the position to 64,744 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #476.

Pinnacle Associates first reported a position in CLMB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

Pinnacle Associates held 64,744 shares of Climb Global Solutions worth $1.28M as of Q1 2026.
Pinnacle Associates bought 8,704 Climb Global Solutions shares in Q1 2026, an estimated $226K.
Climb Global Solutions made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #476 holding.
Pinnacle Associates first reported a position in Climb Global Solutions in Q3 2023 and has held it in 11 quarters since.
Pinnacle Associates's Climb Global Solutions position peaked at $1.71M in Q3 2025.
128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.