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Wasatch Advisors’s Climb Global Solutions CLMB Stock Holding History

Wasatch Advisors’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 		$16M Buy
691,360
+83,680
+14% +$1.79M 0.11% 125
2026
Q1 		$12M Sell
607,680
-516,960
-46% -$13.4M 0.08% 123
2025
Q4 		$28.9M Sell
1,124,640
-86,880
-7% -$2.52M 0.17% 107
2025
Q3 		$40.8M Buy
1,211,520
+86,996
+8% +$2.58M 0.22% 102
2025
Q2 		$30.1M Buy
1,124,524
+255,900
+29% +$6.75M 0.16% 110
2025
Q1 		$24.1M Buy
868,624
+377,732
+77% +$11.7M 0.13% 119
2024
Q4 		$15.6M Buy
490,892
+6,580
+1% +$196K 0.08% 141
2024
Q3 		$12.1M Sell
484,312
-159,316
-25% -$3.19M 0.06% 144
2024
Q2 		$10.1M Buy
643,628
+58,436
+10% +$886K 0.05% 150
2024
Q1 		$10.4M Buy
585,192
+172,380
+42% +$2.59M 0.05% 159
2023
Q4 		$5.66M Buy
412,812
+391,492
+1,836% +$4.68M 0.03% 192
2023
Q3 		$229K Buy
+21,320
New +$235K ﹤0.01% 254

Other funds holding CLMB

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PWS
Peterson Wealth Services South Ogden, Utah $459M AUM 42.99% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Wasatch Advisors's CLMB Position: Q2 2026 in Review

Wasatch Advisors increased its Climb Global Solutions (CLMB) stake by 14% in Q2 2026, buying an estimated $1.79M and bringing the position to 691,360 shares worth $16M. The position accounts for 0.11% of the portfolio, ranked #125.

Wasatch Advisors first reported a position in CLMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $40.8M in Q3 2025. 30 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Wasatch Advisors held 691,360 shares of Climb Global Solutions worth $16M as of Q2 2026.
  • Wasatch Advisors bought 83,680 Climb Global Solutions shares in Q2 2026, an estimated $1.79M.
  • Climb Global Solutions made up 0.11% of Wasatch Advisors's portfolio in Q2 2026, its #125 holding.
  • Wasatch Advisors first reported a position in Climb Global Solutions in Q3 2023 and has held it in 12 quarters since.
  • Wasatch Advisors's Climb Global Solutions position peaked at $40.8M in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.