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Climb Global Solutions
CLMB

128 hedge funds and large institutions have $288M invested in Climb Global Solutions in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

25.33% more ownership

Funds ownership: 288.77% → 314.1% (+25%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

6% less funds holding

Funds holding: 136 → 128 (-8)

16% less capital invested

Capital invested by funds: $342M → $288M (-$54.7M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
128
Holders Change
-8
Holders Change %
-5.88%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
29
Increased
50
Reduced
35
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$31.1M
2
SEI Investments
SEI Investments
Pennsylvania
+$6.26M
3
AC
AltraVue Capital
Washington
+$5.77M
4
Millennium Management
Millennium Management
New York
+$4.58M
5
TCM
Tieton Capital Management
Washington
+$2.34M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$13.4M
2
ACA
Aptus Capital Advisors
Alabama
-$4.95M
3
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$2.67M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$2.47M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
CSM Advisors
Pennsylvania
$2.61M -$24.4K -940 -0.7%
UBS Group
27
UBS Group
Switzerland
$2.42M +$783K +30,222 +33%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.4M +$25.5K +985 +0.8%
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$2.21M +$2.89M +111,671 New
VPM
30
Vanguard Portfolio Management
Pennsylvania
$1.89M +$2.47M +95,281 New
CCG
31
Chatham Capital Group
Georgia
$1.78M +$2.33M +89,785 New
Morgan Stanley
32
Morgan Stanley
New York
$1.77M -$1.13M -43,585 -33%
FAN
33
Financial Advisors Network
California
$1.59M -$104 -4 -0%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.57M +$38.3K +1,477 +2%
VCA
35
Verdence Capital Advisors
Maryland
$1.56M +$2.04M +78,638 New
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$1.47M +$1.92M +74,112 New
CCA
37
Conestoga Capital Advisors
Pennsylvania
$1.43M +$510K +19,690 +37%
AllianceBernstein
38
AllianceBernstein
Tennessee
$1.34M +$41.5K +1,600 +14%
PA
39
Pinnacle Associates
New York
$1.28M +$226K +8,704 +16%
ADMI
40
Albert D. Mason Inc
Massachusetts
$1.23M +$283K +10,907 +21%
LPL Financial
41
LPL Financial
California
$1.2M +$444K +17,144 +39%
First Trust Advisors
42
First Trust Advisors
Illinois
$1.16M +$8.24K +318 +0.5%
Goldman Sachs
43
Goldman Sachs
New York
$1.09M +$62.3K +2,404 +5%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$953K +$817K +31,536 +190%
American Century Companies
45
American Century Companies
Missouri
$945K +$183K +7,076 +17%
Charles Schwab
46
Charles Schwab
California
$929K +$57.2K +2,206 +5%
Raymond James Financial
47
Raymond James Financial
Florida
$910K -$91.5K -3,532 -7%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$903K +$1.18M +45,572 New
N
49
Numerai
California
$793K +$1.04M +40,021 New
Citadel Advisors
50
Citadel Advisors
Florida
$791K +$1.03M +39,900 New
1
2
3 4 5

CLMB Hedge Fund Activity: Q1 2026 in Review

128 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q1 2026, worth a combined $288M — down 16% from $342M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of CLMB and 29 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 50 added.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $31.1M. The largest seller was Wasatch Advisors, cutting an estimated $13.4M.

  • 128 institutional investors held Climb Global Solutions (CLMB) as of Q1 2026, down from 136 in Q4 2025.
  • Funds reported $288M of Climb Global Solutions stock for Q1 2026, down 16% quarter-over-quarter.
  • 29 funds opened new Climb Global Solutions positions in Q1 2026 and 32 closed out, a net change of -3 holders.
  • The largest Climb Global Solutions buyer in Q1 2026 was Westwood Holdings Group, an estimated $31.1M added.
  • The largest Climb Global Solutions seller in Q1 2026 was Wasatch Advisors, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2026.