We are live on ! Find out more
CLMB icon

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
AF
126
Allworth Financial
California
$194 +$259 +10 New
VCM
127
Versant Capital Management
Arizona
$159 +$207 +8 New
RIL
128
Rothschild Investment LLC
Illinois
$79 +$104 +4 New
ACA
129
Aptus Capital Advisors
Alabama
– -$4.95M -192,492 Closed
Lazard Asset Management
130
Lazard Asset Management
New York
– -$1.57M -61,096 Closed
Jane Street
131
Jane Street
New York
– -$1.42M -55,344 Closed
Principal Financial Group
132
Principal Financial Group
Iowa
– -$1.29M -50,016 Closed
Man Group
133
Man Group
United Kingdom
– -$861K -33,500 Closed
RRA
134
Round Rock Advisors
Connecticut
– -$694K -27,012 Closed
Victory Capital Management
135
Victory Capital Management
Texas
– -$669K -26,032 Closed
JF
136
Jump Financial
Illinois
– -$552K -21,484 Closed
Aviva
137
Aviva
United Kingdom
– -$471K -18,324 Closed
AA
138
ALPS Advisors
Colorado
– -$360K -14,000 Closed
XT
139
XTX Topco
Cayman Islands
– -$325K -12,644 Closed
BFM
140
Boothbay Fund Management
New York
– -$292K -11,348 Closed
PA
141
PharVision Advisers
Florida
– -$272K -10,568 Closed
Invesco
142
Invesco
Georgia
– -$253K -9,860 Closed
IC
143
Inscription Capital
Texas
– -$240K -9,320 Closed
Creative Planning
144
Creative Planning
Kansas
– -$226K -8,784 Closed
DTL
145
Dynamic Technology Lab
Singapore
– -$224K -8,708 Closed
Focus Partners Wealth
146
Focus Partners Wealth
Massachusetts
– -$210K -8,180 Closed
MIA
147
MeadowBrook Investment Advisors
Michigan
– -$205K -7,960 Closed
Los Angeles Capital Management
148
Los Angeles Capital Management
California
– -$215K -7,020 Closed
A
149
AlphaQuest
New York
– -$154K -5,996 Closed
KAS
150
Kestra Advisory Services
Texas
– -$110K -4,280 Closed
3 4 5
6
7

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.