CLMB Institutional Ownership
Climb Global Solutions, Inc.
1W: +2.9%
1M: -1.4%
3M: +13.2%
YTD: +28.0%
1Y: -2.3%
3Y: +199.7%
5Y: +401.0%
$32.16
-0.69 (-2.10%)
Weekly Expected Move ±4.4%
$30
$31
$33
$34
$36
Credit Risk of going bust: lower than 89% of companies Debt: 0.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.01 (down more than 99.9%), Climb Global Solutions, Inc. would be worth roughly what it owes.
Total debt $2.1M against a stock market value of $600.1M.
Distance to default 13.19 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $683K (short-term plus half of long-term), stock volatility 50.8%; Altman Z'' 2.05. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.01 (down more than 99.9%), Climb Global Solutions, Inc. would be worth roughly what it owes.
Total debt $2.1M against a stock market value of $600.1M.
Distance to default 13.19 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $683K (short-term plus half of long-term), stock volatility 50.8%; Altman Z'' 2.05. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CLMB
153
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
$332M
Total Invested
28
New Positions
49
Increased
61
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (182 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,326,018 | $43M | +167,587 | +14.5% | 8Q | SEC ↗ |
| 2 | WESTWOOD HOLDINGS GROUP INC | 1,129,342 | $36M | -72,514 | -6.0% | 2Q | SEC ↗ |
| 3 | AltraVue Capital, LLC | 939,774 | $30M | -42,150 | -4.3% | 4Q | SEC ↗ |
| 4 | De Lisle Partners LLP | 887,135 | $29M | -43,425 | -4.7% | 10Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 775,070 | $25M | +47,790 | +6.6% | 2Q | SEC ↗ |
| 6 | WASATCH ADVISORS LP | 691,360 | $22M | +83,680 | +13.8% | 12Q | SEC ↗ |
| 7 | Tieton Capital Management, LLC | 687,131 | $22M | +149,000 | +27.7% | 12Q | SEC ↗ |
| 8 | Thrivent Financial for Lutherans | 605,027 | $19M | -14,658 | -2.4% | 6Q | SEC ↗ |
| 9 | PUNCH & ASSOCIATES INVESTMENT MANAGEME | 551,910 | $18M | +245 | +0.0% | 24Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 531,559 | $17M | +50,409 | +10.5% | 49Q | SEC ↗ |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 471,140 | $15M | -65,073 | -12.1% | 80Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 449,562 | $14M | +26,365 | +6.2% | 80Q | SEC ↗ |
| 13 | ROYCE & ASSOCIATES LP | 363,393 | $12M | +65,523 | +22.0% | 9Q | SEC ↗ |
| 14 | STATE STREET CORP | 344,399 | $11M | -11,831 | -3.3% | 21Q | SEC ↗ |
| 15 | Ballast Asset Management, LP | 315,770 | $10M | -3,418 | -1.1% | 12Q | SEC ↗ |
| 16 | CHOREO, LLC | 272,726 | $9M | +3,426 | +1.3% | 9Q | SEC ↗ |
| 17 | SEI INVESTMENTS CO | 245,120 | $8M | -173,788 | -41.5% | 3Q | SEC ↗ |
| 18 | HERALD INVESTMENT MANAGEMENT Ltd | 221,836 | $7M | -75,000 | -25.3% | 14Q | SEC ↗ |
| 19 | JACOBS LEVY EQUITY MANAGEMENT, INC | 213,670 | $7M | +139,558 | +188.3% | 2Q | SEC ↗ |
| 20 | Legato Capital Management LLC | 207,864 | $7M | — | +0.0% | 4Q | SEC ↗ |
| 21 | NEW YORK STATE COMMON RETIREMENT FUND | 194,780 | $6M | +4,600 | +2.4% | 13Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 182,674 | $6M | +12,321 | +7.2% | 80Q | SEC ↗ |
| 23 | BARD ASSOCIATES INC | 180,561 | $6M | +178,305 | +7903.6% | 3Q | SEC ↗ |
| 24 | KENNEDY CAPITAL MANAGEMENT LLC NEW | 177,008 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 25 | MILLENNIUM MANAGEMENT LLC | 172,704 | $6M | -35,319 | -17.0% | 5Q | SEC ↗ |
| 26 | ISTHMUS PARTNERS, LLC | 137,375 | $4M | +3,321 | +2.5% | 3Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC | 127,919 | $4M | +88,019 | +220.6% | 2Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 126,508 | $4M | +5,543 | +4.6% | 19Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO | 118,023 | $4M | +6,352 | +5.7% | 2Q | SEC ↗ |
| 30 | VANGUARD PORTFOLIO MANAGEMENT LLC | 114,764 | $4M | +19,483 | +20.4% | 2Q | SEC ↗ |
| 31 | PINNACLE ASSOCIATES LTD | 105,832 | $3M | +41,088 | +63.5% | 12Q | SEC ↗ |
| 32 | UBS Group AG | 103,306 | $3M | -18,728 | -15.3% | 47Q | SEC ↗ |
| 33 | CHATHAM CAPITAL GROUP, INC. | 92,855 | $3M | +3,070 | +3.4% | 2Q | SEC ↗ |
| 34 | Jupiter Topco LLC NEW | 83,838 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Janney Montgomery Scott LLC | 78,691 | $3M | -494 | -0.6% | 16Q | SEC ↗ |
| 36 | Verdence Capital Advisors LLC | 76,566 | $2M | -2,072 | -2.6% | 2Q | SEC ↗ |
| 37 | Conestoga Capital Advisors, LLC | 72,070 | $2M | -280 | -0.4% | 4Q | SEC ↗ |
| 38 | ALBERT D MASON INC | 62,315 | $2M | +40 | +0.1% | 26Q | SEC ↗ |
| 39 | FIRST TRUST ADVISORS LP | 62,038 | $2M | +3,312 | +5.6% | 12Q | SEC ↗ |
| 40 | MORGAN STANLEY | 59,404 | $2M | -29,895 | -33.5% | 50Q | SEC ↗ |
| 41 | LPL Financial LLC | 56,800 | $2M | -3,912 | -6.4% | 7Q | SEC ↗ |
| 42 | Sixth Street Partners Management Compa NEW | 51,231 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 43 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 51,231 | $2M | +4,373 | +9.3% | 13Q | SEC ↗ |
| 44 | Numerai GP LLC | 47,023 | $2M | +7,002 | +17.5% | 2Q | SEC ↗ |
| 45 | AMERICAN CENTURY COMPANIES INC | 46,244 | $1M | -1,444 | -3.0% | 13Q | SEC ↗ |
| 46 | Financial Advisors Network, Inc. | 45,685 | $1M | -34,311 | -42.9% | 4Q | SEC ↗ |
| 47 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF | 45,572 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 48 | GOLDMAN SACHS GROUP INC | 44,724 | $1M | -10,472 | -19.0% | 9Q | SEC ↗ |
| 49 | RAYMOND JAMES FINANCIAL INC | 44,101 | $1M | -1,831 | -4.0% | 7Q | SEC ↗ |
| 50 | SIERRA SUMMIT ADVISORS LLC NEW | 43,997 | $1M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| KENNEDY CAPITAL MANAGEMENT LLC | 177,008 | $6M |
| Jupiter Topco LLC | 83,838 | $3M |
| Sixth Street Partners Management Co | 51,231 | $2M |
| SIERRA SUMMIT ADVISORS LLC | 43,997 | $1M |
| MARSHALL WACE, LLP | 41,590 | $1M |
| XTX Topco Ltd | 38,952 | $1M |
| VICTORY CAPITAL MANAGEMENT INC | 35,079 | $1M |
| Manatuck Hill Partners, LLC | 35,000 | $1M |
| ExodusPoint Capital Management, LP | 24,578 | $790K |
| BOOTHBAY FUND MANAGEMENT, LLC | 22,588 | $726K |
| AQR CAPITAL MANAGEMENT LLC | 22,576 | $726K |
| Values First Advisors, Inc. | 20,771 | $668K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 20,710 | $666K |
| Invesco Ltd. | 15,621 | $502K |
| Balyasny Asset Management L.P. | 13,209 | $425K |
| ZWJ INVESTMENT COUNSEL INC | 13,141 | $423K |
| Creative Planning | 12,044 | $387K |
| SEIZERT CAPITAL PARTNERS, LLC | 10,103 | $325K |
| Curated Wealth Partners LLC | 10,000 | $322K |
| State of Wyoming | 4,191 | $135K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OBERWEIS ASSET MANAGEMENT INC | 211,840 | $7M |
| Polar Asset Management Partners Inc | 192,072 | $6M |
| CSM Advisors, LLC | 131,520 | $4M |
| Aptus Capital Advisors, LLC | 48,123 | $2M |
| Quantbot Technologies LP | 27,165 | $874K |
| Walleye Capital LLC | 23,913 | $769K |
| EVOLVE PRIVATE WEALTH, LLC | 21,802 | $701K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 16,028 | $515K |
| Y-Intercept (Hong Kong) Ltd | 15,801 | $508K |
| LAZARD ASSET MANAGEMENT LLC | 15,274 | $491K |
| JANE STREET GROUP, LLC | 13,836 | $445K |
| PRINCIPAL FINANCIAL GROUP INC | 12,504 | $402K |
| Magnetar Financial LLC | 12,267 | $395K |
| Quadrature Capital Ltd | 10,248 | $330K |
| Man Group plc | 8,375 | $269K |
| Round Rock Advisors LLC | 6,753 | $217K |
| Jump Financial, LLC | 5,371 | $173K |
| AVIVA PLC | 4,581 | $147K |
| ALPS ADVISORS INC | 3,500 | $113K |
| PharVision Advisers, LLC | 2,642 | $85K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BARD ASSOCIATES INC | +178,305 | +7903.6% | 180,561 |
| BlackRock, Inc. | +167,587 | +14.5% | 1,326,018 |
| Tieton Capital Management, LLC | +149,000 | +27.7% | 687,131 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +139,558 | +188.3% | 213,670 |
| CITADEL ADVISORS LLC | +88,019 | +220.6% | 127,919 |
| WASATCH ADVISORS LP | +83,680 | +13.8% | 691,360 |
| ROYCE & ASSOCIATES LP | +65,523 | +22.0% | 363,393 |
| GEODE CAPITAL MANAGEMENT, LLC | +50,409 | +10.5% | 531,559 |
| VANGUARD CAPITAL MANAGEMENT LLC | +47,790 | +6.6% | 775,070 |
| PINNACLE ASSOCIATES LTD | +41,088 | +63.5% | 105,832 |
| Peterson Wealth Services | +38,004 | +1064.8% | 41,573 |
| DIMENSIONAL FUND ADVISORS LP | +26,365 | +6.2% | 449,562 |
| Trexquant Investment LP | +20,239 | +131.6% | 35,619 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +19,483 | +20.4% | 114,764 |
| NORTHERN TRUST CORP | +12,321 | +7.2% | 182,674 |
| ARCADIA INVESTMENT MANAGEMENT CORP/ | +10,571 | +711.9% | 12,056 |
| Ancora Advisors LLC | +9,938 | +44.1% | 32,470 |
| Numerai GP LLC | +7,002 | +17.5% | 47,023 |
| WELLS FARGO & COMPANY/MN | +6,452 | +65.8% | 16,263 |
| VANGUARD FIDUCIARY TRUST CO | +6,352 | +5.7% | 118,023 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SEI INVESTMENTS CO | -173,788 | -41.5% | 245,120 |
| HERALD INVESTMENT MANAGEMENT Ltd | -75,000 | -25.3% | 221,836 |
| WESTWOOD HOLDINGS GROUP INC | -72,514 | -6.0% | 1,129,342 |
| RENAISSANCE TECHNOLOGIES LLC | -65,073 | -12.1% | 471,140 |
| De Lisle Partners LLP | -43,425 | -4.7% | 887,135 |
| AltraVue Capital, LLC | -42,150 | -4.3% | 939,774 |
| MILLENNIUM MANAGEMENT LLC | -35,319 | -17.0% | 172,704 |
| Financial Advisors Network, Inc. | -34,311 | -42.9% | 45,685 |
| MORGAN STANLEY | -29,895 | -33.5% | 59,404 |
| UBS Group AG | -18,728 | -15.3% | 103,306 |
| Thrivent Financial for Lutherans | -14,658 | -2.4% | 605,027 |
| STATE STREET CORP | -11,831 | -3.3% | 344,399 |
| BNP PARIBAS FINANCIAL MARKETS | -11,644 | -57.5% | 8,598 |
| GOLDMAN SACHS GROUP INC | -10,472 | -19.0% | 44,724 |
| STRS OHIO | -7,200 | -62.1% | 4,400 |
| DEUTSCHE BANK AG | -6,524 | -28.2% | 16,624 |
| Russell Investments Group, Ltd. | -5,666 | -11.8% | 42,430 |
| LPL Financial LLC | -3,912 | -6.4% | 56,800 |
| Ballast Asset Management, LP | -3,418 | -1.1% | 315,770 |
| Catalyst Capital Advisors LLC | -2,400 | -71.4% | 960 |