Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CLIMB GLOBAL SOLUTIONS INC (CLMB)

134 + Investors. Track Smart Money conviction in CLMB. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — CLMB

Based on 134 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CLMB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
134 hedge funds hold CLMB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

79 buying55 selling
Last quarter: 79 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 22 → 20 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

41% conviction (2yr+) 30% medium 29% new
55 out of 134 hedge funds have held CLMB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +9%, value -17%

Value
-16%
Shares
+9%
Last quarter: funds added +9% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~24 new funds/quarter

26 → 25 → 22 → 20 → 24 new funds/Q
New funds entering each quarter: 25 → 22 → 20 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 46% of holders stayed 2+ years

46% veterans 15% 1-2yr 39% new
Of 134 current holders: 62 (46%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
29 of 134 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CLMB

How many hedge funds hold CLMB — quarterly history vs. share price
Quarterly hedge fund ownership of CLMB vs. share price

Market Analysis: CLMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLMB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: CLMB
2026 Q1 Stats Unlock in 20 days 134 + Investors

Track Smart Money conviction in CLMB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 134 128 4.69%
13F Shares 3M 3M 9.0%
Total Value $340M $409M -16.86%
New Positions 24 20 +4
Increased Positions 55 42 +13
Closed Positions 18 17 +1
Reduced Positions 37 48 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLMB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

134 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLMB. Verified SEC 13F-HR filings.

Top 25 institutional holders of CLMB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ALBERT D MASON INC 0.80% 62,275 $1.2M
2 CHATHAM CAPITAL GROUP, INC. 0.26% 89,785 $1.8M
3 Lakewood Asset Management LLC 0.22% 17,543 $348K
4 WASATCH ADVISORS LP 0.08% 607,680 $12.0M
5 ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.04% 12,056 $239K
6 Conestoga Capital Advisors, LLC 0.03% 72,350 $1.4M
7 EVOLVE PRIVATE WEALTH, LLC 0.02% 21,802 $432K
8 Pinnacle Wealth Management Advisory Group, LLC 0.02% 14,456 $287K
9 PINNACLE ASSOCIATES LTD 0.02% 64,744 $1.3M
10 Venturi Wealth Management, LLC 0.01% 13,260 $263K
11 FLAGSHIP HARBOR ADVISORS, LLC 0.01% 12,055 $239K
12 Hilltop National Bank 0.01% 1,300 $26K
13 Y-Intercept (Hong Kong) Ltd 0.01% 15,801 $313K
14 Janney Montgomery Scott LLC 0.00% 79,185 $2K
15 Bank of New Hampshire 0.00% 496 $10K
16 USA FINANCIAL FORMULAS 0.00% 478 $9K
17 IFP Advisors, Inc 0.00% 3,138 $62K
18 Farther Finance Advisors, LLC 0.00% 4,996 $101K
19 STRS OHIO 0.00% 11,600 $230K
20 Police & Firemen's Retirement System of New Jersey 0.00% 3,928 $78K
21 HARBOR CAPITAL ADVISORS, INC. 0.00% 157
22 State of Alaska, Department of Revenue 0.00% 820
23 SIGNATUREFD, LLC 0.00% 462 $9K
24 SBI Securities Co., Ltd. 0.00% 108 $2K
25 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 1,136
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CLIMB GLOBAL SOLUTIONS INC (CLMB)

What does the Smart Money Trend signal show for CLMB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CLMB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CLMB?

Slight buying edge — 59% buying: Last quarter: 79 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CLMB holders?

Strong quality — 25% AUM from major funds: 29 of 134 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CLMB?

41% of holders stayed for 2+ years: 55 out of 134 hedge funds have held CLMB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.