Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Climb Global Solutions Inc (CLMB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
76%

Smart Money Signals — CLMB

Based on 127 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CLMB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
127 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CLMB is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 76% buying

122 buying39 selling
Last quarter: 122 funds were net buyers (28 opened a brand new position + 94 added to an existing one). Only 39 were sellers (4 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 21 → 24 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 24% medium ■ 34% new
53 out of 127 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 +337%, value -20%

Value
-20%
Shares
+337%
Last quarter: funds added +337% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

25 → 22 → 21 → 24 → 28 new funds/Q
New funds entering each quarter: 22 → 21 → 24 → 28. A growing number of institutions are discovering CLMB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 18% 1-2yr ■ 39% new
Of 127 current holders: 55 (43%) 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.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
30 of 127 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — CLMB

In 2026 Q1, 122 hedge funds were net buyers of CLMB (28 opened a new position, 94 added to an existing one), while 39 reduced or exited (4 trimmed, 35 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 127.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Climb Global Solutions Inc (CLMB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CLMB has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
CLMB
+14.4%
XLK
+41.5%

CLMB outperformed XLK by -27.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
CLMB
+17.6%
XLK
+6.7%

Since the filing became public, CLMB outperformed XLK by +10.9% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 3 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: CLMB
127 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 127 134 -5.22%
13F Shares 14M 3M 337.25%
Total Value $271M $340M -20.22%
New Positions 28 24 +4
Increased Positions 94 55 +39
Closed Positions 35 19 +16
Reduced Positions 4 37 -33
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLMB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

127 + investors

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

QUARTER:
Top 25 CLMB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tieton Capital Management, LLC 3.57% 538,131 $10.7M
2 Ballast Asset Management, LP 2.82% 319,188 $6.3M
3 De Lisle Partners LLP 2.21% 930,560 $18.4M
4 AltraVue Capital, LLC 1.68% 981,924 $19.5M
5 HERALD INVESTMENT MANAGEMENT Ltd 0.82% 296,836 $5.9M
6 Albert D Mason Inc 0.80% 62,275 $1.2M
7 Punch & Associates Investment Management, INC. 0.63% 551,665 $10.9M
8 Legato Capital Management LLC 0.37% 207,864 $4.1M
9 Isthmus Partners, LLC 0.28% 134,054 $2.7M
10 Chatham Capital Group, INC. 0.26% 89,785 $1.8M
11 Lakewood Asset Management LLC 0.22% 17,543 $348K
12 Financial Advisors Network, Inc. 0.22% 79,996 $1.6M
13 Westwood Holdings Group Inc 0.17% 1,201,856 $23.8M
14 Oberweis Asset Management Inc/ 0.12% 211,840 $4.2M
15 Oxford Wealth Group, LLC 0.11% 10,432 $207K
16 Verdence Capital Advisors LLC 0.09% 78,638 $1.6M
17 Wasatch Advisors LP 0.08% 607,680 $12.0M
18 Numerai GP LLC 0.08% 40,021 $793K
19 Polar Asset Management Partners Inc. 0.08% 192,072 $3.8M
20 Choreo, LLC 0.07% 269,300 $5.3M
21 Royce & Associates LP 0.06% 297,870 $5.9M
22 Arcadia Investment Management Corp/Mi 0.04% 12,056 $239K
23 Conestoga Capital Advisors, LLC 0.03% 72,350 $1.4M
24 Evolve Private Wealth, LLC 0.02% 21,802 $432K
25 Quantbot Technologies LP 0.02% 27,165 $538K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CLMB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CLMB?

More buyers than sellers — 76% buying: Last quarter: 122 funds were net buyers (28 opened a brand new position + 94 added to an existing one). Only 39 were sellers (4 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLMB holders?

Smaller funds dominant — 18% AUM from top-100: 30 of 127 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CLMB?

42% of holders stayed for 2+ years: 53 out of 127 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.

Is it too late to buy Climb Global Solutions Inc (CLMB) following the 2026 Q1 hedge fund 13F filings?

As of today, CLMB has moved +17.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.7% for the XLK sector ETF — an outperformance of +10.9%. Since the quarter end (March 31, 2026), CLMB has gained +14.4% vs +41.5% for XLK. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

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