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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — CLMB

Based on 134 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (99% of max)

99% 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 — +7% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

77 buying66 selling
Last quarter: 77 funds bought or added vs 66 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 — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 25 → 28 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 24% medium ■ 32% new
59 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.
💰

Value +22% but shares only +4% — price-driven

Value
+22%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

22 → 21 → 25 → 28 → 29 new funds/Q
New funds entering each quarter: 21 → 25 → 28 → 29. A growing number of institutions are discovering CLMB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 45% veterans vs 38% newcomers

■ 45% veterans ■ 17% 1-2yr ■ 38% new
Entry-cohort mix of 134 holders: 60 (45%) are 2+ year veterans, 23 entered 1–2 years ago, and 51 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
35 of 134 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q2, 77 hedge funds were net buyers of CLMB (29 opened a new position, 48 added to an existing one), while 66 reduced or exited (44 trimmed, 22 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 28% of total institutional value in CLMB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 134.

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.

Loading signal freshness…
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
2.2
/ 10
conviction
Hedge Fund Positioning: CLMB
134 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 134 127 5.51%
13F Shares 15M 14M 3.63%
Total Value $331M $271M 22.11%
New Positions 29 28 +1
Increased Positions 48 94 -46
Closed Positions 22 36 -14
Reduced Positions 44 4 +40
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLMB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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.

QUARTER:
Top 25 CLMB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tieton Capital Management, LLC 4.59% 687,131 $15.9M
2 Ballast Asset Management, LP 2.92% 315,770 $7.3M
3 De Lisle Partners LLP 2.24% 887,135 $20.6M
4 AltraVue Capital, LLC 1.57% 939,774 $21.8M
5 Bard Associates Inc 0.93% 180,561 $4.2M
6 Albert D Mason Inc 0.82% 62,315 $1.4M
7 HERALD INVESTMENT MANAGEMENT Ltd 0.70% 221,836 $5.1M
8 Punch & Associates Investment Management, INC. 0.63% 551,910 $12.8M
9 Legato Capital Management LLC 0.40% 207,864 $4.8M
10 Isthmus Partners, LLC 0.31% 137,375 $3.2M
11 Chatham Capital Group, INC. 0.28% 92,855 $2.2M
12 Manatuck Hill Partners, LLC 0.27% 35,000 $812K
13 Lakewood Asset Management LLC 0.23% 17,855 $414K
14 Peterson Wealth Services 0.21% 41,573 $965K
15 Westwood Holdings Group Inc 0.20% 1,129,342 $26.2M
16 Financial Advisors Network, Inc. 0.13% 45,685 $1.1M
17 Sierra Summit Advisors LLC 0.11% 43,997 $1.0M
18 Oxford Wealth Group, LLC 0.11% 10,273 $238K
19 Wasatch Advisors LP 0.11% 691,360 $16.0M
20 Verdence Capital Advisors LLC 0.09% 76,566 $1.8M
21 Numerai GP LLC 0.09% 47,023 $1.1M
22 Kennedy Capital Management LLC 0.07% 177,008 $4.1M
23 Choreo, LLC 0.07% 272,726 $6.3M
24 Royce & Associates LP 0.07% 363,393 $8.4M
25 Conestoga Capital Advisors, LLC 0.04% 72,070 $1.7M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 54% buying: Last quarter: 77 funds bought or added vs 66 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 — 28% AUM from major funds: 35 of 134 holders rank in the top 100 by AUM, accounting for 28% 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?

44% of holders stayed for 2+ years: 59 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.

Full history →