Titelia

Fund shareholders of Climb Global Solutions Inc

ISIN US9467601053 · United States · LEI 549300LKM16VX2FG7J68

Fund shareholders
145
Of which ETFs
35 110 other funds
Value held
91.9M $
Share of capital
23.7 % of 18.7M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust 535,01410.6M $1.23 %2.87 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 522,01610.3M $0.00 %2.80 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 392,5407.8M $0.01 %2.10 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 316,7085.3M $0.58 %1.70 %as of Apr 30, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 291,7365.8M $1.03 %1.56 %as of Mar 31, 2026 ↗
BALLAST SMALL/MID CAP ETF Unified Series Trust 244,4084.8M $3.00 %1.31 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 243,2084.1M $0.11 %1.30 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 185,9523.7M $0.00 %1.00 %as of Mar 31, 2026 ↗
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 165,6243.3M $1.02 %0.89 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 153,5412.6M $0.01 %0.82 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 128,5162.5M $0.02 %0.69 %as of Mar 31, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 89,6641.8M $0.55 %0.48 %as of Mar 31, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 84,1551.7M $1.06 %0.45 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 82,1481.4M $0.01 %0.44 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 68,6881.4M $0.07 %0.37 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 64,3321.1M $0.01 %0.34 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 60,9541M $0.01 %0.33 %as of Apr 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 51,9371M $0.46 %0.28 %as of Mar 31, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 46,500921.6K $0.56 %0.25 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 39,109775.1K $0.06 %0.21 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 34,827580.9K $0.00 %0.19 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 34,800580.5K $0.00 %0.19 %as of Apr 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 34,759688.9K $0.71 %0.19 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 34,444574.5K $0.01 %0.18 %as of Apr 30, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 27,608547.2K $0.53 %0.15 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 26,520525.6K $0.01 %0.14 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 23,236387.6K $0.02 %0.12 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 21,6042M $0.01 %0.12 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 19,564326.3K $0.01 %0.10 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,456324.5K $0.00 %0.10 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 19,1681.8M $0.01 %0.10 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 18,156359.9K $0.01 %0.10 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 14,140280.3K $0.08 %0.08 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 12,412207K $0.00 %0.07 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 11,800233.9K $0.02 %0.06 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 11,7681.1M $0.00 %0.06 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 10,804214.1K $0.03 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,800214.1K $0.01 %0.06 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 10,360205.3K $0.06 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 10,248203.1K $0.00 %0.05 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 9,529158.9K $0.02 %0.05 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 9,400186.3K $0.01 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,064179.6K $0.00 %0.05 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 8,856838.5K $0.03 %0.05 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 8,781831.4K $0.00 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 8,048134.2K $0.00 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 7,820155K $0.01 %0.04 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 7,472707.4K $0.00 %0.04 %as of Feb 28, 2026 ↗
CONESTOGA DISCOVERY FUND Conestoga Funds 6,970138.1K $2.80 %0.04 %as of Mar 31, 2026 ↗
First Trust NASDAQ Technology Dividend Index Fund First Trust Exchange-Traded Fund VI 6,789134.6K $0.00 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 6,732112.3K $0.01 %0.04 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 5,947563.1K $0.00 %0.03 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 5,62593.8K $0.00 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,624111.5K $0.01 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,200103.1K $0.00 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,088100.8K $0.01 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,30885.4K $0.01 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,28084.8K $0.01 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,20870.2K $0.00 %0.02 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 4,15669.3K $0.00 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,92065.4K $0.00 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 3,874366.8K $0.04 %0.02 %as of Feb 28, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 3,704350.7K $0.17 %0.02 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 3,61260.2K $0.00 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,546335.7K $0.02 %0.02 %as of Feb 28, 2026 ↗
Catalyst Insider Buying Fund MUTUAL FUND SERIES TRUST 3,36066.6K $0.43 %0.02 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 3,166299.8K $0.00 %0.02 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 3,14062.2K $0.00 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 3,09661.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,09261.3K $0.01 %0.02 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,87657K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2,87457K $0.01 %0.02 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,78455.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,61243.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,60043.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 2,46541.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 2,443231.3K $0.00 %0.01 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 2,25037.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 2,17643.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,15242.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,14835.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,14042.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,08041.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
Fundamentals First ETF Mason Capital Fund Trust 1,95338.7K $0.61 %0.01 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 1,910180.8K $0.01 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,85936.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,85230.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,80835.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,58431.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,55626K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,50825.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 1,474139.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,35222.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,32826.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,30821.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,29625.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,26025K $0.01 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,17623.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,16823.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,06521.1K $0.00 %0.01 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
BALLAST SMALL/MID CAP ETF Unified Series Trust 3.00 %as of Mar 31, 2026 ↗
CONESTOGA DISCOVERY FUND Conestoga Funds 2.80 %as of Mar 31, 2026 ↗
Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust 1.23 %as of Mar 31, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 1.06 %as of Mar 31, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 1.03 %as of Mar 31, 2026 ↗
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 1.02 %as of Mar 31, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.71 %as of Mar 31, 2026 ↗
Fundamentals First ETF Mason Capital Fund Trust 0.61 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 0.58 %as of Apr 30, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 0.56 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2145-44,415,131+228.0 %
2026Q114901,345,935+17.0 %
2025Q4149+21,149,894-2.8 %
2025Q3147+31,182,805+6.4 %
2025Q2144+131,111,919+16.0 %
2025Q1131+4958,835+2.9 %
2024Q4127+2931,432-3.1 %
2024Q3125-1960,943+2.0 %
2024Q2126+6942,522+4.5 %
2024Q1120-2902,361+9.3 %
2023Q4122825,698

Institutional managers

124 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
WESTWOOD HOLDINGS GROUP INC1,201,85623.8M $as of Mar 31, 2026
BlackRock, Inc.1,158,43123M $as of Mar 31, 2026
AltraVue Capital, LLC981,92419.5M $as of Mar 31, 2026
De Lisle Partners LLP930,56018.4M $as of Mar 31, 2026
Thrivent Financial for Lutherans619,68512.3K $as of Mar 31, 2026
WASATCH ADVISORS LP607,68012M $as of Mar 31, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.551,66510.9M $as of Mar 31, 2026
Tieton Capital Management, LLC538,13110.7K $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC536,21310.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC481,1509.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP423,1978.4M $as of Mar 31, 2026
SEI INVESTMENTS CO418,9088.3M $as of Mar 31, 2026
STATE STREET CORP356,2307.1M $as of Mar 31, 2026
Ballast Asset Management, LP319,1886.3M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP297,8705.9M $as of Mar 31, 2026
HERALD INVESTMENT MANAGEMENT Ltd296,8365.9M $as of Mar 31, 2026
CHOREO, LLC269,3005.3M $as of Mar 31, 2026
OBERWEIS ASSET MANAGEMENT INC/211,8404.2M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC208,0234.1M $as of Mar 31, 2026
Legato Capital Management LLC207,8644.1M $as of Mar 31, 2026
Polar Asset Management Partners Inc.192,0723.8M $as of Mar 31, 2026
NEW YORK STATE COMMON RETIREMENT FUND190,1803.8M $as of Mar 31, 2026
NORTHERN TRUST CORP170,3533.4M $as of Mar 31, 2026
ISTHMUS PARTNERS, LLC134,0542.7M $as of Mar 31, 2026
CSM Advisors, LLC131,5202.6K $as of Mar 31, 2026

Declared shareholders of Climb Global Solutions Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
De Lisle Partners LLP 4.90 %904,069as of Mar 25, 2026 · SCHEDULE 13G
Wasatch Advisors LP 3.30 %607,680as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Climb Global Solutions Inc". https://titelia.com/en/stocks/climb-global-solutions-inc-US9467601053