CLMB US Equity

Climb Global Solutions, Inc.

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Consumer Discretionary · Wholesale-Computers & Peripheral Equipment & Software · CIK 945983 · FYE 1231

$28.18

+1.01 (+3.72%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding CLMB · 2026-Q1 methodology → sources →

128 holders

% of shares outstanding held

77.8%

Shares held (13F)

14,466,425

Reporting holders

128

Top holders

largest 100 of 128 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WESTWOOD HOLDINGS GROUP INC	1,201,8561.2M	$24M	6.46%	NEW†
2	BlackRock, Inc.	1,158,4311.2M	$23M	6.23%	ADD 285%
3	AltraVue Capital, LLC	981,924981,924	$19M	5.28%	ADD 417%
4	De Lisle Partners LLP	930,560930,560	$18M	5.00%	ADD 277%
5	VANGUARD CAPITAL MANAGEMENT LLC	727,280727,280	$14M	3.91%	NEW†
6	Thrivent Financial for Lutherans	619,685619,685	$12M	3.33%	ADD 326%
7	WASATCH ADVISORS LP	607,680607,680	$12M	3.27%	ADD 116%
8	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	551,665551,665	$11M	2.97%	ADD 309%
9	Tieton Capital Management, LLC	538,131538,131	$11M	2.89%	ADD 381%
10	RENAISSANCE TECHNOLOGIES LLC	536,213536,213	$11M	2.88%	ADD 312%
11	GEODE CAPITAL MANAGEMENT, LLC	481,150481,150	$10M	2.59%	ADD 272%
12	DIMENSIONAL FUND ADVISORS LP	423,197423,197	$8M	2.28%	ADD 315%
13	SEI INVESTMENTS CO	418,908418,908	$8M	2.25%	ADD 845%
14	STATE STREET CORP	356,230356,230	$7M	1.92%	ADD 285%
15	Ballast Asset Management, LP	319,188319,188	$6M	1.72%	ADD 315%
16	ROYCE & ASSOCIATES LP	297,870297,870	$6M	1.60%	ADD 300%
17	HERALD INVESTMENT MANAGEMENT Ltd	296,836296,836	$6M	1.60%	ADD 296%
18	CHOREO, LLC	269,300269,300	$5M	1.45%	ADD 338%
19	OBERWEIS ASSET MANAGEMENT INC/	211,840211,840	$4M	1.14%	ADD 308%
20	MILLENNIUM MANAGEMENT LLC	208,023208,023	$4M	1.12%	ADD 2558%
21	Legato Capital Management LLC	207,864207,864	$4M	1.12%	ADD 414%
22	Polar Asset Management Partners Inc.	192,072192,072	$4M	1.03%	ADD 167%
23	NEW YORK STATE COMMON RETIREMENT FUND	190,180190,180	$4M	1.02%	ADD 396%
24	NORTHERN TRUST CORP	170,353170,353	$3M	0.92%	ADD 306%
25	ISTHMUS PARTNERS, LLC	134,054134,054	$3M	0.72%	ADD 660%
26	CSM Advisors, LLC	131,520131,520	$3M	0.71%	ADD 297%
27	UBS Group AG	122,034122,034	$2M	0.66%	ADD 432%
28	Bank of New York Mellon Corp	120,965120,965	$2M	0.65%	ADD 303%
29	VANGUARD FIDUCIARY TRUST CO	111,671111,671	$2M	0.60%	NEW
30	VANGUARD PORTFOLIO MANAGEMENT LLC	95,28195,281	$2M	0.51%	NEW
31	CHATHAM CAPITAL GROUP, INC.	89,78589,785	$2M	0.48%	NEW
32	MORGAN STANLEY	89,29989,299	$2M	0.48%	ADD 169%
33	Financial Advisors Network, Inc.	79,99679,996	$2M	0.43%	ADD 300%
34	Janney Montgomery Scott LLC	79,18579,185	$2M	0.43%	ADD 308%
35	Verdence Capital Advisors LLC	78,63878,638	$2M	0.42%	NEW
36	JACOBS LEVY EQUITY MANAGEMENT, INC	74,11274,112	$1M	0.40%	NEW
37	Conestoga Capital Advisors, LLC	72,35072,350	$1M	0.39%	ADD 450%
38	ALLIANCEBERNSTEIN L.P.	13,08013,080	$1M	0.07%	ADD 356%
39	PINNACLE ASSOCIATES LTD	64,74464,744	$1M	0.35%	ADD 362%
40	ALBERT D MASON INC	62,27562,275	$1M	0.33%	ADD 385%
41	LPL Financial LLC	60,71260,712	$1M	0.33%	ADD 457%
42	FIRST TRUST ADVISORS LP	58,72658,726	$1M	0.32%	ADD 302%
43	GOLDMAN SACHS GROUP INC	55,19655,196	$1M	0.30%	ADD 318%
44	Russell Investments Group, Ltd.	48,09648,096	$953,278	0.26%	ADD 1062%
45	AMERICAN CENTURY COMPANIES INC	47,68847,688	$945,176	0.26%	ADD 370%
46	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	46,85846,858	$928,726	0.25%	ADD 320%
47	RAYMOND JAMES FINANCIAL INC	45,93245,932	$910,372	0.25%	ADD 271%
48	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	45,57245,572	$903,237	0.25%	NEW
49	Numerai GP LLC	40,02140,021	$793,216	0.22%	NEW
50	CITADEL ADVISORS LLC	39,90039,900	$790,818	0.21%	NEW
51	Quantbot Technologies LP	27,16527,165	$538,410	0.15%	ADD 2980%
52	Caprock Group, LLC	25,14425,144	$498,354	0.14%	ADD 302%
53	MARTINGALE ASSET MANAGEMENT L P	24,84824,848	$492,488	0.13%	ADD 300%
54	Walleye Capital LLC	23,91323,913	$473,956	0.13%	NEW
55	DEUTSCHE BANK AG\	23,14823,148	$458,794	0.12%	ADD 678%
56	Ancora Advisors LLC	22,53222,532	$446,584	0.12%	ADD 231%
57	Nuveen, LLC	22,21222,212	$440,242	0.12%	ADD 300%
58	EVOLVE PRIVATE WEALTH, LLC	21,80221,802	$432,112	0.12%	ADD 323%
59	FIFTH THIRD BANCORP	20,58820,588	$408,054	0.11%	NEW
60	BNP PARIBAS FINANCIAL MARKETS	20,24220,242	$401,196	0.11%	ADD 22%
61	RHUMBLINE ADVISERS	18,69618,696	$370,547	0.10%	TRIM -39%
62	BANK OF AMERICA CORP /DE/	17,62717,627	$349,368	0.09%	ADD 262%
63	Lakewood Asset Management LLC	17,54317,543	$347,702	0.09%	ADD 320%
64	Brevan Howard Capital Management LP	16,46716,467	$326,376	0.09%	NEW
65	SUSQUEHANNA INTERNATIONAL GROUP, LLP	16,02816,028	$317,675	0.09%	ADD 433%
66	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	16,00616,006	$317,239	0.09%	NEW
67	Y-Intercept (Hong Kong) Ltd	15,80115,801	$313,176	0.08%	NEW
68	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	15,38815,388	$304,990	0.08%	ADD 300%
69	Trexquant Investment LP	15,38015,380	$304,832	0.08%	NEW
70	BARCLAYS PLC	15,25815,258	$302,414	0.08%	ADD 78%
71	Pinnacle Wealth Management Advisory Group, LLC	14,45614,456	$286,518	0.08%	ADD 171%
72	CANADA PENSION PLAN INVESTMENT BOARD	13,60013,600	$269,552	0.07%	TRIM -45%
73	Venturi Wealth Management, LLC	13,26013,260	$262,814	0.07%	ADD 306%
74	Beacon Pointe Advisors, LLC	12,84212,842	$254,532	0.07%	ADD 305%
75	Quantinno Capital Management LP	12,66812,668	$251,080	0.07%	ADD 78%
76	AMERIPRISE FINANCIAL INC	12,58812,588	$249,494	0.07%	ADD 299%
77	Jacobi Capital Management LLC	12,45912,459	$246,930	0.07%	ADD 525%
78	Magnetar Financial LLC	12,26712,267	$243,132	0.07%	NEW
79	ARCADIA INVESTMENT MANAGEMENT CORP/MI	12,05612,056	$238,950	0.06%	ADD 712%
80	FLAGSHIP HARBOR ADVISORS, LLC	12,05512,055	$238,930	0.06%	ADD 340%
81	STRS OHIO	11,60011,600	$229,912	0.06%	ADD 300%
82	PRICE T ROWE ASSOCIATES INC /MD/	11,15511,155	$222,000	0.06%	ADD 397%
83	Oxford Wealth Group, LLC	10,43210,432	$206,764	0.06%	ADD 298%
84	Quadrature Capital Ltd	10,24810,248	$203,115	0.06%	NEW
85	CITIGROUP INC	10,11910,119	$200,558	0.05%	ADD 181%
86	WELLS FARGO & COMPANY/MN	9,8119,811	$194,461	0.05%	ADD 87%
87	MetLife Investment Management, LLC	9,5649,564	$189,558	0.05%	ADD 300%
88	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	8,0158,015	$158,857	0.04%	ADD 340%
89	JPMORGAN CHASE & CO	6,6396,639	$128,730	0.04%	ADD 271%
90	Vanguard Global Advisers, LLC	6,1366,136	$121,616	0.03%	NEW
91	Farther Finance Advisors, LLC	4,9964,996	$101,469	0.03%	NEW
92	Police & Firemen's Retirement System of New Jersey	3,9283,928	$77,853	0.02%	ADD 300%
93	FMR LLC	3,8103,810	$75,507	0.02%	ADD 213%
94	Peterson Wealth Services	3,5693,569	$70,741	0.02%	ADD 3267%
95	Catalyst Capital Advisors LLC	3,3603,360	$66,595	0.02%	TRIM -27%
96	IFP Advisors, Inc	3,1383,138	$62,195	0.02%	ADD 338%
97	Aquatic Capital Management LLC	2,4542,454	$48,638	0.01%	NEW
98	BARD ASSOCIATES INC	2,2562,256	$44,714	0.01%	ADD 320%
99	Destiny Wealth Partners, LLC	1,7801,780	$35,280	0.01%	NEW
100	Legal & General Group Plc	1,6481,648	$32,663	0.01%	ADD 291%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

WESTWOOD HOLDINGS GROUP INC

—

1.2M

$24M

BlackRock, Inc.

315K

314K

297K

301K

1.2M

$23M

AltraVue Capital, LLC

—

102K

190K

982K

$19M

De Lisle Partners LLP

207K

225K

228K

241K

247K

931K

$18M

VANGUARD CAPITAL MANAGEMENT LLC

—

727K

$14M

Thrivent Financial for Lutherans

—

48K

74K

102K

145K

620K

$12M

WASATCH ADVISORS LP

123K

217K

281K

303K

281K

608K

$12M

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

188K

130K

128K

135K

552K

$11M

Tieton Capital Management, LLC

61K

59K

61K

112K

538K

$11M

RENAISSANCE TECHNOLOGIES LLC

187K

184K

140K

130K

536K

$11M

GEODE CAPITAL MANAGEMENT, LLC

91K

93K

107K

129K

481K

$10M

DIMENSIONAL FUND ADVISORS LP

120K

112K

117K

103K

102K

423K

$8M

SEI INVESTMENTS CO

—

44K

419K

$8M

STATE STREET CORP

77K

82K

84K

93K

92K

356K

$7M

Ballast Asset Management, LP

79K

81K

80K

77K

319K

$6M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	128	14,466,425	77.8%	$288M
2025-Q4	137	3,330,602

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · CLMB

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
AltraVue Capital, LLC	5%	QII	2026-03-02	SEC →
De Lisle Partners LLP	4.9%	QII	2026-03-25	SEC →
WASATCH ADVISORS LP	3.3%	QII	2026-03-31	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding CLMB · 2026-Q1 methodology → sources →

128 holders

% of shares outstanding held

77.8%

Shares held (13F)

14,466,425

Reporting holders

128

Top holders

largest 100 of 128 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WESTWOOD HOLDINGS GROUP INC	1,201,8561.2M	$24M	6.46%	NEW†
2	BlackRock, Inc.	1,158,4311.2M	$23M	6.23%	ADD 285%
3	AltraVue Capital, LLC	981,924981,924	$19M	5.28%	ADD 417%
4	De Lisle Partners LLP	930,560930,560	$18M	5.00%	ADD 277%
5	VANGUARD CAPITAL MANAGEMENT LLC	727,280727,280	$14M	3.91%	NEW†
6	Thrivent Financial for Lutherans	619,685619,685	$12M	3.33%	ADD 326%
7	WASATCH ADVISORS LP	607,680607,680	$12M	3.27%	ADD 116%
8	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	551,665551,665	$11M	2.97%	ADD 309%
9	Tieton Capital Management, LLC	538,131538,131	$11M	2.89%	ADD 381%
10	RENAISSANCE TECHNOLOGIES LLC	536,213536,213	$11M	2.88%	ADD 312%
11	GEODE CAPITAL MANAGEMENT, LLC	481,150481,150	$10M	2.59%	ADD 272%
12	DIMENSIONAL FUND ADVISORS LP	423,197423,197	$8M	2.28%	ADD 315%
13	SEI INVESTMENTS CO	418,908418,908	$8M	2.25%	ADD 845%
14	STATE STREET CORP	356,230356,230	$7M	1.92%	ADD 285%
15	Ballast Asset Management, LP	319,188319,188	$6M	1.72%	ADD 315%
16	ROYCE & ASSOCIATES LP	297,870297,870	$6M	1.60%	ADD 300%
17	HERALD INVESTMENT MANAGEMENT Ltd	296,836296,836	$6M	1.60%	ADD 296%
18	CHOREO, LLC	269,300269,300	$5M	1.45%	ADD 338%
19	OBERWEIS ASSET MANAGEMENT INC/	211,840211,840	$4M	1.14%	ADD 308%
20	MILLENNIUM MANAGEMENT LLC	208,023208,023	$4M	1.12%	ADD 2558%
21	Legato Capital Management LLC	207,864207,864	$4M	1.12%	ADD 414%
22	Polar Asset Management Partners Inc.	192,072192,072	$4M	1.03%	ADD 167%
23	NEW YORK STATE COMMON RETIREMENT FUND	190,180190,180	$4M	1.02%	ADD 396%
24	NORTHERN TRUST CORP	170,353170,353	$3M	0.92%	ADD 306%
25	ISTHMUS PARTNERS, LLC	134,054134,054	$3M	0.72%	ADD 660%
26	CSM Advisors, LLC	131,520131,520	$3M	0.71%	ADD 297%
27	UBS Group AG	122,034122,034	$2M	0.66%	ADD 432%
28	Bank of New York Mellon Corp	120,965120,965	$2M	0.65%	ADD 303%
29	VANGUARD FIDUCIARY TRUST CO	111,671111,671	$2M	0.60%	NEW
30	VANGUARD PORTFOLIO MANAGEMENT LLC	95,28195,281	$2M	0.51%	NEW
31	CHATHAM CAPITAL GROUP, INC.	89,78589,785	$2M	0.48%	NEW
32	MORGAN STANLEY	89,29989,299	$2M	0.48%	ADD 169%
33	Financial Advisors Network, Inc.	79,99679,996	$2M	0.43%	ADD 300%
34	Janney Montgomery Scott LLC	79,18579,185	$2M	0.43%	ADD 308%
35	Verdence Capital Advisors LLC	78,63878,638	$2M	0.42%	NEW
36	JACOBS LEVY EQUITY MANAGEMENT, INC	74,11274,112	$1M	0.40%	NEW
37	Conestoga Capital Advisors, LLC	72,35072,350	$1M	0.39%	ADD 450%
38	ALLIANCEBERNSTEIN L.P.	13,08013,080	$1M	0.07%	ADD 356%
39	PINNACLE ASSOCIATES LTD	64,74464,744	$1M	0.35%	ADD 362%
40	ALBERT D MASON INC	62,27562,275	$1M	0.33%	ADD 385%
41	LPL Financial LLC	60,71260,712	$1M	0.33%	ADD 457%
42	FIRST TRUST ADVISORS LP	58,72658,726	$1M	0.32%	ADD 302%
43	GOLDMAN SACHS GROUP INC	55,19655,196	$1M	0.30%	ADD 318%
44	Russell Investments Group, Ltd.	48,09648,096	$953,278	0.26%	ADD 1062%
45	AMERICAN CENTURY COMPANIES INC	47,68847,688	$945,176	0.26%	ADD 370%
46	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	46,85846,858	$928,726	0.25%	ADD 320%
47	RAYMOND JAMES FINANCIAL INC	45,93245,932	$910,372	0.25%	ADD 271%
48	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	45,57245,572	$903,237	0.25%	NEW
49	Numerai GP LLC	40,02140,021	$793,216	0.22%	NEW
50	CITADEL ADVISORS LLC	39,90039,900	$790,818	0.21%	NEW
51	Quantbot Technologies LP	27,16527,165	$538,410	0.15%	ADD 2980%
52	Caprock Group, LLC	25,14425,144	$498,354	0.14%	ADD 302%
53	MARTINGALE ASSET MANAGEMENT L P	24,84824,848	$492,488	0.13%	ADD 300%
54	Walleye Capital LLC	23,91323,913	$473,956	0.13%	NEW
55	DEUTSCHE BANK AG\	23,14823,148	$458,794	0.12%	ADD 678%
56	Ancora Advisors LLC	22,53222,532	$446,584	0.12%	ADD 231%
57	Nuveen, LLC	22,21222,212	$440,242	0.12%	ADD 300%
58	EVOLVE PRIVATE WEALTH, LLC	21,80221,802	$432,112	0.12%	ADD 323%
59	FIFTH THIRD BANCORP	20,58820,588	$408,054	0.11%	NEW
60	BNP PARIBAS FINANCIAL MARKETS	20,24220,242	$401,196	0.11%	ADD 22%
61	RHUMBLINE ADVISERS	18,69618,696	$370,547	0.10%	TRIM -39%
62	BANK OF AMERICA CORP /DE/	17,62717,627	$349,368	0.09%	ADD 262%
63	Lakewood Asset Management LLC	17,54317,543	$347,702	0.09%	ADD 320%
64	Brevan Howard Capital Management LP	16,46716,467	$326,376	0.09%	NEW
65	SUSQUEHANNA INTERNATIONAL GROUP, LLP	16,02816,028	$317,675	0.09%	ADD 433%
66	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	16,00616,006	$317,239	0.09%	NEW
67	Y-Intercept (Hong Kong) Ltd	15,80115,801	$313,176	0.08%	NEW
68	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	15,38815,388	$304,990	0.08%	ADD 300%
69	Trexquant Investment LP	15,38015,380	$304,832	0.08%	NEW
70	BARCLAYS PLC	15,25815,258	$302,414	0.08%	ADD 78%
71	Pinnacle Wealth Management Advisory Group, LLC	14,45614,456	$286,518	0.08%	ADD 171%
72	CANADA PENSION PLAN INVESTMENT BOARD	13,60013,600	$269,552	0.07%	TRIM -45%
73	Venturi Wealth Management, LLC	13,26013,260	$262,814	0.07%	ADD 306%
74	Beacon Pointe Advisors, LLC	12,84212,842	$254,532	0.07%	ADD 305%
75	Quantinno Capital Management LP	12,66812,668	$251,080	0.07%	ADD 78%
76	AMERIPRISE FINANCIAL INC	12,58812,588	$249,494	0.07%	ADD 299%
77	Jacobi Capital Management LLC	12,45912,459	$246,930	0.07%	ADD 525%
78	Magnetar Financial LLC	12,26712,267	$243,132	0.07%	NEW
79	ARCADIA INVESTMENT MANAGEMENT CORP/MI	12,05612,056	$238,950	0.06%	ADD 712%
80	FLAGSHIP HARBOR ADVISORS, LLC	12,05512,055	$238,930	0.06%	ADD 340%
81	STRS OHIO	11,60011,600	$229,912	0.06%	ADD 300%
82	PRICE T ROWE ASSOCIATES INC /MD/	11,15511,155	$222,000	0.06%	ADD 397%
83	Oxford Wealth Group, LLC	10,43210,432	$206,764	0.06%	ADD 298%
84	Quadrature Capital Ltd	10,24810,248	$203,115	0.06%	NEW
85	CITIGROUP INC	10,11910,119	$200,558	0.05%	ADD 181%
86	WELLS FARGO & COMPANY/MN	9,8119,811	$194,461	0.05%	ADD 87%
87	MetLife Investment Management, LLC	9,5649,564	$189,558	0.05%	ADD 300%
88	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	8,0158,015	$158,857	0.04%	ADD 340%
89	JPMORGAN CHASE & CO	6,6396,639	$128,730	0.04%	ADD 271%
90	Vanguard Global Advisers, LLC	6,1366,136	$121,616	0.03%	NEW
91	Farther Finance Advisors, LLC	4,9964,996	$101,469	0.03%	NEW
92	Police & Firemen's Retirement System of New Jersey	3,9283,928	$77,853	0.02%	ADD 300%
93	FMR LLC	3,8103,810	$75,507	0.02%	ADD 213%
94	Peterson Wealth Services	3,5693,569	$70,741	0.02%	ADD 3267%
95	Catalyst Capital Advisors LLC	3,3603,360	$66,595	0.02%	TRIM -27%
96	IFP Advisors, Inc	3,1383,138	$62,195	0.02%	ADD 338%
97	Aquatic Capital Management LLC	2,4542,454	$48,638	0.01%	NEW
98	BARD ASSOCIATES INC	2,2562,256	$44,714	0.01%	ADD 320%
99	Destiny Wealth Partners, LLC	1,7801,780	$35,280	0.01%	NEW
100	Legal & General Group Plc	1,6481,648	$32,663	0.01%	ADD 291%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

WESTWOOD HOLDINGS GROUP INC

—

1.2M

$24M

BlackRock, Inc.

315K

314K

297K

301K

1.2M

$23M

AltraVue Capital, LLC

—

102K

190K

982K

$19M

De Lisle Partners LLP

207K

225K

228K

241K

247K

931K

$18M

VANGUARD CAPITAL MANAGEMENT LLC

—

727K

$14M

Thrivent Financial for Lutherans

—

48K

74K

102K

145K

620K

$12M

WASATCH ADVISORS LP

123K

217K

281K

303K

281K

608K

$12M

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

188K

130K

128K

135K

552K

$11M

Tieton Capital Management, LLC

61K

59K

61K

112K

538K

$11M

RENAISSANCE TECHNOLOGIES LLC

187K

184K

140K

130K

536K

$11M

GEODE CAPITAL MANAGEMENT, LLC

91K

93K

107K

129K

481K

$10M

DIMENSIONAL FUND ADVISORS LP

120K

112K

117K

103K

102K

423K

$8M

SEI INVESTMENTS CO

—

44K

419K

$8M

STATE STREET CORP

77K

82K

84K

93K

92K

356K

$7M

Ballast Asset Management, LP

79K

81K

80K

77K

319K

$6M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	128	14,466,425	77.8%	$288M
2025-Q4	137	3,330,602

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · CLMB

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
AltraVue Capital, LLC	5%	QII	2026-03-02	SEC →
De Lisle Partners LLP	4.9%	QII	2026-03-25	SEC →
WASATCH ADVISORS LP	3.3%	QII	2026-03-31	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

CLMB US Equity☆

Institutional ownership· 13F filers holding CLMB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · CLMB

Institutional ownership· 13F filers holding CLMB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · CLMB

CLMB US Equity