Climb Global Solutions, Inc.: which funds bought and sold

Institutions that bought and sold Climb Global Solutions shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 69 institutions that filed 13F reports for both quarters added to or opened positions in Climb Global Solutions, and 61 cut or closed them. Together they added a net 408K shares, +2.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 278K shares (+8.3%); index fund managers were net buyers of 297K shares (+9.4%). 21 opened a new position and 16 sold out entirely.

Bought, Q2 2026 69 institutions, 21 of them new holders Sold, Q2 2026 61 institutions, 16 of them sold out

Net change, all compared +408K shares (+2.8%)

Net change, active managers +278K shares (+8.3%), 14 bought, 11 sold

Buyers versus sellers

institutions compared, 145

69 bought 15 61 sold

Active managers and hedge funds 14 bought · 11 sold · +278K

Index fund managers 8 bought · 1 sold · +297K

Other institutions 47 bought · 49 sold · −168K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Bard Associates Inc	+178K +7903.6%	181K	$4.2M
Kennedy Capital Management LLC Active manager	+177K New position	177K	$4.1M
Blackrock, Inc. Index funds	+168K +14.5%	1.3M	$30.8M
Tieton Capital Management, LLC	+149K +27.7%	687K	$15.9M
Jacobs Levy Equity Management, Inc Active manager	+140K +188.3%	214K	$5M
Citadel Advisors LLC Hedge fund	+88K +220.6%	128K	$3M
Wasatch Advisors LP Active manager	+84K +13.8%	691K	$16M
Royce & Associates LP Active manager	+66K +22.0%	363K	$8.4M
Geode Capital Management, LLC Index funds	+50K +10.5%	532K	$12.3M
Vanguard Capital Management LLC Index funds	+48K +6.6%	775K	$18M
Sierra Summit Advisors LLC	+44K New position	44K	$1M
Marshall Wace, LLP Hedge fund	+42K New position	42K	$965,304
Pinnacle Associates Ltd	+41K +63.5%	106K	$2.5M
Xtx Topco Ltd	+39K New position	39K	$904,076
Peterson Wealth Services	+38K +1064.8%	42K	$964,913
Victory Capital Management Inc Active manager	+35K New position	35K	$814,184
Manatuck Hill Partners, LLC	+35K New position	35K	$812,350
Dimensional Fund Advisors LP	+26K +6.2%	450K	$10.4M
Exoduspoint Capital Management, LP Hedge fund	+25K New position	25K	$570,455
Boothbay Fund Management, LLC Hedge fund	+23K New position	23K	$524,267

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Kennedy Capital Management LLC Active manager	+177K New position	177K	$4.1M
Jacobs Levy Equity Management, Inc Active manager	+140K +188.3%	214K	$5M
Citadel Advisors LLC Hedge fund	+88K +220.6%	128K	$3M
Wasatch Advisors LP Active manager	+84K +13.8%	691K	$16M
Royce & Associates LP Active manager	+66K +22.0%	363K	$8.4M
Marshall Wace, LLP Hedge fund	+42K New position	42K	$965,304
Victory Capital Management Inc Active manager	+35K New position	35K	$814,184
Exoduspoint Capital Management, LP Hedge fund	+25K New position	25K	$570,455
Boothbay Fund Management, LLC Hedge fund	+23K New position	23K	$524,267
AQR Capital Management LLC Hedge fund	+23K New position	23K	$523,993

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Oberweis Asset Management Inc/ Active manager	−212K Sold out	0	—
Polar Asset Management Partners Inc.	−192K Sold out	0	—
Sei Investments Co	−174K −41.5%	245K	$5.7M
Csm Advisors, LLC	−132K Sold out	0	—
Herald Investment Management Ltd	−75K −25.3%	222K	$5.1M
Westwood Holdings Group Inc Active manager	−73K −6.0%	1.1M	$26.2M
Renaissance Technologies LLC Hedge fund	−65K −12.1%	471K	$10.9M
De Lisle Partners LLP	−43K −4.7%	887K	$20.6M
Altravue Capital, LLC	−42K −4.3%	940K	$21.8M
Millennium Management LLC Hedge fund	−35K −17.0%	173K	$4M
Financial Advisors Network, Inc.	−34K −42.9%	46K	$1.1M
Morgan Stanley	−30K −33.5%	59K	$1.4M
Quantbot Technologies LP Hedge fund	−27K Sold out	0	—
Walleye Capital LLC Hedge fund	−24K Sold out	0	—
Evolve Private Wealth, LLC	−22K Sold out	0	—
UBS Group AG	−19K −15.3%	103K	$2.4M
Susquehanna International Group, LLP	−16K Sold out	0	—
Y-Intercept (Hong Kong) Ltd	−16K Sold out	0	—
Thrivent Financial For Lutherans	−15K −2.4%	605K	$14M
Magnetar Financial LLC Hedge fund	−12K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Oberweis Asset Management Inc/ Active manager	−212K Sold out	0	—
Westwood Holdings Group Inc Active manager	−73K −6.0%	1.1M	$26.2M
Renaissance Technologies LLC Hedge fund	−65K −12.1%	471K	$10.9M
Millennium Management LLC Hedge fund	−35K −17.0%	173K	$4M
Quantbot Technologies LP Hedge fund	−27K Sold out	0	—
Walleye Capital LLC Hedge fund	−24K Sold out	0	—
Magnetar Financial LLC Hedge fund	−12K Sold out	0	—
Quadrature Capital Ltd Hedge fund	−10K Sold out	0	—
American Century Companies Inc Active manager	−1,444 −3.0%	46K	$1.1M
FMR LLC Active manager	−1,030 −27.0%	2,780	$64,532

New positions

largest by value

Institution	Shares	Value June 30, 2026
Kennedy Capital Management LLCActive manager	177K	$4.1M
Sierra Summit Advisors LLC	44K	$1M
Marshall Wace, LLPHedge fund	42K	$965,304
Xtx Topco Ltd	39K	$904,076
Victory Capital Management IncActive manager	35K	$814,184
Manatuck Hill Partners, LLC	35K	$812,350
Exoduspoint Capital Management, LPHedge fund	25K	$570,455
Boothbay Fund Management, LLCHedge fund	23K	$524,267
AQR Capital Management LLCHedge fund	23K	$523,993
Flputnam Investment Management Co	21K	$480,679

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Oberweis Asset Management Inc/Active manager	212K	$4.2M
Polar Asset Management Partners Inc.	192K	$3.8M
Csm Advisors, LLC	132K	$2.6M
Quantbot Technologies LPHedge fund	27K	$538,410
Walleye Capital LLCHedge fund	24K	$473,956
Evolve Private Wealth, LLC	22K	$432,112
Susquehanna International Group, LLP	16K	$317,675
Y-Intercept (Hong Kong) Ltd	16K	$313,176
Magnetar Financial LLCHedge fund	12K	$243,132
Quadrature Capital LtdHedge fund	10K	$203,115

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 133
Ten largest holders: 54.3%
Index fund managers: 23.2%
Active managers and hedge funds: 24.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	14	11	7	6	+278K	+8.3%
Index fund managers	8	1	0	0	+297K	+9.4%
Other institutions	47	49	14	10	−168K	−2.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Climb Global Solutions.

Only managers that filed a holdings report for both quarters are compared (145 here). 7 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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