Climb Global Solutions
Ownership
Ownership Structure
Who owns Climb Global Solutions (CLMB)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 82.9% of the shares are freely tradable; institutional investors hold 80.9%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Westwood Holdings Group Inc | 6.44 | 1,201,856 | +0.0 | 03/31/2026 |
| BlackRock Inc | 6.21 | 1,158,431 | +284.6 | 03/31/2026 |
| AltraVue Capital, LLC | 5.04 | 939,774 | -4.3 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.90 | 727,280 | +0.0 | 03/31/2026 |
| Wasatch Advisors LP | 3.70 | 691,360 | +13.8 | 06/30/2026 |
| Tieton Capital Management, LLC | 3.68 | 687,131 | +27.7 | 06/30/2026 |
| Thrivent Financial For Lutherans | 3.32 | 619,685 | +326.1 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| VT De Lisle America B USD | 4.17 | 777,825 | +0.0 | 08/31/2026 |
| Tieton Small Cap Value | 3.68 | 687,131 | +27.7 | 06/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.02 | 563,559 | +0.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Foster Dale Richard | Chief Executive Officer | 342,452 | 9,554,411 $ | Aug 5, 2026 | direct |
| Bass Charles Edward | Chief Alliance Officer | 126,974 | 3,542,575 $ | Aug 5, 2026 | direct |
| Sullivan Matthew M | Chief Financial Officer | 87,818 | 2,450,122 $ | Aug 5, 2026 | direct |
| Popovich Timothy | Chief Operating Officer | 57,891 | 1,615,159 $ | Aug 5, 2026 | direct |
| Bell Peter W | Director | 5,855 | 163,355 $ | Jul 28, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | Bass Charles Edward | Chief Alliance Officer | Other | 746 | 26.78 | 19,978 |
| Aug 5, 2026 | Sullivan Matthew M | Chief Financial Officer | Other | 646 | 26.78 | 17,300 |
| Aug 5, 2026 | Foster Dale Richard | Chief Executive Officer | Other | 1,015 | 26.78 | 27,182 |
| Aug 5, 2026 | Popovich Timothy | Chief Operating Officer | Other | 222 | 26.78 | 5,945 |
| Jul 28, 2026 | Bell Peter W | Director | Other | 5,855 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 18, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.