How many institutions own CLMB stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CLMB shares is 185, representing 66.03% of the company's common stock.

Who are the major shareholders selling Climb Global Solutions, Inc. stock?

BALLAST ASSET MANAGEMENT, LP, in the last quarter, reduced its stake in CLMB by -1.02% restricting it's holding to 79.8 thousand shares of worth nearly $10.76M. MORGAN STANLEY also lessened -15.06% of the CLMB shares from its portfolio, reducing its holding to 38.54 thousand shares of worth $5.20M. NORTHERN TRUST CORP also shunned CLMB shares holding by -2.67% last quarter which brought its holding to 42.96 thousand shares worth $5.79M.

Investors who are buying CLMB stock?

As per its latest 13F filing, INVESCO LTD. increased its stake in CLMB by 2,446.35% in the last quarter. The institutional holder raised its holding to 65.26 thousand shares having worth more than $8.80M. ROYCE & ASSOCIATES LP also added 24.28% more shares of CLMB to its portfolio, raising its holding to 70.75 thousand shares of worth $9.54M. FINANCIAL ADVISORS NETWORK, INC. also increased its CLMB shares holding by 100% which brought its holding to 20 thousand shares worth $2.70M.

CLMB's major insiders: who are they?

The insider with the most stakes in CLMB is GEYGAN JEFFREY RICHART , director at the company. Additionally, CLMB stock is highly held by Chief Executive Officer Foster Dale Richard and Chief Information Officer LEGROTTAGLIE VITO among others.

Did an insider recently sell CLMB stock?

Company executives, directors, and other insiders own 16% percent of Climb Global Solutions, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which CLMB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include POPOVICH TIMOTHY, FOSTER DALE RICHARD, and SCORZIELLO GREG.

Which insider recently purchased CLMB stock?

There have been 0 transaction(s) during the past 6-months in which Climb Global Solutions, Inc. insiders have bought stock, totalling 0 shares

How much of CLMB does insiders own?

Around 0 Climb Global Solutions, Inc. shares are held by insiders, which represents about 16% of CLMB stock.

Who is the insider with the largest stake?

CLMB director, GEYGAN JEFFREY RICHART holds the largest portfolio of the company's shares. CLMB shares owned by GEYGAN total nearly 143.49 thousand.

Which institution holds the most shares in CLMB?

INVESCO LTD. is the largest institutional owner in CLMB which holds 65.26 thousand shares worth $8.80M or 1.44% of the total CLMB shares outstanding followed by ROYCE & ASSOCIATES LP with ownership of 70.75 thousand shares representing 1.56% of the CLMB ownership. BALLAST ASSET MANAGEMENT, LP is the third largest stakeholder with 79.8 thousand shares or 1.77% of the ownership worth more than $10.76M.

Is Climb Global Solutions, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CLMB is concerned, it is a stock which is not optionable.

Is there a short position on CLMB's shares?

Number of CLMB shares short is 207.40K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CLMB shares are there?

As of today, 4.62M shares of CLMB are outstanding.

Is there many float in CLMB stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CLMB has 3.97M shares in float.

CLMB short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CLMB is 3.17.

Climb Global Solutions (CLMB) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares4.49

Short Percent Of Float4.78

Shares Outstanding4.62M

Shares Float3.97M

Shares Short207.40K

Short Ratio3.17

4.78%

Short % of Float

4.49%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

16% Percentage of Shares held by All Insiders

66.03% Percentage of Shares held by All Institutions

78.61% Percentage of Float held by Institutions

185

Number of Institutions Holding Shares

Institutional Ownership

About 66.03% of CLMB shares are held by financial institutions. INVESCO LTD. is the top corporate investor, holding 65.26K shares valued at $8.80M. A 1.44% stake in Climb Global Solutions, Inc. is owned by the company. ROYCE & ASSOCIATES LP owns 70.75K shares valued at $9.54M, which translates its holding of 1.56% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	INVESCO LTD.	1.44%	65.26K	8.8M	62.7K	+2,446.35%
Sep 30, 2025	ROYCE & ASSOCIATES LP	1.56%	70.75K	9.54M	13.82K	+24.28%
Sep 30, 2025	BALLAST ASSET MANAGEMENT, LP	1.77%	79.8K	10.76M	-821	-1.02%
Sep 30, 2025	FINANCIAL ADVISORS NETWORK, INC.	0.44%	20K	2.7M	20K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.29%	13.05K	1.76M	697	+5.64%
Sep 30, 2025	MORGAN STANLEY	0.85%	38.54K	5.2M	-6.84K	-15.06%
Sep 30, 2025	NORTHERN TRUST CORP	0.95%	42.96K	5.79M	-1.18K	-2.67%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	1.06%	47.92K	6.46M	23.62K	+97.23%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	3.09%	139.7K	18.84M	-44.7K	-24.24%
Sep 30, 2025	VANGUARD GROUP INC	5.12%	231.52K	31.22M	-9.81K	-4.07%
Sep 30, 2025	DE LISLE PARTNERS LLP	5.32%	240.59K	32.45M	12.5K	+5.48%
Sep 30, 2025	BLACKROCK, INC.	6.57%	297.13K	40.07M	-277	-0.09%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.42%	19.04K	2.57M	-4.81K	-20.17%
Sep 30, 2025	LPL FINANCIAL LLC	0.22%	10.15K	1.37M	1K	+10.98%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.31%	13.89K	1.87M	-9	-0.06%
Sep 30, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.48%	21.71K	2.93M	21.71K	+100.00%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.22%	10.02K	1.35M	991	+10.98%
Sep 30, 2025	HERALD INVESTMENT MANAGEMENT LTD	1.11%	50K	6.74M	50K	+100.00%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	2.27%	102.48K	13.82M	28.09K	+37.76%
Sep 30, 2025	BARCLAYS PLC	0.17%	7.78K	1.05M	-1.3K	-14.30%
Sep 30, 2025	ANCORA ADVISORS, LLC	0.17%	7.89K	1.06M	380	+5.06%
Sep 30, 2025	NAVELLIER & ASSOCIATES INC	0.18%	8.15K	1.1M	1.5K	+22.60%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.19%	8.55K	1.15M	6.61K	+341.65%
Sep 30, 2025	WASATCH ADVISORS LP	6.7%	302.88K	40.84M	21.75K	+7.74%
Sep 30, 2025	CITADEL ADVISORS LLC	0.27%	11.98K	1.62M	5.7K	+90.81%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	11.98K	1.62M	-702	-5.54%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.28%	12.67K	1.71M	-2.32K	-15.48%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	12.76K	1.72M	67	+0.53%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.33%	14.72K	1.98M	-972	-6.20%
Sep 30, 2025	ALTRAVUE CAPITAL, LLC	2.27%	102.47K	13.82M	102.47K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.23%	10.48K	1.41M	-22.43K	-68.16%
Sep 30, 2025	COVE STREET CAPITAL, LLC	0.42%	18.87K	2.54M	3.24K	+20.74%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.44%	20.05K	2.7M	28	+0.14%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.47%	21.47K	2.89M	19.63K	+1,069.75%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.48%	21.5K	2.9M	21.5K	+100.00%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.28%	103.15K	13.91M	-13.39K	-11.49%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.38%	107.41K	14.49M	14.15K	+15.18%
Sep 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.84%	128.34K	17.31M	0	0
Sep 30, 2025	STATE STREET CORP	2.06%	92.92K	12.53M	9.19K	+10.98%
Sep 30, 2025	ALBERT D MASON INC	0.28%	12.88K	1.74M	811	+6.72%
Sep 30, 2025	CAPROCK GROUP, LLC	0.14%	6.31K	779.91K	6.31K	+100.00%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.14%	6.21K	837.49M	-390	-5.91%
Sep 30, 2025	NUVEEN, LLC	0.12%	5.55K	748.77K	-522	-8.59%
Sep 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.1%	4.63K	624.31K	1.48K	+46.98%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.09%	4.21K	567.31K	335	+8.65%
Sep 30, 2025	LAKEWOOD ASSET MANAGEMENT LLC	0.09%	3.88K	522.51K	-2.69K	-40.95%
Sep 30, 2025	CYNOSURE GROUP, LLC	0.08%	3.81K	513.34K	0	0
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.08%	3.6K	485.29K	-7.32K	-67.04%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.08%	3.48K	468.57K	-5.41K	-60.87%
Sep 30, 2025	ALPS ADVISORS INC	0.08%	3.46K	466.82K	213	+6.56%
Sep 30, 2025	VENTURI WEALTH MANAGEMENT, LLC	0.07%	3.22K	433.51K	53	+1.68%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.07%	2.99K	403.04K	122	+4.26%
Sep 30, 2025	STRS OHIO	0.06%	2.9K	391.04K	-2.6K	-47.27%
Sep 30, 2025	CSM ADVISORS, LLC	0.73%	33.08K	4.46M	-1.12K	-3.28%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.2%	9.09K	1.23M	-4.91K	-35.07%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.62%	28.11K	3.79M	-970	-3.34%
Sep 30, 2025	OBERWEIS ASSET MANAGEMENT INC/	0.72%	32.5K	4.38M	0	0
Sep 30, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.2%	8.98K	1.21M	8.98K	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.25%	11.08K	1.49M	-2.06K	-15.65%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.25%	11.11K	1.5M	-835	-6.99%
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.25%	11.13K	1.5M	48	+0.43%
Sep 30, 2025	JANE STREET GROUP, LLC	0.25%	11.18K	1.51M	1.8K	+19.23%
Sep 30, 2025	RHUMBLINE ADVISERS	0.74%	33.31K	4.49M	27.3K	+454.54%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	11.35K	1.53M	0	0
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	1.17%	52.78K	7.12M	-23.13K	-30.47%
Sep 30, 2025	CHOREO, LLC	1.33%	60.2K	8.12M	1.32K	+2.25%
Sep 30, 2025	TIETON CAPITAL MANAGEMENT, LLC	1.35%	60.9K	8.21M	1.83K	+3.09%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.28%	12.68K	1.36M	114	+0.91%
Jun 30, 2025	BLACKROCK, INC.	6.58%	297.41K	31.8M	-17K	-5.41%
Jun 30, 2025	WASATCH ADVISORS LP	6.22%	281.13K	30.06M	63.98K	+29.46%
Jun 30, 2025	VANGUARD GROUP INC	5.34%	241.33K	25.8M	881	+0.37%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.58%	116.54K	12.46M	4.22K	+3.76%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.06%	93.26K	9.97M	259	+0.28%
Jun 30, 2025	STATE STREET CORP	1.85%	83.73K	8.95M	1.84K	+2.25%
Jun 30, 2025	MORGAN STANLEY	1%	45.38K	4.85B	27.26K	+150.50%
Jun 30, 2025	GLOBAL VALUE INVESTMENT CORP.	0.42%	18.77K	2.01M	-109.27K	-85.34%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.29%	13.14K	1.4M	9.24K	+237.27%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	12.69K	1.36M	1.5K	+13.42%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.26%	11.94K	1.28B	4.01K	+50.56%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.2%	9.03K	965.18K	2.16K	+31.43%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.2%	8.88K	949.36K	5.99K	+206.95%
Jun 30, 2025	DE LISLE PARTNERS LLP	5.05%	228.09K	24.42M	3.5K	+1.56%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	4.08%	184.4K	19.71M	400	+0.22%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.35%	15.69K	1.68M	3.06K	+24.22%
Jun 30, 2025	COVE STREET CAPITAL, LLC	0.35%	15.62K	1.67M	7.42K	+90.33%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.33%	15K	1.6M	2.23K	+17.42%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	7.94K	848.76K	-4.3K	-35.13%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.17%	7.51K	802.68K	-2.29K	-23.37%
Jun 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.84%	128.34K	13.72M	-1.91K	-1.47%
Jun 30, 2025	BALLAST ASSET MANAGEMENT, LP	1.78%	80.62K	8.62M	0	0
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	1.65%	74.39K	7.95M	26.82K	+56.38%
Jun 30, 2025	NORTHERN TRUST CORP	0.98%	44.14K	4.72M	-3.01K	-6.38%
Jun 30, 2025	CSM ADVISORS, LLC	0.76%	34.2K	3.66M	34.2K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.73%	32.91K	3.52M	22.68K	+221.49%
Jun 30, 2025	OBERWEIS ASSET MANAGEMENT INC/	0.72%	32.5K	3.47M	8.5K	+35.42%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.28%	12.49K	1.34M	12.49K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.27%	12.35K	1.32M	1.79K	+16.97%
Jun 30, 2025	ALBERT D MASON INC	0.27%	12.07K	1.29M	-1.13K	-8.59%
Jun 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.25%	11.08K	1.18M	-517	-4.46%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.24%	10.92K	1.17M	7.72K	+241.61%
Jun 30, 2025	JANE STREET GROUP, LLC	0.21%	9.38K	1M	5.53K	+143.66%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.21%	9.34K	998.97K	9.34K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.2%	9.14K	977.47K	24	+0.26%
Jun 30, 2025	BARCLAYS PLC	0.2%	9.08K	970K	2.28K	+33.54%
Jun 30, 2025	LAKEWOOD ASSET MANAGEMENT LLC	0.15%	6.56K	701.54K	-10	-0.15%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	1.68%	75.92K	8.12M	68.92K	+984.50%
Jun 30, 2025	TIETON CAPITAL MANAGEMENT, LLC	1.31%	59.07K	6.32M	-335	-0.56%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.14%	6.13K	655.94K	1.49K	+31.98%
Jun 30, 2025	CHOREO, LLC	1.3%	58.88K	6.29M	-9.02K	-13.28%
Jun 30, 2025	ROYCE & ASSOCIATES LP	1.26%	56.93K	6.09M	6.32K	+12.48%
Jun 30, 2025	NAVELLIER & ASSOCIATES INC	0.15%	6.65K	710.43K	-94	-1.39%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.15%	6.6K	705.71K	0	0
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.64%	29.08K	3.11M	4.53K	+18.44%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.54%	24.29K	2.6M	2.11K	+9.51%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.53%	23.85K	2.55M	23.85K	+100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.45%	20.17K	2.16M	20.17K	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.44%	20.03K	2.14M	14	+0.07%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.31%	14K	1.5M	-520	-3.58%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.31%	13.9K	1.49M	758	+5.77%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	11.35K	1.21M	-490	-4.14%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.22%	9.8K	1.09M	-6.23K	-38.85%
Mar 31, 2025		0.14%	6.1K	675.64K	400	+7.02%
Mar 31, 2025	LAKEWOOD ASSET MANAGEMENT LLC	0.15%	6.57K	727.92K	-3.37K	-33.87%
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.15%	6.6K	731.13K	-4	-0.06%
Mar 31, 2025	BARCLAYS PLC	0.15%	6.8K	753K	-2.1K	-23.56%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.2%	8.83K	975.98K	-879	-9.06%
Mar 31, 2025	ROYCE & ASSOCIATES LP	1.13%	50.61K	5.61M	11	+0.02%
Mar 31, 2025	WASATCH ADVISORS LP	4.83%	217.16K	24.05M	94.43K	+76.95%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.25%	11.19K	1.24M	-240	-2.10%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	11.84K	1.31M	6	+0.05%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.28%	12.63K	1.4M	1.85K	+17.17%
Mar 31, 2025	HERALD INVESTMENT MANAGEMENT LTD	0.89%	40K	4.41M	0	0
Mar 31, 2025	NORTHERN TRUST CORP	1.05%	47.15K	5.22M	-1.62K	-3.33%
Mar 31, 2025	STATE STREET CORP	1.82%	81.89K	9.07M	5.12K	+6.66%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.07%	93K	10.3M	2.16K	+2.38%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.5%	112.31K	12.44M	-7.75K	-6.45%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.28%	12.57K	1.39M	-4.4K	-25.91%
Mar 31, 2025	FOUNDRY PARTNERS, LLC	0.79%	35.39K	3.92M	-220	-0.62%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	4.09%	184K	20.38M	-2.53K	-1.36%
Mar 31, 2025	MORGAN STANLEY	0.4%	18.11K	2.01M	3.29K	+22.19%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.45%	20.01K	2.22M	-2.07K	-9.39%
Mar 31, 2025	ALBERT D MASON INC	0.29%	13.21K	1.46M	-164	-1.23%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.32%	14.52K	1.61M	-15.18K	-51.12%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.15%	6.87K	760.81K	2.8K	+68.77%
Mar 31, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.16%	7K	775.32K	7K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.18%	7.93K	878.66K	-10.58K	-57.15%
Mar 31, 2025	COVE STREET CAPITAL, LLC	0.18%	8.21K	909.24K	-949	-10.36%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	12.24K	1.36M	8.53K	+229.69%
Mar 31, 2025	DE LISLE PARTNERS LLP	4.99%	224.59K	24.82M	17.31K	+8.35%
Mar 31, 2025	VANGUARD GROUP INC	5.35%	240.45K	26.63M	7.74K	+3.32%
Mar 31, 2025	BLACKROCK, INC.	6.99%	314.4K	34.82M	-619	-0.20%
Mar 31, 2025	BALLAST ASSET MANAGEMENT, LP	1.79%	80.62K	8.93M	1.26K	+1.59%
Mar 31, 2025	EAM INVESTORS, LLC	0.18%	8.3K	919.64K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.2%	9.12K	1.01M	496	+5.75%
Mar 31, 2025	JPMORGAN CHASE & CO	0.23%	10.24K	1.13M	-5.85K	-36.36%
Mar 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0.26%	11.6K	1.28M	11.6K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.31%	13.74K	1.52M	2.4K	+21.17%
Mar 31, 2025	GLOBAL VALUE INVESTMENT CORP.	2.85%	128.04K	14.18M	-35.23K	-21.58%
Mar 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.9%	130.25K	14.43M	-58.21K	-30.89%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.55%	24.55K	2.72M	-601	-2.39%
Mar 31, 2025	TIETON CAPITAL MANAGEMENT, LLC	1.32%	59.41K	6.58M	-1.8K	-2.93%
Mar 31, 2025	CHOREO, LLC	1.51%	67.9K	7.52M	-8.93K	-11.63%
Mar 31, 2025	INVESCO LTD.	1.66%	74.57K	8.26M	-20.63K	-21.67%
Mar 31, 2025	UBS GROUP AG	0.23%	10.56K	1.17M	-3.93K	-27.12%
Mar 31, 2025	PINNACLE ASSOCIATES LTD	0.28%	12.77K	1.41M	-127	-0.98%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.29%	13.14K	1.46M	987	+8.12%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.49%	22.19K	2.46M	22.19K	+100.00%
Mar 31, 2025	OBERWEIS ASSET MANAGEMENT INC/	0.53%	24K	2.66M	24K	+100.00%
Mar 31, 2025	NAVELLIER & ASSOCIATES INC	0.15%	6.74K	686.78K	-1.39K	-17.07%

Insiders

Among the CLMB insiders holding of 16% of the stake in company, GEYGAN JEFFREY RICHART, director, holds the largest shares of 143.49K. FOSTER DALE RICHARD, Chief Executive Officer, is the second largest CLMB insider with ownership of 77.8K shares. LEGROTTAGLIE VITO, Chief Information Officer, stands third with possession of 46.64K shares of that stake.

Insiders	Designation	Shares Held
GEYGAN JEFFREY RICHART	director	143.49K
FOSTER DALE RICHARD	Chief Executive Officer	77.8K
LEGROTTAGLIE VITO	Chief Information Officer	46.64K
CLARK ANDREW E	CHIEF FINANCIAL OFFICER	32.13K
BASS CHARLES EDWARD	Chief Alliance Officer	25.79K
MCCARTHY JOHN R		14.21K
POPOVICH TIMOTHY	Chief Operating Officer	13.12K
BRYANT ANDREW S	director	6.27K
SCORZIELLO GREG	director	1.77K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 16, 2025	POPOVICH TIMOTHY	SALE	110.00	9K	990K	13.12K
May 07, 2025	FOSTER DALE RICHARD	SALE	102.41	10K	1.02M	77.8K
May 05, 2025	SCORZIELLO GREG	SALE	100.63	5.77K	580.36K	1.77K
Mar 18, 2025	FOSTER DALE RICHARD	SALE	110.46	2K	220.93K	82.74K
Mar 12, 2025	FOSTER DALE RICHARD	SALE	122.50	3.47K	425.2K	86.56K
Mar 12, 2025	BRYANT ANDREW S	SALE	122.00	2.6K	317.69K	6.27K
Mar 11, 2025	LEGROTTAGLIE VITO	SALE	122.00	7K	854K	46.64K
Mar 11, 2025	FOSTER DALE RICHARD	SALE	123.92	7.5K	929.4K	90.03K
Mar 11, 2025	BRYANT ANDREW S	SALE	121.02	2.38K	288.38K	8.88K
Mar 10, 2025	BASS CHARLES EDWARD	SALE	125.80	2K	251.61K	25.79K
Mar 10, 2025	BRYANT ANDREW S	SALE	127.00	1	127	11.26K
Mar 12, 2024	FOSTER DALE RICHARD	SALE	65.49	3.5K	229.2K	102.09K
Mar 11, 2024	BASS CHARLES EDWARD	SALE	65.05	500	32.52K	37.1K
Nov 16, 2023	LEGROTTAGLIE VITO	SALE	47.10	375	17.66K	54.27K
Jun 01, 2023	BRYANT ANDREW S	SALE	47.36	1.95K	92.12K	9.49K
May 26, 2023	CLARK ANDREW E	SALE	48.74	4.1K	199.69K	32.13K
May 25, 2023	CLARK ANDREW E	SALE	46.97	1.05K	49.51K	36.23K
May 24, 2023	CLARK ANDREW E	SALE	48.74	2.39K	116.68K	37.28K
May 22, 2023	GEYGAN JEFFREY RICHART	PURCHASE	50.00	80	4K	143.49K
May 18, 2023	GEYGAN JEFFREY RICHART	PURCHASE	49.47	5.07K	250.71K	143.41K
Mar 17, 2023	MCCARTHY JOHN R	PURCHASE	48.88	2K	97.75K	14.21K

Frequently Asked Questions