CLMB at a glance
Climb Global Solutions, Inc. (CLMB, SEC CIK 945983) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 29, 2026 and Form 4 insider filings as recently as August 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Climb Global Solutions, Inc. (CLMB) reported revenue of $652.5 million (up 40.1% from FY2024) and net income of $21.3 million. Diluted EPS was $4.64.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Climb Global Solutions, Inc. (CLMB) shares worth $127.9 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $652.5M
- +40.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $127.9M · +2 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No profitability, margin, cash-flow, or capital-deployment figures provided
- Headwinds: product availability, mix, pricing pressure, market conditions, inflation, tariffs, and interest rates
- Outlook: future sales, gross margin, and selling and administrative expenses subject to fluctuation risks
Risk Factors
- Risk Factors section not provided; submitted text covers equity repurchases, trading plans, exhibits, and signatures
- No new or changed risk factors identifiable from the provided excerpt
- Share repurchase authorization: 2,183,144 shares remaining as of June 30, 2026
- Employee tax withholding: 66,997 shares surrendered or deemed surrendered upon restricted-stock-unit vesting
- Trading-plan disclosure: no directors or officers reported Rule 10b5-1 arrangement changes during the quarter
AI summary of the CLMB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Press release issued July 29, 2026
Item 7.01: Regulation FD Disclosure
- Regulation FD presentation disclosure, with forward-looking statements subject to material execution and business risks
- Investors should review the attached presentation for the substantive operating updates and stated risk factors
Item 7.01: Regulation FD Disclosure
- Reg FD disclosure section contains only standard non-incorporation and liability disclaimer language
- No substantive business, financial, or market-moving information disclosed in the provided text
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded from four to five directors, adding governance capacity
- Peter Bell appointed director effective June 23, 2026
AI summaries of CLMB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CLMB
Don't miss the next CLMB filing
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- Fund moves. Which tracked funds opened, added or cut CLMB, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bass Charles Edward | F | Aug 5, 2026 | 746 | $26.78 |
| SULLIVAN MATTHEW M | F | Aug 5, 2026 | 646 | $26.78 |
| Foster Dale Richard | F | Aug 5, 2026 | 1,015 | $26.78 |
| Popovich Timothy | F | Aug 5, 2026 | 222 | $26.78 |
| BELL PETER W | A | Jul 28, 2026 | 5,855 | - |
| MCCARTHY JOHN R | A | Jun 2, 2026 | 7,665 | - |
| GIOVACCHINI PAUL G | A | Jun 2, 2026 | 7,665 | - |
| BRYANT ANDREW S | A | Jun 2, 2026 | 7,665 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $465.6M | $652.5M |
| Gross Profit | $64.2M | $91.1M | $105.3M |
| Operating Income | - | $28.0M | $29.2M |
| Net Income | $12.3M | $18.6M | $21.3M |
| Gross Margin | - | 19.6% | 16.1% |
| Op. Margin | - | 6.0% | 4.5% |
| Net Margin | - | 4.0% | 3.3% |
| Balance Sheet | |||
| Total Assets | $335.1M | $469.2M | $460.2M |
| Equity | - | $90.6M | $116.6M |
| ROE | - | 20.5% | 18.3% |
| Per Share | |||
| EPS | $2.72 | $4.06 | $4.64 |
| Cash Flow | |||
| Operating CF | - | $33.7M | $16.6M |
Source: XBRL data in Climb Global Solutions, Inc. (CLMB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CLMB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $127.9M |
| Q1 2026 | 23 | $105.5M |
| Q4 2025 | 21 | $106.5M |
| Q3 2025 | 24 | $155.7M |
| Q2 2025 | 24 | $126.3M |
| Q1 2025 | 19 | $93.9M |
| Q4 2024 | 16 | $105.7M |
| Q3 2024 | 13 | $60.1M |
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- AQR Capital Management+22.6K
- Invesco Ltd+15.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 165 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CLMB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Apr 23, 2026 | - | Analysis | - |
| 4 | Apr 10, 2026 | - | - | - |
| 4 | Apr 10, 2026 | - | - | - |
| 4 | Apr 10, 2026 | - | - | - |
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CLMB SEC filings: frequently asked questions
Which institutions hold CLMB stock?
As of June 30, 2026, the largest Climb Global Solutions, Inc. (CLMB) holders among the 13F filers tracked by SignalX were BlackRock ($30.8 million), WESTWOOD HOLDINGS GROUP INC ($26.2 million), Vanguard Capital Management LLC ($18.0 million), Renaissance Technologies LLC ($10.9 million), Dimensional Fund Advisors ($10.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CLMB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Climb Global Solutions, Inc. (CLMB) reported revenue of $652.5 million (up 40.1% from FY2024) and net income of $21.3 million. Diluted EPS was $4.64. The figures come from the XBRL data in the 10-K.
What did CLMB report in its latest 8-K?
Climb Global Solutions, Inc. (CLMB) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results covered quarter ended June 30, 2026.
What are the latest CLMB SEC filings?
Climb Global Solutions, Inc. (CLMB) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on August 6, 2026.
What is CLMB's SEC CIK number?
Climb Global Solutions, Inc. (CLMB)'s SEC Central Index Key (CIK) is 945983. EDGAR lists every CLMB filing under that number.
Ask anything about CLMB
The research agent reads CLMB's filings, financials, insider trades and 13F holders, then answers with sources.