GIM
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Glenmede Investment Management’s CBIZ CBZ Stock Holding History

Glenmede Investment Management’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$430K Buy
8,111
+796
+11% +$51.3K ﹤0.01% 986
2025
Q2 		$525K Buy
+7,315
New +$529K ﹤0.01% 915

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glenmede Investment Management's CBZ Position: Q3 2025 in Review

Glenmede Investment Management increased its CBIZ (CBZ) stake by 11% in Q3 2025, buying an estimated $51.3K and bringing the position to 8,111 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Glenmede Investment Management first reported a position in CBZ in Q2 2025 and has held it in 2 quarters since. The position peaked at $525K in Q2 2025. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Glenmede Investment Management held 8,111 shares of CBIZ worth $430K as of Q3 2025.
  • Glenmede Investment Management bought 796 CBIZ shares in Q3 2025, an estimated $51.3K.
  • CBIZ made up ﹤0.01% of Glenmede Investment Management's portfolio in Q3 2025, its #986 holding.
  • Glenmede Investment Management first reported a position in CBIZ in Q2 2025 and has held it in 2 quarters since.
  • Glenmede Investment Management's CBIZ position peaked at $525K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.