HCP
CBZ icon

Hexagon Capital Partners’s CBIZ CBZ Stock Holding History

Hexagon Capital Partners’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
Q2 		– Sell
-14
Closed -$1.06K – 324
2025
Q1 		$1.06K Hold
14
– – ﹤0.01% 1538
2024
Q4 		$1.15K Hold
14
– – ﹤0.01% 1541
2024
Q3 		$942 Sell
14
-23
-62% -$1.67K ﹤0.01% 1339
2024
Q2 		$2.74K Sell
37
-5
-12% -$378 ﹤0.01% 1115
2024
Q1 		$3.3K Buy
+42
New +$2.92K ﹤0.01% 1065

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hexagon Capital Partners's CBZ Position: Q2 2025 in Review

Hexagon Capital Partners sold out of CBIZ (CBZ) in Q2 2025, closing a stake of 14 shares — an estimated $1.06K sold.

Hexagon Capital Partners first reported a position in CBZ in Q1 2024 and held it in 5 quarters. The position peaked at $3.3K in Q1 2024. 275 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

  • Hexagon Capital Partners reported no remaining CBIZ position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 14 CBIZ shares in Q2 2025, an estimated $1.06K.
  • Hexagon Capital Partners first reported a position in CBIZ in Q1 2024 and held it in 5 quarters.
  • Hexagon Capital Partners's CBIZ position peaked at $3.3K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.