HCM
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HMS Capital Management’s CBIZ CBZ Stock Holding History

HMS Capital 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 		– Sell
-7,000
Closed -$502K – 108
2025
Q2 		$502K Sell
7,000
-78
-1% -$5.64K 0.23% 74
2025
Q1 		$502K Hold
7,078
– – 0.28% 65
2024
Q4 		$579K Sell
7,078
-9
-0.1% -$673 0.28% 63
2024
Q3 		$477K Hold
7,087
– – 0.23% 72
2024
Q2 		$525K Hold
7,087
– – 0.27% 63
2024
Q1 		$556K Buy
7,087
+53
+0.8% +$3.69K 0.31% 64
2023
Q4 		$440K Sell
7,034
-83
-1% -$4.69K 0.27% 69
2023
Q3 		$369K Sell
7,117
-175
-2% -$9.43K 0.24% 68
2023
Q2 		$389K Buy
7,292
+16
+0.2% +$823 0.24% 79
2023
Q1 		$360K Buy
7,276
+345
+5% +$16.6K 0.23% 77
2022
Q4 		$325K Buy
6,931
+417
+6% +$19.8K 0.19% 78
2022
Q3 		$279K Buy
+6,514
New +$285K 0.17% 96

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 $10.3B AUM 29.04% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HMS Capital Management's CBZ Position: Q3 2025 in Review

HMS Capital Management sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 7,000 shares — an estimated $502K sold.

HMS Capital Management first reported a position in CBZ in Q3 2022 and held it in 12 quarters. The position peaked at $579K in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • HMS Capital Management reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • HMS Capital Management sold 7,000 CBIZ shares in Q3 2025, an estimated $502K.
  • HMS Capital Management first reported a position in CBIZ in Q3 2022 and held it in 12 quarters.
  • HMS Capital Management's CBIZ position peaked at $579K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on HMS Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.