JY
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Jeff Yass’s CBIZ CBZ Stock Holding History

Jeff Yass’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
2026
Q2 		$1.37M Buy
42,700
+28,700
+205% +$893K ﹤0.01% 7387
2026
Q1 		$376K Buy
+14,000
New +$494K ﹤0.01% 10365
2025
Q3 		– Sell
-6,100
Closed -$437K – 12502
2025
Q2 		$437K Buy
6,100
+200
+3% +$14.5K ﹤0.01% 9480
2025
Q1 		$448K Sell
5,900
-500
-8% -$40.2K ﹤0.01% 9139
2024
Q4 		$524K Sell
6,400
-600
-9% -$44.9K ﹤0.01% 8550
2024
Q3 		$471K Sell
7,000
-4,700
-40% -$342K ﹤0.01% 8597
2024
Q2 		$867K Buy
11,700
+400
+4% +$30.2K ﹤0.01% 6919
2024
Q1 		$887K Buy
11,300
+5,600
+98% +$389K ﹤0.01% 7183
2023
Q4 		$357K Sell
5,700
-4,100
-42% -$231K ﹤0.01% 9456
2023
Q3 		$509K Buy
+9,800
New +$528K ﹤0.01% 8179
2017
Q2 		– Sell
-18,900
Closed -$256K – 9223
2017
Q1 		$256K Buy
18,900
+3,000
+19% +$40.3K ﹤0.01% 7626
2016
Q4 		$218K Buy
+15,900
New +$193K ﹤0.01% 8528

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Jeff Yass's CBZ Position: Q2 2026 in Review

Jeff Yass increased its CBIZ (CBZ) stake by 89% in Q2 2026, buying an estimated $1.26M and bringing the position to 85,788 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #5815.

Jeff Yass first reported a position in CBZ in Q4 2014 and has held it in 38 quarters since. The position peaked at $8.91M in Q2 2025. 259 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Jeff Yass held 85,788 shares of CBIZ worth $2.75M as of Q2 2026.
  • Jeff Yass bought 40,460 CBIZ shares in Q2 2026, an estimated $1.26M.
  • CBIZ made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5815 holding.
  • Jeff Yass first reported a position in CBIZ in Q4 2014 and has held it in 38 quarters since.
  • Jeff Yass's CBIZ position peaked at $8.91M in Q2 2025.
  • 259 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.