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 		$2.67M Buy
83,200
+42,400
+104% +$1.32M ﹤0.01% 5868
2026
Q1 		$1.1M Buy
40,800
+23,700
+139% +$836K ﹤0.01% 7644
2025
Q4 		$863K Buy
+17,100
New +$899K ﹤0.01% 7520
2025
Q3 		– Sell
-4,700
Closed -$337K – 12503
2025
Q2 		$337K Buy
+4,700
New +$340K ﹤0.01% 10079
2021
Q1 		– Sell
-100,000
Closed -$2.66M – 12270
2020
Q4 		$2.66M Buy
+100,000
New +$2.46M ﹤0.01% 4525

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.