Marshall Wace
CBZ icon

Marshall Wace’s CBIZ CBZ Stock Holding History

Marshall Wace’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 		$2.39M Buy
74,383
+54,361
+272% +$1.69M ﹤0.01% 1756
2026
Q1 		$538K Sell
20,022
-19,071
-49% -$673K ﹤0.01% 2412
2025
Q4 		$1.97M Sell
39,093
-5,930
-13% -$312K ﹤0.01% 1590
2025
Q3 		$2.38M Sell
45,023
-66,988
-60% -$4.32M ﹤0.01% 1529
2025
Q2 		$8.03M Buy
+112,011
New +$8.1M 0.01% 932
2025
Q1 		– Sell
-53,375
Closed -$4.37M – 2656
2024
Q4 		$4.37M Sell
53,375
-36,821
-41% -$2.75M 0.01% 1118
2024
Q3 		$6.07M Buy
90,196
+70,132
+350% +$5.1M 0.01% 921
2024
Q2 		$1.49M Buy
20,064
+4,327
+27% +$327K ﹤0.01% 1506
2024
Q1 		$1.24M Sell
15,737
-4,700
-23% -$327K ﹤0.01% 1568
2023
Q4 		$1.28M Sell
20,437
-6,124
-23% -$346K ﹤0.01% 1395
2023
Q3 		$1.38M Buy
26,561
+9,600
+57% +$517K ﹤0.01% 1383
2023
Q2 		$904K Sell
16,961
-1,772
-9% -$91.2K ﹤0.01% 1760
2023
Q1 		$927K Buy
18,733
+521
+3% +$25.1K ﹤0.01% 1858
2022
Q4 		$853K Sell
18,212
-11,944
-40% -$568K ﹤0.01% 2154
2022
Q3 		$1.29M Buy
30,156
+2,861
+10% +$125K ﹤0.01% 2281
2022
Q2 		$1.09M Buy
27,295
+21,377
+361% +$864K ﹤0.01% 2392
2022
Q1 		$248K Buy
+5,918
New +$232K ﹤0.01% 3020
2019
Q3 		– Sell
-110,896
Closed -$2.17M – 1682
2019
Q2 		$2.17M Buy
110,896
+8,780
+9% +$176K 0.02% 745
2019
Q1 		$2.07M Sell
102,116
-56,444
-36% -$1.14M 0.02% 727
2018
Q4 		$3.12M Buy
+158,560
New +$3.39M 0.03% 608
2015
Q2 		– Sell
-22,347
Closed -$208K – 911
2015
Q1 		$208K Buy
+22,347
New +$195K ﹤0.01% 753

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

Marshall Wace's CBZ Position: Q2 2026 in Review

Marshall Wace increased its CBIZ (CBZ) stake by 272% in Q2 2026, buying an estimated $1.69M and bringing the position to 74,383 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Marshall Wace first reported a position in CBZ in Q1 2015 and has held it in 21 quarters since. The position peaked at $8.03M in Q2 2025. 261 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Marshall Wace held 74,383 shares of CBIZ worth $2.39M as of Q2 2026.
  • Marshall Wace bought 54,361 CBIZ shares in Q2 2026, an estimated $1.69M.
  • CBIZ made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1756 holding.
  • Marshall Wace first reported a position in CBIZ in Q1 2015 and has held it in 21 quarters since.
  • Marshall Wace's CBIZ position peaked at $8.03M in Q2 2025.
  • 261 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.