PCM
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Prelude Capital Management’s CBIZ CBZ Stock Holding History

Prelude 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
2026
Q2 		$5.07M Buy
+157,894
New +$4.91M 0.37% 52
2026
Q1 		– Sell
-8,198
Closed -$414K – 1250
2025
Q4 		$414K Buy
+8,198
New +$431K 0.03% 619
2019
Q2 		– Sell
-368
Closed -$7K – 1714
2019
Q1 		$7K Buy
+368
New +$7.44K ﹤0.01% 1579
2015
Q1 		– Sell
-2,643
Closed -$23K – 1949
2014
Q4 		$23K Buy
+2,643
New +$22.8K ﹤0.01% 1688
2014
Q2 		– Sell
-470
Closed -$4K – 1934
2014
Q1 		$4K Sell
470
-1,130
-71% -$10.1K ﹤0.01% 1803
2013
Q4 		$15K Buy
+1,600
New +$13.5K ﹤0.01% 1399

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 $3.38T AUM 44.17% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Prelude Capital Management's CBZ Position: Q2 2026 in Review

Prelude Capital Management opened a new position in CBIZ (CBZ) in Q2 2026: 157,894 shares worth $5.07M. The stake represents 0.37% of the portfolio and ranks #52 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in CBZ as recently as Q4 2025.

Prelude Capital Management first reported a position in CBZ in Q4 2013 and has held it in 6 quarters since. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Prelude Capital Management held 157,894 shares of CBIZ worth $5.07M as of Q2 2026.
  • CBIZ was a new Prelude Capital Management position in Q2 2026.
  • CBIZ made up 0.37% of Prelude Capital Management's portfolio in Q2 2026, its #52 holding.
  • Prelude Capital Management first reported a position in CBIZ in Q4 2013 and has held it in 6 quarters since.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.