Simplex Trading’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $517K | Buy |
9,457
+2,571
| +37% | +$129K | ﹤0.01% | 3525 |
|
|
2026
Q2 | $221K | Buy |
6,886
+199
| +3% | +$6.19K | ﹤0.01% | 4589 |
|
|
2026
Q1 | $180K | Buy |
6,687
+6,334
| +1,794% | +$223K | ﹤0.01% | 4427 |
|
|
2025
Q4 | $17.8K | Buy |
+353
| New | +$18.6K | ﹤0.01% | 6581 |
|
|
2025
Q3 | – | Sell |
-130
| Closed | -$8.38K | – | 9125 |
|
|
2025
Q2 | $9K | Sell |
130
-106
| -45% | -$7.67K | ﹤0.01% | 7363 |
|
|
2025
Q1 | $17K | Buy |
+236
| New | +$19K | ﹤0.01% | 6694 |
|
|
2024
Q4 | – | Sell |
-9
| Closed | -$673 | – | 8582 |
|
|
2024
Q3 | $0 | Buy |
+9
| New | +$654 | ﹤0.01% | 8562 |
|
|
2024
Q1 | – | Sell |
-79
| Closed | -$5.49K | – | 8895 |
|
|
2023
Q4 | $4K | Sell |
79
-225
| -74% | -$12.7K | ﹤0.01% | 7942 |
|
|
2023
Q3 | $15K | Buy |
+304
| New | +$16.4K | ﹤0.01% | 6859 |
|
|
2022
Q3 | – | Sell |
-232
| Closed | -$10.1K | – | 9958 |
|
|
2022
Q2 | $9K | Buy |
+232
| New | +$9.37K | ﹤0.01% | 8353 |
|
|
2021
Q4 | – | Sell |
-383
| Closed | -$12K | – | 10521 |
|
|
2021
Q3 | $12K | Hold |
383
| – | – | ﹤0.01% | 8802 |
|
|
2021
Q2 | $12K | Sell |
383
-697
| -65% | -$23.3K | ﹤0.01% | 8966 |
|
|
2021
Q1 | $35K | Buy |
+1,080
| New | +$31.8K | ﹤0.01% | 6987 |
|
|
2020
Q2 | – | Sell |
-575
| Closed | -$13K | – | 7654 |
|
|
2020
Q1 | $12K | Buy |
+575
| New | +$14.6K | ﹤0.01% | 6336 |
|
|
2019
Q3 | – | Sell |
-89
| Closed | -$1K | – | 7273 |
|
|
2019
Q2 | $1K | Sell |
89
-11
| -11% | -$221 | ﹤0.01% | 6848 |
|
|
2019
Q1 | $2K | Buy |
+100
| New | +$2.02K | ﹤0.01% | 6761 |
|
|
2018
Q4 | – | Sell |
-2,813
| Closed | -$66K | – | 7046 |
|
|
2018
Q3 | $66K | Buy |
2,813
+1,819
| +183% | +$42.1K | ﹤0.01% | 4879 |
|
|
2018
Q2 | $22K | Buy |
+994
| New | +$20.1K | ﹤0.01% | 5780 |
|
|
2018
Q1 | – | Sell |
-430
| Closed | -$7.48K | – | 6180 |
|
|
2017
Q4 | $6K | Buy |
+430
| New | +$6.76K | ﹤0.01% | 4300 |
|
|
2017
Q2 | – | Sell |
-298
| Closed | -$4K | – | 6136 |
|
|
2017
Q1 | $4K | Sell |
298
-2,688
| -90% | -$36.1K | ﹤0.01% | 4734 |
|
|
2016
Q4 | $40K | Buy |
+2,986
| New | +$36.2K | ﹤0.01% | 2373 |
|
|
2016
Q1 | – | Sell |
-1,501
| Closed | -$14K | – | 5611 |
|
|
2015
Q4 | $14K | Buy |
+1,501
| New | +$15.9K | ﹤0.01% | 3000 |
|
Other funds holding CBZ
Simplex Trading's CBZ Position: Q3 2026 in Review
Simplex Trading increased its CBIZ (CBZ) stake by 37% in Q3 2026, buying an estimated $129K and bringing the position to 9,457 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #3525.
Simplex Trading first reported a position in CBZ in Q4 2015 and has held it in 22 quarters since. 172 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.
- Simplex Trading held 9,457 shares of CBIZ worth $517K as of Q3 2026.
- Simplex Trading bought 2,571 CBIZ shares in Q3 2026, an estimated $129K.
- CBIZ made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #3525 holding.
- Simplex Trading first reported a position in CBIZ in Q4 2015 and has held it in 22 quarters since.
- 172 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.
Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.