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
Q1 | $77.9K | Buy |
2,900
+2,000
| +222% | +$70.5K | ﹤0.01% | 5367 |
|
|
2025
Q4 | $45.4K | Hold |
900
| – | – | ﹤0.01% | 5735 |
|
|
2025
Q3 | $47K | Buy |
+900
| New | +$58K | ﹤0.01% | 6508 |
|
|
2025
Q2 | – | Sell |
-100
| Closed | -$7K | – | 8710 |
|
|
2025
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 7296 |
|
|
2024
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 7309 |
|
|
2024
Q3 | $6K | Sell |
100
-100
| -50% | -$7.27K | ﹤0.01% | 7491 |
|
|
2024
Q2 | $14K | Sell |
200
-28,200
| -99% | -$2.13M | ﹤0.01% | 7167 |
|
|
2024
Q1 | $2.23M | Buy |
28,400
+7,700
| +37% | +$535K | ﹤0.01% | 2298 |
|
|
2023
Q4 | $1.29M | Buy |
20,700
+20,400
| +6,800% | +$1.15M | ﹤0.01% | 2770 |
|
|
2023
Q3 | $15K | Buy |
+300
| New | +$16.2K | ﹤0.01% | 6858 |
|
|
2023
Q2 | – | Sell |
-2,400
| Closed | -$118K | – | 9032 |
|
|
2023
Q1 | $118K | Sell |
2,400
-1,100
| -31% | -$53K | ﹤0.01% | 4967 |
|
|
2022
Q4 | $163K | Hold |
3,500
| – | – | ﹤0.01% | 4483 |
|
|
2022
Q3 | $149K | Buy |
+3,500
| New | +$153K | ﹤0.01% | 4997 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$8K | – | 10021 |
|
|
2022
Q1 | $8K | Buy |
+200
| New | +$7.83K | ﹤0.01% | 9033 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | -$6K | – | 10068 |
|
|
2021
Q1 | $6K | Buy |
+2
| New | +$59 | ﹤0.01% | 8126 |
|
|
2020
Q4 | – | Sell |
-13
| Closed | -$29K | – | 8372 |
|
|
2020
Q3 | $29K | Buy |
13
+4
| +44% | +$95 | ﹤0.01% | 6096 |
|
|
2020
Q2 | $21K | Buy |
9
+6
| +200% | +$136 | ﹤0.01% | 6172 |
|
|
2020
Q1 | $6K | Buy |
+3
| New | +$76 | ﹤0.01% | 6732 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$37K | – | 7045 |
|
|
2018
Q3 | $37K | Buy |
16
+5
| +45% | +$116 | ﹤0.01% | 5444 |
|
|
2018
Q2 | $25K | Buy |
+11
| New | +$222 | ﹤0.01% | 5677 |
|
|
2015
Q3 | – | Sell |
-25
| Closed | -$1K | – | 5538 |
|
|
2015
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 4577 |
|
|
2015
Q1 | $2K | Buy |
+25
| New | +$219 | ﹤0.01% | 4055 |
|
Other funds holding CBZ
2C
VCM
VPM
Simplex Trading's CBZ Position: Q1 2026 in Review
Simplex Trading increased its CBIZ (CBZ) stake by 1,794% in Q1 2026, buying an estimated $223K and bringing the position to 6,687 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #4427.
Simplex Trading first reported a position in CBZ in Q4 2015 and has held it in 20 quarters since. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.
- Simplex Trading held 6,687 shares of CBIZ worth $180K as of Q1 2026.
- Simplex Trading bought 6,334 CBIZ shares in Q1 2026, an estimated $223K.
- CBIZ made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4427 holding.
- Simplex Trading first reported a position in CBIZ in Q4 2015 and has held it in 20 quarters since.
- 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.