Squarepoint
CBZ icon

Squarepoint’s CBIZ CBZ Stock Holding History

Squarepoint’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 		– Sell
-115,708
Closed -$3.11M – 4455
2026
Q1 		$3.11M Buy
+115,708
New +$4.08M ﹤0.01% 1863
2025
Q4 		– Sell
-183,420
Closed -$9.71M – 4319
2025
Q3 		$9.71M Buy
+183,420
New +$11.8M 0.01% 1087
2025
Q1 		– Sell
-10,498
Closed -$859K – 4653
2024
Q4 		$859K Sell
10,498
-75,484
-88% -$5.64M ﹤0.01% 3204
2024
Q3 		$5.79M Buy
+85,982
New +$6.25M 0.01% 1322
2022
Q4 		– Sell
-13,245
Closed -$567K – 3210
2022
Q3 		$567K Buy
+13,245
New +$579K ﹤0.01% 2142
2022
Q1 		– Sell
-7,829
Closed -$306K – 2878
2021
Q4 		$306K Buy
+7,829
New +$292K ﹤0.01% 2439
2021
Q2 		– Sell
-20,537
Closed -$671K – 3262
2021
Q1 		$671K Sell
20,537
-12,993
-39% -$383K ﹤0.01% 1807
2020
Q4 		$892K Buy
+33,530
New +$825K 0.01% 1419
2020
Q1 		– Sell
-33,348
Closed -$899K – 1927
2019
Q4 		$899K Sell
33,348
-21,035
-39% -$547K 0.01% 1395
2019
Q3 		$1.28M Buy
54,383
+11,646
+27% +$262K 0.01% 1065
2019
Q2 		$837K Buy
42,737
+21,491
+101% +$431K 0.01% 1366
2019
Q1 		$430K Sell
21,246
-3,128
-13% -$63.2K ﹤0.01% 1568
2018
Q4 		$480K Buy
24,374
+7,492
+44% +$160K 0.01% 1271
2018
Q3 		$400K Buy
16,882
+6,082
+56% +$141K ﹤0.01% 1401
2018
Q2 		$248K Sell
10,800
-515
-5% -$10.4K ﹤0.01% 1463
2018
Q1 		$206K Sell
11,315
-5,195
-31% -$90.4K ﹤0.01% 1478
2017
Q4 		$255K Buy
+16,510
New +$260K ﹤0.01% 1633
2017
Q3 		– Sell
-14,309
Closed -$215K – 1632
2017
Q2 		$215K Buy
+14,309
New +$214K ﹤0.01% 1277

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

Squarepoint's CBZ Position: Q2 2026 in Review

Squarepoint sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 115,708 shares — an estimated $3.11M sold.

Squarepoint first reported a position in CBZ in Q2 2017 and held it in 18 quarters. The position peaked at $9.71M in Q3 2025. 261 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Squarepoint reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • Squarepoint sold 115,708 CBIZ shares in Q2 2026, an estimated $3.11M.
  • Squarepoint first reported a position in CBIZ in Q2 2017 and held it in 18 quarters.
  • Squarepoint's CBIZ position peaked at $9.71M in Q3 2025.
  • 261 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.