Steven Cohen’s CBIZ CBZ Stock Holding History

Steven Cohen’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	-429,664	Closed	-$11.5M	–	4059
2026 Q1	$11.5M	Buy	+429,664	New	+$15.2M	0.01%	1146
2024 Q4	–	Sell	-11,267	Closed	-$758K	–	2112
2024 Q3	$758K	Buy	+11,267	New	+$819K	﹤0.01%	1503
2023 Q4	–	Sell	-2,700	Closed	-$140K	–	2222
2023 Q3	$140K	Buy	+2,700	New	+$146K	﹤0.01%	1871

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Steven Cohen's CBZ Position: Q2 2026 in Review

Steven Cohen sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 429,664 shares — an estimated $11.5M sold.

Steven Cohen first reported a position in CBZ in Q3 2023 and held it in 3 quarters. The position peaked at $11.5M in Q1 2026. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Steven Cohen reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
Steven Cohen sold 429,664 CBIZ shares in Q2 2026, an estimated $11.5M.
Steven Cohen first reported a position in CBIZ in Q3 2023 and held it in 3 quarters.
Steven Cohen's CBIZ position peaked at $11.5M in Q1 2026.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.