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Summit Creek Advisors’s CBIZ CBZ Stock Holding History

Summit Creek Advisors’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 		$3.96M Sell
123,551
-111,081
-47% -$3.45M 1.35% 40
2026
Q1 		$6.3M Sell
234,632
-29,548
-11% -$1.04M 1.29% 40
2025
Q4 		$13.3M Sell
264,180
-20,105
-7% -$1.06M 2.1% 21
2025
Q3 		$15.1M Sell
284,285
-22,033
-7% -$1.42M 2.19% 22
2025
Q2 		$22M Buy
306,318
+2,228
+0.7% +$161K 3.06% 2
2025
Q1 		$23.1M Buy
304,090
+14
+0% +$1.13K 3.37% 2
2024
Q4 		$24.9M Buy
304,076
+50,435
+20% +$3.77M 3.27% 5
2024
Q3 		$17.1M Buy
253,641
+36,873
+17% +$2.68M 2.32% 18
2024
Q2 		$16.1M Buy
216,768
+110,153
+103% +$8.32M 2.2% 21
2024
Q1 		$8.37M Buy
106,615
+23,632
+28% +$1.64M 1.06% 45
2023
Q4 		$5.19M Buy
+82,983
New +$4.69M 0.7% 49

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

Summit Creek Advisors's CBZ Position: Q2 2026 in Review

Summit Creek Advisors reduced its CBIZ (CBZ) stake by 47% in Q2 2026, selling an estimated $3.45M and leaving 123,551 shares worth $3.96M. The position accounts for 1.35% of the portfolio, ranked #40.

Summit Creek Advisors first reported a position in CBZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.9M in Q4 2024. 259 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Summit Creek Advisors held 123,551 shares of CBIZ worth $3.96M as of Q2 2026.
  • Summit Creek Advisors sold 111,081 CBIZ shares in Q2 2026, an estimated $3.45M.
  • CBIZ made up 1.35% of Summit Creek Advisors's portfolio in Q2 2026, its #40 holding.
  • Summit Creek Advisors first reported a position in CBIZ in Q4 2023 and has held it in 11 quarters since.
  • Summit Creek Advisors's CBIZ position peaked at $24.9M in Q4 2024.
  • 259 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Summit Creek Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.