Sunriver Management’s CBIZ CBZ Stock Holding History

Sunriver Management’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	-968,631	Closed	-$26M	–	22
2026 Q1	$26M	Sell	968,631 -20,718	-2%	-$731K	4.4%	12
2025 Q4	$49.9M	Buy	989,349 +392,587	+66%	+$20.6M	5.23%	6
2025 Q3	$31.6M	Buy	+596,762	New	+$38.5M	3.44%	18

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

Sunriver Management's CBZ Position: Q2 2026 in Review

Sunriver Management sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 968,631 shares — an estimated $26M sold.

Sunriver Management first reported a position in CBZ in Q3 2025 and held it in 3 quarters. The position peaked at $49.9M in Q4 2025. 259 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Sunriver Management reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
Sunriver Management sold 968,631 CBIZ shares in Q2 2026, an estimated $26M.
Sunriver Management first reported a position in CBIZ in Q3 2025 and held it in 3 quarters.
Sunriver Management's CBIZ position peaked at $49.9M in Q4 2025.
259 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Sunriver Management's 13F filing for Q2 2026, filed 13 Aug 2026.