Voloridge Investment Management
CBZ icon

Voloridge Investment Management’s CBIZ CBZ Stock Holding History

Voloridge Investment 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
Q1 		– Sell
-35,584
Closed -$1.8M – 1042
2025
Q4 		$1.8M Sell
35,584
-3,739
-10% -$197K 0.01% 933
2025
Q3 		$2.08M Buy
39,323
+12,302
+46% +$793K 0.01% 934
2025
Q2 		$1.94M Buy
+27,021
New +$1.95M 0.01% 955
2025
Q1 		– Sell
-42,118
Closed -$3.45M – 1187
2024
Q4 		$3.45M Buy
42,118
+17,685
+72% +$1.32M 0.01% 856
2024
Q3 		$1.64M Buy
24,433
+12,829
+111% +$932K 0.01% 967
2024
Q2 		$860K Buy
+11,604
New +$877K ﹤0.01% 1073
2024
Q1 		– Sell
-46,392
Closed -$2.9M – 1162
2023
Q4 		$2.9M Buy
46,392
+28,745
+163% +$1.62M 0.01% 741
2023
Q3 		$916K Sell
17,647
-29,711
-63% -$1.6M ﹤0.01% 1114
2023
Q2 		$2.52M Buy
47,358
+499
+1% +$25.7K 0.01% 919
2023
Q1 		$2.32M Sell
46,859
-36,845
-44% -$1.77M 0.01% 938
2022
Q4 		$3.92M Buy
83,704
+26,490
+46% +$1.26M 0.02% 742
2022
Q3 		$2.45M Buy
57,214
+48,070
+526% +$2.1M 0.01% 925
2022
Q2 		$365K Buy
+9,144
New +$369K ﹤0.01% 1333
2021
Q1 		– Sell
-59,034
Closed -$1.57M – 1414
2020
Q4 		$1.57M Buy
+59,034
New +$1.45M 0.01% 819
2020
Q1 		– Sell
-19,825
Closed -$534K – 1115
2019
Q4 		$534K Buy
+19,825
New +$516K 0.01% 802

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Voloridge Investment Management's CBZ Position: Q1 2026 in Review

Voloridge Investment Management sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 35,584 shares — an estimated $1.8M sold.

Voloridge Investment Management first reported a position in CBZ in Q4 2019 and held it in 15 quarters. The position peaked at $3.92M in Q4 2022. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Voloridge Investment Management reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Voloridge Investment Management sold 35,584 CBIZ shares in Q1 2026, an estimated $1.8M.
  • Voloridge Investment Management first reported a position in CBIZ in Q4 2019 and held it in 15 quarters.
  • Voloridge Investment Management's CBIZ position peaked at $3.92M in Q4 2022.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.