William Blair & Company’s CBIZ CBZ Stock Holding History

William Blair & Company’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	$4.3M	Sell	133,891 -30,783	-19%	-$957K	0.01%	559
2026 Q1	$4.42M	Buy	164,674 +15,318	+10%	+$540K	0.01%	528
2025 Q4	$7.54M	Sell	149,356 -203,356	-58%	-$10.7M	0.02%	424
2025 Q3	$18.7M	Sell	352,712 -81,786	-19%	-$5.27M	0.05%	239
2025 Q2	$31.2M	Buy	434,498 +6,893	+2%	+$499K	0.09%	178
2025 Q1	$32.4M	Buy	427,605 +4,739	+1%	+$381K	0.1%	170
2024 Q4	$34.6M	Buy	422,866 +17,024	+4%	+$1.27M	0.1%	172
2024 Q3	$27.3M	Buy	405,842 +100,826	+33%	+$7.33M	0.08%	191
2024 Q2	$22.6M	Buy	305,016 +174,825	+134%	+$13.2M	0.07%	207
2024 Q1	$10.2M	Buy	130,191 +65,968	+103%	+$4.59M	0.03%	328
2023 Q4	$4.02M	Buy	64,223 +5,607	+10%	+$317K	0.01%	513
2023 Q3	$3.04M	Buy	+58,616	New	+$3.16M	0.01%	557

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 $3.38T AUM 44.17% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

William Blair & Company's CBZ Position: Q2 2026 in Review

William Blair & Company reduced its CBIZ (CBZ) stake by 19% in Q2 2026, selling an estimated $957K and leaving 133,891 shares worth $4.3M. The position accounts for 0.01% of the portfolio, ranked #559.

William Blair & Company first reported a position in CBZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $34.6M in Q4 2024. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

William Blair & Company held 133,891 shares of CBIZ worth $4.3M as of Q2 2026.
William Blair & Company sold 30,783 CBIZ shares in Q2 2026, an estimated $957K.
CBIZ made up 0.01% of William Blair & Company's portfolio in Q2 2026, its #559 holding.
William Blair & Company first reported a position in CBIZ in Q3 2023 and has held it in 12 quarters since.
William Blair & Company's CBIZ position peaked at $34.6M in Q4 2024.
260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.