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 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 $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

22C Capital Boca Raton, Florida $86M AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair & Company's CBZ Position: Q1 2026 in Review

William Blair & Company increased its CBIZ (CBZ) stake by 10% in Q1 2026, buying an estimated $540K and bringing the position to 164,674 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #528.

William Blair & Company first reported a position in CBZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $34.6M in Q4 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

William Blair & Company held 164,674 shares of CBIZ worth $4.42M as of Q1 2026.
William Blair & Company bought 15,318 CBIZ shares in Q1 2026, an estimated $540K.
CBIZ made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #528 holding.
William Blair & Company first reported a position in CBIZ in Q3 2023 and has held it in 11 quarters since.
William Blair & Company's CBIZ position peaked at $34.6M in Q4 2024.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.