William Blair Investment Management
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William Blair Investment Management’s CBIZ CBZ Stock Holding History

William Blair 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
2025
Q4 		– Sell
-15,257
Closed -$808K – 420
2025
Q3 		$808K Sell
15,257
-287,889
-95% -$18.6M ﹤0.01% 361
2025
Q2 		$21.7M Buy
+303,146
New +$21.9M 0.06% 274
2024
Q2 		– Sell
-329,557
Closed -$25.9M – 419
2024
Q1 		$25.9M Sell
329,557
-253,645
-43% -$17.6M 0.07% 275
2023
Q4 		$36.5M Sell
583,202
-8,789
-1% -$496K 0.11% 189
2023
Q3 		$30.7M Sell
591,991
-160,160
-21% -$8.63M 0.1% 211
2023
Q2 		$40.1M Buy
752,151
+14,287
+2% +$735K 0.13% 164
2023
Q1 		$36.5M Sell
737,864
-143,641
-16% -$6.92M 0.13% 166
2022
Q4 		$41.3M Sell
881,505
-30,513
-3% -$1.45M 0.16% 133
2022
Q3 		$39M Sell
912,018
-167,535
-16% -$7.33M 0.15% 141
2022
Q2 		$43.1M Sell
1,079,553
-143,041
-12% -$5.78M 0.16% 143
2022
Q1 		$51.3M Sell
1,222,594
-9,140
-0.7% -$358K 0.15% 150
2021
Q4 		$48.2M Sell
1,231,734
-110,554
-8% -$4.12M 0.13% 167
2021
Q3 		$43.4M Buy
1,342,288
+1,339,573
+49,340% +$43.6M 0.12% 197
2021
Q2 		$89K Buy
+2,715
New +$90.7K ﹤0.01% 401

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management's CBZ Position: Q4 2025 in Review

William Blair Investment Management sold out of CBIZ (CBZ) in Q4 2025, closing a stake of 15,257 shares — an estimated $808K sold.

William Blair Investment Management first reported a position in CBZ in Q2 2021 and held it in 14 quarters. The position peaked at $51.3M in Q1 2022. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • William Blair Investment Management reported no remaining CBIZ position as of Q4 2025 after selling out during the quarter.
  • William Blair Investment Management sold 15,257 CBIZ shares in Q4 2025, an estimated $808K.
  • William Blair Investment Management first reported a position in CBIZ in Q2 2021 and held it in 14 quarters.
  • William Blair Investment Management's CBIZ position peaked at $51.3M in Q1 2022.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on William Blair Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.