YIH
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Y-Intercept (HK)’s CBIZ CBZ Stock Holding History

Y-Intercept (HK)’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
-73,539
Closed -$3.89M – 1583
2025
Q3 		$3.89M Buy
+73,539
New +$4.74M 0.09% 295
2024
Q4 		– Sell
-7,587
Closed -$511K – 1230
2024
Q3 		$511K Buy
+7,587
New +$551K 0.03% 766
2023
Q4 		– Sell
-7,820
Closed -$406K – 1264
2023
Q3 		$406K Buy
+7,820
New +$421K 0.04% 645
2022
Q4 		– Sell
-4,953
Closed -$212K – 1026
2022
Q3 		$212K Buy
+4,953
New +$217K 0.02% 807

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

Y-Intercept (HK)'s CBZ Position: Q4 2025 in Review

Y-Intercept (HK) sold out of CBIZ (CBZ) in Q4 2025, closing a stake of 73,539 shares — an estimated $3.89M sold.

Y-Intercept (HK) first reported a position in CBZ in Q3 2022 and held it in 4 quarters. The position peaked at $3.89M in Q3 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • Y-Intercept (HK) reported no remaining CBIZ position as of Q4 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 73,539 CBIZ shares in Q4 2025, an estimated $3.89M.
  • Y-Intercept (HK) first reported a position in CBIZ in Q3 2022 and held it in 4 quarters.
  • Y-Intercept (HK)'s CBIZ position peaked at $3.89M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Y-Intercept (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.