CBZ
CBIZ, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $68 | $31 | -55% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $68 | $31 | -55% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $68 | $31 | -55% |
| Citadel Advisors | Q4 2024(8Q snapshot) | 6Q | $78 | $31 | -60% |
| Millennium Management re-entered | Q4 2024(8Q snapshot) | 6Q | $78 | $31 | -60% |
| Point72 Asset Management re-entered | Q4 2024(8Q snapshot) | 6Q | $78 | $31 | -60% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at CBIZ, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 19, 2026 — the most recent Form 4 on file — not from today.
- Form 40000944148-26-000086May 19, 2026
- Form 40000944148-26-000084May 19, 2026
- Form 40000944148-26-000082May 19, 2026
- Form 40000944148-26-000080May 19, 2026
- Form 40000944148-26-000078May 19, 2026
- Form 40000944148-26-000076May 19, 2026
- Form 40000944148-26-000074May 19, 2026
- Form 40000944148-26-000063Mar 19, 2026
- Form 40000944148-26-000061Mar 17, 2026
- Form 40000944148-26-000059Mar 17, 2026
- Form 40000944148-26-000057Mar 17, 2026
- Form 40000944148-26-000055Mar 11, 2026
- Form 40000944148-26-000053Mar 10, 2026
- Form 40000944148-26-000051Mar 10, 2026
- Form 40000944148-26-000049Mar 10, 2026
Fundamentals
XBRL · CBIZ, Inc.Annual figures sourced directly from CBIZ, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for CBIZ, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 15, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 29, 2026
- DEF 14AProxy statementApr 2, 2026
- 10-K/AAnnual report (amended)Mar 2, 2026
- 10-KAnnual reportFeb 26, 2026
- 8-KMaterial eventFeb 25, 2026
- 8-KMaterial eventFeb 17, 2026
- 8-KMaterial eventJan 14, 2026
- 8-KMaterial eventNov 17, 2025
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 29, 2025
- 10-QQuarterly reportJul 31, 2025
- 8-KMaterial eventJul 30, 2025
- 8-KMaterial eventMay 16, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $29 | $31 | +7% |
| Point72 Asset Management | Q2 2026 | open | $29 | $31 | +7% |
| D.E. Shaw | Q1 2026 | open | $28 | $31 | +10% |
| Millennium Management | Q4 2025 | open | $51 | $31 | -40% |
| Millennium Management | Q2 2025 | Q3 2025 | $73 | $63 | -14% |
| Citadel Advisors | Q4 2024 | open | $78 | $31 | -60% |
| Millennium Management | Q4 2024 | Q1 2025 | $78 | $87 | +11% |
| Point72 Asset Management | Q4 2024 | Q1 2025 | $78 | $87 | +11% |
| Two Sigma Investments | Q3 2024 | Q3 2025 | $68 | $63 | -8% |
| D.E. Shaw | Q3 2024 | Q4 2024 | $68 | $78 | +15% |
| AQR Capital Management | Q3 2024 | open | $68 | $31 | -55% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.