NYSE · CBZ

CBIZ, Inc.

Smart money pulse

What insiders and funds are doing

Mixed Insiders: as of Nov 12 Funds: as of Jun 30, 2026
−1000+100 +9
  • account_balance
    146 funds bought, 101 sold in the quarter ended Jun 30, 2026. 48 were new holders.
  • info
    No real insider sales in 12 months. Planned 10b5-1 sales and tax withholding are left out.

−100 means everyone selling, +100 everyone buying. This is data, not advice.

How the Pulse works

Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then.

Who owns it

262 funds report owning CBZ, down from 263

Holdings as of Jun 30, 2026
New48
Added98
Held64
Trimmed52
Sold out49

Last quarter

Who bought and who sold

Change in shares held, biggest holdings first. Bars stop at ±100%.

Insider trades · last 12 months

Real buys and sales

No open-market buys or sales by officers or directors in the last 12 months. Hidden: 1 gift. Press All filings to see them.

● Open-market buy● Open-market sale
CEOCFOOther officersDirectorsDecJanFebMarAprMayJunJulAugSepOctNovGift · Oct 23 · 91,400 shCode D · Nov 2 · 411,612 shCode D · Nov 2 · 1.1M shCode D · Nov 2 · 397,351 shCode D · Nov 2 · 141,020 sh
CEOCFOOther officersDirectorsJunJulAugSepOctNovGift · Oct 23 · 91,400 shCode D · Nov 2 · 411,612 shCode D · Nov 2 · 1.1M shCode D · Nov 2 · 397,351 shCode D · Nov 2 · 141,020 sh

Last 6 months. A wider screen shows 12.

Showing 0 real trades. Hidden: 1 gift. Those happen on a schedule and say little about what an insider thinks. Bigger dot means a bigger trade.

Showing every filing. Dashed circles are routine: grants, tax withholding, option exercises and planned sales.

Top holders

Biggest funds in CBZ

As of Jun 30, 2026
FundValueChange
FMR LLC$258M+7%
BlackRock, Inc.$159M+30%
Bank of Montreal$111M−2%
22C Capital LLC$103MSame
Vanguard Capital Management LLC$72.5M+5%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K).

This is data, not investment advice. About StockToast