Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CBIZ INC (CBZ)

250 + Investors. Track Smart Money conviction in CBZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — CBZ

Based on 248 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CBZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
248 funds currently hold this stock — 92% of the 3.0-year high of 269 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
18 fewer hedge funds hold CBZ compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

120 buying139 selling
Last quarter: 139 funds reduced or exited vs 120 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 40 → 31 → 41 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 17% new
160 out of 248 hedge funds have held CBZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

39 → 40 → 31 → 41 → 43 new funds/Q
New funds entering each quarter: 40 → 31 → 41 → 43. A growing number of institutions are discovering CBZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Of 250 current holders: 165 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
36 of 248 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in CBZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CBZ

In 2025 Q4, 120 hedge funds were net buyers of CBZ (43 opened a new position, 77 added to an existing one), while 139 reduced or exited (100 trimmed, 39 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 55% of total institutional value in CBZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 248.

Hedge Fund Ownership: CBZ

How many hedge funds hold CBZ — quarterly history vs. share price
Quarterly hedge fund ownership of CBZ vs. share price

Market Analysis: CBZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CBZ

Industrials Specialty Business Services

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 3 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: CBZ
2026 Q1 Stats Unlock in 7 days 250 + Investors

Track Smart Money conviction in CBZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 250 244 2.46%
13F Shares 54M 50M 8.37%
Total Value $2.72B $2.66B 2.29%
New Positions 43 41 +2
Increased Positions 77 65 +12
Closed Positions 39 54 -15
Reduced Positions 101 102 -1
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: CBZ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

250 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CBZ. Verified SEC 13F-HR filings.

Top 25 institutional holders of CBZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BloombergSen Inc. 2.03% 994,029 $26.7M
2 Summit Creek Advisors LLC 1.29% 234,632 $6.3M
3 GatePass Capital, LLC 1.23% 98,163 $2.6M
4 WATERS PARKERSON & CO., LLC 0.72% 523,042 $14.0M
5 Taylor Frigon Capital Management LLC 0.69% 45,297 $1.2M
6 Helium Advisors LLC 0.25% 9,800 $263K
7 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.25% 57,645 $1.5M
8 ROYCE & ASSOCIATES LP 0.22% 825,862 $22.2M
9 GENEVA CAPITAL MANAGEMENT LLC 0.20% 353,138 $9.5M
10 CHATHAM CAPITAL GROUP, INC. 0.19% 49,957 $1.3M
11 LETSON INVESTMENT MANAGEMENT, INC. 0.17% 16,020 $430K
12 Chicago Wealth Management, Inc. 0.15% 14,000 $376K
13 MONTRUSCO BOLTON INVESTMENTS INC. 0.14% 340,021 $9.1M
14 Bayforest Capital Ltd 0.13% 4,284 $115K
15 Dodds Wealth, LLC 0.09% 13,542 $364K
16 Valtinson Bruner Financial Planning LLC 0.06% 8,678 $233K
17 Roundview Capital LLC 0.06% 35,477 $953K
18 Smith & Howard Wealth Management, LLC 0.06% 9,616 $258K
19 CLEAR WAVE WEALTH MANAGEMENT LLC 0.05% 8,133 $218K
20 FOX RUN MANAGEMENT, L.L.C. 0.05% 9,581 $259K
21 Inspire Investing, LLC 0.04% 19,204 $516K
22 AlphaQuest LLC 0.03% 11,728 $592K
23 Brooklyn Investment Group 0.03% 35,336 $949K
24 GSA CAPITAL PARTNERS LLP 0.03% 16,584 —
25 Handelsbanken Fonder AB 0.02% 276,000 $7K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CBIZ INC (CBZ)

What does the Smart Money Trend signal show for CBZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CBZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CBZ?

More sellers than buyers — 46% buying: Last quarter: 139 funds reduced or exited vs 120 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CBZ holders?

Elite ownership — 55% AUM from top-100 funds: 36 of 248 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in CBZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CBZ?

65% of holders stayed for 2+ years: 160 out of 248 hedge funds have held CBZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.