Position in CBZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,841,468
-$26,460,746 QoQ
Shares Held
478,267
-38.6% QoQ
Ownership
0.868%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 3%
None 0%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026GW&K Investment Management, LLC holds $29,206,977 across 8 Specialty Business Services names. CBZ ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRI |
Thomson Reuters Corp /Can/
|
174,957 | $15,742,630 | |
| 2 | CBZ |
CBIZ, Inc.
This page
|
478,267 | $12,841,468 | |
| 3 | CPRT |
Copart Inc
|
13,259 | $440,198 | |
| 4 | CTAS |
Cintas Corp
|
398 | $67,317 | |
| 5 | RTO |
Rentokil Initial PLC /Fi
|
2,016 | $63,463 | |
| 6 | RBA |
Rb Global Inc.
|
267 | $25,591 | |
| 7 | GPN |
Global Payments Inc
|
222 | $14,940 | |
| 8 | RELX |
Relx PLC
|
343 | $11,370 |
All Filings in CBZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,841,468 | 478,267 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $39,302,214 | 779,033 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $40,113,491 | 757,430 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $55,185,146 | 769,560 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $67,782,122 | 893,516 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $66,667,309 | 814,705 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $55,058,561 | 818,228 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $62,223,918 | 839,729 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $68,708,224 | 875,264 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $69,175,093 | 1,105,210 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $53,285,470 | 1,026,695 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $51,055,239 | 958,244 | Shares | Other | 2023-08-09 | |
| 2023-03-31 | $47,000,058 | 949,688 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $16,132,610 | 344,346 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,724,578 | 227,316 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,796,034 | 245,146 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $10,699,663 | 254,936 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $10,248,892 | 261,986 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,911,157 | 275,546 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,834,309 | 300,101 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,985,745 | 275,130 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,838,241 | 294,560 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,590,521 | 156,997 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,942,393 | 164,472 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,374,936 | 209,127 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||