Position in CBZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,963,516
-$2,336,353 QoQ
Shares Held
123,551
-47.3% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
3.12%
of 13F equity value
Holder Rank
#56
of 260 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Summit Creek Advisors LLC holds $8,320,922 across 2 Specialty Business Services names. CBZ ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRNS |
Transcat Inc
|
46,970 | $4,357,406 | |
| 2 | CBZ |
CBIZ, Inc.
This page
|
123,551 | $3,963,516 |
All Filings in CBZ
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,963,516 | 123,551 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,299,869 | 234,632 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,327,881 | 264,180 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,055,733 | 284,285 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $21,966,063 | 306,318 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $23,068,267 | 304,090 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $24,882,539 | 304,076 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $17,067,502 | 253,641 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $16,062,508 | 216,768 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $8,369,277 | 106,615 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,193,905 | 82,983 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||