Position in CBZ
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,116,906
-$897,713 QoQ
Shares Held
41,598
+4.2% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $543,522,764 across 22 Specialty Business Services names. CBZ ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
852,980 | $144,273,037 | |
| 2 | RTO |
Rentokil Initial PLC /Fi
|
2,415,477 | $76,039,215 | |
| 3 | CPRT |
Copart Inc
|
2,164,198 | $71,851,373 | |
| 4 | RELX |
Relx PLC
|
1,621,756 | $53,761,211 | |
| 5 | ULS |
UL Solutions Inc.
|
447,937 | $38,392,680 | |
| 6 | UNF |
Unifirst Corp
|
125,071 | $31,466,612 | |
| 7 | TRI |
Thomson Reuters Corp /Can/
|
342,444 | $30,813,111 | |
| 8 | RBA |
Rb Global Inc.
|
308,119 | $29,533,206 |
All Filings in CBZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,116,906 | 41,598 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,014,619 | 39,933 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,461,668 | 84,246 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,471,186 | 76,296 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,931,796 | 78,194 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,134,304 | 74,964 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,765,410 | 70,819 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,169,788 | 83,263 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,297,471 | 42,006 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,537,023 | 40,534 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,969,760 | 37,953 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,243,928 | 23,347 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,149,751 | 23,232 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $984,740 | 21,019 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $719,645 | 16,822 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $709,170 | 17,747 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $744,128 | 17,730 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $793,001 | 20,271 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $652,944 | 20,190 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $663,232 | 20,239 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $676,551 | 20,715 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $512,455 | 19,258 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $423,643 | 18,524 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $403,319 | 16,826 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $348,506 | 16,659 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||