Position in CBZ
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,611,083
+$2,683,913 QoQ
Shares Held
134,491
+668.2% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
6 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, 2026Edgestream Partners, L.P. holds $27,765,090 across 8 Specialty Business Services names. CBZ ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
342,469 | $11,369,970 | |
| 2 | MMS |
Maximus, Inc.
|
63,336 | $4,059,837 | |
| 3 | CTAS |
Cintas Corp
|
22,022 | $3,724,801 | |
| 4 | CBZ |
CBIZ, Inc.
This page
|
134,491 | $3,611,083 | |
| 5 | ABM |
Abm Industries Inc /De/
|
69,051 | $2,659,844 | |
| 6 | DLB |
Dolby Laboratories, Inc.
|
22,376 | $1,343,902 | |
| 7 | GPN |
Global Payments Inc
|
13,300 | $895,090 | |
| 8 | LZ |
Legalzoom.Com, Inc.
|
17,736 | $100,563 |
All Filings in CBZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,611,083 | 134,491 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $927,170 | 17,507 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $7,122,108 | 105,842 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,293,757 | 84,936 | Shares | Sole | 2024-08-09 | |
| 2023-09-30 | $733,658 | 14,136 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,311,819 | 43,390 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||