Position in CBZ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,537,242
+$1,081,074 QoQ
Shares Held
57,253
+533.2% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026Pathstone Holdings, LLC holds $43,057,460 across 19 Specialty Business Services names. CBZ ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RELX |
Relx PLC
|
446,908 | $14,814,999 | |
| 2 | CTAS |
Cintas Corp
|
45,086 | $7,625,844 | |
| 3 | GPN |
Global Payments Inc
|
65,861 | $4,432,445 | |
| 4 | CPRT |
Copart Inc
|
104,485 | $3,468,901 | |
| 5 | ABM |
Abm Industries Inc /De/
|
44,352 | $1,708,439 | |
| 6 | CBZ |
CBIZ, Inc.
This page
|
57,253 | $1,537,242 | |
| 7 | RBA |
Rb Global Inc.
|
12,115 | $1,161,222 | |
| 8 | BKSY |
BlackSky Technology Inc.
|
43,915 | $1,104,901 |
All Filings in CBZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,537,242 | 57,253 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $456,168 | 9,042 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $900,319 | 17,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,083,533 | 29,055 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,442,843 | 32,202 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,270,208 | 27,743 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,591,071 | 23,645 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,535,203 | 20,718 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,526,197 | 19,442 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $282,217 | 4,509 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||