CBZ — CBIZ, Inc.Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.
- Congress trades
- 7
- all time
- Members · 12m
- 2
- 1 buys · 2 sells · by trade date
- Latest filing
- 07-02
- 2026-07-02
- Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
- 0
- every row filed inside 45 days
- 13F holders
- 268
- all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress · disclosure timeline
By trade date · 24 months · 5 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.
Members active in CBZ
12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).| Member | Rows | Net disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point. | Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join. |
|---|---|---|---|
| Josh Gottheimer D–NJ-5 | 2 | −$14.0K to $14.0K | 2 |
| Gilbert Ray Cisneros, Jr. D–CA-31 | 1 | −$15.0K to −$1.0K | 2 |
2 members
| Filed | Member | Side · Owner | Traded · Lag | Amount | Range · Flags | Src |
|---|---|---|---|---|---|---|
| 2026-07-02 | Gilbert Ray Cisneros, Jr. D–CA-31 | SELL | Traded 06-30 +2d | $1K–$15K | ||
| 2026-05-19 | Josh Gottheimer D–NJ-5 | BUY JT (jointly owned) | Traded 04-06 +43d | $1K–$15K | ||
| 2026-04-08 | Josh Gottheimer D–NJ-5 | SELL JT (jointly owned) | Traded 03-05 +34d | $1K–$15K | ||
| 2025-05-14 | Josh Gottheimer D–NJ-5 | SELL partial · JT (partial sale, jointly owned) | Traded 04-09 +35d | $1K–$15K | ||
| 2025-04-07 | Gilbert Ray Cisneros, Jr. D–CA-31 | BUY | Traded 03-24 +14d | $1K–$15K | ||
| 2024-04-07 | Josh Gottheimer D–NJ-5 | SELL partial · JT (partial sale, jointly owned) | Traded 03-07 +31d | $1K–$15K | ||
| 2023-03-17 | Josh Gottheimer D–NJ-5 | BUY JT (jointly owned) | Traded 02-23 +22d | $1K–$15K |
13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only
| # | Filer | Value | Securities | Flags | derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§ |
|---|---|---|---|---|---|
| 1 | FMR LLC | $202M | 1 | derived ·§ EDGAR ↗ | |
| 2 | BlackRock, Inc. | $102M | 1 | derived ·§ EDGAR ↗ | |
| 3 | BANK OF MONTREAL /CAN/ | $94.2M | 1 | derived ·§ EDGAR ↗ | |
| 4 | 22C Capital LLC | $86.0M | 1 | derived ·§ EDGAR ↗ | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $57.6M | 1 | derived ·§ EDGAR ↗ | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $55.7M | 1 | derived ·§ EDGAR ↗ | |
| 7 | MORGAN STANLEY | $53.9M | 1 | derived ·§ EDGAR ↗ | |
| 8 | ALLIANCEBERNSTEIN L.P. | $45.5M | 1 | derived ·§ EDGAR ↗ | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $31.1M | 1 | derived ·§ EDGAR ↗ | |
| 10 | STATE STREET CORP | $30.9M | 1 | derived ·§ EDGAR ↗ | |
| 11 | P2 Capital Partners, LLC | $30.6M | 1 | derived ·§ EDGAR ↗ | |
| 12 | BloombergSen Inc. | $26.7M | 1 | derived ·§ EDGAR ↗ | |
| 13 | Sunriver Management LLC | $26.0M | 1 | derived ·§ EDGAR ↗ | |
| 14 | ROYCE & ASSOCIATES LP | $22.2M | 1 | derived ·§ EDGAR ↗ | |
| 15 | NORTHERN TRUST CORP | $20.6M | 1 | derived ·§ EDGAR ↗ | |
| 16 | FENIMORE ASSET MANAGEMENT INC | $18.3M | 1 | derived ·§ EDGAR ↗ | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $16.7M | 1 | derived ·§ EDGAR ↗ | |
| 18 | AMERIPRISE FINANCIAL INC | $16.1M | 1 | derived ·§ EDGAR ↗ | |
| 19 | Boston Partners | $15.1M | 1 | derived ·§ EDGAR ↗ | |
| 20 | DIMENSIONAL FUND ADVISORS LP | $14.7M | 1 | derived ·§ EDGAR ↗ | |
| 21 | Allianz Asset Management GmbH | $14.6M | 1 | derived ·§ EDGAR ↗ | |
| 22 | WATERS PARKERSON & CO., LLC | $14.0M | 1 | derived ·§ EDGAR ↗ | |
| 23 | Qube Research & Technologies Ltd | $13.7M | 1 | derived ·§ EDGAR ↗ | |
| 24 | MILLENNIUM MANAGEMENT LLC | $12.5M | 1 | derived ·§ EDGAR ↗ | |
| 25 | BANK OF AMERICA CORP /DE/ | $11.6M | 1 | derived ·§ EDGAR ↗ |
Show all 268 holders
| # | Filer | Value | Securities | Flags | Src·§ |
|---|
All 210 13F filers reporting this share class are listed. Method ↗
Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.
Congress ↔ notable managers · CBZ
Congress · last 90 days
- Buyers
- 0 — —
- Sellers
- 0 — —
filed 2026-07-31 → 2026-10-29 · statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 2 Gotham Asset Management, Caxton Associates $912K held
- Trimming
- 0 — $0 held
by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · CBIZ INC
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-05-15 | Gotham Asset Management 13F | ADD | +18,417 sh |
| 2026-05-14 | Caxton Associates 13F | NEW | +10,278 sh |
2 newest, by filing date · 13F rows are quarter-end snapshots, not trades
Congress vs filers
12 monthsCongress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.