CBZ — CBIZ INC

Ownership history in Edgestream Partners, L.P.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Edgestream Partners, L.P. reported a position in CBIZ INC (CBZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.31% (2024 Q3)
Avg. % of fund
0.18%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 17,507 -88,335 -83.5% 0.03% $927K $52.96
2024 Q3 ADDED 105,842 +20,906 +24.6% 0.31% $7.1M $67.29
2024 Q2 ADDED 84,936 +70,800 +500.8% 0.30% $6.3M $74.10
2023 Q3 REDUCED 14,136 -29,254 -67.4% 0.06% $734K $51.90
2023 Q2 INITIATED 43,390 — — 0.21% $2.3M $53.28
% of Fund (quarterly)    CBZ price (monthly, adj. close)

Other funds also holding CBZ

As of 2025 Q4 — sorted by position size

22C Capital LLC 100.0% P2 Capital Partners, LLC 3Y 7Y 22.92% Sunriver Management LLC 3Y 7Y 5.23% BloombergSen Inc. 3Y 7Y 3.79% Summit Creek Advisors LLC 3Y 7Y 2.1% Premier Fund Managers Ltd 3Y 7Y 1.82% Bridge City Capital, LLC 3Y 7Y 1.34% Advantage Alpha Capital Partners LP 3Y 1.25% Taylor Frigon Capital Management LLC 3Y 7Y 1.15% WATERS PARKERSON & CO., LLC 3Y 7Y 1.08%
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