Granite Investment Partners, LLC CBZ CBIZ INC

Ownership history in Granite Investment Partners, LLC  ·  35 quarters on record

AI Ownership Summary

Granite Investment Partners, LLC reported CBIZ INC (CBZ) in 35 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.08% in 2025 Q1. The latest visible filing shows CBZ at 0.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Granite Investment Partners, LLC's position in CBIZ INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CBZ was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.08% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Granite Investment Partners, LLC held CBZ — position size vs. price
% of Fund (quarterly)    CBZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 302,969 +6,792 +2.3% 0.91% $15.3M 2026-02-12 $28.04
2025 Q3 REDUCED 31.8% -0.1% 296,177 -137,812 -31.8% 0.89% $15.7M 2025-11-10 $51.75
2025 Q2 REDUCED 19.4% -25.0% 433,989 -104,303 -19.4% 1.52% $31.1M 2025-08-13 $65.03
2025 Q1 REDUCED 538,292 -22,957 -4.1% 2.08% $40.8M 2025-05-13 $73.83
2024 Q4 REDUCED 561,249 -23,129 -4.0% 1.99% $45.9M 2025-02-13 $87.83
2024 Q3 ADDED 584,378 +3,476 +0.6% 1.68% $39.3M 2024-11-12 $78.02
2024 Q2 REDUCED 11.4% -9.2% 580,902 -74,627 -11.4% 1.78% $43.0M 2024-08-12 $68.78
2024 Q1 REDUCED 655,529 -24,781 -3.6% 1.96% $51.5M 2024-05-13 $76.68
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CBZ

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.01%

FAQ About Granite Investment Partners, LLC and CBZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Granite Investment Partners, LLC reported owning CBZ?

Granite Investment Partners, LLC reported CBZ across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CBZ position in Granite Investment Partners, LLC's portfolio?

The largest reported portfolio weight for CBZ was 2.08% in 2025 Q1.

What is the latest reported CBZ position on this page?

The most recent filing on this page is 2025 Q4, when Granite Investment Partners, LLC reported 302,969 shares, equal to 0.91% of portfolio, with an estimated market value of $15.3M.

What does the chart on this CBZ ownership page compare?

The chart compares Granite Investment Partners, LLC's quarterly CBZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Granite Investment Partners, LLC time their CBZ position?

Based on 13F filing dates vs. subsequent CBZ price moves, Granite Investment Partners, LLC correctly timed 18 out of 34 reported position changes (53%). The annualised alpha on CBZ relative to SPY over the holding period was -5.9%.

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