13FPulse
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CB

CBZ CBIZ INC

2026Q2 · CUSIP 124805102 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
255
Institutions that reported holding it to the SEC
Net decrease in holders
6
Last quarter 261 → now 255
How unusual is that
Bottom 20%
Stronger than only 19% of US stocks
What the filings say, in one paragraph

255 funds held CBZ at the end of 2026Q2, down 6 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, the P/E is 26.4x, return on equity is 6.5%. CBZ has had 6 buying rushes in its history, and the price moved +14.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=100 2013Q4: holders=113 2014Q1: holders=118 2014Q2: holders=106 2014Q3: holders=101 2014Q4: holders=103 2015Q1: holders=117 2015Q2: holders=121 2015Q3: holders=121 2015Q4: holders=134 2016Q1: holders=134 2016Q2: holders=126 2016Q3: holders=130 2016Q4: holders=121 2017Q1: holders=117 2017Q2: holders=128 2017Q3: holders=126 2017Q4: holders=138 2018Q1: holders=132 2018Q2: holders=142 2018Q3: holders=152 2018Q4: holders=147 2019Q1: holders=143 2019Q2: holders=137 2019Q3: holders=140 2019Q4: holders=160 2020Q1: holders=152 2020Q2: holders=155 2020Q3: holders=161 2020Q4: holders=165 2021Q1: holders=165 2021Q2: holders=167 2021Q3: holders=159 2021Q4: holders=169 2022Q1: holders=172 2022Q2: holders=186 2022Q3: holders=208 2022Q4: holders=228 2023Q1: holders=228 2023Q2: holders=232 2023Q3: holders=242 2023Q4: holders=260 2024Q1: holders=268 2024Q2: holders=276 2024Q3: holders=285 2024Q4: holders=285 2025Q1: holders=289 2025Q2: holders=277 2025Q3: holders=263 2025Q4: holders=265 2026Q1: holders=261 2026Q2: holders=255 -22 -11 +0 +11 +22 90197304 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2023Q3 Top 20% +26.8% +38.0%
2022Q4 Top 20% +6.4% +13.2%
2022Q3 Top 5% +4.5% +5.4%
2022Q2 Top 10% +1.2% -0.2%
2017Q2 Top 20% +1.7% +20.1%
2015Q1 Top 20% +5.6% +9.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
138
Change in large funds
+7
Total value they hold
$1.6B
Funds buying for the first time
46
Funds that sold out entirely
52
Price change that quarter
+76.3%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
26.4
EPS (TTM)
$2.06
EPS YoY
+44.1%
Revenue (TTM)
—
Revenue YoY
—
Net margin
—
ROE
6.5%
Debt ratio
59.2%
FCF (TTM)
$274M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.41 2021-12-31: EPS -0.17 2022-03-31: EPS 1.10 2022-06-30: EPS 0.60 2022-09-30: EPS 0.53 2022-12-31: EPS -0.22 2023-03-31: EPS 1.44 2023-06-30: EPS 0.53 2023-09-30: EPS 0.67 2023-12-31: EPS -0.25 2024-03-31: EPS 1.53 2024-06-30: EPS 0.39 2024-09-30: EPS 0.70 2024-12-31: EPS -1.84 2025-03-31: EPS 1.91 2025-06-30: EPS 0.66 2025-09-30: EPS 0.48 2025-12-31: EPS -1.22 2026-03-31: EPS 2.49 2026-06-30: EPS 0.31 -2.02 0.36 2.74 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 26 11 64 117 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-93M24M142M 20162017201820192020202120222023202420252026
Latest quarter $142M (2025-12-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.