Follow-The-Filings

Security

CBZ

Cbiz Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

10 owners 1 new 2 exits max 0.0% (Israel Englander - Millen...)

grid → activity →
owners 10
max % 0.0%
tracked value $287M
qoq N 1 A 5 R 3 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 464,648 $12M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 429,664 $12M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 4,837,727 $244M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 268,219 $7M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 245,803 $7M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 103,645 $3M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 54,871 $1M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 23,705 $636 hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 20,022 $538 hist
Ancora Advisors LLC 2026 Q1 0.0% — 500 $13 hist
Henry Ellenbogen - Durable Capital Partners LP exited 2026 Q1 last 2025 Q4 0.8% Exit -0.78 pp 1,631,969 $82M hist
Norges Bank exited 2025 Q4 last 2025 Q2 0.0% Exit 0.00 pp 25,689 $2M hist

10 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.59B $1.81B $2.76B
Gross profit $223.2M $182.47M $355.39M
Gross margin * 14.0% 10.1% 12.9%
Net income $120.97M $41.04M $115.44M
Net margin * 7.6% 2.3% 4.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $612.68M $835.73M $899.25M
Total non-current assets $1.43B $3.64B $3.51B
Total assets $2.04B $4.47B $4.41B
Total current liabilities $511.92M $705.8M $735.59M
Total non-current liabilities $740.05M $1.99B $1.91B
Total equity $791.62M $1.78B $1.76B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $153.51M $123.69M $192.48M
Cash from investing -$79.39M -$1.13B -$15.85M
Cash from financing -$77.11M $1.04B -$145.71M
Net change in cash -$3M $30.02M $30.92M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders