Cbiz, Inc.: which funds bought and sold

Institutions that bought and sold Cbiz shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 143 institutions that filed 13F reports for both quarters added to or opened positions in Cbiz, and 110 cut or closed them. Together they sold a net 1.2M shares, −2.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.1M shares (−13.1%); index fund managers were net buyers of 1.6M shares (+13.4%). 40 opened a new position and 44 sold out entirely.

Bought, Q2 2026 143 institutions, 40 of them new holders Sold, Q2 2026 110 institutions, 44 of them sold out

Net change, all compared −1.2M shares (−2.4%)

Net change, active managers −2.1M shares (−13.1%), 22 bought, 26 sold

Buyers versus sellers

institutions compared, 297

143 bought 44 110 sold

Active managers and hedge funds 22 bought · 26 sold · −2.1M

Index fund managers 9 bought · 2 sold · +1.6M

Other institutions 112 bought · 82 sold · −807K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+1.2M +30.4%	5.0M	$159M
Dg Capital Management, LLC	+660K New position	660K	$21.2M
FMR LLC Active manager	+536K +7.1%	8.0M	$258M
AQR Capital Management LLC Hedge fund	+464K +188.7%	710K	$22.8M
Dana Investment Advisors, Inc.	+323K New position	323K	$10.4M
Nuveen, LLC	+316K +212.5%	464K	$14.9M
Basswood Capital Management, L.L.C.	+247K +120.5%	451K	$14.5M
Boston Partners Active manager	+217K +38.7%	778K	$25.7M
Russell Investments Group, Ltd.	+204K +270.2%	279K	$8.9M
Engine Capital Management, LP Hedge fund	+202K New position	202K	$6.5M
Vanguard Portfolio Management LLC Index funds	+181K +8.7%	2.3M	$72.3M
Royce & Associates LP Active manager	+167K +20.2%	993K	$31.8M
Gatepass Capital, LLC	+161K +163.7%	259K	$8.3M
Prelude Capital Management, LLC	+158K New position	158K	$5.1M
Silvercrest Asset Management Group LLC	+157K +27.0%	736K	$23.6M
UBS Group AG	+130K +46.0%	412K	$13.2M
First Trust Advisors LP	+127K +204.5%	190K	$6.1M
Creative Planning	+117K +149.4%	195K	$6.3M
Vanguard Capital Management LLC Index funds	+113K +5.3%	2.3M	$72.5M
Federated Hermes, Inc. Active manager	+100K New position	100K	$3.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+536K +7.1%	8.0M	$258M
AQR Capital Management LLC Hedge fund	+464K +188.7%	710K	$22.8M
Boston Partners Active manager	+217K +38.7%	778K	$25.7M
Engine Capital Management, LP Hedge fund	+202K New position	202K	$6.5M
Royce & Associates LP Active manager	+167K +20.2%	993K	$31.8M
Federated Hermes, Inc. Active manager	+100K New position	100K	$3.2M
Tudor Investment Corp Et Al Hedge fund	+57K +36.2%	214K	$6.9M
Marshall Wace, LLP Hedge fund	+54K +271.5%	74K	$2.4M
Algert Global LLC Hedge fund	+42K +126.7%	75K	$2.4M
Edgestream Partners, L.P. Hedge fund	+33K +24.9%	168K	$5.4M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Sunriver Management LLC	−969K Sold out	0	—
Alliancebernstein L.P. Active manager	−850K −94.3%	52K	$1.4M
Morgan Stanley	−516K −25.7%	1.5M	$47.9M
Gw&K Investment Management, LLC	−476K −99.5%	2,326	$75,000
Millennium Management LLC Hedge fund	−465K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−430K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−414K −81.1%	97K	$3.1M
Jane Street Group, LLC	−400K Sold out	0	—
Wellington Management Group LLP Active manager	−311K Sold out	0	—
Handelsbanken Fonder AB	−262K −95.0%	14K	$446,000
Trexquant Investment LP Hedge fund	−246K −73.3%	89K	$2.9M
Bank Of America Corp	−206K −47.9%	224K	$7.2M
Two Sigma Investments, LP Hedge fund	−192K −58.1%	138K	$4.4M
WCM Investment Management, LLC Active manager	−183K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−178K −91.2%	17K	$551,134
Jpmorgan Chase & Co	−177K −79.0%	47K	$1.6M
D. E. Shaw & Co., Inc. Hedge fund	−156K −58.2%	112K	$3.6M
Public Employees Retirement System Of Ohio	−139K −99.3%	975	$31,278
Squarepoint Ops LLC Hedge fund	−116K Sold out	0	—
Deutsche Bank Ag\	−115K −66.5%	58K	$1.9M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Alliancebernstein L.P. Active manager	−850K −94.3%	52K	$1.4M
Millennium Management LLC Hedge fund	−465K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−430K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−414K −81.1%	97K	$3.1M
Wellington Management Group LLP Active manager	−311K Sold out	0	—
Trexquant Investment LP Hedge fund	−246K −73.3%	89K	$2.9M
Two Sigma Investments, LP Hedge fund	−192K −58.1%	138K	$4.4M
WCM Investment Management, LLC Active manager	−183K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−178K −91.2%	17K	$551,134
D. E. Shaw & Co., Inc. Hedge fund	−156K −58.2%	112K	$3.6M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Dg Capital Management, LLC	660K	$21.2M
Dana Investment Advisors, Inc.	323K	$10.4M
Engine Capital Management, LPHedge fund	202K	$6.5M
Prelude Capital Management, LLC	158K	$5.1M
Federated Hermes, Inc.Active manager	100K	$3.2M
Picton Mahoney Asset Management	73K	$2.3M
HSBC Holdings PLC	41K	$1.3M
Mariner, LLC	40K	$1.3M
Janney Montgomery Scott LLC	24K	$772,000
Quadrature Capital LtdHedge fund	20K	$640,638

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Sunriver Management LLC	969K	$26M
Millennium Management LLCHedge fund	465K	$12.5M
Point72 Asset Management, L.P.Hedge fund	430K	$11.5M
Jane Street Group, LLC	400K	$10.7M
Wellington Management Group LLPActive manager	311K	$8.3M
WCM Investment Management, LLCActive manager	183K	$5M
Squarepoint Ops LLCHedge fund	116K	$3.1M
Aquatic Capital Management LLC	64K	$1.7M
Exoduspoint Capital Management, LPHedge fund	61K	$1.6M
Boothbay Fund Management, LLCHedge fund	59K	$1.6M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 258
Ten largest holders: 57.4%
Index fund managers: 27.0%
Active managers and hedge funds: 26.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	22	26	7	13	−2.1M	−13.1%
Index fund managers	9	2	1	0	+1.6M	+13.4%
Other institutions	112	82	32	31	−807K	−3.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Cbiz.

Only managers that filed a holdings report for both quarters are compared (297 here). 10 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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