WAVEMAN · COMPANY

CBZ · Cbiz, Inc.

LIVE

TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

← ALL COMPANIES

CBZ

Name: CBIZ, Inc. (CBZ) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

CBIZ, Inc.

SOFTWARE & IT · SERVICES-BUSINESS SERVICES, NEC · CIK 0000944148

C-SUITE BUYING · 1CONGRESS · 1☆ WATCH

INSIDER NET · 180D

-$116.0K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

149

13F, latest reported quarter

REVENUE GROWTH

+52.1%

XBRL, annual

NET MARGIN

4.2%

CONVERSIONS · 180D

codes C/M, not in net · $1.2M priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$116.0K over 180 days

more than 68% of Software & IT

CONGRESS

1 member bought in the last year

the lowest in Software & IT

FUNDS

149 funds added or opened last quarter

more than 62% of Software & IT

REVENUE

+52.1% year over year

more than 87% of Software & IT

MARGIN

4.2% net margin

more than 63% of Software & IT

BUYBACKS

$67.5M repurchased, FY to 2026-06-30

below 51% of Software & IT

SHORT

6.2% of shares outstanding short · 1.4 days to cover · settled 2026-07-31

more than 74% of Software & IT

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

149 funds added or opened positions in the latest 13F quarter, of 263 holders.

1 member of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -14.2%

-14.2%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $116.0K sold by insiders over 180 days, 149 funds added last quarter, 1 Congress member(s) bought in 12 months. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, CBIZ, Inc. insiders sold a net $116.0K of stock across 71 Form 4 purchases and sales, with 2 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Lakhia Brad S.

Senior Vice President & CFO

BUY

2026-03-13

12,775.0

$331.8K

YOUNG RODNEY A

Director

BUY

2026-03-13

1,000.0

$26.1K

WILEY BENAREE PRATT

Director

SELL

2026-03-10

17,956.0

$473.9K

WILEY BENAREE PRATT

Director

SELL

2025-12-02

8,288.0

$410.6K

Lakhia Brad S.

Senior Vice President & CFO

BUY

2025-11-26

2,060.0

$99.9K

71 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 66 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

FMR LLC

8,047,282.0 sh

$258.2M

BlackRock, Inc.

4,971,786.0 sh

$159.5M

BANK OF MONTREAL /CAN/

3,453,723.0 sh

$110.8M

22C Capital LLC

3,202,267.0 sh

$102.7M

VANGUARD CAPITAL MANAGEMENT LLC

2,259,967.0 sh

$72.5M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

FAM SMALL CAP FUND

$14.7M POSITION · AS OF 2026-03-31

4.9%

Fidelity Small Cap Stock Fund

$22.3M POSITION · AS OF 2026-04-30

1.7%

Fidelity Small Cap Stock K6 Fund

$313.4K POSITION · AS OF 2026-04-30

1.7%

Royce SMid-Cap Total Return Fund

$459.4K POSITION · AS OF 2026-03-31

1.5%

Royce Small-Cap Total Return Fund

$11.9M POSITION · AS OF 2026-03-31

1.4%

Fidelity Series Small Cap Discovery Fund

$24.4M POSITION · AS OF 2026-04-30

1.2%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Mr. Grisko

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$7.1M

$2.0M

$2.4M

+90%

+6%

2024

$5.4M

$9.9M

$2.3M

+208%

+26%

2023

$5.2M

$9.1M

$2.1M

+135%

+10%

2022

$4.9M

$9.8M

$2.0M

+76%

-2%

2021

$5.1M

$9.6M

$2.1M

+47%

+21%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$2.8B	$1.8B	$1.6B	$1.4B
GROSS PROFIT	$355.4M	$182.5M	$223.2M	$223.4M
OPERATING INCOME	$234.0M	$73.7M	$165.2M	$168.3M
NET INCOME	$115.4M	$41.0M	$121.0M	$105.4M
EPS (DILUTED)	1.83	0.78	2.39	2.01
OPERATING CASH FLOW	$192.5M	$123.7M	$153.5M	$126.1M
CASH	$18.3M	$13.8M	$8.1M	$4.7M
LONG-TERM DEBT	$1.4B	$1.3B	$310.8M	$263.7M
BUYBACKS	$160.1M	$0	$65.4M	$122.5M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE