Cbiz (CBZ)
Cbiz on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as services-business services, nec.
2.1M
Short interest
settlement 2026-09-30
2.3
Days to cover
+0.8 days vs prior
44.7%
Short share of volume
2026-10-23
95
Fails to deliver
settlement 2026-09-30
Wed 24 Feb
Next earnings
estimated date
$0
Insider flow, 90 days
0 buys, 0 sells
As of 2026-10-23.
Short interest
FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSONAs of 30 September 2026, short interest in CBZ is 2,144,835 shares, up 167,859 shares over the last month. Over the last 48 readings it ranged from 935,402 shares (15 October 2024) to 5,173,206 shares (28 November 2025). At the reported average volume of 919K shares a day that is 2.3 days to cover.
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| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-09-30 | 2,144,835 | +4.1% | 919,495 | 2.33 |
| 2026-09-15 | 2,060,130 | +4.2% | 1,343,930 | 1.53 |
| 2026-08-31 | 1,976,976 | -14.0% | 760,172 | 2.60 |
| 2026-08-14 | 2,297,934 | -32.0% | 1,513,076 | 1.52 |
| 2026-07-31 | 3,379,175 | -9.7% | 2,451,612 | 1.38 |
| 2026-07-15 | 3,742,782 | -1.1% | 699,856 | 5.35 |
| 2026-06-30 | 3,782,597 | -3.6% | 1,093,339 | 3.46 |
| 2026-06-15 | 3,922,188 | +2.2% | 554,604 | 7.07 |
| 2026-05-29 | 3,838,008 | -4.7% | 649,250 | 5.91 |
| 2026-05-15 | 4,027,246 | -9.3% | 809,442 | 4.98 |
| 2026-04-30 | 4,441,298 | -0.4% | 1,112,203 | 3.99 |
| 2026-04-15 | 4,460,836 | -2.7% | 958,221 | 4.66 |
| 2026-03-31 | 4,584,065 | -6.0% | 1,257,849 | 3.64 |
| 2026-03-13 | 4,877,289 | -3.5% | 1,479,137 | 3.30 |
| 2026-02-27 | 5,051,398 | +6.3% | 1,971,581 | 2.56 |
| 2026-02-13 | 4,752,410 | -0.3% | 1,297,879 | 3.66 |
| 2026-01-30 | 4,766,174 | -2.3% | 1,196,959 | 3.98 |
| 2026-01-15 | 4,877,017 | -3.3% | 523,790 | 9.31 |
| 2025-12-31 | 5,041,712 | +2.9% | 468,028 | 10.77 |
| 2025-12-15 | 4,901,824 | -5.3% | 621,296 | 7.89 |
| 2025-11-28 | 5,173,206 | +3.4% | 769,767 | 6.72 |
| 2025-11-14 | 5,002,623 | +8.6% | 564,544 | 8.86 |
| 2025-10-31 | 4,606,191 | +4.5% | 677,806 | 6.80 |
| 2025-10-15 | 4,406,948 | +18.4% | 470,603 | 9.36 |
| 2025-09-30 | 3,721,046 | +1.0% | 897,123 | 4.15 |
| 2025-09-15 | 3,685,050 | +3.4% | 673,052 | 5.48 |
| 2025-08-29 | 3,563,877 | -5.4% | 403,548 | 8.83 |
| 2025-08-15 | 3,768,488 | +15.4% | 673,235 | 5.60 |
| 2025-07-31 | 3,265,877 | +12.7% | 848,830 | 3.85 |
| 2025-07-15 | 2,896,979 | +1.7% | 469,057 | 6.18 |
| 2025-06-30 | 2,849,403 | +12.4% | 608,357 | 4.68 |
| 2025-06-13 | 2,535,742 | +6.0% | 494,495 | 5.13 |
| 2025-05-30 | 2,392,268 | +17.8% | 386,345 | 6.19 |
| 2025-05-15 | 2,030,320 | +6.0% | 338,527 | 6.00 |
| 2025-04-30 | 1,914,416 | +10.1% | 591,090 | 3.24 |
| 2025-04-15 | 1,739,370 | +3.2% | 509,574 | 3.41 |
| 2025-03-31 | 1,684,922 | +8.0% | 357,558 | 4.71 |
| 2025-03-14 | 1,560,658 | +6.7% | 438,036 | 3.56 |
| 2025-02-28 | 1,462,317 | +6.4% | 409,245 | 3.57 |
| 2025-02-14 | 1,374,469 | +1.7% | 264,935 | 5.19 |
| 2025-01-31 | 1,351,228 | -6.6% | 220,463 | 6.13 |
| 2025-01-15 | 1,446,325 | +5.6% | 236,395 | 6.12 |
| 2024-12-31 | 1,370,121 | +15.8% | 339,459 | 4.04 |
| 2024-12-13 | 1,183,643 | -4.8% | 308,456 | 3.84 |
| 2024-11-29 | 1,242,810 | +2.1% | 305,031 | 4.07 |
| 2024-11-15 | 1,217,283 | +14.8% | 364,188 | 3.34 |
| 2024-10-31 | 1,060,683 | +13.4% | 330,399 | 3.21 |
| 2024-10-15 | 935,402 | -12.1% | 297,461 | 3.14 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 23 October 2026, the short share of CBZ volume is 44.7%, up 24.1 points over the last five sessions. Over the last 30 readings it ranged from 4.3% (14 October 2026) to 71.5% (23 September 2026). The latest reading is 7.1 points above the 30-session average of 37.6%, on 320K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-10-23 | 143K | 320K | 44.7% | 0 |
| 2026-10-22 | 153K | 808K | 18.9% | 0 |
| 2026-10-21 | 188K | 383K | 49.1% | 0 |
| 2026-10-20 | 139K | 320K | 43.3% | 0 |
| 2026-10-19 | 163K | 272K | 59.8% | 2,012 |
| 2026-10-16 | 145K | 704K | 20.6% | 15 |
| 2026-10-15 | 131K | 572K | 22.9% | 1,588 |
| 2026-10-14 | 108K | 2.5M | 4.3% | 17 |
| 2026-10-13 | 88K | 600K | 14.7% | 468 |
| 2026-10-12 | 170K | 320K | 53.1% | 519 |
| 2026-10-09 | 43K | 105K | 40.6% | 8 |
| 2026-10-08 | 66K | 185K | 35.5% | 2,114 |
| 2026-10-07 | 104K | 301K | 34.4% | 0 |
| 2026-10-06 | 105K | 178K | 59.1% | 0 |
| 2026-10-05 | 133K | 256K | 52.1% | 0 |
| 2026-10-02 | 95K | 146K | 65.1% | 13 |
| 2026-10-01 | 85K | 158K | 54.1% | 59 |
| 2026-09-30 | 81K | 388K | 20.8% | 200 |
| 2026-09-29 | 105K | 733K | 14.3% | 16,319 |
| 2026-09-28 | 122K | 663K | 18.5% | 10 |
| 2026-09-25 | 55K | 144K | 38.6% | 13 |
| 2026-09-24 | 59K | 131K | 45.4% | 2,213 |
| 2026-09-23 | 95K | 133K | 71.5% | 2,613 |
| 2026-09-22 | 237K | 690K | 34.4% | 114 |
| 2026-09-21 | 88K | 160K | 55.1% | 0 |
| 2026-09-18 | 96K | 160K | 60.3% | 183 |
| 2026-09-17 | 51K | 151K | 33.8% | 30 |
| 2026-09-16 | 424K | 1.7M | 24.7% | 22 |
| 2026-09-15 | 79K | 370K | 21.3% | 0 |
| 2026-09-14 | 139K | 845K | 16.5% | 40 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 30 September 2026, the fails-to-deliver balance in CBZ is 95 shares, up 55 shares over the last settlement date. Over the last 30 readings it ranged from 4 shares (22 June 2026) to 116,706 shares (30 July 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-09-30 | 95 | $54.69 | $5K |
| 2026-09-23 | 40 | $54.68 | $2K |
| 2026-09-22 | 144 | $54.68 | $8K |
| 2026-09-17 | 2,807 | $54.60 | $153K |
| 2026-09-11 | 122 | $54.63 | $7K |
| 2026-08-28 | 24,007 | $54.67 | $1.3M |
| 2026-08-24 | 500 | $54.66 | $27K |
| 2026-08-19 | 5 | $54.73 | $274 |
| 2026-08-18 | 71 | $54.67 | $4K |
| 2026-08-13 | 8 | $54.58 | $437 |
| 2026-08-06 | 16,876 | $54.80 | $925K |
| 2026-08-05 | 3,384 | $55.08 | $186K |
| 2026-08-04 | 16,662 | $55.07 | $918K |
| 2026-07-31 | 55,965 | $55.25 | $3.1M |
| 2026-07-30 | 116,706 | $54.90 | $6.4M |
| 2026-07-24 | 125 | $40.25 | $5K |
| 2026-07-22 | 28 | $40.94 | $1K |
| 2026-07-20 | 7,362 | $42.42 | $312K |
| 2026-07-17 | 5 | $42.98 | $215 |
| 2026-07-14 | 68 | $40.47 | $3K |
| 2026-07-10 | 23 | $36.83 | $847 |
| 2026-07-06 | 4 | $35.12 | $140 |
| 2026-06-30 | 5,636 | $32.33 | $182K |
| 2026-06-26 | 23 | $30.40 | $699 |
| 2026-06-22 | 4 | $31.10 | $124 |
| 2026-06-17 | 150 | $34.08 | $5K |
| 2026-06-15 | 2,268 | $35.26 | $80K |
| 2026-06-11 | 440 | $34.20 | $15K |
| 2026-06-10 | 124 | $33.74 | $4K |
| 2026-06-05 | 1,757 | $33.35 | $59K |
Insider trades
SEC Form 4, newest first. JSONNo open-market insider trades were reported for CBZ in the last 90 days. The most recent filings are listed below. Latest filing: Lakhia Brad S. (Senior Vice President & CFO) on 2026-09-17.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | Lakhia Brad S. | Senior Vice President & CFO | Tax withholding | 6K | $54.60 | $317K | 141K |
| 2026-08-04 | SHERMAN A HAAG | Director | Tax withholding | 22K | $55.07 | $1.2M | 48K |
| 2026-08-04 | SHERMAN A HAAG | Director | Exercise or conversion | 50K | $24.62 | $1.2M | 70K |
| 2026-05-15 | Raffa Kathy A | Director | Grant | 6K | $0.00 | $0 | 8K |
| 2026-05-15 | YOUNG RODNEY A | Director | Grant | 6K | $0.00 | $0 | 15K |
| 2026-05-15 | SLOTKIN TODD J | Director | Grant | 6K | $0.00 | $0 | 57K |
| 2026-05-15 | SHERMAN A HAAG | Director | Grant | 6K | $0.00 | $0 | 20K |
| 2026-05-15 | MARABITO RICHARD T | Director | Grant | 6K | $0.00 | $0 | 19K |
| 2026-05-15 | France Gina D | Director | Grant | 6K | $0.00 | $0 | 76K |
| 2026-05-15 | BURDICK RICK L | Director | Grant | 6K | $0.00 | $0 | 8K |
| 2026-03-17 | Lakhia Brad S. | Senior Vice President & CFO | Tax withholding | 2K | $26.49 | $44K | 147K |
| 2026-03-13 | GRISKO JEROME P | CEO & President | Gift | 39K | $0.00 | $0 | 63K |
| 2026-03-13 | GRISKO JEROME P | CEO & President | Gift | 5K | $0.00 | $0 | 346K |
| 2026-03-13 | GRISKO JEROME P | CEO & President | Gift | 33K | $0.00 | $0 | 340K |
| 2026-03-13 | Lakhia Brad S. | Senior Vice President & CFO | Buy | 13K | $25.97 | $332K | 148K |
| 2026-03-13 | GRISKO JEROME P | CEO & President | Gift | 39K | $0.00 | $0 | 475K |
| 2026-03-13 | GRISKO JEROME P | CEO & President | Gift | 5K | $0.00 | $0 | 513K |
| 2026-03-13 | GRISKO JEROME P | CEO & President | Gift | 33K | $0.00 | $0 | 128K |
| 2026-03-13 | YOUNG RODNEY A | Director | Buy | 1K | $26.05 | $26K | 9K |
| 2026-03-10 | WILEY BENAREE PRATT | Director | Sell | 18K | $26.39 | $474K | 18K |
| 2026-03-06 | Mangan Michael T. | Chief Accounting Officer | Grant | 3K | $0.00 | $0 | 8K |
| 2026-03-06 | Kouzelos Michael P | President, Employee Services | Grant | 22K | $0.00 | $0 | 390K |
| 2026-03-06 | Lakhia Brad S. | Senior Vice President & CFO | Grant | 28K | $0.00 | $0 | 135K |
| 2026-03-06 | Lakhia Brad S. | Senior Vice President & CFO | Grant | 66K | $0.00 | $0 | 107K |
| 2026-03-06 | GRISKO JEROME P | CEO & President | Grant | 86K | $0.00 | $0 | 161K |
| 2026-02-14 | Mangan Michael T. | Chief Accounting Officer | Tax withholding | 183 | $27.84 | $5K | 4K |
| 2026-02-14 | Kouzelos Michael P | President, Employee Services | Tax withholding | 1K | $27.84 | $29K | 368K |
| 2026-02-14 | GRISKO JEROME P | CEO & President | Tax withholding | 5K | $27.84 | $126K | 75K |
| 2026-02-11 | Kouzelos Michael P | President, Employee Services | Tax withholding | 5K | $30.47 | $145K | 369K |
| 2026-02-11 | Kouzelos Michael P | President, Employee Services | Grant | 11K | $0.00 | $0 | 374K |
| 2026-02-11 | Mangan Michael T. | Chief Accounting Officer | Tax withholding | 928 | $30.47 | $28K | 4K |
| 2026-02-11 | Mangan Michael T. | Chief Accounting Officer | Grant | 2K | $0.00 | $0 | 5K |
| 2026-02-11 | GRISKO JEROME P | CEO & President | Tax withholding | 15K | $30.47 | $450K | 80K |
| 2026-02-11 | GRISKO JEROME P | CEO & President | Grant | 33K | $0.00 | $0 | 94K |
| 2026-02-09 | Mangan Michael T. | Chief Accounting Officer | Tax withholding | 204 | $34.29 | $7K | 3K |
| 2026-02-09 | Kouzelos Michael P | President, Employee Services | Tax withholding | 1K | $34.29 | $38K | 363K |
| 2026-02-09 | GRISKO JEROME P | CEO & President | Tax withholding | 3K | $34.29 | $119K | 61K |
| 2026-02-08 | GRISKO JEROME P | CEO & President | Tax withholding | 4K | $38.27 | $162K | 65K |
| 2026-02-08 | GRISKO JEROME P | CEO & President | Exercise or conversion | 9K | price not stated in the filing | not stated | 69K |
| 2026-02-08 | Kouzelos Michael P | President, Employee Services | Tax withholding | 1K | $38.27 | $52K | 364K |
| 2026-02-08 | Kouzelos Michael P | President, Employee Services | Exercise or conversion | 3K | price not stated in the filing | not stated | 366K |
| 2026-02-08 | Mangan Michael T. | Chief Accounting Officer | Tax withholding | 266 | $38.27 | $10K | 3K |
| 2025-12-02 | WILEY BENAREE PRATT | Director | Sell | 8K | $49.54 | $411K | 36K |
| 2025-11-26 | Lakhia Brad S. | Senior Vice President & CFO | Buy | 2K | $48.51 | $100K | 41K |
| 2025-08-08 | YOUNG RODNEY A | Director | Buy | 2K | $62.43 | $125K | 8K |
| 2025-08-04 | Lakhia Brad S. | Senior Vice President & CFO | Buy | 2K | $62.78 | $100K | 39K |
| 2025-05-16 | YOUNG RODNEY A | Director | Grant | 2K | $0.00 | $0 | 6K |
| 2025-05-16 | WILEY BENAREE PRATT | Director | Grant | 2K | $0.00 | $0 | 6K |
| 2025-05-16 | SLOTKIN TODD J | Director | Grant | 2K | $0.00 | $0 | 51K |
| 2025-05-16 | SHERMAN A HAAG | Director | Grant | 2K | $0.00 | $0 | 14K |
| 2025-05-16 | Raffa Kathy A | Director | Grant | 2K | $0.00 | $0 | 2K |
| 2025-05-16 | MARABITO RICHARD T | Director | Grant | 2K | $0.00 | $0 | 13K |
| 2025-05-16 | France Gina D | Director | Grant | 2K | $0.00 | $0 | 70K |
| 2025-05-16 | BURDICK RICK L | Director | Grant | 2K | $0.00 | $0 | 2K |
| 2025-03-26 | GRISKO JEROME P | CEO & President | Gift | 178K | $0.00 | $0 | 24K |
| 2025-03-26 | GRISKO JEROME P | CEO & President | Gift | 24K | $0.00 | $0 | 519K |
| 2025-03-26 | GRISKO JEROME P | CEO & President | Gift | 5K | $0.00 | $0 | 307K |
| 2025-03-26 | GRISKO JEROME P | CEO & President | Gift | 24K | $0.00 | $0 | 202K |
| 2025-03-26 | GRISKO JEROME P | CEO & President | Gift | 178K | $0.00 | $0 | 178K |
| 2025-03-26 | GRISKO JEROME P | CEO & President | Gift | 5K | $0.00 | $0 | 543K |
| 2025-03-17 | Lakhia Brad S. | Senior Vice President & CFO | Grant | 11K | $0.00 | $0 | 37K |
| 2025-03-17 | Lakhia Brad S. | Senior Vice President & CFO | Grant | 26K | $0.00 | $0 | 26K |
| 2025-03-14 | GROVE WARE H | C.F.O. | Sell | 4K | $70.16 | $283K | 302K |
| 2025-03-06 | WILEY BENAREE PRATT | Director | Sell | 7K | $71.75 | $468K | 42K |
| 2025-03-04 | YOUNG RODNEY A | Director | Buy | 1K | $76.18 | $76K | 4K |
| 2025-02-14 | GRISKO JEROME P | CEO & President | Grant | 30K | $0.00 | $0 | 220K |
| 2025-02-14 | Kouzelos Michael P | President, Employee Services | Grant | 7K | $0.00 | $0 | 363K |
| 2025-02-14 | SPURIO CHRIS | President, Financial Services | Grant | 10K | $0.00 | $0 | 239K |
| 2025-02-12 | GRISKO JEROME P | CEO & President | Grant | 37K | $0.00 | $0 | 207K |
| 2025-02-12 | GRISKO JEROME P | CEO & President | Tax withholding | 17K | $87.24 | $1.4M | 190K |
| 2025-02-12 | GROVE WARE H | C.F.O. | Grant | 16K | $0.00 | $0 | 313K |
| 2025-02-12 | GROVE WARE H | C.F.O. | Tax withholding | 7K | $87.24 | $624K | 306K |
| 2025-02-12 | Kouzelos Michael P | President, Employee Services | Tax withholding | 7K | $87.24 | $572K | 356K |
| 2025-02-12 | Kouzelos Michael P | President, Employee Services | Grant | 15K | $0.00 | $0 | 362K |
| 2025-02-12 | SPURIO CHRIS | President, Financial Services | Grant | 16K | $0.00 | $0 | 236K |
| 2025-02-12 | SPURIO CHRIS | President, Financial Services | Tax withholding | 7K | $87.24 | $632K | 229K |
| 2025-02-11 | GRISKO JEROME P | CEO & President | Tax withholding | 4K | $88.03 | $373K | 170K |
| 2025-02-11 | GRISKO JEROME P | CEO & President | Exercise or conversion | 9K | price not stated in the filing | not stated | 174K |
| 2025-02-11 | GROVE WARE H | C.F.O. | Exercise or conversion | 4K | price not stated in the filing | not stated | 299K |
| 2025-02-11 | GROVE WARE H | C.F.O. | Tax withholding | 2K | $88.03 | $162K | 297K |
| 2025-02-11 | Kouzelos Michael P | President, Employee Services | Tax withholding | 2K | $88.03 | $148K | 347K |
| 2025-02-11 | Kouzelos Michael P | President, Employee Services | Exercise or conversion | 4K | price not stated in the filing | not stated | 349K |
| 2025-02-11 | SPURIO CHRIS | President, Financial Services | Exercise or conversion | 4K | price not stated in the filing | not stated | 222K |
| 2025-02-11 | SPURIO CHRIS | President, Financial Services | Tax withholding | 2K | $88.03 | $164K | 220K |
| 2025-02-09 | GRISKO JEROME P | CEO & President | Tax withholding | 3K | $88.00 | $305K | 164K |
| 2025-02-09 | GROVE WARE H | C.F.O. | Tax withholding | 1K | $88.00 | $103K | 294K |
| 2025-02-09 | Kouzelos Michael P | President, Employee Services | Tax withholding | 1K | $88.00 | $98K | 345K |
| 2025-02-09 | SPURIO CHRIS | President, Financial Services | Tax withholding | 1K | $88.00 | $123K | 218K |
| 2025-02-08 | GRISKO JEROME P | CEO & President | Exercise or conversion | 9K | price not stated in the filing | not stated | 172K |
| 2025-02-08 | GRISKO JEROME P | CEO & President | Tax withholding | 4K | $88.00 | $373K | 168K |
| 2025-02-08 | GROVE WARE H | C.F.O. | Exercise or conversion | 3K | price not stated in the filing | not stated | 297K |
| 2025-02-08 | GROVE WARE H | C.F.O. | Tax withholding | 1K | $88.00 | $131K | 296K |
| 2025-02-08 | Kouzelos Michael P | President, Employee Services | Tax withholding | 1K | $88.00 | $120K | 347K |
| 2025-02-08 | Kouzelos Michael P | President, Employee Services | Exercise or conversion | 3K | price not stated in the filing | not stated | 348K |
| 2025-02-08 | SPURIO CHRIS | President, Financial Services | Exercise or conversion | 4K | price not stated in the filing | not stated | 221K |
| 2025-02-08 | SPURIO CHRIS | President, Financial Services | Tax withholding | 2K | $88.00 | $147K | 219K |
| 2024-12-31 | BURDICK RICK L | Director | Gift | 179K | $0.00 | $0 | 179K |
| 2024-12-31 | BURDICK RICK L | Director | Gift | 179K | $0.00 | $0 | 0 |
| 2024-12-11 | BURDICK RICK L | Director | Gift | 2K | $0.00 | $0 | 178K |
| 2024-12-10 | GROVE WARE H | C.F.O. | Sell | 8K | $79.11 | $644K | 294K |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON2 Form 144 notices on file for CBZ worth $926K at the prices reported; 0 in the last 90 days worth $0. Latest: Benaree Wiley filed on 2026-03-10 to sell 17,956 shares ($524K) from 2026-03-10.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-03-10 | Benaree WileyDirector | 18K | $524K | 0.032% | 2026-03-10 | Piper Sandler |
| 2025-12-02 | WILEY BENAREE PRATTDirector | 8K | $403K | 0.015% | 2025-12-02 | Piper Sandler and Co |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON5 holders report 5% or more of CBZ in their latest filing, all on Schedule 13G (passive). The largest reported stake is Abigail P. Johnson at 8.3% of the class (4,463,715 shares), filed 2026-08-07 for an event on 2026-07-31.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-08-07 | 13G/Ano. 3 | Abigail P. Johnsonindividual | 4.5M | 8.3% | 2026-07-31 |
| 2026-08-07 | 13G/Ano. 3 | FMR LLCparent holding company | 4.5M | 8.3% | 2026-07-31 |
| 2026-05-14 | 13G/Ano. 2 | Capital Research Global Investorsinvestment adviser | 0 | 0.0% | 2026-03-31 |
| 2026-05-13 | 13G | Bank of Montrealparent holding company | 3.5M | 6.4% | 2026-03-31 |
| 2026-05-13 | 13G | 1001271606 ONTARIO INCparent holding company | 3.5M | 6.4% | 2026-03-31 |
| 2026-05-13 | 13G | Burgundy Asset Management, Inc.investment adviser | 3.5M | 6.4% | 2026-03-31 |
| 2026-05-13 | 13G | BMO BANK N.A.bank | 301 | 0.0% | 2026-03-31 |
| 2026-05-13 | 13G | BMO CAPITAL MARKETS CORP.parent holding company | 100 | 0.0% | 2026-03-31 |
| 2026-05-13 | 13G | BMO FAMILY OFFICE, LLCinvestment adviser | 2K | 0.0% | 2026-03-31 |
| 2026-05-13 | 13G | BANK OF MONTREAL HOLDING INC.bank | 93 | 0.0% | 2026-03-31 |
| 2026-05-13 | 13G | BMO NESBITT BURNS INC. WEALTH MANAGEMENTbroker-dealer | 0 | 0.0% | 2026-03-31 |
| 2026-05-13 | 13G | BMO NESBITT BURNS INC.broker-dealer | 93 | 0.0% | 2026-03-31 |
| 2026-05-13 | 13G | BMO FINANCIAL CORP.parent holding company | 3K | 0.0% | 2026-03-31 |
| 2026-05-11 | 13G/Ano. 6 | Morgan Stanleyparent holding company, corporation | 1.6M | 3.0% | 2026-03-31 |
| 2026-03-26 | 13G/Ano. 4 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
| 2026-02-17 | 13G/Ano. 2 | Durable Capital Partners LPinvestment adviser, partnership | 1.6M | 3.0% | 2025-12-31 |
13F holders
Tracked managers holding CBZ at their latest 13F. JSON5 of the 30 tracked managers held CBZ at their latest 13F, $32.3M in total at quarter-end prices. AQR Capital Management is the largest at $22.8M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 2 added shares and 3 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| AQR Capital Management | 2026-06-30 | 710K | $22.8M | 0.01% | +464K |
| Two Sigma Investments | 2026-06-30 | 138K | $4.4M | 0.00% | -192K |
| D. E. Shaw & Co. | 2026-06-30 | 112K | $3.6M | 0.00% | -156K |
| Citadel Advisors | 2026-06-30 | 34K | $1.1M | 0.00% | -69K |
| Bridgewater Associates | 2026-06-30 | 11K | $356K | 0.00% | new |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q2 FY 2026 (quarter ended 2026-06-30) Cbiz reported revenue of $682.2M, down 0.2% from the same quarter a year earlier, and net income of $18.6M (0.31 diluted EPS). In FY 2025 it generated $192.5M of operating cash flow and spent $160.1M on buybacks. As of 2026-06-30, cash was $20.9M against $1.38B of debt.
- Cash
- $20.9M
- Debt
- $1.38B
- Equity
- $1.87B
- Total assets
- $4.57B
- Shares outstanding
- 54,263,879
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 FY 2026 | 2026-06-30 | $682.2M | $18.6M | 2.7% | 0.31 |
| Q1 FY 2026 | 2026-03-31 | n/a | $152.8M | n/a | 2.49 |
| Q3 FY 2025 | 2025-09-30 | $693.8M | $30.1M | 4.3% | 0.48 |
| Q2 FY 2025 | 2025-06-30 | $683.5M | $41.9M | 6.1% | 0.66 |
| Q4 FY 2024derived | 2024-12-31 | $460.3M | -$90.7M | -19.7% | n/a |
| Q3 FY 2024 | 2024-09-30 | $438.9M | $35.1M | 8.0% | 0.70 |
| Q2 FY 2024 | 2024-06-30 | $420.0M | $19.8M | 4.7% | 0.39 |
| Q1 FY 2024 | 2024-03-31 | $494.3M | $76.9M | 15.6% | 1.53 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | $2.76B | $115.4M | $192.5M | $17.0M | $160.1M | n/a |
| FY 2024 | 2024-12-31 | $1.81B | $41.0M | $123.7M | $12.9M | $0 | n/a |
| FY 2023 | 2023-12-31 | $1.59B | $121.0M | $153.5M | $23.1M | $65.4M | n/a |
| FY 2022 | 2022-12-31 | $1.41B | $105.4M | $126.1M | $8.6M | $122.5M | n/a |
| FY 2021 | 2021-12-31 | $1.10B | $70.9M | $131.2M | $9.0M | $97.5M | n/a |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2026-07-27 from the cover page.
What this page is
Cbiz in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Cbiz (CBZ), SEC CIK 944148, listed on NYSE, classified by the SEC as services-business services, nec. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-30.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-23.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-30.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-03-10.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-08-07.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-10-22.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-09-17.JSON and CSV
- Company record
- EDGAR filing index for CIK 944148Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as services-business services, nec
Other company pages
Datasets
Frequently Asked Questions
How much of CBZ is sold short?
2,144,835 shares were held short at the 2026-09-30 settlement, 2.3 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is CBZ's daily short volume?
On 2026-10-23, 142,739 of the 319,558 CBZ shares reported to FINRA were sold short, 44.7% of the day's reported volume. Short volume is a flow for one day, not a position.
Does CBZ have fails to deliver?
The SEC's latest file shows 95 CBZ shares failed to deliver at settlement 2026-09-30. Fails are reported per settlement date and published twice a month with a lag.
Are CBZ insiders buying or selling?
No open-market insider trades were reported for CBZ in the last 90 days. The most recent filings are listed below. Latest filing: Lakhia Brad S. (Senior Vice President & CFO) on 2026-09-17.
Have CBZ insiders filed to sell?
2 Form 144 notices on file for CBZ worth $926K at the prices reported; 0 in the last 90 days worth $0. Latest: Benaree Wiley filed on 2026-03-10 to sell 17,956 shares ($524K) from 2026-03-10.
Who owns 5% or more of CBZ?
5 holders report 5% or more of CBZ in their latest filing, all on Schedule 13G (passive). The largest reported stake is Abigail P. Johnson at 8.3% of the class (4,463,715 shares), filed 2026-08-07 for an event on 2026-07-31.
What did CBZ report last quarter?
In Q2 FY 2026 (quarter ended 2026-06-30) Cbiz reported revenue of $682.2M, down 0.2% from the same quarter a year earlier, and net income of $18.6M (0.31 diluted EPS). In FY 2025 it generated $192.5M of operating cash flow and spent $160.1M on buybacks. As of 2026-06-30, cash was $20.9M against $1.38B of debt.
Which tracked 13F managers own CBZ?
5 of the 30 tracked 13F managers held CBZ shares at their latest filing, $32.3M in all. The largest: Cliff Asness's AQR Capital Management (710K shares, $22.8M), Two Sigma Investments (138K shares, $4.4M), D. E. Shaw & Co. (112K shares, $3.6M), Ken Griffin's Citadel Advisors (34K shares, $1.1M), Ray Dalio's Bridgewater Associates (11K shares, $356K).
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.