
What smart money is saying about CBIZ
1 fund in our archive has pitched CBIZ, most recently Headwaters Capital in March 2025.
CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healthcare consulting services. The Benefits and Insurance Services provides employee benefits consulting, payroll/human capital management, property and casualty insurance, and retirement and investment services. The National Practices segment offers information technology managed networking and hardware, and health care consulting services. It primarily serves small and medium-sized businesses, as well as individuals, governmental entities, and not-for-profit enterprises. The company was incorporated in 1987 and is headquartered in Cleveland, Ohio.
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Position history
Between Q1 2025 and Q3 2026, 1 fund letter reported a position in CBIZ, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- HoldsBridge City Capital Small Cap Growth StrategySeptember 2026
Listed in Bridge City Capital Small Cap Growth Strategy’s reported holdings.
CBIZ
Fund coverage · 1 thesis
- Headwaters CapitalMarch 2025
With strong cash flow, essential services, and M&A-driven upside, CBIZ looks like BRO from four years ago—offering a potential +72% gain from a temporary dislocation and compelling long-term compounder profile.
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