CBZ — CBIZ INC
As of Q2 2026, 29 SEC-registered investment managers reported holding CBZ (CBIZ INC) in their latest 13F filings, with a combined reported value of $692.42M across 21.65M shares. That is +1.3% by share count (+268.45K shares) versus the previous quarter, while reported value moved +20.9%. Ownership is concentrated: the five largest holders account for 77.7% of reported value and the top ten for 92.0%.
Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 10 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CBZ is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 8.05M | $258.16M | 0.01% | Add |
| BlackRock Inc history | 4.97M | $159.49M | 0.00% | Add |
| Morgan Stanley history | 1.49M | $47.89M | 0.00% | Reduce |
| Geode Capital Management history | 1.26M | $40.34M | 0.00% | Add |
| Royce & Associates history | 992.77K | $31.85M | 0.26% | Add |
| Northern Trust Corp history | 711.17K | $22.81M | 0.00% | Reduce |
| AQR Capital Management history | 709.62K | $22.76M | 0.01% | Add |
| Charles Schwab Investment Management history | 665.87K | $21.36M | 0.00% | Add |
| Goldman Sachs Group history | 588.69K | $18.89M | 0.00% | Reduce |
| UBS Group AG history | 411.60K | $13.20M | 0.00% | Add |
| Prudential Financial history | 411.25K | $13.19M | 0.01% | Add |
| Bank of America Corp history | 224.25K | $7.19M | 0.00% | Reduce |
| BNY Mellon history | 188.62K | $6.05M | 0.00% | Add |
| Two Sigma Investments history | 138.43K | $4.44M | 0.00% | Reduce |
| Invesco Ltd history | 129.56K | $4.16M | 0.00% | Add |
| D. E. Shaw & Co history | 112.20K | $3.60M | 0.00% | Reduce |
| Citadel Advisors history | 107.14K | $3.44M | 0.00% | Reduce |
| Marshall Wace history | 74.38K | $2.39M | 0.00% | Add |
| Wells Fargo & Co history | 66.91K | $2.15M | 0.00% | Add |
| Deutsche Bank AG history | 57.71K | $1.85M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 47.10K | $1.59M | 0.00% | New |
| Legal & General Investment Management America history | 45.97K | $1.47M | 0.00% | Add |
| Balyasny Asset Management history | 37.83K | $1.21M | 0.00% | Reduce |
| Citigroup Inc history | 27.10K | $869.46K | 0.00% | Add |
| Franklin Resources history | 25.37K | $813.80K | 0.00% | Add |
| Manulife Financial history | 24.14K | $774.38K | 0.00% | Add |
| Bridgewater Associates history | 11.09K | $355.86K | 0.00% | New |
| PNC Financial Services history | 3.40K | $109.20K | 0.00% | Reduce |
| T. Rowe Price Associates history | 68.87K | $2.21K | 0.00% | Add |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 7.51M | $201.67M | 0.01% | Add |
| BlackRock Inc history | 3.81M | $102.35M | 0.00% | Add |
| Morgan Stanley history | 2.01M | $53.93M | 0.00% | Reduce |
| Geode Capital Management history | 1.16M | $31.14M | 0.00% | Add |
| Royce & Associates history | 825.86K | $22.17M | 0.22% | Add |
| Northern Trust Corp history | 769.00K | $20.65M | 0.00% | Reduce |
| Goldman Sachs Group history | 686.63K | $18.44M | 0.00% | Add |
| Charles Schwab Investment Management history | 622.27K | $16.71M | 0.00% | Add |
| Millennium Management history | 464.65K | $12.48M | 0.01% | Add |
| Bank of America Corp history | 430.24K | $11.55M | 0.00% | Reduce |
| Point72 Asset Management history | 429.66K | $11.54M | 0.01% | New |
| Prudential Financial history | 357.92K | $9.61M | 0.01% | New |
| Two Sigma Investments history | 330.69K | $8.88M | 0.01% | New |
| Wellington Management Group history | 310.84K | $8.35M | 0.00% | Reduce |
| UBS Group AG history | 282.00K | $7.57M | 0.00% | Add |
| D. E. Shaw & Co history | 268.22K | $7.20M | 0.01% | Add |
| AQR Capital Management history | 245.80K | $6.60M | 0.00% | Add |
| Deutsche Bank AG history | 172.31K | $4.63M | 0.00% | Reduce |
| BNY Mellon history | 166.79K | $4.48M | 0.00% | Add |
| Invesco Ltd history | 122.06K | $3.28M | 0.00% | Add |
| Citadel Advisors history | 118.14K | $3.17M | 0.00% | Reduce |
| Balyasny Asset Management history | 54.87K | $1.47M | 0.00% | Add |
| Legal & General Investment Management America history | 41.79K | $1.12M | 0.00% | Reduce |
| Wells Fargo & Co history | 33.92K | $910.73K | 0.00% | Reduce |
| Franklin Resources history | 23.90K | $641.61K | 0.00% | Add |
| Manulife Financial history | 22.26K | $597.60K | 0.00% | Reduce |
| Janus Henderson Group history | 21.66K | $581.98K | 0.00% | Reduce |
| Marshall Wace history | 20.02K | $537.59K | 0.00% | Reduce |
| Citigroup Inc history | 5.40K | $144.91K | 0.00% | Reduce |
| PNC Financial Services history | 4.54K | $121.90K | 0.00% | Add |
| T. Rowe Price Associates history | 59.35K | $1.59K | 0.00% | Add |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 7.13M | $359.86M | 0.02% | Add |
| Vanguard Group history | 4.84M | $244.06M | 0.00% | Reduce |
| BlackRock Inc history | 3.60M | $181.53M | 0.00% | Add |
| Morgan Stanley history | 3.25M | $164.03M | 0.01% | Reduce |
| Capital Research Global Investors history | 2.91M | $147.04M | 0.03% | Hold |
| Geode Capital Management history | 1.15M | $57.80M | 0.00% | Hold |
| Capital World Investors history | 919.90K | $46.41M | 0.01% | Hold |
| Northern Trust Corp history | 910.74K | $45.95M | 0.01% | Reduce |
| Janus Henderson Group history | 910.71K | $45.95M | 0.02% | Reduce |
| Royce & Associates history | 659.14K | $33.25M | 0.34% | Add |
| Goldman Sachs Group history | 635.43K | $32.06M | 0.00% | Add |
| Charles Schwab Investment Management history | 535.29K | $27.01M | 0.00% | Add |
| Bank of America Corp history | 442.14K | $22.31M | 0.00% | Hold |
| Wellington Management Group history | 440.51K | $22.22M | 0.00% | Add |
| Citadel Advisors history | 312.11K | $15.75M | 0.00% | Reduce |
| Deutsche Bank AG history | 251.62K | $12.69M | 0.00% | Add |
| BNY Mellon history | 141.57K | $7.14M | 0.00% | Reduce |
| Invesco Ltd history | 90.58K | $4.57M | 0.00% | Reduce |
| UBS Group AG history | 77.04K | $3.89M | 0.00% | Add |
| Wells Fargo & Co history | 71.13K | $3.59M | 0.00% | Add |
| JPMorgan Chase & Co history | 51.65K | $2.61M | 0.00% | Reduce |
| Legal & General Investment Management America history | 51.35K | $2.59M | 0.00% | Reduce |
| Marshall Wace history | 39.09K | $1.97M | 0.00% | Reduce |
| D. E. Shaw & Co history | 36.84K | $1.86M | 0.00% | New |
| Millennium Management history | 31.61K | $1.59M | 0.00% | Reduce |
| Manulife Financial history | 23.91K | $1.21M | 0.00% | Reduce |
| Franklin Resources history | 21.95K | $1.11M | 0.00% | Add |
| Balyasny Asset Management history | 20.18K | $1.02M | 0.00% | New |
| Citigroup Inc history | 19.87K | $1.00M | 0.00% | Add |
| AQR Capital Management history | 12.71K | $641.07K | 0.00% | Add |
| First Eagle Investment Management history | 11.91K | $600.76K | 0.00% | Add |
| PNC Financial Services history | 4.11K | $207.35K | 0.00% | Reduce |
| T. Rowe Price Associates history | 48.61K | $2.45K | 0.00% | Add |
Q3 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.89M | $258.90M | 0.00% | Reduce |
| BlackRock Inc history | 3.54M | $187.52M | 0.00% | Reduce |
| Morgan Stanley history | 3.40M | $180.12M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 3.02M | $160.06M | 0.01% | Add |
| Capital Research Global Investors history | 2.92M | $154.71M | 0.03% | Reduce |
| Geode Capital Management history | 1.15M | $60.89M | 0.00% | Reduce |
| Janus Henderson Group history | 948.64K | $50.24M | 0.02% | Add |
| Northern Trust Corp history | 933.82K | $49.45M | 0.01% | Add |
| Capital World Investors history | 920.28K | $48.74M | 0.01% | Reduce |
| Citadel Advisors history | 623.06K | $33.00M | 0.01% | Add |
| Invesco Ltd history | 580.73K | $30.76M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 524.82K | $27.79M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 522.90K | $27.69M | 0.00% | Reduce |
| Bank of America Corp history | 441.55K | $23.38M | 0.00% | Reduce |
| Wellington Management Group history | 362.93K | $19.22M | 0.00% | Reduce |
| Goldman Sachs Group history | 308.38K | $16.33M | 0.00% | Reduce |
| Deutsche Bank AG history | 241.76K | $12.80M | 0.00% | Add |
| BNY Mellon history | 156.78K | $8.30M | 0.00% | Reduce |
| Royce & Associates history | 134.70K | $7.13M | 0.07% | Reduce |
| Millennium Management history | 101.71K | $5.39M | 0.00% | New |
| UBS Group AG history | 76.37K | $4.04M | 0.00% | Reduce |
| Legal & General Investment Management America history | 55.52K | $2.94M | 0.00% | Reduce |
| Wells Fargo & Co history | 49.39K | $2.62M | 0.00% | Add |
| Marshall Wace history | 45.02K | $2.38M | 0.00% | Reduce |
| Manulife Financial history | 24.92K | $1.32M | 0.00% | Reduce |
| Citigroup Inc history | 19.44K | $1.03M | 0.00% | Reduce |
| AQR Capital Management history | 6.67K | $352.98K | 0.00% | Reduce |
| Prudential Financial history | 6.37K | $337.20K | 0.00% | Reduce |
| Franklin Resources history | 6.30K | $333.75K | 0.00% | Reduce |
| PNC Financial Services history | 4.80K | $254.10K | 0.00% | Add |
| Principal Global Investors history | 3.78K | $200.35K | 0.00% | Add |
| First Eagle Investment Management history | 3.24K | $171.43K | 0.00% | New |
| T. Rowe Price Associates history | 45.87K | $2.43K | 0.00% | Reduce |
Q2 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.08M | $364.36M | 0.01% | Add |
| BlackRock Inc history | 3.79M | $271.77M | 0.01% | Add |
| Morgan Stanley history | 3.25M | $233.09M | 0.02% | Add |
| Capital Research Global Investors history | 2.99M | $214.19M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 1.86M | $133.45M | 0.01% | Add |
| Capital World Investors history | 1.61M | $115.32M | 0.02% | Add |
| Geode Capital Management history | 1.22M | $87.79M | 0.01% | Add |
| JPMorgan Chase & Co history | 985.96K | $70.70M | 0.01% | Add |
| Northern Trust Corp history | 897.40K | $64.35M | 0.01% | Reduce |
| Janus Henderson Group history | 701.47K | $50.30M | 0.03% | Add |
| Invesco Ltd history | 602.92K | $43.24M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 555.23K | $39.82M | 0.01% | Add |
| Goldman Sachs Group history | 521.65K | $37.41M | 0.01% | Add |
| Bank of America Corp history | 454.55K | $32.60M | 0.00% | Hold |
| Wellington Management Group history | 417.19K | $29.92M | 0.01% | Add |
| UBS Group AG history | 254.99K | $18.29M | 0.00% | Add |
| Royce & Associates history | 210.22K | $15.07M | 0.15% | Hold |
| Citadel Advisors history | 176.18K | $12.63M | 0.00% | Add |
| BNY Mellon history | 163.16K | $11.70M | 0.00% | Add |
| Deutsche Bank AG history | 156.49K | $11.22M | 0.00% | Add |
| Marshall Wace history | 112.01K | $8.03M | 0.01% | New |
| Franklin Resources history | 109.12K | $7.83M | 0.00% | New |
| Legal & General Investment Management America history | 59.24K | $4.25M | 0.00% | Reduce |
| Wells Fargo & Co history | 46.28K | $3.32M | 0.00% | Add |
| Citigroup Inc history | 44.06K | $3.16M | 0.00% | Add |
| Manulife Financial history | 29.05K | $2.08M | 0.00% | Add |
| Norges Bank Investment Management history | 25.69K | $1.84M | 0.00% | Reduce |
| AQR Capital Management history | 8.24K | $590.67K | 0.00% | Reduce |
| Prudential Financial history | 6.64K | $492.42K | 0.00% | Add |
| Balyasny Asset Management history | 4.97K | $356.33K | 0.00% | Add |
| PNC Financial Services history | 4.57K | $327.79K | 0.00% | Reduce |
| Principal Global Investors history | 3.73K | $267.33K | 0.00% | Reduce |
| T. Rowe Price Associates history | 409.26K | $29.35K | 0.00% | Reduce |
| Lazard Asset Management history | 960 | $68 | 0.00% | Add |
Q1 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.65M | $352.89M | 0.01% | Reduce |
| BlackRock Inc history | 3.57M | $270.76M | 0.01% | Reduce |
| Morgan Stanley history | 3.12M | $236.74M | 0.02% | Add |
| Capital Research Global Investors history | 2.71M | $205.36M | 0.04% | Reduce |
| Capital World Investors history | 1.24M | $94.16M | 0.01% | Add |
| Geode Capital Management history | 1.13M | $85.56M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 1.04M | $78.59M | 0.01% | Add |
| Northern Trust Corp history | 931.87K | $70.69M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 753.52K | $57.16M | 0.01% | Add |
| Invesco Ltd history | 703.93K | $53.40M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 524.12K | $39.76M | 0.01% | Reduce |
| Bank of America Corp history | 453.25K | $34.38M | 0.00% | Add |
| Wellington Management Group history | 410.18K | $31.12M | 0.01% | Add |
| Goldman Sachs Group history | 369.87K | $28.06M | 0.01% | Reduce |
| Royce & Associates history | 210.22K | $15.95M | 0.17% | Add |
| UBS Group AG history | 151.31K | $11.48M | 0.00% | Add |
| BNY Mellon history | 149.56K | $11.35M | 0.00% | Hold |
| Deutsche Bank AG history | 146.33K | $11.10M | 0.00% | Reduce |
| Legal & General Investment Management America history | 73.32K | $5.56M | 0.00% | Add |
| Two Sigma Investments history | 71.56K | $5.43M | 0.01% | Add |
| Citadel Advisors history | 46.79K | $3.55M | 0.00% | Reduce |
| Wells Fargo & Co history | 42.91K | $3.25M | 0.00% | Hold |
| Citigroup Inc history | 38.34K | $2.91M | 0.00% | Reduce |
| Principal Global Investors history | 31.77K | $2.41M | 0.00% | Add |
| Manulife Financial history | 28.31K | $2.15M | 0.00% | Add |
| Janus Henderson Group history | 19.26K | $1.45M | 0.00% | Reduce |
| AQR Capital Management history | 11.72K | $889.46K | 0.00% | Add |
| Millennium Management history | 10.19K | $773.32K | 0.00% | New |
| Balyasny Asset Management history | 4.74K | $359.50K | 0.00% | Add |
| PNC Financial Services history | 4.66K | $353.13K | 0.00% | Add |
| Prudential Financial history | 3.68K | $281.19K | 0.00% | Add |
| T. Rowe Price Associates history | 585.81K | $44.44K | 0.01% | Reduce |
| CPP Investments history | 100 | $7.59K | 0.00% | Hold |
| Lazard Asset Management history | 928 | $70 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 47.10K sh · $1.59M
- Bridgewater Associates 11.09K sh · $355.86K
Fully Exited (vs previous quarter)
- Millennium Management sold 464.65K sh · $12.48M
- Point72 Asset Management sold 429.66K sh · $11.54M
- Wellington Management Group sold 310.84K sh · $8.35M
- Janus Henderson Group sold 21.66K sh · $581.98K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 8.05M | 7.51M | 7.13M | 3.02M | 1.86M | 1.04M | 978.88K | 594.66K | 466.84K | 462.10K | 457.85K | 438.13K | 474.43K | 76.46K | 71.18K | 54.15K | 52.87K | 51.55K | 40.14K | 38.19K |
| BlackRock Inc | 4.97M | 3.81M | 3.60M | 3.54M | 3.79M | 3.57M | 3.69M | 3.63M | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 1.49M | 2.01M | 3.25M | 3.40M | 3.25M | 3.12M | 3.06M | 3.11M | 2.95M | 3.37M | 3.66M | 3.88M | 3.95M | 3.90M | 3.87M | 405.83K | 302.50K | 131.11K | 132.63K | 266.37K |
| Geode Capital Management | 1.26M | 1.16M | 1.15M | 1.15M | 1.22M | 1.13M | 1.11M | 1.11M | 1.10M | 1.06M | 1.03M | 978.76K | 945.72K | 908.51K | 875.54K | 857.91K | 854.25K | 879.52K | 843.83K | 864.62K |
| Royce & Associates | 992.77K | 825.86K | 659.14K | 134.70K | 210.22K | 210.22K | 208.92K | 195.18K | 195.18K | 200.18K | 100.18K | 79.67K | 33.40K | 16.79K | 20.99K | 14.59K | 20.54K | 12.90K | — | — |
| Northern Trust Corp | 711.17K | 769.00K | 910.74K | 933.82K | 897.40K | 931.87K | 940.72K | 934.18K | 921.54K | 924.52K | 940.64K | 937.82K | 952.05K | 1.16M | 1.19M | 1.19M | 1.23M | 1.22M | 1.26M | 1.25M |
| AQR Capital Management | 709.62K | 245.80K | 12.71K | 6.67K | 8.24K | 11.72K | 11.04K | 12.86K | 14.96K | 14.78K | 16.71K | 22.63K | 21.30K | 20.85K | 24.39K | 26.66K | 25.07K | 25.73K | 31.64K | 31.44K |
| Charles Schwab Investment Management | 665.87K | 622.27K | 535.29K | 524.82K | 555.23K | 524.12K | 535.88K | 525.33K | 515.46K | 506.10K | 503.00K | 495.36K | 483.72K | 487.21K | 495.19K | 497.73K | 499.20K | 495.90K | 482.64K | 482.82K |
| Goldman Sachs Group | 588.69K | 686.63K | 635.43K | 308.38K | 521.65K | 369.87K | 514.12K | 306.92K | 358.85K | 553.14K | 507.82K | 453.25K | 358.65K | 403.50K | 383.75K | 259.97K | 195.17K | 1.24M | 296.37K | 273.85K |
| UBS Group AG | 411.60K | 282.00K | 77.04K | 76.37K | 254.99K | 151.31K | 94.93K | 53.37K | 57.63K | 100.66K | 101.77K | 68.48K | 67.22K | 60.04K | 54.77K | 42.16K | 43.17K | 56.21K | 76.47K | 61.91K |
| Prudential Financial | 411.25K | 357.92K | — | 6.37K | 6.64K | 3.68K | 3.35K | 3.42K | 3.44K | 3.62K | 3.84K | — | — | — | — | — | 7.36K | 28.66K | — | — |
| Bank of America Corp | 224.25K | 430.24K | 442.14K | 441.55K | 454.55K | 453.25K | 431.75K | 417.74K | 412.54K | 385.63K | 423.89K | 382.98K | 354.30K | 391.82K | 398.86K | 439.12K | 511.21K | 621.75K | 595.96K | 557.55K |
| BNY Mellon | 188.62K | 166.79K | 141.57K | 156.78K | 163.16K | 149.56K | 150.08K | 150.70K | 187.50K | 182.90K | 199.02K | 212.81K | 210.76K | 215.91K | 226.59K | 242.32K | 224.85K | 257.63K | 262.13K | 288.06K |
| Two Sigma Investments | 138.43K | 330.69K | — | — | — | 71.56K | 41.47K | 108.46K | 107.34K | 51.33K | 161.75K | 56.05K | 89.55K | 18.10K | 100.08K | 33.87K | 29.30K | 31.61K | 63.96K | 124.69K |
| Invesco Ltd | 129.56K | 122.06K | 90.58K | 580.73K | 602.92K | 703.93K | 769.21K | 299.11K | 206.35K | 190.97K | 192.99K | 168.35K | 183.13K | 184.76K | 143.74K | 173.22K | 154.63K | 157.84K | 131.11K | 134.24K |
| D. E. Shaw & Co | 112.20K | 268.22K | 36.84K | — | — | — | — | — | 12.58K | 19.42K | 74.57K | 65.14K | 78.19K | 64.56K | 77.92K | 100.17K | 49.59K | 58.10K | 132.41K | 136.06K |
| Citadel Advisors | 107.14K | 118.14K | 312.11K | 623.06K | 176.18K | 46.79K | 305.05K | 95.89K | 6.10K | 36.84K | 23.54K | 20.42K | 28.75K | 21.09K | 19.70K | 52.15K | 61.49K | — | 18.82K | 61.01K |
| Marshall Wace | 74.38K | 20.02K | 39.09K | 45.02K | 112.01K | — | 53.38K | 90.20K | 20.06K | 15.74K | 20.44K | 26.56K | 16.96K | 18.73K | 18.21K | 30.16K | 27.30K | 5.92K | — | — |
| Wells Fargo & Co | 66.91K | 33.92K | 71.13K | 49.39K | 46.28K | 42.91K | 42.80K | 34.79K | 44.12K | 43.72K | 43.41K | 40.52K | 48.01K | 37.75K | 48.38K | 33.86K | 24.67K | 79.28K | 84.19K | 2.89M |
| Deutsche Bank AG | 57.71K | 172.31K | 251.62K | 241.76K | 156.49K | 146.33K | 150.26K | 135.64K | 122.32K | 125.56K | 124.84K | 125.34K | 81.44K | 34.15K | 25.08K | 22.18K | 27.77K | 29.57K | 32.25K | 31.62K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details