CBIZ, Inc.
DE ˙ DB ˙ US1248051021
28,20 EUR ↑1,00 (3,68%)
2026-06-05
PREȚUL ACȚIUNILOR
SecurityDE:XC4 / CBIZ, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership8,388 shares
Latest Disclosed Value $ 225,218
Cwm, Llc reports 432.57% increase in ownership of XC4 / CBIZ, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 8,388 shares of CBIZ, Inc. (DE:XC4) valued at $197,957 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,575 shares of CBIZ, Inc.. The current value of the position is $236,542 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F CBIZ COM 124805102 8,388 6,813 432.57 225 0.0006
2026-01-26 2025-12-31 13F CBIZ COM 124805102 1,575 -154 -8.91 0 0.0002
2025-10-15 2025-09-30 13F CBIZ COM 124805102 1,729 -10,764 -86.16 0 0.0003
2025-07-25 2025-06-30 13F CBIZ COM 124805102 12,493 -486 -3.74 1 0.0032
2025-05-01 2025-03-31 13F CBIZ COM 124805102 12,979 -1,808 -12.23 1 -100.00 0.0039
2025-02-04 2024-12-31 13F CBIZ COM 124805102 14,787 -944 -6.00 1 0.00 0.0050
2024-10-08 2024-09-30 13F CBIZ COM 124805102 15,731 -831 -5.02 1 0.00 0.0046
2024-07-10 2024-06-30 13F CBIZ COM 124805102 16,562 -2,655 -13.82 1 0.00 0.0058
2024-04-05 2024-03-31 13F CBIZ COM 124805102 19,217 -2,787 -12.67 2 0.00 0.0073
2024-02-01 2023-12-31 13F CBIZ COM 124805102 22,004 -2,815 -11.34 1 0.00 0.0074
2023-10-11 2023-09-30 13F CBIZ COM 124805102 24,819 -4,614 -15.68 1 0.00 0.0079
2023-08-03 2023-06-30 13F CBIZ COM 124805102 29,433 -3,944 -11.82 2 0.00 0.0097
2023-05-01 2023-03-31 13F CBIZ COM 124805102 33,377 -1,441 -4.14 2 0.00 0.0112
2023-02-01 2022-12-31 13F CBIZ COM 124805102 34,818 -2,739 -7.29 2 -99.94 0.0120
2022-10-27 2022-09-30 13F CBIZ COM 124805102 37,557 -2,474 -6.18 1,607 0.44 0.0128
2022-07-28 2022-06-30 13F CBIZ COM 124805102 40,031 -5,048 -11.20 1,600 -15.43 0.0124
2022-04-21 2022-03-31 13F CBIZ COM 124805102 45,079 -9,394 -17.25 1,892 -11.22 0.0134
2022-01-31 2021-12-31 13F CBIZ COM 124805102 54,473 -7,608 -12.25 2,131 4.77 0.0150
2021-09-15 2021-06-30 13F/A-1 CBIZ COM 124805102 62,081 0 0.00 2,034 0.00 0.0162
2021-07-29 2021-06-30 13F CBIZ COM 124805102 62,081 0 2,034 0.0162
2021-09-15 2021-03-31 13F/A-1 CBIZ COM 124805102 62,081 0 0.00 2,034 0.00 0.0162
2021-04-27 2021-03-31 13F CBIZ COM 124805102 57,873 -4,208 1,890 0.0166
2021-09-15 2020-12-31 13F/A-1 CBIZ COM 124805102 62,081 0 0.00 2,034 0.00 0.0162
2021-01-27 2020-12-31 13F CBIZ COM 124805102 50,042 -12,039 1,332 0.0125
2021-09-15 2020-09-30 13F/A-1 CBIZ COM 124805102 62,081 0 0.00 2,034 0.00 0.0162
2020-10-19 2020-09-30 13F CBIZ COM 124805102 39,291 -22,790 899 0.0100
2021-09-15 2020-06-30 13F/A-1 CBIZ COM 124805102 62,081 0 0.00 2,034 0.00 0.0162
2020-07-22 2020-06-30 13F CBIZ COM 124805102 43,313 -18,768 1,038 0.0123
2021-09-15 2020-03-31 13F/A-1 CBIZ COM 124805102 62,081 0 0.00 2,034 0.00 0.0162
2020-04-28 2020-03-31 13F CBIZ COM 124805102 36,988 -25,093 774 0.0115
2021-09-14 2019-12-31 13F/A-1 CBIZ COM 124805102 62,081 0 0.00 2,034 0.00 0.0162
2021-09-14 2019-09-30 13F/A-1 CBIZ COM 124805102 62,081 0 0.00 2,034 0.00 0.0162
2021-09-14 2019-06-30 13F/A-1 CBIZ COM 124805102 62,081 0 0.00 2,034 0.00 0.0162
2021-09-02 2019-03-31 13F/A-1 CBIZ COM 124805102 62,081 62,081 2,034 0.0162
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.