Joel Greenblatt's CBZ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 5,288 shares of CBIZ, Inc. (CBZ) worth $266,780, representing 0.00% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in CBZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2015, adding 75,351 shares. Largest reduction occurred in Q1 2016, reducing 46,119 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's CBIZ (CBZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly CBIZ (CBZ) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -4,462 | Reduce 45.76% | 5,288 | $50.45 |
| Q3 2025 | +3,836 | Add 64.86% | 9,750 | $52.96 |
| Q1 2025 | -19 | Reduce 0.32% | 5,914 | $75.86 |
| Q4 2024 | +15 | Add 0.25% | 5,933 | $81.83 |
| Q2 2024 | -8 | Reduce 0.13% | 5,918 | $74.10 |
| Q1 2024 | +4 | Add 0.07% | 5,926 | $78.50 |
| Q4 2023 | -1,233 | Reduce 17.23% | 5,922 | $62.59 |
| Q3 2023 | -55 | Reduce 0.76% | 7,155 | $51.90 |
| Q2 2023 | -2,312 | Reduce 24.28% | 7,210 | $53.28 |
| Q1 2023 | -1,483 | Reduce 13.48% | 9,522 | $49.49 |
| Q4 2022 | +3,397 | Add 44.65% | 11,005 | $46.85 |
| Q3 2022 | +7,608 | New Buy | 7,608 | $42.72 |
| Q2 2022 | -6,290 | Sold Out | 0 | $0.00 |
| Q1 2022 | -1,745 | Reduce 21.72% | 6,290 | $41.97 |
| Q4 2021 | -608 | Reduce 7.03% | 8,035 | $39.08 |
| Q3 2021 | +8,643 | New Buy | 8,643 | $32.40 |
| Q4 2020 | -10,113 | Sold Out | 0 | $0.00 |
| Q3 2020 | +10,113 | New Buy | 10,113 | $22.84 |
| Q3 2019 | -10,699 | Sold Out | 0 | $0.00 |
| Q2 2019 | -34,563 | Reduce 76.36% | 10,699 | $19.63 |
| Q1 2019 | -1,563 | Reduce 3.34% | 45,262 | $20.24 |
| Q4 2018 | +22,555 | Add 92.93% | 46,825 | $19.69 |
| Q3 2018 | +24,270 | New Buy | 24,270 | $23.69 |
| Q1 2018 | -10,431 | Sold Out | 0 | $0.00 |
| Q4 2017 | +10,431 | New Buy | 10,431 | $15.43 |
| Q2 2017 | -11,167 | Sold Out | 0 | $0.00 |
| Q1 2017 | +11,167 | New Buy | 11,167 | $13.52 |
| Q2 2016 | -29,232 | Sold Out | 0 | $0.00 |
| Q1 2016 | -46,119 | Reduce 61.21% | 29,232 | $10.09 |
| Q4 2015 | +75,351 | New Buy | 75,351 | $9.86 |
| Q2 2015 | -33,573 | Sold Out | 0 | $0.00 |
| Q1 2015 | +33,573 | New Buy | 33,573 | $9.32 |
| Q1 2014 | -20,676 | Sold Out | 0 | $0.00 |
| Q4 2013 | +20,676 | New Buy | 20,676 | $9.14 |
Joel Greenblatt's CBIZ Investment FAQs
Joel Greenblatt first purchased CBIZ, Inc. (CBZ) in Q4 2013, acquiring 20,676 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held CBIZ, Inc. (CBZ) for 36 quarters since Q4 2013.
Joel Greenblatt's largest addition to CBIZ, Inc. (CBZ) was in Q4 2015, adding 75,351 shares worth $743,000.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 5,288 shares of CBIZ, Inc. (CBZ), valued at approximately $266,780.
As of the Q4 2025 filing, CBIZ, Inc. (CBZ) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in CBIZ, Inc. (CBZ) was 75,351 shares, as reported at the end of Q4 2015.