CBIZ, Inc.
US ˙ NYSE ˙ US1248051021

SecurityCBZ / CBIZ, Inc.
InstitutionD. E. Shaw & Co., Inc.
ManagerDE Shaw
Latest Disclosed Ownership268,219 shares
Latest Disclosed Value $ 7,201,680
D. E. Shaw & Co., Inc. reports 628.04% increase in ownership of CBZ / CBIZ, Inc.

On May 15, 2026 - D. E. Shaw & Co., Inc. filed a 13F-HR form disclosing ownership of 268,219 shares of CBIZ, Inc. (US:CBZ) valued at $7,201,680 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 36,841 shares of CBIZ, Inc.. This represents a change in shares of 628.04% during the quarter. The current value of the position is $8,650,063 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)
2026-05-15 2026-03-31 13F CBIZ COM 124805102 268,219 231,378 628.04 7,202 287.57 0.0043
2026-02-17 2025-12-31 13F CBIZ COM 124805102 36,841 36,841 1,859 0.0010
2024-11-14 2024-09-30 13F CBIZ COM 124805102 0 -12,581 -100.00 0 -100.00
2024-08-14 2024-06-30 13F CBIZ COM 124805102 12,581 -6,843 -35.23 932 -38.85 0.0009
2024-05-15 2024-03-31 13F CBIZ COM 124805102 19,424 -55,149 -73.95 1,525 -67.35 0.0013
2024-02-14 2023-12-31 13F CBIZ COM 124805102 74,573 9,435 14.48 4,668 38.08 0.0041
2023-11-14 2023-09-30 13F CBIZ COM 124805102 65,138 -13,057 -16.70 3,381 -18.87 0.0035
2023-08-14 2023-06-30 13F CBIZ COM 124805102 78,195 13,634 21.12 4,166 30.39 0.0043
2023-05-15 2023-03-31 13F CBIZ COM 124805102 64,561 -13,357 -17.14 3,195 -12.47 0.0034
2023-02-14 2022-12-31 13F CBIZ COM 124805102 77,918 -22,253 -22.22 3,650 -14.82 0.0040
2022-11-14 2022-09-30 13F CBIZ COM 124805102 100,171 50,583 102.01 4,285 116.20 0.0051
2022-08-15 2022-06-30 13F CBIZ COM 124805102 49,588 -8,510 -14.65 1,982 -18.70 0.0023
2022-05-16 2022-03-31 13F CBIZ COM 124805102 58,098 -74,309 -56.12 2,438 -52.93 0.0023
2022-02-14 2021-12-31 13F CBIZ COM 124805102 132,407 -3,652 -2.68 5,180 17.73 0.0043
2021-11-15 2021-09-30 13F CBIZ COM 124805102 136,059 -8,688 -6.00 4,400 -7.23 0.0040
2021-08-16 2021-06-30 13F CBIZ COM 124805102 144,747 -120,997 -45.53 4,743 -45.35 0.0041
2021-05-17 2021-03-31 13F CBIZ COM 124805102 265,744 -18,718 -6.58 8,679 14.65 0.0084
2021-02-16 2020-12-31 13F CBIZ COM 124805102 284,462 -4,291 -1.49 7,570 14.63 0.0068
2020-11-16 2020-09-30 13F CBIZ COM 124805102 288,753 -33,759 -10.47 6,604 -14.58 0.0068
2020-08-14 2020-06-30 13F CBIZ COM 124805102 322,512 1,933 0.60 7,731 15.27 0.0092
2020-05-15 2020-03-31 13F CBIZ COM 124805102 320,579 -33,947 -9.58 6,707 -29.83 0.0105
2020-02-14 2019-12-31 13F CBIZ COM 124805102 354,526 -71,464 -16.78 9,558 -4.53 0.0109
2019-11-14 2019-09-30 13F CBIZ COM 124805102 425,990 -104,514 -19.70 10,011 -3.68 0.0123
2019-08-14 2019-06-30 13F CBIZ COM 124805102 530,504 61,167 13.03 10,393 9.41 0.0130
2019-05-15 2019-03-31 13F CBIZ COM 124805102 469,337 33,738 7.75 9,499 10.70 0.0123
2019-02-14 2018-12-31 13F CBIZ COM 124805102 435,599 -4,954 -1.12 8,581 -17.81 0.0118
2018-11-14 2018-09-30 13F CBIZ COM 124805102 440,553 -28,750 -6.13 10,441 -3.27 0.0125
2018-08-14 2018-06-30 13F CBIZ COM 124805102 469,303 -38,573 -7.59 10,794 16.45 0.0141
2018-05-15 2018-03-31 13F CBIZ COM 124805102 507,876 -73,913 -12.70 9,269 3.11 0.0126
2018-02-14 2017-12-31 13F CBIZ COM 124805102 581,789 11,423 2.00 8,989 -3.01 0.0124
2017-11-14 2017-09-30 13F CBIZ COM 124805102 570,366 21,577 3.93 9,268 12.59 0.0142
2017-08-14 2017-06-30 13F CBIZ COM 124805102 548,789 -82,798 -13.11 8,232 -3.81 0.0136
2017-05-15 2017-03-31 13F CBIZ COM 124805102 631,587 21,630 3.55 8,558 2.42 0.0150
2017-02-14 2016-12-31 13F CBIZ COM 124805102 609,957 17,025 2.87 8,356 25.94 0.0142
2016-11-14 2016-09-30 13F CBIZ COM 124805102 592,932 -21,339 -3.47 6,635 3.75 0.0117
2016-08-15 2016-06-30 13F CBIZ COM 124805102 614,271 14,085 2.35 6,395 5.60 0.0118
2016-05-16 2016-03-31 13F CBIZ COM 124805102 600,186 57,392 10.57 6,056 13.15 0.0109
2016-02-16 2015-12-31 13F CBIZ COM 124805102 542,794 395,923 269.57 5,352 271.15 0.0080
2015-11-16 2015-09-30 13F CBIZ COM 124805102 146,871 53,026 56.50 1,442 59.34 0.0021
2015-08-14 2015-06-30 13F CBIZ COM 124805102 93,845 -1,216 -1.28 905 2.03 0.0013
2015-05-15 2015-03-31 13F CBIZ COM 124805102 95,061 -34,831 -26.82 887 -20.23 0.0014
2015-02-17 2014-12-31 13F CBIZ COM 124805102 129,892 81,092 166.17 1,112 189.58 0.0014
2014-11-14 2014-09-30 13F CBIZ COM 124805102 48,800 35,316 261.91 384 214.75 0.0005
2014-08-14 2014-06-30 13F CBIZ COM 124805102 13,484 13,484 -13.88 122 16.19 0.0002
2013-11-20 2013-09-30 13F/A-1 CBIZ COM 124805102 0 -15,657 -100.00 0 -100.00
2013-08-14 2013-06-30 13F CBIZ COM 124805102 15,657 15,657 105 0.0002
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.