BBSINasdaqServices-Help Supply ServicesFiscal year ends December 31
BARRETT BUSINESS SERVICES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$31.76−0.79 (-2.43%)
Close on Oct 19, 2026
- Market cap
- $784.73M
- P/E (TTM)
- 23.4
- Dividend yield
- 1.01%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.9%
22M of 24M shares
Institutional holders
197
33 new, 24 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
9 buys · 5 sales
Net sold $402.43K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 523,689 | 7.90% | 13G (passive) amendment | Dec 31, 2023 |
| Thrivent Financial For Lutherans | 1,901,425 | 7.40% | 13G (passive) amendment | Sep 30, 2025 |
| FMR LLC | 1,313,924 | 5.10% | 13G (passive) amendment | Dec 31, 2024 |
| Vanguard Capital Management | 1,262,660 | 5.00% | 13G (passive) | Mar 31, 2026 |
| Mawer Investment Management Ltd. | 1,230,575 | 5.01% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BBSI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,049,358 | 8.46% | $72.79M | +141,109 | 0.00% |
| Thrivent Financial for Lutherans | 1,708,111 | 7.05% | $60.67K | +816 | 0.10% |
| Royce & Associates LP | 1,295,102 | 5.34% | $46.00M | −77,796 | 0.37% |
| Mawer Investment Management Ltd. | 1,230,575 | 5.08% | $43.71M | −471,237 | 0.30% |
| Private Capital Management, LLC | 1,209,138 | 4.99% | $42.95M | +209,228 | 3.78% |
| Vanguard Capital Management LLC | 1,053,634 | 4.35% | $37.43M | −18,415 | 0.00% |
| Wellington Management Group Llp | 855,059 | 3.53% | $30.37M | −5,301 | 0.01% |
| Trigran Investments, Inc. | 778,356 | 3.21% | $27.65M | +59,966 | 5.07% |
| Dimensional Fund Advisors LP | 721,380 | 2.98% | $25.62M | +60,199 | 0.00% |
| State Street Corp | 675,414 | 2.79% | $23.99M | +17,292 | 0.00% |
| Geode Capital Management, LLC | 634,133 | 2.62% | $22.53M | +15,620 | 0.00% |
| Renaissance Technologies LLC | 531,441 | 2.19% | $18.88M | −108,021 | 0.03% |
| Jacobs Levy Equity Management, Inc | 478,954 | 1.98% | $17.01M | +177,850 | 0.06% |
| Heartland Advisors Inc | 450,000 | 1.86% | $15.98M | – | 0.71% |
| Point72 Asset Management, L.P. | 376,508 | 1.55% | $13.37M | New | 0.01% |
| Goldman Sachs Group Inc | 347,062 | 1.43% | $12.33M | +77,629 | 0.00% |
| Tieton Capital Management, LLC | 319,390 | 1.32% | $11.35K | +55,625 | 0.00% |
| Charles Schwab Investment Management Inc | 301,206 | 1.24% | $10.70M | −11,911 | 0.00% |
| Northern Trust Corp | 284,463 | 1.17% | $10.10M | +11,433 | 0.00% |
| Kennedy Capital Management LLC | 273,823 | 1.13% | $9.73M | +92,219 | 0.17% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 197 | 22M | 88.9% | 33 / 75 | 55 / 24 | 3M | 2M |
| Q1 2026 | 191 | 21M | 88.1% | 33 / 80 | 58 / 37 | 4M | 3M |
| Q4 2025 | 197 | 22M | 90.3% | 28 / 74 | 66 / 24 | 2M | 3M |
| Q3 2025 | 195 | 23M | 93.0% | 28 / 62 | 71 / 25 | 2M | 3M |
| Q2 2025 | 194 | 23M | 94.4% | 35 / 63 | 59 / 27 | 2M | 1M |
| Q1 2025 | 190 | 22M | 92.2% | 34 / 53 | 75 / 19 | 1M | 2M |
| Q4 2024 | 177 | 23M | 95.1% | 28 / 50 | 65 / 16 | 2M | 2M |
| Q3 2024 | 168 | 23M | 95.8% | 22 / 52 | 59 / 21 | 5M | 2M |
| Q2 2024 | 168 | 23M | 93.0% | 21 / 55 | 59 / 18 | 2M | 2M |
| Q1 2024 | 167 | 23M | 93.2% | 16 / 48 | 67 / 10 | 1M | 1M |
| Q4 2023 | 163 | 23M | 93.2% | 30 / 48 | 58 / 7 | 3M | 2M |
| Q3 2023 | 141 | 22M | 90.5% | 17 / 32 | 63 / 14 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BBSI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Thrivent Small Cap Stock Fund | 1,207,633 | 4.98% | $47.15M | 1.62% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 745,854 | 3.08% | $26.49M | 0.00% | Jun 30, 2026 |
| Royce Small-Cap Total Return Fund | 650,734 | 2.69% | $23.11M | 2.44% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 621,529 | 2.56% | $22.08M | 0.03% | Jun 30, 2026 |
| Heartland Value Fund | 450,000 | 1.86% | $15.98M | 1.37% | Jun 30, 2026 |
| Thrivent Small Cap Stock Portfolio | 398,133 | 1.64% | $14.14M | 1.39% | Jun 30, 2026 |
| Royce Small-Cap Fund | 299,960 | 1.24% | $10.65M | 0.50% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 283,288 | 1.17% | $10.06M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 261,189 | 1.08% | $10.20M | 0.03% | Jul 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 210,781 | 0.87% | $7.49M | 0.13% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 207,289 | 0.86% | $7.36M | 0.05% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 186,690 | 0.77% | $7.29M | 0.18% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 135,369 | 0.56% | $4.40M | 0.01% | May 31, 2026 |
| U.S. Small Cap Portfolio | 134,532 | 0.56% | $5.25M | 0.03% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 128,054 | 0.53% | $4.17M | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| James R. Potts | EVP Gen Counsel & Secretary | 32,035 | 0.13% | Jul 7, 2026 |
| Gerald Blotz | Executive VP & COO | 221,370 | 0.91% | Jul 2, 2026 |
| Anthony J. Harris | Executive VP & CFO | 106,189 | 0.44% | Jul 2, 2026 |
| Gary Kramer | President & CEO | 360,473 | 1.49% | Jul 2, 2026 |
| Anthony Meeker | Director | 44,945 | 0.19% | Jul 7, 2026 |
| Joseph Stephen Clabby | Director | 17,735 | 0.07% | Jul 2, 2026 |
| Alexandra Morehouse McReynolds | Director | 15,428 | 0.06% | Jul 2, 2026 |
| Thomas B. Cusick | Director | 30,120 | 0.12% | Jul 2, 2026 |
| Thomas J. Carley | Director | 109,044 | 0.45% | Jul 2, 2026 |
| Mark Steven Finn | Director | 23,287 | 0.10% | Jul 2, 2026 |
| Carla A. Moradi | Director | 21,176 | 0.09% | Jul 2, 2026 |
| Vincent P. Price | Director | 43,816 | 0.18% | Jul 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| James R. Potts EVP Gen Counsel & Secretary | Jul 7, 2026 | Sale(10b5-1 plan) | −3,490 | $38.00 | $132.62K | 32,035 |
| James R. Potts EVP Gen Counsel & Secretary | Jul 6, 2026 | Sale(10b5-1 plan) | −3,487 | $37.55 | $130.94K | 35,525 |
| Anthony Meeker Director | Jul 2, 2026 | Sale | −12,000 | $37.85 | $454.20K | 44,945 |
| James R. Potts EVP Gen Counsel & Secretary | Jul 2, 2026 | Sale(10b5-1 plan) | −1,802 | $38.00 | $68.48K | 39,012 |
| Thomas B. Cusick Director | Jul 1, 2026 | Option exercise | +2,344 | – | – | 30,120 |
| Gary Kramer President & CEO | Jul 1, 2026 | Option exercise | +14,156 | – | – | 360,473 |
| Gary Kramer President & CEO | Jul 1, 2026 | Option exercise | +11,477 | – | – | 371,950 |
| Gary Kramer President & CEO | Jul 1, 2026 | Option exercise | +9,222 | – | – | 381,172 |
| Gary Kramer President & CEO | Jul 1, 2026 | Tax withholding | −1,609 | $37.73 | $60.71K | 379,563 |
| Gary Kramer President & CEO | Jul 1, 2026 | Tax withholding | −5,284 | $37.73 | $199.37K | 374,279 |
| Gary Kramer President & CEO | Jul 1, 2026 | Tax withholding | −5,571 | $37.73 | $210.19K | 368,708 |
| Gary Kramer President & CEO | Jul 1, 2026 | Tax withholding | −4,517 | $37.73 | $170.43K | 364,191 |
| Gary Kramer President & CEO | Jul 1, 2026 | Tax withholding | −3,629 | $37.73 | $136.92K | 360,562 |
| Gary Kramer President & CEO | Jul 1, 2026 | Option exercise | +4,088 | – | – | 332,889 |
| Gary Kramer President & CEO | Jul 1, 2026 | Option exercise | +13,428 | – | – | 346,317 |
| Alexandra Morehouse McReynolds Director | Jul 1, 2026 | Option exercise | +2,344 | – | – | 15,428 |
| Anthony J. Harris Executive VP & CFO | Jul 1, 2026 | Option exercise | +4,128 | – | – | 106,189 |
| Anthony J. Harris Executive VP & CFO | Jul 1, 2026 | Option exercise | +4,352 | – | – | 102,061 |
| Anthony J. Harris Executive VP & CFO | Jul 1, 2026 | Option exercise | +456 | – | – | 97,709 |
| Anthony J. Harris Executive VP & CFO | Jul 1, 2026 | Tax withholding | −942 | $37.73 | $35.54K | 105,923 |
| Anthony J. Harris Executive VP & CFO | Jul 1, 2026 | Option exercise | +2,972 | – | – | 109,161 |
| Anthony J. Harris Executive VP & CFO | Jul 1, 2026 | Tax withholding | −1,625 | $37.73 | $61.31K | 108,035 |
| Anthony J. Harris Executive VP & CFO | Jul 1, 2026 | Tax withholding | −1,713 | $37.73 | $64.63K | 109,660 |
| Anthony J. Harris Executive VP & CFO | Jul 1, 2026 | Tax withholding | −180 | $37.73 | $6.79K | 111,373 |
| Anthony J. Harris Executive VP & CFO | Jul 1, 2026 | Option exercise | +2,392 | – | – | 111,553 |
| Anthony J. Harris Executive VP & CFO | Jul 1, 2026 | Tax withholding | −1,170 | $37.73 | $44.14K | 106,865 |
| Joseph Stephen Clabby Director | Jul 1, 2026 | Option exercise | +2,344 | – | – | 17,735 |
| Vincent P. Price Director | Jul 1, 2026 | Option exercise | +2,344 | – | – | 43,816 |
| Gerald Blotz Executive VP & COO | Jul 1, 2026 | Tax withholding | −2,752 | $37.73 | $103.83K | 221,370 |
| Gerald Blotz Executive VP & COO | Jul 1, 2026 | Tax withholding | −1,087 | $37.73 | $41.01K | 216,830 |
| Gerald Blotz Executive VP & COO | Jul 1, 2026 | Tax withholding | −1,371 | $37.73 | $51.73K | 217,917 |
| Gerald Blotz Executive VP & COO | Jul 1, 2026 | Option exercise | +6,892 | – | – | 212,757 |
| Gerald Blotz Executive VP & COO | Jul 1, 2026 | Option exercise | +5,212 | – | – | 217,969 |
| Gerald Blotz Executive VP & COO | Jul 1, 2026 | Option exercise | +3,433 | – | – | 221,402 |
| Gerald Blotz Executive VP & COO | Jul 1, 2026 | Option exercise | +2,720 | – | – | 224,122 |
| Gerald Blotz Executive VP & COO | Jul 1, 2026 | Tax withholding | −2,082 | $37.73 | $78.55K | 219,288 |
| Carla A. Moradi Director | Jul 1, 2026 | Option exercise | +2,344 | – | – | 21,176 |
| Mark Steven Finn Director | Jul 1, 2026 | Option exercise | +2,344 | – | – | 23,287 |
| James R. Potts EVP Gen Counsel & Secretary | Jul 1, 2026 | Option exercise | +3,256 | – | – | 41,217 |
| James R. Potts EVP Gen Counsel & Secretary | Jul 1, 2026 | Option exercise | +428 | – | – | 34,265 |
| James R. Potts EVP Gen Counsel & Secretary | Jul 1, 2026 | Option exercise | +3,696 | – | – | 37,961 |
| James R. Potts EVP Gen Counsel & Secretary | Jul 1, 2026 | Tax withholding | −720 | $37.73 | $27.17K | 40,814 |
| James R. Potts EVP Gen Counsel & Secretary | Jul 1, 2026 | Option exercise | +2,299 | – | – | 43,516 |
| James R. Potts EVP Gen Counsel & Secretary | Jul 1, 2026 | Tax withholding | −905 | $37.73 | $34.15K | 41,534 |
| James R. Potts EVP Gen Counsel & Secretary | Jul 1, 2026 | Tax withholding | −1,282 | $37.73 | $48.37K | 42,439 |
| James R. Potts EVP Gen Counsel & Secretary | Jul 1, 2026 | Tax withholding | −1,455 | $37.73 | $54.90K | 43,721 |
| James R. Potts EVP Gen Counsel & Secretary | Jul 1, 2026 | Tax withholding | −169 | $37.73 | $6.38K | 45,176 |
| James R. Potts EVP Gen Counsel & Secretary | Jul 1, 2026 | Option exercise | +1,829 | – | – | 45,345 |
| Thomas J. Carley Director | Jul 1, 2026 | Option exercise | +2,344 | – | – | 97,036 |
| Anthony Meeker Director | Jul 1, 2026 | Option exercise | +2,344 | – | – | 56,945 |
| Mark Steven Finn Director | May 13, 2026 | Buy | +1,000 | $28.60 | $28.60K | 20,943 |
| Mark Steven Finn Director | Mar 26, 2026 | Buy | +1,000 | $29.40 | $29.40K | 19,943 |
| Mark Steven Finn Director | Mar 20, 2026 | Buy | +500 | $27.88 | $13.94K | 18,943 |
| Mark Steven Finn Director | Mar 19, 2026 | Buy | +500 | $27.93 | $13.97K | 18,443 |
| James R. Potts EVP Gen Counsel & Secretary | Mar 17, 2026 | Sale(10b5-1 plan) | −1,803 | $28.68 | $51.71K | 33,837 |
| Gary Kramer President & CEO | Mar 13, 2026 | Buy | +8,370 | $26.89 | $225.07K | 328,801 |
| Mark Steven Finn Director | Mar 3, 2026 | Buy | +1,000 | $27.60 | $27.60K | 17,943 |
| Mark Steven Finn Director | Mar 2, 2026 | Buy | +1,000 | $27.72 | $27.72K | 16,943 |
| Anthony J. Harris Executive VP & CFO | Feb 23, 2026 | Tax withholding | −4,960 | $30.92 | $153.36K | 97,253 |
| Anthony J. Harris Executive VP & CFO | Feb 23, 2026 | Award | +12,075 | – | – | 102,213 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Potts James Officer | Jul 7, 2026 | 3,490 | $131.26K | Jul 7, 2026 | Restricted Stock Units |
| Potts James Officer | Jul 6, 2026 | 3,487 | $132.19K | Jul 6, 2026 | Restricted Stock Units |
| Potts James Officer | Jul 2, 2026 | 1,802 | $67.99K | Jul 2, 2026 | Performance Stock Units |
| Meeker Anthony Director | Jul 2, 2026 | 12,000 | $454.23K | Jul 2, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Potts James Officer | Mar 17, 2026 | 1,803 | $49.85K | Mar 17, 2026 | Performance Stock Units |
| Blotz Gerald Officer | Sep 22, 2025 | 11,664 | $537.49K | Sep 22, 2025 | Previously Exercised Options |
| Meeker Anthony Director | Sep 15, 2025 | 3,064 | $143.34K | Sep 15, 2025 | Restricted stock vesting under a registered plan |
| Kramer Gary Officer | Aug 25, 2025 | 80,000 | $3.87M | Aug 25, 2025 | Exercise of options under a registered plan |
| Edward Kramer Rev Tr Gary Officer | Aug 22, 2025 | 22,344 | $1.08M | Aug 22, 2025 | Restricted stock vesting under a registered plan |
| R. Potts James Officer | Aug 14, 2025 | 20,651 | $964.43K | Aug 14, 2025 | Restricted stock vesting under a registered plan |
| J. Carley Thomas Director | Aug 13, 2025 | 12,646 | $602.18K | Aug 13, 2025 | Exercise of options under a registered plan |
| B. Cusick Thomas Director | Aug 13, 2025 | 3,064 | $145.98K | Aug 13, 2025 | Restricted stock vesting under a registered plan |
| Blotz Gerald Officer | Jul 2, 2025 | 13,327 | $569.13K | Jul 2, 2025 | Restricted stock vesting under a registered plan |
| Meeker Anthony Director | Jun 10, 2025 | 7,380 | $310.98K | Jun 10, 2025 | Employee stock unit award(s) |
| J. Carley Thomas Director | May 20, 2025 | 12,354 | $527.27K | May 20, 2025 | Exercise of options under a registered plan |