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Cass Information Systems Inc

CASS
Exchange
Nasdaq
Industry
Services-Business Services, NEC
SEC CIK
0000708781

No open-market purchases or sales by Cass Information Systems Inc insiders were filed in the last 90 days; 170 institutions reported holding it in 13F filings for Q2 2026, worth $402.9M in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Cass Information Systems Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
131
+2 vs. Q1 2021
Shares held
8.78M
−26.7K (−0.3%) vs. Q1 2021
Total value
$358.0M
−$49.6M (−12.2%) vs. Q1 2021
New holders
14
49 more added
Sold out
12
43 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CASS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 131 institutions
Q1 2021: 129 institutionsQ2 2021: 131 institutionsQ3 2021: 132 institutionsQ4 2021: 129 institutionsQ1 2022: 131 institutionsQ2 2022: 130 institutionsQ3 2022: 121 institutionsQ4 2022: 129 institutionsQ1 2023: 143 institutionsQ2 2023: 127 institutionsQ3 2023: 125 institutionsQ4 2023: 134 institutionsQ1 2024: 137 institutionsQ2 2024: 136 institutionsQ3 2024: 134 institutionsQ4 2024: 139 institutionsQ1 2025: 142 institutionsQ2 2025: 144 institutionsQ3 2025: 142 institutionsQ4 2025: 156 institutionsQ1 2026: 161 institutionsQ2 2026: 170 institutions
Value heldQ2 2021: $358.0M
Q1 2021: $407.6MQ2 2021: $358.0MQ3 2021: $365.1MQ4 2021: $321.9MQ1 2022: $294.5MQ2 2022: $262.1MQ3 2022: $266.1MQ4 2022: $357.5MQ1 2023: $336.5MQ2 2023: $302.7MQ3 2023: $287.8MQ4 2023: $361.9MQ1 2024: $386.1MQ2 2024: $320.9MQ3 2024: $334.7MQ4 2024: $331.5MQ1 2025: $349.0MQ2 2025: $317.8MQ3 2025: $285.9MQ4 2025: $311.4MQ1 2026: $358.6MQ2 2026: $402.9M
Institutions holding CASS and their total value by quarter
QuarterHoldersValue
Q2 2026170$402.9M
Q1 2026161$358.6M
Q4 2025156$311.4M
Q3 2025142$285.9M
Q2 2025144$317.8M
Q1 2025142$349.0M
Q4 2024139$331.5M
Q3 2024134$334.7M
Q2 2024136$320.9M
Q1 2024137$386.1M
Q4 2023134$361.9M
Q3 2023125$287.8M
Q2 2023127$302.7M
Q1 2023143$336.5M
Q4 2022129$357.5M
Q3 2022121$266.1M
Q2 2022130$262.1M
Q1 2022131$294.5M
Q4 2021129$321.9M
Q3 2021132$365.1M
Q2 2021131$358.0M
Q1 2021129$407.6M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Cass Information Systems Inc; share changes are against Q1 2021.

Institutions holding CASS in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,014,110$41.3M0.00%−27,061−2.6%Reduced
Vanguard Group Inc835,941$34.1M0.00%+44,878+5.7%Added
Buckingham Strategic Wealth, LLC831,774$33.9M0.82%−45,308−5.2%Reduced
Atlanta Capital Management Co L L C563,951$23.0M0.08%−7,905−1.4%Reduced
Dimensional Fund Advisors LP539,011$22.0M0.01%−7,827−1.4%Reduced
State Street Corp403,618$16.4M0.00%+13,450+3.4%Added
Northern Trust Corp297,108$12.1M0.00%−4,064−1.3%Reduced
Fenimore Asset Management Inc282,720$11.5M0.28%+282,720New
WCM Investment Management, LLC276,785$11.3M0.03%+17,382+6.7%Added
Royce & Associates LP270,380$11.0M0.08%−4,749−1.7%Reduced
Tributary Capital Management, LLC241,818$9.85M0.75%−11,452−4.5%Reduced
Geode Capital Management, LLC230,735$9.40M0.00%+2,790+1.2%Added
Charles Schwab Investment Management Inc189,097$7.71M0.00%+16,359+9.5%Added
Hotchkis & Wiley Capital Management LLC185,215$7.55M0.02%+23,330+14.4%Added
Ameriprise Financial Inc180,558$7.36M0.00%−380−0.2%Reduced
Crawford Investment Counsel Inc152,607$6.22M0.13%+14,726+10.7%Added
River Road Asset Management, LLC144,957$5.91M0.06%−25,316−14.9%Reduced
Arrowstreet Capital, Limited Partnership136,144$5.55M0.01%+31,759+30.4%Added
Bank of New York Mellon Corp124,685$5.08M0.00%−889−0.7%Reduced
Victory Capital Management Inc120,368$4.91M0.00%+25,842+27.3%Added
GHP Investment Advisors, Inc.75,250$3.07M0.25%+668+0.9%Added
Citadel Advisors LLC75,174$3.06M0.00%+34,191+83.4%Added
Heartland Advisors Inc71,308$2.91M0.17%+21,623+43.5%Added
Bank of America Corp68,290$2.78M0.00%−6,916−9.2%Reduced
Kennedy Capital Management, Inc.67,771$2.76M0.06%−2,875−4.1%Reduced
Nuveen Asset Management, LLC66,220$2.70M0.00%+7,654+13.1%Added
Renaissance Technologies LLC64,385$2.62M0.00%+16,325+34.0%Added
Ancora Advisors, LLC63,383$2.58M0.07%+63,383New
ProShare Advisors LLC63,329$2.58M0.01%−261,586−80.5%Reduced
Euclidean Technologies Management, LLC54,962$2.24M1.79%+6,152+12.6%Added
Two Sigma Investments, LP49,945$2.04M0.01%−2,275−4.4%Reduced
Two Sigma Advisers, LP48,849$1.99M0.01%+18,000+58.3%Added
Commerce Bank47,447$1.93M0.01%00.0%Unchanged
Public Employees Retirement System of Ohio47,110$1.92M0.01%00.0%Unchanged
Parametric Portfolio Associates LLC45,429$1.85M0.00%−722−1.6%Reduced
Rhumbline Advisers43,908$1.79M0.00%+2,298+5.5%Added
Moneta Group Investment Advisors LLC42,405$1.73M0.08%−1,079−2.5%Reduced
Goldman Sachs Group Inc39,958$1.63M0.00%+8,307+26.2%Added
AQR Capital Management LLC35,061$1.43M0.00%+20,296+137.5%Added
Swiss National Bank30,152$1.23M0.00%+2,100+7.5%Added
Envestnet Asset Management Inc27,256$1.11M0.00%+181+0.7%Added
Wells Fargo & Company25,466$1.04M0.00%−25,083−49.6%Reduced
Millennium Management LLC25,270$1.03M0.00%+10,183+67.5%Added
Boston Partners22,303$909.0K0.00%−743−3.2%Reduced
D. E. Shaw & Co., Inc.22,116$901.0K0.00%−5,314−19.4%Reduced
First National Bank of Omaha18,900$875.0K0.05%00.0%Unchanged
Principal Financial Group Inc21,274$867.0K0.00%+14,208+201.1%Added
HRT Financial LP21,262$866.0K0.01%+21,262New
Invesco Ltd.20,005$815.0K0.00%+1,045+5.5%Added
Winton Group Ltd19,731$804.0K0.04%+2,823+16.7%Added
California State Teachers Retirement System19,591$798.0K0.00%−1,872−8.7%Reduced
UBS Asset Management Americas Inc18,740$763.7K0.00%+841+4.7%Added
Credit Suisse AG16,247$662.0K0.00%+2,448+17.7%Added
Clark Financial Services Group Inc15,986$651.0K0.51%00.0%Unchanged
Deutsche Bank AG15,558$633.0K0.00%−2,245−12.6%Reduced
Los Angeles Capital Management LLC15,196$619.0K0.00%+7,950+109.7%Added
Tudor Investment Corp Et Al14,870$606.0K0.01%+14,870New
JPMorgan Chase & Co14,421$588.0K0.00%−4,226−22.7%Reduced
Russell Investments Group, Ltd.13,849$563.0K0.00%00.0%Unchanged
Bragg Financial Advisors, Inc13,160$536.0K0.03%+1,400+11.9%Added
New York State Common Retirement Fund12,826$523.0K0.00%+118+0.9%Added
BDO Wealth Advisors, LLC12,096$493.0K0.05%+50+0.4%Added
Alliancebernstein L.P.11,266$459.0K0.00%−900−7.4%Reduced
ExodusPoint Capital Management, LP11,198$456.0K0.01%+11,198New
SEI Investments Co10,100$412.0K0.00%+800+8.6%Added
State Board of Administration of Florida Retirement System10,105$412.0K0.00%+2,384+30.9%Added
Voya Investment Management LLC9,711$396.0K0.00%−1,376−12.4%Reduced
Morgan Stanley9,209$375.0K0.00%+2,701+41.5%Added
Northwest & Ethical Investments L.P.8,838$360.1K0.01%−18,798−68.0%Reduced
Manufacturers Life Insurance Company, The8,752$357.0K0.00%+300+3.5%Added
IndexIQ Advisors LLC8,744$356.0K0.01%+188+2.2%Added
Quadrature Capital Ltd8,049$328.0K0.01%−4,943−38.0%Reduced
American International Group, Inc.7,976$325.0K0.00%−319−3.8%Reduced
Engineers Gate Manager LP7,920$323.0K0.02%+2,833+55.7%Added
Brown Advisory Inc7,892$322.0K0.00%00.0%Unchanged
First Trust Advisors LP7,468$304.0K0.00%+464+6.6%Added
Martingale Asset Management L P7,206$295.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.7,151$292.0K0.00%+265+3.8%Added
California Public Employees Retirement System7,134$291.0K0.00%−22,066−75.6%Reduced
Cetera Advisor Networks LLC6,801$277.0K0.00%+2,450+56.3%Added
IFG Advisory, LLC6,602$269.0K0.03%+6,602New
Pitcairn Co6,301$257.0K0.02%−104−1.6%Reduced
AMP Capital Investors Ltd6,032$246.0K0.00%+6,032New
MetLife Investment Management5,703$232.4K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado5,702$232.0K0.00%00.0%Unchanged
Stifel Financial Corp5,419$221.0K0.00%+5,419New
Susquehanna Fundamental Investments, LLC5,166$211.0K0.00%−2,560−33.1%Reduced
Panagora Asset Management Inc5,076$207.0K0.00%+254+5.3%Added
Cambridge Investment Research Advisors, Inc.5,042$205.0K0.00%−40−0.8%Reduced
Metropolitan Life Insurance Co5,004$203.9K0.00%+287+6.1%Added
US Bancorp3,821$156.0K0.00%−145−3.7%Reduced
Eaton Vance Management3,566$146.0K0.00%00.0%Unchanged
Legal & General Group Plc3,373$138.0K0.00%−390−10.4%Reduced
Tower Research Capital LLC (TRC)3,071$125.0K0.00%+2,476+416.1%Added
BNP Paribas Arbitrage, SA2,491$101.5K0.00%−120−4.6%Reduced
Advisor Group Holdings, Inc.2,150$88.0K0.00%+12+0.6%Added
Acadian Asset Management LLC2,170$88.0K0.00%+1,523+235.4%Added
Barclays PLC2,139$87.0K0.00%−9,762−82.0%Reduced
Invenomic Capital Management LP2,129$87.0K0.04%+2,129New
FinTrust Capital Advisors, LLC1,785$73.0K0.02%00.0%Unchanged