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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
Two Sigma Investments, LP49,945$2.04M0.01%−2,275−4.4%Reduced
Euclidean Technologies Management, LLC54,962$2.24M1.79%+6,152+12.6%Added
ProShare Advisors LLC63,329$2.58M0.01%−261,586−80.5%Reduced
Ancora Advisors, LLC63,383$2.58M0.07%+63,383New
Renaissance Technologies LLC64,385$2.62M0.00%+16,325+34.0%Added
Nuveen Asset Management, LLC66,220$2.70M0.00%+7,654+13.1%Added
Kennedy Capital Management, Inc.67,771$2.76M0.06%−2,875−4.1%Reduced
Bank of America Corp68,290$2.78M0.00%−6,916−9.2%Reduced
Heartland Advisors Inc71,308$2.91M0.17%+21,623+43.5%Added
Citadel Advisors LLC75,174$3.06M0.00%+34,191+83.4%Added
GHP Investment Advisors, Inc.75,250$3.07M0.25%+668+0.9%Added
Victory Capital Management Inc120,368$4.91M0.00%+25,842+27.3%Added
Bank of New York Mellon Corp124,685$5.08M0.00%−889−0.7%Reduced
Arrowstreet Capital, Limited Partnership136,144$5.55M0.01%+31,759+30.4%Added
River Road Asset Management, LLC144,957$5.91M0.06%−25,316−14.9%Reduced
Crawford Investment Counsel Inc152,607$6.22M0.13%+14,726+10.7%Added
Ameriprise Financial Inc180,558$7.36M0.00%−380−0.2%Reduced
Hotchkis & Wiley Capital Management LLC185,215$7.55M0.02%+23,330+14.4%Added
Charles Schwab Investment Management Inc189,097$7.71M0.00%+16,359+9.5%Added
Geode Capital Management, LLC230,735$9.40M0.00%+2,790+1.2%Added
Tributary Capital Management, LLC241,818$9.85M0.75%−11,452−4.5%Reduced
Royce & Associates LP270,380$11.0M0.08%−4,749−1.7%Reduced
WCM Investment Management, LLC276,785$11.3M0.03%+17,382+6.7%Added
Fenimore Asset Management Inc282,720$11.5M0.28%+282,720New
Northern Trust Corp297,108$12.1M0.00%−4,064−1.3%Reduced
State Street Corp403,618$16.4M0.00%+13,450+3.4%Added
Dimensional Fund Advisors LP539,011$22.0M0.01%−7,827−1.4%Reduced
Atlanta Capital Management Co L L C563,951$23.0M0.08%−7,905−1.4%Reduced
Buckingham Strategic Wealth, LLC831,774$33.9M0.82%−45,308−5.2%Reduced
Vanguard Group Inc835,941$34.1M0.00%+44,878+5.7%Added
BlackRock Inc.1,014,110$41.3M0.00%−27,061−2.6%Reduced
Southernsun Asset Management, LLC0$00.00%−283,160−100.0%Sold out
Squarepoint Ops LLC0$00.00%−5,739−100.0%Sold out
Marshall Wace, LLP0$00.00%−5,723−100.0%Sold out
First Hawaiian Bank0$00.00%−5,499−100.0%Sold out
American Century Companies Inc0$00.00%−5,399−100.0%Sold out
Bank of Montreal0$00.00%−4,307−100.0%Sold out
Howe & Rusling Inc0$00.00%−2,101−100.0%Sold out
Lazard Asset Management LLC0$00.00%−920−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−325−100.0%Sold out
Bessemer Group Inc0$00.00%−119−100.0%Sold out
Accel Wealth Management0$00.00%−100−100.0%Sold out
WealthShield Partners, LLC0$00.00%−92−100.0%Sold out