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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, Q3 2021

Institutional positions in Cass Information Systems Inc as of Sep 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
132
+1 vs. Q2 2021
Shares held
8.72M
−59.4K (−0.7%) vs. Q2 2021
Total value
$365.1M
+$7.13M (+2.0%) vs. Q2 2021
New holders
9
47 more added
Sold out
8
50 more reduced

Compare with Q2 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 holdersQ3 2021: 132 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 heldQ3 2021: $365.1M
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, Q3 2021

Shares, value and share of portfolio for each institution holding Cass Information Systems Inc; share changes are against Q2 2021.

Institutions holding CASS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Two Sigma Advisers, LP47,949$2.01M0.01%−900−1.8%Reduced
Euclidean Technologies Management, LLC51,433$2.15M1.87%−3,529−6.4%Reduced
Invenomic Capital Management LP52,291$2.19M0.78%+50,162+2,356.1%Added
Parametric Portfolio Associates LLC53,285$2.23M0.00%+7,856+17.3%Added
Nuveen Asset Management, LLC60,172$2.58M0.00%−6,048−9.1%Reduced
Rhumbline Advisers62,322$2.61M0.00%+18,414+41.9%Added
ProShare Advisors LLC74,475$3.12M0.01%+11,146+17.6%Added
Bank of America Corp75,022$3.14M0.00%+6,732+9.9%Added
GHP Investment Advisors, Inc.79,713$3.34M0.26%+4,463+5.9%Added
Kennedy Capital Management, Inc.80,028$3.35M0.08%+12,257+18.1%Added
Heartland Advisors Inc87,911$3.68M0.22%+16,603+23.3%Added
Arrowstreet Capital, Limited Partnership117,409$4.91M0.01%−18,735−13.8%Reduced
River Road Asset Management, LLC132,217$5.53M0.06%−12,740−8.8%Reduced
Bank of New York Mellon Corp134,176$5.62M0.00%+9,491+7.6%Added
Ancora Advisors, LLC134,752$5.64M0.15%+71,369+112.6%Added
Crawford Investment Counsel Inc143,619$6.01M0.12%−8,988−5.9%Reduced
Victory Capital Management Inc168,790$7.06M0.01%+48,422+40.2%Added
Hotchkis & Wiley Capital Management LLC184,025$7.70M0.02%−1,190−0.6%Reduced
Ameriprise Financial Inc204,416$8.55M0.00%+23,858+13.2%Added
Charles Schwab Investment Management Inc204,470$8.56M0.00%+15,373+8.1%Added
Royce & Associates LP216,080$9.04M0.07%−54,300−20.1%Reduced
Geode Capital Management, LLC228,824$9.58M0.00%−1,911−0.8%Reduced
Tributary Capital Management, LLC238,272$9.97M0.77%−3,546−1.5%Reduced
WCM Investment Management, LLC256,014$10.7M0.02%−20,771−7.5%Reduced
Northern Trust Corp299,867$12.5M0.00%+2,759+0.9%Added
Fenimore Asset Management Inc305,860$12.8M0.31%+23,140+8.2%Added
State Street Corp406,528$17.0M0.00%+2,910+0.7%Added
Dimensional Fund Advisors LP537,575$22.5M0.01%−1,436−0.3%Reduced
Atlanta Capital Management Co L L C545,629$22.8M0.08%−18,322−3.2%Reduced
Vanguard Group Inc766,421$32.1M0.00%−69,520−8.3%Reduced
Buckingham Strategic Wealth, LLC831,774$34.8M0.71%00.0%Unchanged
BlackRock Inc.1,003,695$42.0M0.00%−10,415−1.0%Reduced
Boston Partners0$00.00%−22,303−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−11,198−100.0%Sold out
Quadrature Capital Ltd0$00.00%−8,049−100.0%Sold out
California Public Employees Retirement System0$00.00%−7,134−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−5,166−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−572−100.0%Sold out
KB Financial Partners, LLC0$00.00%−89−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−70−100.0%Sold out