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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, Q4 2021

Institutional positions in Cass Information Systems Inc as of Dec 31, 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
129
−1 vs. Q3 2021
Shares held
8.19M
−536.7K (−6.2%) vs. Q3 2021
Total value
$321.9M
−$43.1M (−11.8%) vs. Q3 2021
New holders
15
41 more added
Sold out
16
46 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 129 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 heldQ4 2021: $321.9M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Cass Information Systems Inc; share changes are against Q3 2021.

Institutions holding CASS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.990,489$38.9M0.00%−13,206−1.3%Reduced
Buckingham Strategic Wealth, LLC831,774$32.7M0.63%00.0%Unchanged
Vanguard Group Inc806,231$31.7M0.00%+39,810+5.2%Added
Atlanta Capital Management Co L L C536,611$21.1M0.07%−9,018−1.7%Reduced
Dimensional Fund Advisors LP528,852$20.8M0.01%−8,723−1.6%Reduced
State Street Corp392,003$15.4M0.00%−14,525−3.6%Reduced
Fenimore Asset Management Inc306,420$12.0M0.27%+560+0.2%Added
Geode Capital Management, LLC226,308$8.90M0.00%−2,516−1.1%Reduced
Tributary Capital Management, LLC224,453$8.82M0.67%−13,819−5.8%Reduced
Hotchkis & Wiley Capital Management LLC222,625$8.75M0.03%+38,600+21.0%Added
Northern Trust Corp214,174$8.42M0.00%−85,693−28.6%Reduced
Charles Schwab Investment Management Inc209,250$8.23M0.00%+4,780+2.3%Added
Victory Capital Management Inc198,712$7.81M0.01%+29,922+17.7%Added
Ameriprise Financial Inc198,542$7.81M0.00%−5,874−2.9%Reduced
FMR LLC195,797$7.70M0.00%+195,672+156,537.6%Added
Crawford Investment Counsel Inc135,929$5.34M0.10%−7,690−5.4%Reduced
Bank of New York Mellon Corp100,705$3.96M0.00%−33,471−24.9%Reduced
Royce & Associates LP99,797$3.92M0.03%−116,283−53.8%Reduced
Heartland Advisors Inc85,453$3.36M0.20%−2,458−2.8%Reduced
GHP Investment Advisors, Inc.82,622$3.25M0.23%+2,909+3.6%Added
ProShare Advisors LLC78,545$3.09M0.01%+4,070+5.5%Added
Bank of America Corp69,513$2.73M0.00%−5,509−7.3%Reduced
Arrowstreet Capital, Limited Partnership63,586$2.50M0.00%−53,823−45.8%Reduced
Rhumbline Advisers62,052$2.44M0.00%−270−0.4%Reduced
Commerce Bank58,532$2.30M0.02%+11,071+23.3%Added
Nuveen Asset Management, LLC56,059$2.27M0.00%−4,113−6.8%Reduced
Kennedy Capital Management, Inc.53,593$2.11M0.04%−26,435−33.0%Reduced
Two Sigma Advisers, LP52,749$2.07M0.01%+4,800+10.0%Added
Parametric Portfolio Associates LLC50,571$1.99M0.00%−2,714−5.1%Reduced
Citadel Advisors LLC50,187$1.97M0.00%+30,515+155.1%Added
Euclidean Technologies Management, LLC50,146$1.97M1.65%−1,287−2.5%Reduced
Public Employees Retirement System of Ohio47,110$1.85M0.01%00.0%Unchanged
Moneta Group Investment Advisors LLC42,396$1.67M0.07%+70.0%Added
Invenomic Capital Management LP37,519$1.48M0.35%−14,772−28.2%Reduced
AQR Capital Management LLC36,752$1.45M0.00%−2,849−7.2%Reduced
Millennium Management LLC35,167$1.38M0.00%+19,746+128.0%Added
Two Sigma Investments, LP34,997$1.38M0.00%+5,915+20.3%Added
Wells Fargo & Company31,227$1.23M0.00%+6,587+26.7%Added
Swiss National Bank30,152$1.19M0.00%00.0%Unchanged
First Trust Advisors LP25,592$1.01M0.00%+2,321+10.0%Added
D. E. Shaw & Co., Inc.25,040$985.0K0.00%+6,172+32.7%Added
Morgan Stanley24,590$966.0K0.00%+11,277+84.7%Added
Envestnet Asset Management Inc23,429$921.0K0.00%−3,906−14.3%Reduced
Tudor Investment Corp Et Al23,367$919.0K0.02%+6,344+37.3%Added
Invesco Ltd.22,052$867.0K0.00%+717+3.4%Added
Gsa Capital Partners LLP21,003$826.0K0.10%+21,003New
Jacobs Levy Equity Management, Inc20,691$814.0K0.01%+5,112+32.8%Added
STRS Ohio19,600$770.0K0.00%+14,400+276.9%Added
California State Teachers Retirement System18,887$743.0K0.00%−163−0.9%Reduced
Credit Suisse AG18,758$739.0K0.00%+682+3.8%Added
UBS Asset Management Americas Inc18,740$736.9K0.00%00.0%Unchanged
Martingale Asset Management L P17,806$701.0K0.01%−500−2.7%Reduced
Los Angeles Capital Management LLC17,187$676.0K0.00%−109−0.6%Reduced
Barclays PLC16,808$661.0K0.00%+10,818+180.6%Added
First National Bank of Omaha15,637$615.0K0.03%−1,243−7.4%Reduced
SEI Investments Co12,507$492.0K0.00%+2,400+23.7%Added
Parkside Financial Bank & Trust12,046$474.0K0.12%00.0%Unchanged
JPMorgan Chase & Co11,240$441.0K0.00%+3,131+38.6%Added
New York State Common Retirement Fund10,331$406.0K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System10,105$397.0K0.00%00.0%Unchanged
Engineers Gate Manager LP10,086$397.0K0.02%+2,355+30.5%Added
Alliancebernstein L.P.9,966$392.0K0.00%00.0%Unchanged
Goldman Sachs Group Inc9,628$379.0K0.00%+2,217+29.9%Added
HRT Financial LP9,567$376.0K0.00%−6,820−41.6%Reduced
IndexIQ Advisors LLC9,127$359.0K0.01%−590−6.1%Reduced
Deutsche Bank AG8,767$345.0K0.00%−6,532−42.7%Reduced
Principal Financial Group Inc8,748$344.0K0.00%−12,371−58.6%Reduced
Manufacturers Life Insurance Company, The8,073$317.0K0.00%+23+0.3%Added
Quadrature Capital Ltd8,074$317.0K0.02%+8,074New
Bragg Financial Advisors, Inc7,457$312.0K0.02%00.0%Unchanged
Brown Advisory Inc7,895$310.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.7,863$309.0K0.00%+495+6.7%Added
ExodusPoint Capital Management, LP7,400$291.0K0.00%+7,400New
American International Group, Inc.7,359$289.0K0.00%−432−5.5%Reduced
Trexquant Investment LP7,250$285.0K0.02%+7,250New
Watershed Asset Management, L.L.C.7,106$279.0K0.25%+7,106New
Stifel Financial Corp7,075$278.0K0.00%+550+8.4%Added
Squarepoint Ops LLC6,935$273.0K0.00%+6,935New
LPL Financial LLC6,884$271.0K0.00%+1,498+27.8%Added
BNP Paribas Arbitrage, SA6,836$268.8K0.00%+2,413+54.6%Added
IFG Advisory, LLC6,726$264.0K0.03%+114+1.7%Added
Cetera Advisor Networks LLC6,601$260.0K0.00%00.0%Unchanged
UBS Group AG6,615$260.0K0.00%+5,731+648.3%Added
Cornerstone Investment Partners, LLC6,604$260.0K0.01%+6,604New
Pitcairn Co6,260$246.0K0.02%−93−1.5%Reduced
Voya Investment Management LLC6,054$238.0K0.00%−4,124−40.5%Reduced
Legal & General Group Plc6,051$238.0K0.00%−29−0.5%Reduced
Jump Financial, LLC5,900$232.0K0.01%+5,900New
Cubist Systematic Strategies, LLC5,785$227.0K0.00%+5,785New
MetLife Investment Management5,703$224.2K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado5,702$224.0K0.00%00.0%Unchanged
Panagora Asset Management Inc5,165$203.0K0.00%+89+1.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)4,560$179.0K0.00%+3,215+239.0%Added
US Bancorp4,149$163.0K0.00%+152+3.8%Added
Metropolitan Life Insurance Co3,885$152.8K0.00%00.0%Unchanged
Citigroup Inc3,688$145.0K0.00%+1,813+96.7%Added
Eaton Vance Management3,566$140.0K0.00%00.0%Unchanged
Royal Bank of Canada2,697$105.0K0.00%+1,438+114.2%Added
Advisor Group Holdings, Inc.2,094$82.0K0.00%−49−2.3%Reduced
FinTrust Capital Advisors, LLC1,785$70.0K0.02%00.0%Unchanged