Skip to main content

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 2022

Institutional positions in Cass Information Systems Inc as of Sep 30, 2022. 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
121
−8 vs. Q2 2022
Shares held
7.67M
−83.9K (−1.1%) vs. Q2 2022
Total value
$266.1M
+$4.00M (+1.5%) vs. Q2 2022
New holders
8
52 more added
Sold out
16
36 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 2022: 121 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 2022: $266.1M
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 2022

Shares, value and share of portfolio for each institution holding Cass Information Systems Inc; share changes are against Q2 2022.

Institutions holding CASS in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Salem Investment Counselors Inc83,714$2.90M0.13%+18,970+29.3%Added
Arrowstreet Capital, Limited Partnership85,945$2.98M0.00%+62,458+265.9%Added
Charles Schwab Investment Management Inc90,510$3.14M0.00%+4,973+5.8%Added
Royce & Associates LP93,704$3.25M0.04%+230+0.2%Added
AQR Capital Management LLC96,633$3.35M0.01%+45,593+89.3%Added
Foundry Partners, LLC99,395$3.45M0.22%+25,125+33.8%Added
Bank of New York Mellon Corp101,739$3.53M0.00%+5,216+5.4%Added
Crawford Investment Counsel Inc110,004$3.82M0.09%−4,000−3.5%Reduced
Goldman Sachs Group Inc124,255$4.31M0.00%+48,815+64.7%Added
Northern Trust Corp135,435$4.70M0.00%−55,365−29.0%Reduced
Hotchkis & Wiley Capital Management LLC220,060$7.63M0.03%−47,090−17.6%Reduced
Ameriprise Financial Inc237,461$8.24M0.00%+4,388+1.9%Added
Geode Capital Management, LLC260,778$9.05M0.00%+5,473+2.1%Added
Tributary Capital Management, LLC269,472$9.35M0.98%−1,603−0.6%Reduced
Heartland Advisors Inc298,277$10.3M0.77%+200,294+204.4%Added
Fenimore Asset Management Inc322,469$11.2M0.32%+10,494+3.4%Added
State Street Corp403,642$14.0M0.00%+2,304+0.6%Added
Dimensional Fund Advisors LP551,057$19.1M0.01%+12,762+2.4%Added
Buckingham Strategic Wealth, LLC833,397$28.9M0.59%+40.0%Added
Vanguard Group Inc863,432$30.0M0.00%+97,167+12.7%Added
BlackRock Inc.1,050,129$36.4M0.00%−14,847−1.4%Reduced
Atlanta Capital Management Co L L C0$00.00%−258,320−100.0%Sold out
Invenomic Capital Management LP0$00.00%−40,906−100.0%Sold out
Renaissance Technologies LLC0$00.00%−34,760−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−32,400−100.0%Sold out
Two Sigma Investments, LP0$00.00%−26,662−100.0%Sold out
Engineers Gate Manager LP0$00.00%−15,123−100.0%Sold out
Squarepoint Ops LLC0$00.00%−10,225−100.0%Sold out
Principal Financial Group Inc0$00.00%−10,109−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−7,088−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−6,381−100.0%Sold out
Marshall Wace, LLP0$00.00%−6,067−100.0%Sold out
Huntington National Bank0$00.00%−1,387−100.0%Sold out
Tortoise Index Solutions, LLC0$00.00%−530−100.0%Sold out
Captrust Financial Advisors0$00.00%−236−100.0%Sold out
Sageworth Trust Co of South Dakota0$00.00%−73−100.0%Sold out
KB Financial Partners, LLC0$00.00%−23−100.0%Sold out
Private Capital Group, LLC––––Not filed