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.
Q1 2025 vs. Q4 2024
How the institutions holding Cass Information Systems Inc changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 139 | 3 | 142 | +6 |
| Shares | 8.10M | 56.8K | 8.15M | +104.7K (+1.3%) |
| Value | $331.5M | $2.33M | $349.0M | +$19.9M (+6.0%) |
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Cass Information Systems Inc at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Jane Street Group, LLC | 19,615 | $848.3K | 0.00% |
| D. E. Shaw & Co., Inc. | 12,290 | $531.5K | 0.00% |
| XTX Topco Ltd | 10,490 | $453.7K | 0.02% |
| Franklin Resources Inc | 9,702 | $419.6K | 0.00% |
| SEI Investments Co | 5,276 | $228.2K | 0.00% |
| Occudo Quantitative Strategies LP | 4,766 | $202.5K | 0.03% |
| Dumont & Blake Investment Advisors LLC | 4,641 | $200.7K | 0.06% |
| Global X Japan Co., Ltd. | 1,282 | $55.4K | 0.01% |
| AdvisorNet Financial, Inc | 220 | $9.52K | 0.00% |
| Coldstream Capital Management Inc | 107 | $4.63K | 0.00% |
| Farther Finance Advisors, LLC | 76 | $3.29K | 0.00% |
| Smallwood Wealth Investment Management, LLC | 10 | $432 | 0.00% |
| Nuveen, LLC | 81,097 | – | – |
Sold out (7)
Institutions that held Cass Information Systems Inc at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Towneley Capital Management, Inc | 14,944 | $611.4K |
| Benjamin Edwards Inc | 14,139 | $578.4K |
| ExodusPoint Capital Management, LP | 9,632 | $394.0K |
| Trust Point Inc. | 6,924 | $283.3K |
| HRT Financial LP | 5,893 | $241.0K |
| SRS Capital Advisors, Inc. | 42 | $1.72K |
| Proequities, Inc. | 24 | $969 |
Not filed for Q1 2025 yet (3)
Institutions that held Cass Information Systems Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Nuveen Asset Management, LLC | 54,350 | $2.22M |
| Global Retirement Partners, LLC | 2,266 | $92.7K |
| WR Wealth Planners, LLC | 219 | $8.97K |