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 2025

Institutional positions in Cass Information Systems Inc as of Sep 30, 2025. 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
142
−1 vs. Q2 2025
Shares held
7.27M
−39.2K (−0.5%) vs. Q2 2025
Total value
$285.9M
−$31.9M (−10.0%) vs. Q2 2025
New holders
12
59 more added
Sold out
13
48 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 2025: 142 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 2025: $285.9M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Cass Information Systems Inc; share changes are against Q2 2025.

Institutions holding CASS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.962,787$37.9M0.00%−39,796−4.0%Reduced
Vanguard Group Inc815,234$32.1M0.00%+15,882+2.0%Added
Heartland Advisors Inc466,584$18.4M0.97%−1,259−0.3%Reduced
Dimensional Fund Advisors LP378,930$14.9M0.00%−10,082−2.6%Reduced
Speece Thorson Capital Group Inc351,073$13.8M2.76%+21,037+6.4%Added
Fenimore Asset Management Inc340,544$13.4M0.27%+1,020+0.3%Added
Geode Capital Management, LLC335,490$13.2M0.00%+41,833+14.2%Added
State Street Corp330,031$13.0M0.00%−2,992−0.9%Reduced
ProShare Advisors LLC301,998$11.9M0.02%+23,860+8.6%Added
Tributary Capital Management, LLC275,548$10.8M0.98%−10,605−3.7%Reduced
Royce & Associates LP151,528$5.96M0.06%−16,552−9.8%Reduced
Emmett Investment Management, LP134,995$5.29M4.15%+17,520+14.9%Added
Northern Trust Corp116,276$4.57M0.00%−1,685−1.4%Reduced
Arrowstreet Capital, Limited Partnership101,860$4.01M0.00%00.0%Unchanged
Charles Schwab Investment Management Inc100,431$3.95M0.00%+114+0.1%Added
CSM Advisors, LLC90,195$3.54M0.10%−2,945−3.2%Reduced
Uniplan Investment Counsel, Inc.83,771$3.29M0.32%−13,934−14.3%Reduced
Bank of New York Mellon Corp81,613$3.21M0.00%−2,719−3.2%Reduced
Morgan Stanley74,176$2.92M0.00%−16,943−18.6%Reduced
Two Sigma Investments, LP71,749$2.82M0.00%+66,188+1,190.2%Added
Gabelli Funds LLC70,986$2.79M0.02%00.0%Unchanged
Envestnet Asset Management Inc70,871$2.79M0.00%+1,467+2.1%Added
Hotchkis & Wiley Capital Management LLC70,842$2.79M0.01%−88,548−55.6%Reduced
Pinnacle Associates Ltd68,654$2.70M0.04%−10,574−13.3%Reduced
American Century Companies Inc62,977$2.48M0.00%−1,908−2.9%Reduced
Commerce Bank54,654$2.15M0.01%−1,792−3.2%Reduced
Goldman Sachs Group Inc54,458$2.14M0.00%+22,492+70.4%Added
Ballast Asset Management, LP51,759$2.04M0.93%−38,347−42.6%Reduced
Renaissance Technologies LLC49,260$1.94M0.00%+7,700+18.5%Added
Royal Bank of Canada49,221$1.94M0.00%+4,480+10.0%Added
IFG Advisory, LLC48,460$1.91M0.09%−1,452−2.9%Reduced
Teacher Retirement System of Texas46,251$1.82M0.01%+3,202+7.4%Added
AQR Capital Management LLC44,624$1.76M0.00%+37,899+563.6%Added
First Trust Advisors LP43,646$1.72M0.00%+34,880+397.9%Added
Nuveen, LLC39,990$1.57M0.00%−502−1.2%Reduced
Wells Fargo & Company39,613$1.56M0.00%+880+2.3%Added
Moneta Group Investment Advisors LLC36,269$1.43M0.01%−730−2.0%Reduced
Commonwealth Equity Services, LLC34,210$1.34M0.00%−26−0.1%Reduced
Jane Street Group, LLC31,662$1.25M0.00%+9,921+45.6%Added
D. E. Shaw & Co., Inc.27,531$1.08M0.00%+6,630+31.7%Added
Lazard Asset Management LLC26,683$1.05M0.00%+26,683New
Jag Capital Management, LLC25,553$1.00M0.11%+110.0%Added
UBS Group AG25,226$992.1K0.00%+5,733+29.4%Added
Millennium Management LLC24,477$962.7K0.00%+11,094+82.9%Added
Rhumbline Advisers23,993$943.6K0.00%−2,705−10.1%Reduced
Two Sigma Advisers, LP23,249$914.4K0.00%+16,896+266.0%Added
Swiss National Bank23,152$910.6K0.00%00.0%Unchanged
LVZ Advisors, Inc.22,827$897.8K0.10%00.0%Unchanged
UBS Asset Management Americas Inc21,995$865.1K0.00%−18,289−45.4%Reduced
LPL Financial LLC20,187$794.0K0.00%+569+2.9%Added
JPMorgan Chase & Co18,687$735.0K0.00%+11,890+174.9%Added
Invesco Ltd.18,198$715.7K0.00%+598+3.4%Added
Barclays PLC17,280$679.6K0.00%−6,396−27.0%Reduced
Acadian Asset Management LLC17,167$674.0K0.00%+13,371+352.2%Added
Quantinno Capital Management LP15,513$610.1K0.00%+8,444+119.5%Added
Great West Life Assurance Co15,040$596.0K0.00%00.0%Unchanged
Legal & General Group Plc14,608$574.5K0.00%−92−0.6%Reduced
Benjamin Edwards Inc14,139$556.1K0.01%+14,139New
Citadel Advisors LLC14,100$554.6K0.00%+2,688+23.6%Added
Alliancebernstein L.P.13,421$527.8K0.00%−500−3.6%Reduced
GHP Investment Advisors, Inc.13,219$519.9K0.02%−2,082−13.6%Reduced
ExodusPoint Capital Management, LP12,699$499.5K0.01%+1,642+14.9%Added
Graham Capital Management, L.P.11,981$471.2K0.02%+11,981New
California State Teachers Retirement System11,941$469.6K0.00%+10.0%Added
Creative Planning11,521$453.1K0.00%+1,210+11.7%Added
Bank of America Corp11,516$452.9K0.00%+1,887+19.6%Added
Natixis Advisors, L.P.11,048$435.0K0.00%+367+3.4%Added
Clark Financial Services Group Inc11,000$432.6K0.23%00.0%Unchanged
Price T Rowe Associates Inc10,735$423.0K0.00%00.0%Unchanged
Toroso Investments, LLC10,089$396.8K0.00%−456−4.3%Reduced
KLP Kapitalforvaltning AS9,780$384.6K0.00%−8,500−46.5%Reduced
Ameriprise Financial Inc9,740$383.1K0.00%−15,260−61.0%Reduced
Brown Advisory Inc9,552$375.7K0.00%00.0%Unchanged
Gamco Investors, Inc. Et Al9,517$374.3K0.00%−129−1.3%Reduced
Franklin Resources Inc9,343$367.5K0.00%−332−3.4%Reduced
Glenmede Investment Management, LP8,765$344.7K0.00%+422+5.1%Added
Deutsche Bank AG8,704$342.3K0.00%+2,032+30.5%Added
First National Bank of Omaha8,568$337.0K0.02%+179+2.1%Added
MetLife Investment Management7,764$305.4K0.00%00.0%Unchanged
XTX Topco Ltd6,966$274.0K0.01%−203−2.8%Reduced
Stifel Financial Corp6,585$259.0K0.00%−495−7.0%Reduced
Brevan Howard Capital Management LP6,490$255.3K0.00%+6,490New
Quest Partners LLC6,341$249.4K0.02%−337−5.0%Reduced
Marshall Wace, LLP6,144$241.6K0.00%−9,868−61.6%Reduced
Mariner, LLC6,045$237.8K0.00%+1,002+19.9%Added
US Bancorp5,806$228.3K0.00%−270−4.4%Reduced
Janus Henderson Group PLC5,728$225.6K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado5,702$224.0K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.5,682$223.5K0.00%−953−14.4%Reduced
Janney Montgomery Scott LLC5,678$223.0K0.00%−664−10.5%Reduced
Parkside Financial Bank & Trust5,023$197.6K0.02%00.0%Unchanged
Citigroup Inc4,743$186.5K0.00%−324−6.4%Reduced
New York State Common Retirement Fund3,823$150.4K0.00%+600+18.6%Added
Police & Firemen's Retirement System of New Jersey3,790$149.1K0.00%+764+25.2%Added
CWM, LLC3,089$121.0K0.00%+1,538+99.2%Added
FMR LLC2,791$109.8K0.00%+314+12.7%Added
BNP Paribas Arbitrage, SA2,536$99.7K0.00%+1,309+106.7%Added
Global Retirement Partners, LLC2,090$82.2K0.00%−51−2.4%Reduced
Comerica Bank2,013$79.2K0.00%00.0%Unchanged
Salem Investment Counselors Inc1,975$77.7K0.00%00.0%Unchanged