Cass Information Systems Inc

CASS

Exchange: Nasdaq
Industry: Services-Business Services, NEC
SEC CIK: 0000708781

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding Cass Information Systems Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of CASS: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	142	1	156	+15
Shares	7.27M	8.77K	7.50M	+241.6K (+3.3%)
Value	$285.9M	$344.7K	$311.4M	+$25.8M (+9.0%)

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Cass Information Systems Inc at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to CASS in Q4 2025
Institution	Shares	Value	% of portfolio
Acumen Wealth Advisors, LLC	112,247	$4.66M	1.34%
SEI Investments Co	35,722	$1.48M	0.00%
Gsa Capital Partners LLP	13,955	$579.0K	0.05%
Point72 Asset Management, L.P.	12,354	$512.9K	0.00%
HRT Financial LP	11,521	$478.0K	0.00%
Squarepoint Ops LLC	11,495	$477.3K	0.00%
Pinnacle Wealth Management Advisory Group, LLC	9,871	$409.8K	0.03%
Glenmede Trust Co NA	9,325	$387.2K	0.00%
Y-Intercept (Hong Kong) Ltd	7,946	$329.9K	0.01%
STRS Ohio	7,900	$328.0K	0.00%
SG Americas Securities, LLC	7,189	$298.0K	0.00%
Integrated Quantitative Investments LLC	6,926	$287.6K	0.06%
RBF Capital, LLC	6,510	$270.3K	0.01%
Susquehanna International Group, LLP	6,357	$263.9K	0.00%
Man Group plc	5,799	$240.8K	0.00%
Dynamic Technology Lab Private Ltd	5,751	$239.0K	0.05%
Trexquant Investment LP	5,556	$230.7K	0.00%
Canada Pension Plan Investment Board	5,300	$220.1K	0.00%
Inceptionr LLC	5,273	$218.9K	0.06%
MQS Management LLC	5,014	$208.2K	0.12%
Beacon Financial Group	4,924	$204.4K	0.02%
PharVision Advisers, LLC	4,891	$203.1K	0.10%
Pavaki Capital Management LLC	3,000	$124.6K	0.09%
New York State Teachers Retirement System	1,106	$46.0K	0.00%
Kingdom Financial Group LLC.	615	$25.6K	0.01%
Kestra Advisory Services, LLC	484	$20.1K	0.00%
Triumph Capital Management	338	$14.0K	0.00%
Quarry LP	330	$13.7K	0.00%
Wilkerson Advisory Group LLC	222	$9.23K	0.00%
Pinnacle Wealth Planning Services, Inc.	127	$5.27K	0.00%
Los Angeles Capital Management LLC	101	$3.99K	0.00%
Cornerstone Planning Group LLC	17	$732	0.00%
MAI Capital Management	6	$250	0.00%

Sold out (18)

Institutions that held Cass Information Systems Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of CASS in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Fenimore Asset Management Inc	340,544	$13.4M
Uniplan Investment Counsel, Inc.	83,771	$3.29M
Millennium Management LLC	24,477	$962.7K
Swiss National Bank	23,152	$910.6K
Great West Life Assurance Co	15,040	$596.0K
ExodusPoint Capital Management, LP	12,699	$499.5K
Stifel Financial Corp	6,585	$259.0K
Brevan Howard Capital Management LP	6,490	$255.3K
Janus Henderson Group PLC	5,728	$225.6K
Salem Investment Counselors Inc	1,975	$77.7K
Zurcher Kantonalbank (Zurich Cantonalbank)	1,972	$77.6K
SRS Capital Advisors, Inc.	773	$30.4K
Versant Capital Management, Inc	494	$19.4K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	171	$7.00K
Northwestern Mutual Wealth Management Co	148	$5.81K
Clearstead Advisors, LLC	65	$2.56K
Principal Securities, Inc.	64	$2.52K
Larson Financial Group LLC	11	$433

Not filed for Q4 2025 yet (1)

Institutions that held Cass Information Systems Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CASS in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Glenmede Investment Management, LP	8,765	$344.7K