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Cass Information Systems (CASS) Institutional Ownership

Cass Information Systems logo
$38.24 -0.35 (-0.89%)
As of 11:48 AM Eastern
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Institutional Ownership Changes (13F Filings) for Cass Information Systems (NASDAQ:CASS)

Current
Institutional Ownership
Percentage
59.08%
Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$57.61M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$28.76M
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CASS Institutional Buying and Selling by Quarter

Cass Information Systems Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025Pitcairn Co.5,794$252K0.0%-14.0%0.044%
8/15/2025CANADA LIFE ASSURANCE Co15,040$655K0.0%+8.0%0.114%
8/15/2025Tower Research Capital LLC TRC 4,588$199K0.0%+1,671.4%0.035%
8/15/2025Tidal Investments LLC10,545$458K0.0%-11.3%0.080%
8/15/2025BNP Paribas Financial Markets1,227$53K0.0%+50.7%0.009%
8/15/2025Bank of America Corp DE9,629$418K0.0%-19.6%0.073%
8/15/2025Ameriprise Financial Inc.25,000$1.09M0.0%-85.5%0.189%
8/14/2025Jane Street Group LLC21,741$945K0.0%+10.8%0.164%
8/14/2025Quantinno Capital Management LP7,069$307K0.0%N/A0.053%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,635$288K0.0%-17.3%0.050%
8/14/2025The Manufacturers Life Insurance Company 4,736$206K0.0%-6.8%0.036%
8/14/2025Sei Investments Co.5,276$229K0.0%N/A0.040%
8/13/2025Gabelli Funds LLC70,986$3.08M0.0%N/A0.537%
8/13/2025Gamco Investors INC. ET AL9,646$419K0.0%N/A0.073%
8/13/2025Brown Advisory Inc.9,552$415K0.0%-6.0%0.072%
8/13/2025Marshall Wace LLP16,012$696K0.0%N/A0.121%
8/13/2025Invesco Ltd.17,600$765K0.0%-7.4%0.133%
8/13/2025Arrowstreet Capital Limited Partnership101,860$4.43M0.0%+13.6%0.770%
8/13/2025Ballast Asset Management LP90,106$3.92M2.0%-10.7%0.682%
8/13/2025New York State Common Retirement Fund3,223$140K0.0%-42.7%0.024%
8/12/2025Inceptionr LLC6,551$285K0.1%N/A0.050%
8/12/2025Boston Partners66,862$2.91M0.0%+5.1%0.506%
8/12/2025XTX Topco Ltd7,169$311K0.0%-31.7%0.054%
8/12/2025American Century Companies Inc.64,885$2.82M0.0%-5.8%0.491%
8/12/2025Rhumbline Advisers26,698$1.16M0.0%-3.7%0.202%
8/12/2025JPMorgan Chase & Co.6,797$295K0.0%-66.0%0.051%
8/12/2025Swiss National Bank23,152$1.01M0.0%-7.2%0.175%
8/8/2025Intech Investment Management LLC5,188$225K0.0%-29.3%0.039%
8/8/2025Creative Planning10,311$448K0.0%+102.9%0.077%
8/8/2025Geode Capital Management LLC293,657$12.76M0.0%-4.6%2.198%
8/7/2025Boston Partners66,862$2.91M0.0%+5.1%0.500%
8/7/2025ProShare Advisors LLC278,138$12.09M0.0%+63.7%2.082%
8/7/2025CSM Advisors LLC93,140$4.05M0.1%N/A0.697%
8/5/2025Speece Thorson Capital Group Inc.330,036$14.34M2.9%+2.2%2.470%
8/5/2025GHP Investment Advisors Inc.15,301$665K0.0%-12.8%0.115%
8/4/2025IFG Advisory LLC49,912$2.17M0.1%+1.3%0.374%
8/4/2025Pinnacle Associates Ltd.79,228$3.44M0.0%+5.9%0.593%
8/1/2025Teacher Retirement System of Texas43,049$1.87M0.0%+140.7%0.322%
8/1/2025Envestnet Asset Management Inc.69,404$3.02M0.0%+49.7%0.519%
7/31/2025AlphaQuest LLC6,678$290K0.0%+156.3%0.050%
7/30/2025Tributary Capital Management LLC286,153$12.43M1.1%-7.0%2.142%
7/25/2025CWM LLC1,551$67K0.0%-20.3%0.012%
7/23/2025KLP Kapitalforvaltning AS18,280$794K0.0%+557.6%0.137%
7/22/2025Fenimore Asset Management Inc339,524$14.75M0.3%+0.2%2.541%
7/21/2025Copeland Capital Management LLC1,667$72K0.0%+16.4%0.012%
7/17/2025Janney Montgomery Scott LLC6,342$276K0.0%-4.9%0.047%
7/11/2025Compass Ion Advisors LLC4,620$201K0.0%N/A0.035%
5/21/2025Acadian Asset Management LLC1,917$82K0.0%-91.9%0.014%
5/20/2025Focus Partners Wealth764,070$33.05M0.1%+0.2%5.719%
5/19/2025Jane Street Group LLC19,615$848K0.0%N/A0.147%
5/16/2025Goldman Sachs Group Inc.42,852$1.85M0.0%-28.0%0.321%
5/16/2025Uniplan Investment Counsel Inc.90,919$3.93M0.4%+114.4%0.681%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,022$347K0.0%+4.0%0.060%
5/16/2025AQR Capital Management LLC9,131$395K0.0%-25.1%0.068%
5/14/2025Hotchkis & Wiley Capital Management LLC141,770$6.13M0.0%+92.0%1.061%
5/14/2025Northwestern Mutual Wealth Management Co.949$41K0.0%-30.3%0.007%
5/14/2025AlphaQuest LLC2,606$113K0.0%+23.9%0.020%
5/14/2025Emmett Investment Management LP93,241$4.04M3.7%+2.7%0.698%
5/13/2025American Century Companies Inc.68,847$2.98M0.0%-21.5%0.515%
5/13/2025Boston Partners63,620$2.75M0.0%+16.6%0.476%
5/12/2025Nuveen LLC81,097$3.51M0.0%N/A0.607%
5/12/2025Invesco Ltd.19,014$822K0.0%-7.2%0.142%
5/12/2025Swiss National Bank24,952$1.08M0.0%-2.7%0.187%
5/9/2025Charles Schwab Investment Management Inc.101,810$4.40M0.0%-2.4%0.756%
5/9/2025Vanguard Group Inc.801,473$34.66M0.0%+0.6%5.952%
5/9/2025PNC Financial Services Group Inc.1,309$57K0.0%-24.0%0.010%
5/8/2025Commerce Bank58,746$2.54M0.0%-6.8%0.436%
5/8/2025XTX Topco Ltd10,490$454K0.0%N/A0.078%
5/7/2025Heartland Advisors Inc.473,926$20.50M1.2%+13.7%3.520%
5/6/2025Royce & Associates LP233,323$10.09M0.1%-12.3%1.733%
5/6/2025Pinnacle Associates Ltd.74,828$3.24M0.0%+41.1%0.556%
5/5/2025Foundry Partners LLC121,455$5.25M0.3%-0.6%0.902%
5/2/2025Tributary Capital Management LLC307,768$13.31M1.2%-3.5%2.286%
5/1/2025CWM LLC1,947$84K0.0%+275.9%0.014%
5/1/2025Speece Thorson Capital Group Inc.322,918$13.97M2.9%-1.8%2.398%
4/29/2025Envestnet Asset Management Inc.46,357$2.01M0.0%-1.8%0.344%
4/29/2025Bank of New York Mellon Corp84,494$3.65M0.0%-3.4%0.628%
4/28/2025Teacher Retirement System of Texas17,883$773K0.0%+10.9%0.133%
4/24/2025Copeland Capital Management LLC1,432$62K0.0%+56.7%0.011%
4/23/2025GHP Investment Advisors Inc.17,544$759K0.0%-6.7%0.130%
4/21/2025Global X Japan Co. Ltd.1,282$55K0.0%N/A0.010%
4/17/2025Janney Montgomery Scott LLC6,669$288K0.0%+11.0%0.050%
4/14/2025Fenimore Asset Management Inc338,882$14.66M0.3%+0.8%2.517%
4/10/2025Beacon Financial Group5,256$227K0.0%-35.3%0.039%
4/8/2025Dumont & Blake Investment Advisors LLC4,641$201K0.1%N/A0.034%
4/7/2025GAMMA Investing LLC12,456$539K0.0%+4,823.3%0.093%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC32,174$1.32M0.0%+6.4%0.237%
2/17/2025Two Sigma Investments LP11,535$472K0.0%+68.5%0.085%
2/17/2025Two Sigma Advisers LP13,949$571K0.0%-11.4%0.103%
2/17/2025Tidal Investments LLC12,622$516K0.0%-4.8%0.093%
2/17/2025ProShare Advisors LLC183,440$7.51M0.0%-6.9%1.352%
2/17/2025Nuveen Asset Management LLC54,350$2.22M0.0%+36.2%0.401%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,710$315K0.0%+3.0%0.057%
2/17/2025Focus Partners Wealth762,482$31.19M0.1%-8.1%5.619%
2/17/2025Emmett Investment Management LP90,815$3.72M3.3%N/A0.669%
2/17/2025Deutsche Bank AG8,266$338K0.0%+13.9%0.061%
2/17/2025Bank of America Corp DE17,907$733K0.0%+37.4%0.132%
2/17/2025BNP Paribas Financial Markets1,857$76K0.0%-70.9%0.014%
2/17/2025Ameriprise Financial Inc.118,070$4.83M0.0%+1.9%0.870%
2/14/2025Northern Trust Corp136,568$5.59M0.0%+3.7%1.006%
(Data available from 1/1/2016 forward)

CASS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CASS shares?

During the previous two years, 116 institutional investors and hedge funds held shares of Cass Information Systems. The most heavily invested institutionals were Vanguard Group Inc. ($34.66M), Focus Partners Wealth ($33.05M), Heartland Advisors Inc. ($20.50M), Dimensional Fund Advisors LP ($17.20M), Fenimore Asset Management Inc. ($15.11M), Fenimore Asset Management Inc ($14.75M), and Speece Thorson Capital Group Inc. ($14.34M).Learn more on Cass Information Systems' institutional investors.

What percentage of Cass Information Systems' stock is owned by institutional investors?

59.08% of Cass Information Systems' stock is owned by institutional investors. Learn more on CASS's institutional investor holdings.

Which institutional investors have been buying Cass Information Systems' stock?

Of the 89 institutional investors that purchased Cass Information Systems' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Speece Thorson Capital Group Inc. ($336.06K), Heartland Advisors Inc. ($148.42K), Hotchkis & Wiley Capital Management LLC ($140.97K), ProShare Advisors LLC ($108.19K), Emmett Investment Management LP ($93.24K), CSM Advisors LLC ($93.14K), and Nuveen LLC ($81.10K).

How much institutional buying is happening at Cass Information Systems?

Institutional investors have bought a total of 1,357,334 shares in the last 24 months. This purchase volume represents approximately $57.61M in transactions.

Which of Cass Information Systems' major shareholders have been selling company stock?

Of the 55 institutional investors that sold Cass Information Systems' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($147.74K), Focus Partners Wealth ($67.05K), Geode Capital Management LLC ($51.05K), Uniplan Investment Counsel Inc. ($49.42K), Royce & Associates LP ($46.48K), Tributary Capital Management LLC ($32.66K), and Los Angeles Capital Management LLC ($28.38K).

How much institutional selling is happening at Cass Information Systems?

Institutional investors have sold a total of 680,376 shares in the last 24 months. This volume of shares sold represents approximately $28.76M in transactions.


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This page (NASDAQ:CASS) was last updated on 10/9/2025 by MarketBeat.com Staff
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