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Cass Information Systems (CASS) Institutional Ownership

Cass Information Systems logo
$42.44 +0.26 (+0.62%)
As of 09:53 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)
70
Total
Institutional Inflows
(last 12 months)
$57.57M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$28.66M
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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
8/15/2025BNP 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%
8/13/2025 Gabelli Funds LLC70,986$3.08M0.0%N/A0.537%
8/13/2025 Gamco Investors INC. ET AL9,646$419K0.0%N/A0.073%
8/13/2025 Brown Advisory Inc.9,552$415K0.0%-6.0%0.072%
8/13/2025 Marshall Wace LLP16,012$696K0.0%N/A0.121%
8/13/2025 Invesco Ltd.17,600$765K0.0%-7.4%0.133%
8/13/2025 Arrowstreet Capital Limited Partnership101,860$4.43M0.0%+13.6%0.770%
8/13/2025 Ballast Asset Management LP90,106$3.92M2.0%-10.7%0.682%
8/13/2025 New York State Common Retirement Fund3,223$140K0.0%-42.7%0.024%
8/12/2025 Inceptionr LLC6,551$285K0.1%N/A0.050%
8/12/2025 Boston Partners66,862$2.91M0.0%+5.1%0.506%
8/12/2025 XTX Topco Ltd7,169$311K0.0%-31.7%0.054%
8/12/2025 American Century Companies Inc.64,885$2.82M0.0%-5.8%0.491%
8/12/2025 Rhumbline Advisers26,698$1.16M0.0%-3.7%0.202%
8/12/2025 JPMorgan Chase & Co.6,797$295K0.0%-66.0%0.051%
8/12/2025 Swiss National Bank23,152$1.01M0.0%-7.2%0.175%
8/8/2025 Intech Investment Management LLC5,188$225K0.0%-29.3%0.039%
8/8/2025 Creative Planning10,311$448K0.0%+102.9%0.077%
8/8/2025 Geode Capital Management LLC293,657$12.76M0.0%-4.6%2.198%
8/7/2025 Boston Partners66,862$2.91M0.0%+5.1%0.500%
8/7/2025 ProShare Advisors LLC278,138$12.09M0.0%+63.7%2.082%
8/7/2025 CSM Advisors LLC93,140$4.05M0.1%N/A0.697%
8/5/2025 Speece Thorson Capital Group Inc.330,036$14.34M2.9%+2.2%2.470%
8/5/2025 GHP Investment Advisors Inc.15,301$665K0.0%-12.8%0.115%
8/4/2025 IFG Advisory LLC49,912$2.17M0.1%+1.3%0.374%
8/4/2025 Pinnacle Associates Ltd.79,228$3.44M0.0%+5.9%0.593%
8/1/2025 Teacher Retirement System of Texas43,049$1.87M0.0%+140.7%0.322%
8/1/2025 Envestnet Asset Management Inc.69,404$3.02M0.0%+49.7%0.519%
7/31/2025 AlphaQuest LLC6,678$290K0.0%+156.3%0.050%
7/30/2025 Tributary Capital Management LLC286,153$12.43M1.1%-7.0%2.142%
7/25/2025 CWM LLC1,551$67K0.0%-20.3%0.012%
7/23/2025 KLP Kapitalforvaltning AS18,280$794K0.0%+557.6%0.137%
7/22/2025 Fenimore Asset Management Inc339,524$14.75M0.3%+0.2%2.541%
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7/21/2025 Copeland Capital Management LLC1,667$72K0.0%+16.4%0.012%
7/17/2025 Janney Montgomery Scott LLC6,342$276K0.0%-4.9%0.047%
7/11/2025 Compass Ion Advisors LLC4,620$201K0.0%N/A0.035%
5/21/2025 Acadian 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%
5/14/2025 Northwestern Mutual Wealth Management Co.949$41K0.0%-30.3%0.007%
5/14/2025 AlphaQuest LLC2,606$113K0.0%+23.9%0.020%
5/14/2025Emmett Investment Management LP93,241$4.04M3.7%+2.7%0.698%
5/13/2025 American Century Companies Inc.68,847$2.98M0.0%-21.5%0.515%
5/13/2025 Boston Partners63,620$2.75M0.0%+16.6%0.476%
5/12/2025 Nuveen LLC81,097$3.51M0.0%N/A0.607%
5/12/2025 Invesco Ltd.19,014$822K0.0%-7.2%0.142%
5/12/2025 Swiss National Bank24,952$1.08M0.0%-2.7%0.187%
5/9/2025 Charles Schwab Investment Management Inc.101,810$4.40M0.0%-2.4%0.756%
5/9/2025 Vanguard Group Inc.801,473$34.66M0.0%+0.6%5.952%
5/9/2025 PNC Financial Services Group Inc.1,309$57K0.0%-24.0%0.010%
5/8/2025 Commerce Bank58,746$2.54M0.0%-6.8%0.436%
5/8/2025 XTX Topco Ltd10,490$454K0.0%N/A0.078%
5/7/2025 Heartland Advisors Inc.473,926$20.50M1.2%+13.7%3.520%
5/6/2025 Royce & Associates LP233,323$10.09M0.1%-12.3%1.733%
5/6/2025 Pinnacle Associates Ltd.74,828$3.24M0.0%+41.1%0.556%
5/5/2025Foundry Partners LLC121,455$5.25M0.3%-0.6%0.902%
5/2/2025 Tributary Capital Management LLC307,768$13.31M1.2%-3.5%2.286%
5/1/2025 CWM LLC1,947$84K0.0%+275.9%0.014%
5/1/2025 Speece Thorson Capital Group Inc.322,918$13.97M2.9%-1.8%2.398%
4/29/2025 Envestnet Asset Management Inc.46,357$2.01M0.0%-1.8%0.344%
4/29/2025 Bank of New York Mellon Corp84,494$3.65M0.0%-3.4%0.628%
4/28/2025 Teacher Retirement System of Texas17,883$773K0.0%+10.9%0.133%
4/24/2025 Copeland Capital Management LLC1,432$62K0.0%+56.7%0.011%
4/23/2025 GHP Investment Advisors Inc.17,544$759K0.0%-6.7%0.130%
4/21/2025 Global X Japan Co. Ltd.1,282$55K0.0%N/A0.010%
4/17/2025 Janney Montgomery Scott LLC6,669$288K0.0%+11.0%0.050%
4/14/2025 Fenimore Asset Management Inc338,882$14.66M0.3%+0.8%2.517%
4/10/2025 Beacon Financial Group5,256$227K0.0%-35.3%0.039%
4/8/2025 Dumont & Blake Investment Advisors LLC4,641$201K0.1%N/A0.034%
4/7/2025 GAMMA 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%
2/17/2025 ProShare 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%
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2/17/2025Emmett Investment Management LP90,815$3.72M3.3%N/A0.669%
2/17/2025 Deutsche 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%
2/14/2025 Northern Trust Corp136,568$5.59M0.0%+3.7%1.006%
2/14/2025Aquatic Capital Management LLC1,083$44K0.0%N/A0.008%
2/14/2025Price T Rowe Associates Inc. MD12,776$523K0.0%+6.5%0.094%
2/14/2025Uniplan Investment Counsel Inc.42,403$1.74M0.2%-53.8%0.312%
2/14/2025Stifel Financial Corp9,447$386K0.0%-11.9%0.070%
(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, 115 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 87 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 1,356,720 shares in the last 24 months. This purchase volume represents approximately $57.57M 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 678,095 shares in the last 24 months. This volume of shares sold represents approximately $28.66M in transactions.


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This page (NASDAQ:CASS) was last updated on 8/15/2025 by MarketBeat.com Staff
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