CASS

Cass Information Systems INC

+$47.3M

Net Activity

Institutions Holding

159

Popularity Rank

#3443

Avg Weight

0.09%

Total Value

$358.0M

Ownership Trend

159 institutions currently hold CASS, with 73 net buyers and 74 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

74

Net Buying Institutions

73

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$39.8M
FP
Focus Partners Wealth
$30.2M
VC
Vanguard Capital Management LLC
$24.2M
BA
Brown Advisory INC
$23.0M
HA
Heartland Advisors INC
$20.7M

Top 5 by Conviction

EI
Emmett Investment Management, LP
4.32%
ST
Speece Thorson Capital Group INC
3.55%
AW
Acumen Wealth Advisors, LLC
1.25%
HA
Heartland Advisors INC
1.06%
TC
Tributary Capital Management, LLC
1.06%
View all 159 holding institutions

Quarterly Activity

Recent Activity

+$119.2M

Total Buy Value

$208.6M

Total Sell Value

New buy22
Trim55
Add51
Sold out19

73

Net Buyers

74

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CASS INFORMATION SYSTEMS INC (CASS)?
Major stakeholders currently include BlackRock, Inc. ($39.8M), Focus Partners Wealth ($30.2M), Vanguard Capital Management LLC ($24.2M). Based on the latest 13F filings, there are a total of 159 tracked investment funds and institutions maintaining positions in CASS.
What is the overall institutional sentiment toward CASS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $47.3M, driven by 73 managers accumulating shares while 74 reduced their exposure.
Which institutions have been selling or reducing their CASS positions?
In the latest period, 55 funds trimmed their holdings, and 19 managers completely exited their positions. The aggregate reported sell value was $208.6M.
Are there any notable investors adding CASS to their portfolios?
Yes, buying activity remains notable. 22 institutions opened new positions in {ticker}, and 51 existing holders added to their shares. The total reported buy value for the quarter amounted to $119.2M.

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