2026-10-08
AI summary pending
View Full Filing (SEC EDGAR)Cass Information Systems Inc
$54.670%
-$4.4M
Net Activity
-2.33% total shares
Institutions Holding
173
Popularity Rank
#3369
Avg Weight
0.07%
Total Value
$408.0M
173 institutions currently hold CASS, with 105 net buyers and 62 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
62
Net Buying Institutions
105
Top 5 by Value
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Across its top 20 institutional holders, CASS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 28/100).
CASS ranks #3369 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
173 institutions disclose a position in CASS, but none treat it as a major bet — even Speece Thorson Capital Group Inc, its most concentrated holder, allocates just 3.8% of its own portfolio to it.
Clark Financial Services Group Inc /bd has added to its CASS position for two straight quarters, increasing it by $101.5K to reach $585.8K today.
CASS is down 0% today, and institutions have been net sellers of $4.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
CASS posted net income of $36.7M over the trailing twelve months.
+$47.1M
Total Buy Value
$59.5M
Total Sell Value
105
Net Buyers
62
Net Sellers
CASS
Q2 2026
Top 5 Institutional Movers
CASS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Cass Information Systems announced its second quarter fiscal 2026 results on July 23, 2026, via a press release and an earnings supplement posted on its website. This 8-K filing serves to notify investors of that release, but the actual financial figures are not included in this excerpt.
View Full Filing (SEC EDGAR)14808P109
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,280
Total reported value
$2.2T
3255 13F institutions increased their position this quarter
Institutions Holding
6,027
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,190
Total reported value
$1.8T
2996 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,612
Total reported value
$529.1B
Held by 4612 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,444
Total reported value
$354.7B
Held by 4444 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,355
Total reported value
$864.4B
Held by 4355 institutions — one of the most-tracked stocks on AlphaSMO
Access CASS's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CASSCLI
npx alphasmo stocks get CASS