Cass Information Systems Ownership | Who Owns Cass Information Systems?
Cass Information Systems Ownership Summary
Cass Information Systems is owned by 35.02% institutional investors, 11.91% insiders, and 53.07% retail investors. Blackrock is the largest institutional shareholder, holding 7.73% of CASS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.17% of its assets in Cass Information Systems shares.
CASS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Cass Information Systems | 35.02% | 11.91% | 53.07% |
| Sector | Industrials Stocks | 47.66% | 12.56% | 39.78% |
| Industry | Business Services Stocks | 44.46% | 13.16% | 42.38% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.05M | 7.73% | $41.91M |
| Blackrock funding, inc. /de | 945.22K | 7.17% | $39.25M |
| Buckingham strategic wealth | 838.25K | 6.20% | $33.59M |
| Vanguard group | 790.91K | 6.11% | $32.84M |
| Heartland advisors | 470.52K | 3.64% | $20.71M |
| Speece thorson capital group | 354.24K | 2.74% | $15.59M |
| Dimensional fund advisors lp | 346.68K | 2.68% | $15.26M |
| Geode capital management | 334.81K | 2.54% | $13.90M |
| State street | 330.03K | 2.49% | $12.98M |
| Proshare advisors | 289.85K | 2.24% | $12.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Emmett investment management, lp | 135.00K | 3.90% | $5.29M |
| Speece thorson capital group | 354.24K | 3.55% | $15.59M |
| Tributary capital management | 248.94K | 1.06% | $10.96M |
| Heartland advisors | 470.52K | 1.06% | $20.71M |
| Ballast asset management, lp | 51.27K | 1.00% | $2.26M |
| Keeley-teton advisors | 80.63K | 0.38% | $3.30M |
| Buckingham strategic wealth | 838.25K | 0.35% | $33.59M |
| Uniplan investment counsel | 83.77K | 0.32% | $3.29M |
| Clark financial services group inc /bd | 11.00K | 0.26% | $484.22K |
| Foundry partners | 122.20K | 0.25% | $5.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 79.13K | 0.00% | 79.13K |
| Two sigma investments, lp | 71.75K | 0.00% | 66.19K |
| Goldman sachs group | 92.97K | 0.00% | 38.52K |
| Sei investments | 35.72K | 0.00% | 35.72K |
| First trust advisors lp | 43.65K | 0.00% | 34.88K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Colony group | - | - | -764.07K |
| Fenimore asset management | - | - | -340.54K |
| Hotchkis & wiley capital management | 70.84K | 0.01% | -88.55K |
| Royce & associates lp | 77.95K | 0.03% | -73.58K |
| Allspring global investments | - | - | -70.66K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 79.13K | 0.00% | 79.13K | $3.48M |
| Aqr capital management | 12.18K | 0.00% | 12.18K | $498.41K |
| Graham capital management | 11.98K | 0.01% | 11.98K | $471.21K |
| Hrt financial lp | 11.52K | 0.00% | 11.52K | $478.00K |
| Verdence capital advisors | 9.62K | 0.02% | 9.62K | $423.47K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Innealta capital | -7.00 |
| Larson financial group | -11.00 |
| Capital performance advisors llp | -42.00 |
| First financial corp /in/ | -48.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 73 | -48.23% | 4,531,134 | -37.68% | 35 | 1.17% | 30 | -58.90% | 35 | -23.91% |
| Sep 30, 2025 | 69 | -49.63% | 5,246,991 | -26.24% | 39 | 1.38% | 33 | -40.00% | 26 | -55.93% |
| Jun 30, 2025 | 143 | - | 7,301,422 | -10.32% | 55 | 1.49% | 57 | 11.76% | 63 | 6.78% |
| Mar 31, 2025 | 143 | 1.42% | 8,141,797 | 0.48% | 60 | 1.69% | 51 | -28.17% | 59 | 37.21% |
| Dec 31, 2024 | 59 | -56.62% | 3,479,351 | -56.85% | 25 | 0.72% | 27 | -51.79% | 16 | -63.64% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 408.80K | 3.17% | 3.12K |
| Vanguard US Total Market Shares ETF | 412.61K | 3.06% | 3.84K |
| Heartland Value Investor | 345.68K | 2.69% | - |
| Heartland Value Strategy | 345.68K | 2.68% | - |
| iShares Russell 2000 ETF | 300.70K | 2.34% | 2.54K |
| Brown Advisory Small-Cap Fdmtl Val Inv | 277.71K | 2.15% | -3.95K |
| FAM Small Cap Investor | 222.65K | 1.67% | - |
| Tributary Small Cap Equity | 187.21K | 1.46% | -794.00 |
| ProShares S&PTech Div Arstcrts ETF | 149.90K | 1.16% | - |
| Tributary Small Company Instl | 148.59K | 1.15% | -633.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 02, 2025 | Resch Martin H. | President & CEO | Buy | $19.34K |
| Aug 01, 2025 | Normile Michael James | CFO | Buy | $7.92K |
| Aug 01, 2025 | Resch Martin H. | President & CEO | Buy | $19.75K |
| Jul 31, 2025 | Resch Martin H. | President & CEO | Buy | $19.88K |
| Apr 21, 2025 | Resch Martin H. | President & CEO | Buy | $7.80K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 3 | - |
| 2025 Q2 | 2 | - |
CASS Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools