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CASS

CASS

Cass Information Systems, Inc.

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
62
Partial Q3 2026
Total 13F value
$43.3M
Filed positions so far
New positions
12
This quarter
Sold positions
7
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Tributary Capital Management, Llc

$12.3M231.8K1.13%-4.1%

Proshare Advisors Llc

$7.2M134.8K0.01%-51.9%

Axxion S.A.

$3.9M73.6K0.26%Unchanged

Pinnacle Associates Ltd

$3.5M66.3K0.04%-1.3%

Inspire Investing, Llc

$3M56.8K0.13%New Position

Deprince Race & Zollo Inc

$2.3M43.2K0.04%-5.3%

Commonwealth Equity Services, Llc

$1.5M29.1K0.00%-1.4%

Creative Planning

$1.5M28.9K0.00%+8.2%

Lvz, Inc.

$1.2M22.8K0.12%Unchanged

Cwa Asset Management Group, Llc

$1M19.1K0.03%-26.4%

Strs Ohio

$964K18.1K0.00%+23.1%

Verdence Capital Advisors Llc

$714K13.4K0.03%+5.5%

Clark Financial Services Group Inc /Bd

$586K11.0K0.27%Unchanged

Ghp Investment Advisors, Inc.

$518K9.7K0.02%-6.0%

Wealth Enhancement Advisory Services, Llc

$319K5.9K0.00%+8.8%

Pinnacle Wealth Management Advisory Group, Llc

$306K5.7K0.02%-0.0%

Hub Investment Partners, Llc

$274K5.1K0.00%+12.0%

Park Capital Management, Llc / Wi

$270K5.1K0.14%+4.5%

Parkside Financial Bank & Trust

$267K5.0K0.02%Unchanged

Fifth Third Wealth Advisors Llc

$212K4.0K0.01%New Position

Trust Point Inc.

$204K3.8K0.02%New Position

Dumont & Blake Investment Advisors Llc

$200K3.8K0.05%New Position

Pavaki Capital Management Llc

$160K3.0K0.05%Unchanged

State Of Alaska, Department Of Revenue

$130K2.5K0.00%Unchanged

Copeland Capital Management, Llc

$88K1.7K0.00%Unchanged

Global X Japan Co., Ltd.

$80K1.5K0.00%+18.0%

Parallel Advisors, Llc

$50K1.2K0.00%Unchanged

Covestor Ltd

$42K7900.03%-3.2%

Heritage Family Offices, Llp

$33K6280.01%New Position

Ifp Advisors, Inc

$33K6250.00%Unchanged

Mgo One Seven Llc

$30K33.3K0.00%Unchanged

Gamma Investing Llc

$29K5480.00%+23.4%

Farther Finance Advisors, Llc

$29K5580.00%Unchanged

Sterling Capital Management Llc

$20K3690.00%+495.2%

Wilkerson Advisory Group Llc

$19K3470.01%+0.6%

Triumph Capital Management

$18K3380.00%Unchanged

Apollon Wealth Management, Llc

$15K16.4K0.00%-13.1%

Private Trust Co Na

$15K2730.00%Unchanged

Nisa Investment Advisors, Llc

$14K2640.00%Unchanged

Pinnacle Wealth Planning Services, Inc.

$7K1270.00%Unchanged

James T. Borello Ria

$5K940.00%Unchanged

Harbor Capital Advisors, Inc.

$4K780.00%-2.5%

Essential Partners Llc

$4K740.00%Unchanged

Sjs Investment Consulting Inc.

$4K680.00%+1600.0%

Activest Wealth Management

$4K4.0K0.00%Unchanged

Gk Wealth Management Llc

$3K640.00%New Position

Sbi Securities Co., Ltd.

$3K3.0K0.00%+58.3%

Signaturefd, Llc

$2K460.00%+7.0%

Versant Capital Management, Inc

$2K370.00%Unchanged

Signature Equity Partners, Llc

$2K2.0K0.00%Unchanged

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