InvestorLens

CASS — CASS INFORMATION SYS INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CASS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
62
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their CASS position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Steve Cohen)
  • +2 tracked investors reported holding CASS at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About CASS INFORMATION SYS INC (CASS)

CASS INFORMATION SYS INC (CASS) appears in the most recent 13F filings of 2 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $3M. Across recent filings, tracked investors recorded 6 new positions, 0 increased, 1 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CASS

55
/100
Mixed Activity
Added / Increased6
Reduced1
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track CASS

13
/100
Undiscovered
2investors

Only 2 tracked investors report this position.

UndiscoveredCrowded
151015+

CASS Ownership Composition

How CASS INFORMATION SYS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
100% of tracked value
Institutions
2
tracked investors
Total Reported
$2.1M
combined 13F value
Types1
  • Multi-Strategy / Quant100.0%
Multi-Strategy / Quant(2)
100.0%

Tracked investors currently reporting CASS

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    19.7K
    Value
    $1M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    20.8K
    Value
    $1.1M
    % Portfolio
    0.00%

Previously held CASS

These investors reported CASS in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Izzy EnglanderMillennium Management24.5K$962.7KSep 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold CASS?
2 tracked institutional investors disclosed a position in CASS (CASS INFORMATION SYS INC) in their most recent 13F filing.
Who is the largest institutional holder of CASS?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in CASS, valued at $3M.
Did institutional ownership of CASS increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 0 increased, 1 reduced, and 4 fully exited CASS.
Where does this CASS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.