Estimated market cap $712.84MShares outstanding from the company’s latest SEC filing (all share classes, each priced at its own close; ADRs converted to ADS) × last close from Tiingo. Updated daily. This figure: shares as of Nov 2, 2026, last close Nov 13, 2026.12.80M shares, shares as of Nov 2, 2026CIK 708781The SEC’s Central Index Key, the number it uses to identify every company and person that files.
Insider trades, 12 mo
—
No open-market trades
Congress trades, 24 mo
—
No disclosed trades
13F holders
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Lobbying, 12 mo
—
No lobbying filings
Federal contracts, 12 mo
—
None matched
Ask your AI:
Latest 10-Q
What changed in Cass Information Systems, Inc's latest quarterly report, compared with the one before.
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Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Top 10 holders.Premium lists every holder, with CSV downloads.
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Lobbying
What Cass Information Systems, Inc and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
13F holders, Q3 2026Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
124
51.3% of shares · 43 added
Latest 10-Q
Q3 2026
What changed in Cass Information Systems, Inc's latest quarterly report, compared with the one before.
Filed Nov 4, 2026 · Quarter ended Sep 30, 2026
Summary text goes here once it has loaded. Summary text goes here once it has loaded.
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AI summary of changes vs the prior report. Written by AI from the paragraphs that changed, and checked against them. This is information, not investment advice.
Compared with the 10-Q for the quarter ended Jun 30, 2026. Sections compared: management's discussion, risk factors, legal proceedings and controls and procedures.
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
No open-market insider trades reported since Oct 2, 2025. Insiders have two business days to file.
Recent insider trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
124 funds report CASS. Values checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Funds own 61% of shares (Q2 2026)Fund managers with more than $100 million in US-listed stocks file a 13F each quarter. It lists their long stock positions only (shorts, options and bonds are left out) and can arrive up to 45 days after the quarter ends, so this is a snapshot of the quarter end. We add up the shares every fund reports in this class and divide by the shares outstanding. The total can pass 100%: the same shares are often reported by more than one manager (an adviser and the fund it runs), lent shares can be reported twice, and the share count can be out of date after buybacks. We divided 7.85M reported shares by 12.81M shares, from the company’s SEC filing as of Aug 3, 2026.
173 funds hold the stock.
Q3 2026: 51% · 5,560 of ~8,900 funds reported so farFunds have 45 days after a quarter ends to file. This quarter’s reports are still arriving, so the figure only counts the funds that have filed so far and will usually rise.
Q2 202556%
Q3 202557%
Q4 202557%
Q1 202663%
Q2 202661%
Q3 2026 (so far)51%
Q3 2026. 18 new, 43 added to, 41 trimmed, 68 exited since Q2 2026.
Download CSVEvery fund that holds CASS, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
Recent congressional trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
What Cass Information Systems, Inc and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
No recent lobbying filings for this company.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Funds holding the stock
Shares they report, adjusted for splits
Funds holding the stock by quarter
Q2 2013
88
—
6.70M
$234.1M
Q3 2013
89
+1
6.98M
$282.0M
Q4 2013
88
-1
6.70M
$341.7M
Q1 2014
91
+3
6.89M
$269.0M
Q2 2014
89
-2
7.24M
$271.3M
Q3 2014
88
-1
7.37M
$231.1M
Q4 2014
87
-1
7.40M
$298.4M
Q1 2015
88
+1
7.41M
$314.9M
Q2 2015
88
0
7.33M
$312.2M
Q3 2015
88
0
7.49M
$278.9M
Q4 2015
89
+1
7.46M
$291.0M
Q1 2016
89
0
7.49M
$296.8M
Q2 2016
98
+9
7.45M
$291.8M
Q3 2016
96
-2
7.46M
$320.3M
Q4 2016
107
+11
7.62M
$424.5M
Q1 2017
100
-7
7.54M
$377.3M
Q2 2017
101
+1
7.53M
$374.5M
Q3 2017
102
+1
7.40M
$356.1M
Q4 2017
107
+5
7.51M
$364.3M
Q1 2018
109
+2
7.41M
$367.4M
Q2 2018
120
+11
7.80M
$446.5M
Q3 2018
114
-6
7.92M
$429.8M
Q4 2018
116
+2
7.92M
$418.9M
Q1 2019
124
+8
7.66M
$362.5M
Q2 2019
117
-7
7.85M
$380.8M
Q3 2019
124
+7
8.01M
$432.6M
Q4 2019
133
+9
8.34M
$481.7M
Q1 2020
123
-10
9.10M
$320.1M
Q2 2020
127
+4
9.18M
$358.0M
Q3 2020
126
-1
9.07M
$364.9M
Q4 2020
120
-6
8.98M
$349.5M
Q1 2021
129
+9
8.81M
$407.6M
Q2 2021
131
+2
8.78M
$358.0M
Q3 2021
132
+1
8.72M
$365.1M
Q4 2021
129
-3
8.20M
$322.6M
Q1 2022
131
+2
7.99M
$294.5M
Q2 2022
130
-1
7.75M
$262.1M
Q3 2022
121
-9
7.67M
$266.1M
Q4 2022
129
+8
7.80M
$357.5M
Q1 2023
143
+14
7.75M
$337.8M
Q2 2023
127
-16
7.80M
$302.7M
Q3 2023
125
-2
7.73M
$287.8M
Q4 2023
134
+9
8.14M
$366.9M
Q1 2024
137
+3
8.16M
$393.0M
Q2 2024
136
-1
8.02M
$321.3M
Q3 2024
134
-2
8.09M
$335.6M
Q4 2024
139
+5
8.87M
$362.7M
Q1 2025
145
+6
8.16M
$380.2M
Q2 2025
146
+1
7.36M
$320.0M
Q3 2025
144
-2
7.43M
$292.1M
Q4 2025
159
+15
7.51M
$311.8M
Q1 2026
164
+5
8.15M
$358.8M
Q2 2026
173
+9
7.85M
$402.9M
Q3 2026
124
-49
6.56M
$349.6M
Each point is a quarter-end, from Q2 2013 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.
Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.
The history follows the company's current CUSIP number (14808P109). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q2 2013) can be later than the stock's first appearance in 13F reports.
Share counts are adjusted for stock splits (1.1-for-1 on Dec 4, 2017, 1.2-for-1 on Dec 3, 2018): reports from before a split are multiplied by its ratio, so every quarter is on the share count of Q3 2026.
A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.