Citadel Advisors’s Cass Information Systems CASS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.38M Sell
54,148
-13,112
-19% -$577K ﹤0.01% 5721
2025
Q4
$2.79M Buy
67,260
+53,160
+377% +$2.16M ﹤0.01% 5304
2025
Q3
$555K Buy
14,100
+2,688
+24% +$115K ﹤0.01% 8874
2025
Q2
$496K Sell
11,412
-20,338
-64% -$850K ﹤0.01% 8659
2025
Q1
$1.37M Buy
31,750
+5,623
+22% +$239K ﹤0.01% 6262
2024
Q4
$1.07M Buy
26,127
+16,370
+168% +$703K ﹤0.01% 6875
2024
Q3
$405K Sell
9,757
-31,254
-76% -$1.29M ﹤0.01% 8706
2024
Q2
$1.64M Buy
41,011
+23,882
+139% +$1.04M ﹤0.01% 5684
2024
Q1
$825K Buy
17,129
+8,222
+92% +$372K ﹤0.01% 7344
2023
Q4
$401K Sell
8,907
-8,862
-50% -$358K ﹤0.01% 8563
2023
Q3
$662K Buy
+17,769
New +$681K ﹤0.01% 7445
2023
Q2
Sell
-4,610
Closed -$200K 14401
2023
Q1
$200K Sell
4,610
-17,153
-79% -$820K ﹤0.01% 10192
2022
Q4
$997K Buy
21,763
+3,375
+18% +$141K ﹤0.01% 6819
2022
Q3
$637K Sell
18,388
-23,589
-56% -$847K ﹤0.01% 7935
2022
Q2
$1.42M Sell
41,977
-2,212
-5% -$79.4K ﹤0.01% 6237
2022
Q1
$1.63M Sell
44,189
-5,998
-12% -$239K ﹤0.01% 6542
2021
Q4
$1.97M Buy
50,187
+30,515
+155% +$1.29M ﹤0.01% 6272
2021
Q3
$823K Sell
19,672
-55,502
-74% -$2.36M ﹤0.01% 8628
2021
Q2
$3.06M Buy
75,174
+34,191
+83% +$1.54M ﹤0.01% 5553
2021
Q1
$1.9M Buy
+40,983
New +$1.78M ﹤0.01% 6510
2020
Q3
Sell
-32,254
Closed -$1.26M 10108
2020
Q2
$1.26M Buy
32,254
+8,122
+34% +$305K ﹤0.01% 5403
2020
Q1
$848K Buy
24,132
+5,016
+26% +$242K ﹤0.01% 5618
2019
Q4
$1.1M Sell
19,116
-1,216
-6% -$68.1K ﹤0.01% 5417
2019
Q3
$1.1M Sell
20,332
-10,242
-33% -$523K ﹤0.01% 5440
2019
Q2
$1.48M Buy
30,574
+10,787
+55% +$505K ﹤0.01% 5040
2019
Q1
$936K Buy
19,787
+14,289
+260% +$732K ﹤0.01% 5710
2018
Q4
$291K Buy
5,498
+1,496
+37% +$80.7K ﹤0.01% 7323
2018
Q3
$217K Sell
4,002
-9,187
-70% -$533K ﹤0.01% 8088
2018
Q2
$757K Buy
13,189
+6,236
+90% +$328K ﹤0.01% 5694
2018
Q1
$345K Sell
6,953
-4,717
-40% -$231K ﹤0.01% 6511
2017
Q4
$566K Sell
11,670
-8,075
-41% -$404K ﹤0.01% 5461
2017
Q3
$949K Buy
19,745
+11,556
+141% +$551K ﹤0.01% 4393
2017
Q2
$407K Sell
8,189
-41
-0.5% -$2K ﹤0.01% 5419
2017
Q1
$412K Sell
8,230
-7,628
-48% -$382K ﹤0.01% 5350
2016
Q4
$884K Sell
15,858
-11,401
-42% -$549K ﹤0.01% 4026
2016
Q3
$1.17M Buy
27,259
+20,817
+323% +$855K ﹤0.01% 3622
2016
Q2
$252K Buy
+6,442
New +$242K ﹤0.01% 5472
2016
Q1
Sell
-2,581
Closed -$101K 6844
2015
Q4
$101K Buy
+2,581
New +$101K ﹤0.01% 6664

Other funds holding CASS

Citadel Advisors's CASS Position: Q1 2026 in Review

Citadel Advisors reduced its Cass Information Systems (CASS) stake by 19% in Q1 2026, selling an estimated $577K and leaving 54,148 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #5721.

Citadel Advisors first reported a position in CASS in Q4 2015 and has held it in 38 quarters since. The position peaked at $3.06M in Q2 2021. 160 funds tracked by Wall St. Rank hold CASS as of Q1 2026.

  • Citadel Advisors held 54,148 shares of Cass Information Systems worth $2.38M as of Q1 2026.
  • Citadel Advisors sold 13,112 Cass Information Systems shares in Q1 2026, an estimated $577K.
  • Cass Information Systems made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #5721 holding.
  • Citadel Advisors first reported a position in Cass Information Systems in Q4 2015 and has held it in 38 quarters since.
  • Citadel Advisors's Cass Information Systems position peaked at $3.06M in Q2 2021.
  • 160 funds tracked by Wall St. Rank held Cass Information Systems as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.