GAMMA Investing’s Cass Information Systems CASS Stock Holding History

GAMMA Investing’s Portfolio CASS Stock Details CASS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$29.2K	Buy	548 +104	+23%	+$5.74K	﹤0.01%	2713
2026 Q2	$22.8K	Buy	444 +95	+27%	+$4.5K	﹤0.01%	2774
2026 Q1	$15.4K	Buy	349 +120	+52%	+$5.29K	﹤0.01%	2858
2025 Q4	$9.51K	Sell	229 -2	-0.9%	-$81	﹤0.01%	3001
2025 Q3	$9.09K	Sell	231 -74	-24%	-$3.15K	﹤0.01%	2930
2025 Q2	$13.3K	Buy	305 +17	+6%	+$710	﹤0.01%	2669
2025 Q1	$12.5K	Buy	288 +35	+14%	+$1.49K	﹤0.01%	2638
2024 Q4	$10.3K	Buy	253 +85	+51%	+$3.65K	﹤0.01%	2599
2024 Q3	$6.97K	Sell	168 -60	-26%	-$2.48K	﹤0.01%	2608
2024 Q2	$9.14K	Sell	228 -2	-0.9%	-$87	﹤0.01%	2296
2024 Q1	$11.1K	Buy	230 +8	+4%	+$362	﹤0.01%	2000
2023 Q4	$9.58K	Buy	+222	New	+$8.97K	﹤0.01%	1926

Other funds holding CASS

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing's CASS Position: Q3 2026 in Review

GAMMA Investing increased its Cass Information Systems (CASS) stake by 23% in Q3 2026, buying an estimated $5.74K and bringing the position to 548 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

GAMMA Investing first reported a position in CASS in Q4 2023 and has held it in 12 quarters since. 4 funds tracked by Wall St. Rank hold CASS as of Q3 2026.

GAMMA Investing held 548 shares of Cass Information Systems worth $29.2K as of Q3 2026.
GAMMA Investing bought 104 Cass Information Systems shares in Q3 2026, an estimated $5.74K.
Cass Information Systems made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2713 holding.
GAMMA Investing first reported a position in Cass Information Systems in Q4 2023 and has held it in 12 quarters since.
4 funds tracked by Wall St. Rank held Cass Information Systems as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.