We are live on ! Find out more
CASS icon

Cass Information Systems

160 hedge funds and large institutions have $358M invested in Cass Information Systems in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

15% more capital invested

Capital invested by funds: $311M → $358M (+$47.2M)

5.76% more ownership

Funds ownership: 57.32%63.08% (+5.8%)

3% more funds holding

Funds holding: 155160 (+5)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
26
Increased
51
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39.8M -$1.85M -41,939 -4%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$30.2M +$30.2M +686,008 New
VCM
3
Vanguard Capital Management
Pennsylvania
$24.2M +$24.2M +550,455 New
Brown Advisory
4
Brown Advisory
Maryland
$23M -$806K -18,292 -3%
HA
5
Heartland Advisors
Wisconsin
$20.7M +$242K +5,485 +1%
STCG
6
Speece Thorson Capital Group
Minnesota
$15.6M -$456K -10,360 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$15.3M -$334K -7,580 -2%
ProShare Advisors
8
ProShare Advisors
Maryland
$12.8M -$1.24M -28,261 -9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.7M -$2.02M -45,890 -14%
State Street
10
State Street
Massachusetts
$12.7M +$44.1K +1,002 +0.3%
TCM
11
Tributary Capital Management
Nebraska
$11M -$330K -7,495 -3%
VPM
12
Vanguard Portfolio Management
Pennsylvania
$7.32M +$7.33M +166,382 New
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$6.06M -$256K -5,820 -4%
EIM
14
Emmett Investment Management
New York
$5.65M -$1.73M -39,316 -24%
CIC
15
Crawford Investment Counsel
Georgia
$5.36M +$5.37M +121,822 New
PAIM
16
Punch & Associates Investment Management
Minnesota
$4.98M +$4.98M +113,060 New
AWA
17
Acumen Wealth Advisors
Tennessee
$4.66M -$283K -6,428 -6%
Northern Trust
18
Northern Trust
Illinois
$4.43M +$24.4K +554 +0.6%
Charles Schwab
19
Charles Schwab
California
$4.17M -$160K -3,636 -4%
CA
20
CSM Advisors
Pennsylvania
$3.96M -$21.8K -495 -0.5%
RA
21
Royce & Associates
New York
$3.87M +$438K +9,935 +13%
Teacher Retirement System of Texas
22
Teacher Retirement System of Texas
Texas
$3.78M
Goldman Sachs
23
Goldman Sachs
New York
$3.59M -$501K -11,384 -12%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$3.5M +$9.69K +220 +0.3%
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$3.48M +$3.48M +79,125 New