Institutional shares held 8.12 Million
4.1K calls
6.4K puts
Total value of holdings $333M
$168K calls
$262K puts
Market Cap $563M
13,657,700 Shares Out.
Institutional ownership 59.45%
# of Institutions 148


Latest Institutional Activity in CASS

Top Purchases

Q1 2025
Dumont & Blake Investment Advisors LLC Shares Held: 4.64K ($191K)
Q1 2025
Fenimore Asset Management Inc Shares Held: 339K ($14M)
Q1 2025
Teacher Retirement System Of Texas Shares Held: 17.9K ($737K)
Q1 2025
Global X Japan Co., Ltd. Shares Held: 1.28K ($52.8K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 6.67K ($275K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 288 ($11.9K)
Q1 2025
Beacon Financial Group Shares Held: 5.26K ($216K)
Q1 2025
Sg Americas Securities, LLC Shares Held: 4.62K ($190K)
Q1 2025
Ghp Investment Advisors, Inc. Shares Held: 17.5K ($723K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 46.4K ($1.91M)

About CASS

Cass Information Systems, Inc. provides payment and information processing services to manufacturing, distribution, and retail enterprises in the United States. It operates through two segments, Information Services and Banking Services. The company's services include freight invoice rating, payment processing, auditing, and the generation of accounting and transportation information. It also processes and pays facility-related invoices, such as electricity, gas, waste, and telecommunications expenses; and provides telecom expense management solutions. In addition, the company, through its banking subsidiary, Cass Commercial Bank, provides a range of banking products and services, such as checking, savings, and time deposit accounts; commercial, industrial, and real estate loans; and cash management services to privately-owned businesses and faith-related ministries. Further, it provides B2B payment platform for clients that require an agile fintech partner. It operates through its banking facility near downtown St. Louis, Missouri; operating branch in the Bridgeton, Missouri; and leased facilities in Fenton, Missouri and Colorado Springs, Colorado. The company was formerly known as Cass Commercial Corporation and changed its name to Cass Information Systems, Inc. in January 2001. Cass Information Systems, Inc. was founded in 1906 and is headquartered in St. Louis, Missouri.


Insider Transactions at CASS

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
87.1K Shares
From 18 Insiders
Grant, award, or other acquisition 86.4K shares
Open market or private purchase 650 shares
Sell / Disposition
24.7K Shares
From 6 Insiders
Payment of exercise price or tax liability 24.7K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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