Cass Information Sys Inc (CASS) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Cass Information Sys Inc (CASS) following the 2026 Q2 hedge fund 13F filings?

As of today, CASS has moved -2.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.2% for the XLI sector ETF — an outperformance of +1.9%. Since the quarter end (June 30, 2026), CASS gained +11.2% vs -3.6% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Cass Information Sys Inc (CASS)

167 + Investors. Track Smart Money conviction in CASS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CASS

Based on 169 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added CASS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

169 hedge funds hold CASS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 61% buying

104 buying66 selling

Last quarter: 104 funds were net buyers (36 opened a brand new position + 68 added to an existing one). Only 66 were sellers (41 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter

Funds opening a new CASS position: 14 → 32 → 25 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 24% new

98 out of 169 hedge funds have held CASS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

17 → 14 → 32 → 25 → 36 new funds/Q

New funds entering each quarter: 14 → 32 → 25 → 36. A growing number of institutions are discovering CASS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 61% veterans vs 27% newcomers

■ 61% veterans ■ 12% 1-2yr ■ 27% new

Entry-cohort mix of 169 holders: 103 (61%) are 2+ year veterans, 21 entered 1–2 years ago, and 45 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds

39 of 169 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in CASS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	167	158	5.7%
13F Shares	8M	8M	-4.13%
Total Value	$387M	$350M	10.4%
New Positions	35	25	+10
Increased Positions	67	50	+17
Closed Positions	26	20	+6
Reduced Positions	41	53	-12
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

167

158

5.7%

13F Shares

-4.13%

Total Value

$387M

$350M

10.4%

New Positions

+10

Increased Positions

+17

Closed Positions

Reduced Positions

-12

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

167 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CASS. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CASS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Speece Thorson Capital Group Inc	3.81%	347,328	$17.8M
2	Ballast Asset Management, LP	1.58%	77,287	$4.0M
3	Acumen Wealth Advisors, LLC	1.15%	105,619	$5.4M
4	Heartland Advisors Inc	1.13%	493,406	$25.3M
5	Emmett Investment Management, LP	1.08%	29,401	$1.5M
6	Tributary Capital Management, LLC	1.02%	241,747	$12.4M
7	Watershed Asset Management, L.L.C.	0.50%	10,807	$555K
8	Punch & Associates Investment Management, INC.	0.40%	156,527	$8.0M
9	Axxion S.A.	0.27%	73,624	$3.8M
10	Clark Financial Services Group Inc /Bd	0.27%	11,000	$565K
11	Odyssean, LLC	0.16%	19,075	$979K
12	Park Capital Management, LLC / WI	0.15%	4,853	$249K
13	Jag Capital Management, LLC	0.12%	25,586	$1.3M
14	LVZ, Inc.	0.12%	22,827	$1.2M
15	Crawford Investment Counsel Inc	0.12%	134,585	$6.9M
16	IFG Advisory, LLC	0.08%	45,349	$2.3M
17	Anchyra Partners LLC	0.05%	4,127	$212K
18	Brown Advisory Inc	0.04%	527,301	$27.1M
19	Jupiter Wealth Management LLC	0.04%	2,000	$103K
20	CWA Asset Management Group, LLC	0.04%	25,917	$1.3M
21	Deprince Race & Zollo Inc	0.04%	45,664	$2.3M
22	Pinnacle Associates Ltd	0.04%	67,198	$3.4M
23	Verdence Capital Advisors LLC	0.03%	12,707	$652K
24	Royce & Associates LP	0.03%	81,470	$4.2M
25	Kingdom Financial Group LLC.	0.03%	2,557	$131K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Cass Information Sys Inc (CASS)

What does the Smart Money Trend signal show for CASS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CASS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CASS?

More buyers than sellers — 61% buying: Last quarter: 104 funds were net buyers (36 opened a brand new position + 68 added to an existing one). Only 66 were sellers (41 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CASS holders?

Elite ownership — 42% AUM from top-100 funds: 39 of 169 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in CASS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CASS?

58% of holders stayed for 2+ years: 98 out of 169 hedge funds have held CASS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Cass Information Sys Inc (CASS) following the 2026 Q2 hedge fund 13F filings?

As of today, CASS has moved -2.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.2% for the XLI sector ETF — an outperformance of +1.9%. Since the quarter end (June 30, 2026), CASS has gained +11.2% vs -3.6% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Cass Information Sys Inc (CASS)

Smart Money Signals — CASS

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +19% more funds vs a year ago

More buyers than sellers — 61% buying

More new buyers each quarter (+11 vs last Q)

58% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 27% newcomers

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — CASS

Hedge Fund Ownership: CASS

Market Analysis: CASS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CASS

Is It Too Late to Buy Cass Information Sys Inc (CASS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CASS

Statistics: CASS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Cass Information Sys Inc (CASS)

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