Cass Information Systems Inc
Ownership
Ownership Structure
Who owns Cass Information Systems Inc (CASS)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 88.0% of the shares are freely tradable; institutional investors hold 65.4%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.05 | 903,283 | -4.4 | 03/31/2026 |
| The Colony Group LLC | 5.36 | 686,008 | +0.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.30 | 550,455 | +0.0 | 03/31/2026 |
| Brown Advisory Holdings Inc | 4.07 | 521,640 | -3.4 | 03/31/2026 |
| Heartland Advisors Inc | 3.85 | 493,406 | +4.9 | 06/30/2026 |
| Speece Thorson Capital Group Inc | 2.71 | 347,328 | -2.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 3.13 | 400,678 | +1.9 | 07/31/2026 |
| Heartland Value Strategy | 2.93 | 375,000 | +8.5 | 06/30/2026 |
| Heartland Value Investor | 2.93 | 375,000 | +0.0 | 07/31/2026 |
| iShares Russell 2000 ETF | 2.74 | 350,843 | -0.6 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Wicks Frank | Director | 34,519 | 1,888,189 $ | Sep 10, 2026 | direct |
| Schilling Randall L | Director | 33,886 | 1,853,564 $ | Sep 10, 2026 | direct |
| Rupp Joseph D | Director | 24,217 | 1,324,670 $ | Sep 10, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Schilling Randall L | Director | Other | 236 | 55.08 | 12,999 |
| Sep 10, 2026 | Rupp Joseph D | Director | Other | 236 | 55.08 | 12,999 |
| Sep 10, 2026 | Wicks Frank | Director | Other | 236 | 55.08 | 12,999 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 18, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.