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CASS · Cass Information Systems Inc

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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CASS

Name: CASS INFORMATION SYSTEMS INC (CASS) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

CASS INFORMATION SYSTEMS INC

SOFTWARE & IT · SERVICES-BUSINESS SERVICES, NEC · CIK 0000708781

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

102

13F, latest reported quarter

REVENUE GROWTH

-1.8%

XBRL, annual

NET MARGIN

32.5%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

102 funds added or opened last quarter

more than 53% of Software & IT

REVENUE

-1.8% year over year

below 73% of Software & IT

MARGIN

32.5% net margin

more than 93% of Software & IT

BUYBACKS

$6.0M repurchased, FY to 2026-06-30

below 81% of Software & IT

SHORT

2.5% of shares outstanding short · 4.0 days to cover · settled 2026-07-31

below 53% of Software & IT

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

102 funds added or opened positions in the latest 13F quarter, of 172 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +33.4%

+33.4%12M

INSIDER BUY

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 102 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for CASS INFORMATION SYSTEMS INC in the period covered. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Resch Martin H.

President & CEO

BUY

2025-10-02

500.0

$19.3K

Normile Michael James

CFO

BUY

2025-08-01

200.0

$7.9K

Resch Martin H.

President & CEO

BUY

2025-08-01

500.0

$19.8K

Resch Martin H.

President & CEO

BUY

2025-07-31

500.0

$19.9K

Resch Martin H.

President & CEO

BUY

2025-04-21

200.0

$7.8K

16 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 11 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

1,001,610.0 sh

$51.4M

VANGUARD CAPITAL MANAGEMENT LLC

538,563.0 sh

$27.6M

BROWN ADVISORY INC

527,301.0 sh

$27.1M

HEARTLAND ADVISORS INC

493,406.0 sh

$25.3M

SPEECE THORSON CAPITAL GROUP INC

347,328.0 sh

$17.8M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

ProShares S&P Technology Dividend Aristocrats ETF

$6.9M POSITION · AS OF 2026-02-28

2.7%

Heartland Value Fund

$15.2M POSITION · AS OF 2026-03-31

1.6%

Keeley Gabelli Small Cap Dividend Fund

$3.1M POSITION · AS OF 2026-03-31

1.2%

TRIBUTARY SMALL COMPANY FUND

$6.5M POSITION · AS OF 2026-03-31

1.1%

Brown Advisory Small-Cap Fundamental Value Fund

$12.2M POSITION · AS OF 2026-03-31

1.1%

CRAWFORD SMALL CAP DIVIDEND FUND

$3.6M POSITION · AS OF 2026-03-31

1.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$108.0M	$109.9M	$106.1M	$121.7M
NET INCOME	$35.1M	$19.2M	$30.1M	$34.9M
EPS (DILUTED)	2.61	1.39	2.18	2.53
OPERATING CASH FLOW	$37.4M	$38.9M	$36.9M	$51.6M
BUYBACKS	$26.0M	$7.2M	$5.8M	$5.3M
DIVIDENDS PAID	$16.5M	$16.5M	$16.0M	$15.4M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE