Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cass Information Sys Inc (CASS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — CASS

Based on 157 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
157 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 — +12% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

75 buying73 selling
Last quarter: 75 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 14 → 32 → 25. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new
95 out of 157 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.
🚀

Acceleration phase — new buyers rushing in

13 → 16 → 14 → 32 → 25 new funds/Q
New funds entering each quarter: 16 → 14 → 32 → 25. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 66% veterans vs 24% newcomers

■ 66% veterans ■ 11% 1-2yr ■ 24% new
Entry-cohort mix of 157 holders: 103 (66%) are 2+ year veterans, 17 entered 1–2 years ago, and 37 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
39 of 157 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — CASS

In 2026 Q1, 75 hedge funds were net buyers of CASS (25 opened a new position, 50 added to an existing one), while 73 reduced or exited (53 trimmed, 20 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 25% of total institutional value in CASS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 157.

Hedge Fund Ownership: CASS

How many hedge funds hold CASS — quarterly history vs. share price
Quarterly hedge fund ownership of CASS vs. share price

Market Analysis: CASS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CASS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much CASS has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 89d ago
CASS
+17.2%
XLI
+12.3%

CASS outperformed XLI by +4.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
CASS
+13.0%
XLI
+6.0%

Since the filing became public, CASS outperformed XLI by +7.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: CASS
155 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 155 152 1.97%
13F Shares 8M 7M 8.62%
Total Value $350M $310M 13.06%
New Positions 24 32 -8
Increased Positions 49 43 +6
Closed Positions 21 17 +4
Reduced Positions 53 63 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CASS

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

155 + 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:
Top 25 CASS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Emmett Investment Management, LP 4.32% 127,559 $5.7M
2 Speece Thorson Capital Group Inc 3.55% 354,237 $15.6M
3 Acumen Wealth Advisors, LLC 1.25% 105,819 $4.7M
4 Tributary Capital Management, LLC 1.06% 248,938 $11.0M
5 Heartland Advisors Inc 1.06% 470,524 $20.7M
6 Ballast Asset Management, LP 1.00% 51,269 $2.3M
7 Punch & Associates Investment Management, INC. 0.29% 113,060 $5.0M
8 Clark Financial Services Group Inc /Bd 0.26% 11,000 $484K
9 Odyssean, LLC 0.18% 11,249 $495K
10 Jag Capital Management, LLC 0.13% 25,576 $1.1M
11 Inceptionr LLC 0.12% 10,984 $484K
12 LVZ, Inc. 0.11% 22,827 $1.0M
13 Crawford Investment Counsel Inc 0.09% 121,822 $5.4M
14 Royce & Associates LP 0.04% 87,887 $3.9M
15 Brown Advisory Inc 0.04% 521,640 $23.0M
16 Pinnacle Associates Ltd 0.04% 66,558 $2.9M
17 Focus Partners Wealth 0.03% 686,008 $30.2M
18 AlphaQuest LLC 0.03% 14,233 $591K
19 Pinnacle Wealth Management Advisory Group, LLC 0.03% 8,828 $389K
20 Verdence Capital Advisors LLC 0.02% 9,620 $423K
21 Y-Intercept (Hong Kong) Ltd 0.02% 25,020 $1.1M
22 XTX Topco Ltd 0.02% 27,039 $1.2M
23 Gabelli Funds LLC 0.02% 69,398 $3.1M
24 Beacon Financial Group 0.02% 4,924 $204K
25 ProShare Advisors LLC 0.02% 289,846 $12.8M
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 — 2 quarters in a row: For 2 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?

Slight buying edge — 51% buying: Last quarter: 75 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CASS holders?

Strong quality — 25% AUM from major funds: 39 of 157 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CASS?

61% of holders stayed for 2+ years: 95 out of 157 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 Q1 hedge fund 13F filings?

As of today, CASS has moved +13.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLI sector ETF — an outperformance of +7.0%. Since the quarter end (March 31, 2026), CASS has gained +17.2% vs +12.3% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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