Cass Information Systems Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:CC3 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 Oct 25	Buy€16,534	Martin Resch	Individual	500	€33.07
01 Aug 25	Buy€17,105	Martin Resch	Individual	500	€34.21
01 Aug 25	Buy€6,861	Michael Normile	Individual	200	€34.31
31 Jul 25	Buy€17,375	Martin Resch	Individual	500	€34.75

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CC3?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	508,830	3.95%
Private Companies	1,057,320	8.21%
General Public	3,082,662	24%
Institutions	8,222,337	63.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 58.09% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.21%	AJH Investments Llc	1,057,320	€48.5m	0%	no data
7.02%	BlackRock, Inc.	903,283	€41.5m	-4.44%	no data
5.33%	Focus Partners Wealth, LLC	686,008	€31.5m	0%	0.04%
4.28%	Vanguard Capital Management, LLC	550,455	€25.3m	0%	no data
4.05%	Brown Advisory Incorporated	521,640	€23.9m	-3.33%	0.04%
3.66%	Heartland Advisors, Inc.	470,524	€21.6m	1.18%	1.08%
2.75%	Speece Thorson Capital Group Inc	354,237	€16.3m	-2.84%	3.89%
2.69%	Dimensional Fund Advisors LP	346,676	€15.9m	-2.14%	no data
2.25%	ProShare Advisors LLC	289,846	€13.3m	-8.88%	0.02%
2.24%	Geode Capital Management, LLC	288,921	€13.3m	-13.7%	no data
2.23%	State Street Global Advisors, Inc.	287,568	€13.2m	0.35%	no data
1.93%	Tributary Capital Management, LLC	248,938	€11.4m	-2.92%	1.05%
1.29%	Vanguard Portfolio Management, LLC	166,382	€7.6m	0%	no data
1.25%	Eric Brunngraber	161,268	€7.4m	1.07%	no data
1.07%	Arrowstreet Capital, Limited Partnership	137,690	€6.3m	-4.06%	no data
0.99%	Emmett Investment Management, LP	127,559	€5.9m	-23.6%	4.47%
0.95%	Crawford Investment Counsel, Inc.	121,822	€5.6m	0%	0.1%
0.88%	Punch & Associates Investment Management, Inc.	113,060	€5.2m	0%	0.31%
0.82%	Acumen Wealth Advisors, LLC	105,819	€4.9m	-5.73%	2.45%
0.78%	Northern Trust Global Investments	100,560	€4.6m	0.55%	no data
0.74%	Charles Schwab Investment Management, Inc.	94,619	€4.3m	-3.7%	no data
0.7%	C.S. McKee, L.P.	89,845	€4.1m	-0.55%	0.1%
0.68%	Royce & Associates, LP	87,887	€4.0m	12.8%	0.04%
0.67%	Teacher Retirement System of Texas	85,833	€3.9m	0%	0.02%
0.62%	Hotchkis and Wiley Capital Management, LLC	79,532	€3.7m	0.28%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/06 22:36
End of Day Share Price	2026/07/03 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cass Information Systems, Inc. is covered by 4 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Manuel Navas	Piper Sandler Companies
Michael Rose	Raymond James & Associates
Stephen Moss	Raymond James & Associates