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IEQ CAPITAL, LLC

Position in CASS — Cass Information Systems Inc

CIK 1779789 Foster City, CA

Position in CASS

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$245,851
New position
Shares Held
5,585
first reported quarter
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Specialty Business Services

Industrials · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $58,337,760 across 15 Specialty Business Services names. CASS ranks #13 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CASS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $245,851 5,585