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SEI INVESTMENTS CO

Position in CASS — Cass Information Systems Inc

CIK 350894 OAKS, PA

Position in CASS

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$3,128,413
+$1,645,236 QoQ
Shares Held
71,068
+98.9% QoQ
Ownership
0.552%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CASS Over Time

Shares Held

Position Value (USD)

Position in Specialty Business Services

Industrials · as of Mar 31, 2026

SEI INVESTMENTS CO holds $255,786,194 across 23 Specialty Business Services names. CASS ranks #15 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CASS

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18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,128,413 71,068
2025-12-31 $1,483,177 35,722
2025-06-30 $229,241 5,276
2025-03-31 $228,186 5,276
2023-06-30 $312,915 8,069
2023-03-31 $310,489 7,169
2022-12-31 $311,896 6,807
2022-09-30 $340,204 9,807
2022-06-30 $422,736 12,507
2022-03-31 $461,633 12,507
2021-12-31 $491,775 12,507
2021-09-30 $422,977 10,107
2021-06-30 $411,575 10,100
2021-03-31 $430,311 9,300
2020-12-31 $892,828 22,946
2020-09-30 $889,384 22,102
2020-06-30 $691,143 17,708
2020-03-31 $508,624 14,466