SPEECE THORSON CAPITAL GROUP INC
Position in CASS — Cass Information Systems Inc
CIK 900169
MINNETONKA, MN
Position in CASS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$17,824,872
+$2,231,360 QoQ
Shares Held
347,328
-2.0% QoQ
Ownership
2.71%
of shares outstanding
% of Portfolio
3.81%
of 13F equity value
Holder Rank
#5
of 170 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026SPEECE THORSON CAPITAL GROUP INC holds $27,709,309 across 2 Specialty Business Services names. CASS ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASS |
Cass Information Systems Inc
This page
|
347,328 | $17,824,872 | |
| 2 | AZZ |
Azz Inc
|
63,750 | $9,884,437 |
All Filings in CASS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,824,872 | 347,328 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $15,593,512 | 354,237 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $15,138,067 | 364,597 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $13,807,701 | 351,073 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $14,340,064 | 330,036 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,966,203 | 322,918 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $13,456,812 | 328,937 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,671,932 | 305,495 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,898,785 | 222,081 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,649,444 | 158,801 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,431,979 | 53,984 | Shares | Sole | 2024-02-23 | |
| No filing history on record for this holder in this stock. | ||||||