Question 1

Which hedge funds and institutional investors hold CASS?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for CASS shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for CASS whale holdings?

Accepted Answer

Conviction level reflects how significant CASS is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to CASS, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for CASS?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about CASS?

Accepted Answer

QoQ changes for CASS show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	287.6K	$12.7M	0.0%	$2896.4B
Arrowstreet	137.7K	$6.1M	0.0%	$184.8B
Hotchkis & Wiley	79.5K	$3.5M	0.0%	$32.4B
Gabelli	69.4K	$3.1M	0.0%	$14.8B
Two Sigma	64.3K	$2.8M	0.0%	$123.9B
Renaissance Tech	55.9K	$2.5M	0.0%	$63.9B
Citadel	53.9K	$2.4M	0.0%	$618.5B
American Century	51.2K	$2.3M	0.0%	$194.3B
Geode Capital	40.3K	$1.8M	0.0%	$1607.5B
DE Shaw	29.3K	$1.3M	0.0%	$166.3B
DFA	27.0K	$1.2M	0.0%	$481.4B
Northern Trust	1.4K	$61K	—	$756.6B
BlackRock	139	$6K	—	$5723.5B
AQR Capital	98	$4K	—	$218.4B
Fidelity (FMR)	80	$4K	—	$1898.4B
Acadian	40.3K	$2K	0.0%	$70.5M

CASS

Who Holds CASS

Changes This Quarter