Casey's General Stores, Inc.· CASY

🇺🇸 US · LargeSP500NASDAQ

Consumer Cyclical Specialty Retail Website

Price: $597.48
Day: -1.64%
Mkt Cap: $22.11B
52W Range: $497.38 – $927.85
Volume: 1.09M
Beta: 0.59

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.3 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 1,113 institutions hold; 557 added, 398 reduced
Insiders Q3 2026: no purchases, 24 sales ($25.1M)

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Casey's General Stores, Inc.

CASY|Consumer Cyclical|Specialty Retail

Current price: $597

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

2.8x

vs own 6-quarter average

Seller breadth · Q3 2026

4 sellers

vs 2.6 avg per quarter

Institutional net breadth · Q2 2026

+282

762 adding vs 480 reducing

Institutional ownership · Q2 2026

90.1%

1,113 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

3.5M

-18.1%

VANGUARD CAPITAL MANAGEMENT LLC

2.4M

+45.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.8M

-1.9%

STATE STREET CORP

1.8M

+27.6%

GEODE CAPITAL MANAGEMENT, LLC

1.1M

+27.9%

DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN

834.4K

+86.6%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

129

117

150

129 buying117 unchanged150 selling

396 funds held CASY in Q2 2026, holding 15.2M shares between them, down 3.1% on the quarter.

Largest fund holders

SPDR SERIES TRUST202.5K sh

MML Series Investment Fund II9.5K sh

NATIONWIDE MUTUAL FUNDS7.7K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Jul 8

Bramlage Stephen P JR

$4.8M

Sale · Jun 17

Bramlage Stephen P JR

$4.0M

Sale · Jun 16

Brennan Thomas P JR

$3.3M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore CASY on stockoscope.com→

Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

CASY Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-35

Institutional Flow

50% weight

+54

Fund Flow

10% weight

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for CASY

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bearish Signal

Elevated insider selling in Q3 2026

24 sales totaling $25.1M (31.0K shares)

Share volume is elevated at 2.8x the historical average

4 different insiders sold this quarter

Buying seen in 7 of 15 quarters

2.8x

Selling pace

vs own 6-qtr average

Elevated

8.78%

Stake sold

of active insiders' holdings

4 sellers

Seller breadth

vs 2.2 avg per quarter

Q2 2026

Last insider purchase

buying in 7 of 16 quarters

Notable Recent Transactions, CASY

Top 8 highest-value insider trades from the last 8 quarters

Bramlage Stephen P JR

CFO

Sell

5,700 shares at $838.16

≈16.1% of their stake at the time

Jul 8, 2026$4.78M

Bramlage Stephen P JR

CFO

Sell

7,835 shares at $509.12

≈22.2% of their stake at the time

Jun 17, 2025$3.99M

Brennan Thomas P JR

Chief Merch. Officer

Sell

6,600 shares at $506.03

≈75.9% of their stake at the time

Jun 16, 2025$3.34M

REBELEZ DARREN M

CEO

Sell

5,992 shares at $508.10

≈5.9% of their stake at the time

Jun 17, 2025$3.04M

Koschel Williams Ena

COO

Sell

3,000 shares at $785.20

≈10.8% of their stake at the time

Jul 1, 2026$2.36M

Koschel Williams Ena

COO

Sell

2,800 shares at $833.69

≈11.3% of their stake at the time

Jul 9, 2026$2.33M

FRAZELL CHAD MICHAEL

Chief HR Officer

Sell

2,893 shares at $787.46

≈22.5% of their stake at the time

Jun 30, 2026$2.28M

REBELEZ DARREN M

CEO

Sell

2,667 shares at $800.37

≈2.6% of their stake at the time

Jul 7, 2026$2.13M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for CASY

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

90.1% institutional ownership

Moderate accumulation: 762 adding vs 480 reducing

13F shares increased by 4.8%, a notable change

Momentum weakening from prior quarter

+282

Net breadth

762 adding vs 480 reducing

Accumulating

1.59

Add / reduce ratio

in Q2 2026

+123

New − closed

205 initiated, 82 exited

6 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+762 growing-480 shrinkingNet: +282

205

557

398

New (205)

Increased (557)

Reduced (398)

Closed (82)

Top Institutional Holders, CASY

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

3.5M

$2.8B

Ownership

9.37%

-18.1%

VANGUARD CAPITAL MANAGEMENT LLC

2.4M

$1.9B

Ownership

6.51%

+45.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.8M

$1.4B

Ownership

4.91%

-1.9%

STATE STREET CORP

1.8M

$1.4B

Ownership

4.75%

+27.6%

GEODE CAPITAL MANAGEMENT, LLC

1.1M

$858.6M

Ownership

2.92%

+27.9%

DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN

834.4K

$663.2M

Ownership

2.25%

+86.6%

JPMORGAN CHASE & CO

810.6K

$633.8M

Ownership

2.19%

+7.9%

FRANKLIN RESOURCES INC

773.6K

$614.9M

Ownership

2.09%

-18.6%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 396 ETFs and mutual funds reporting

129 buying150 sellingNet: -21

129

117

150

Buying (129)

Unchanged (117)

Selling (150)

In total, funds bought 2.6M shares and sold 3.1M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

396 ETFs and mutual funds reporting

129 buying vs 150 selling (balanced)

Top Fund Holders, CASY

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

202.5K

Weight

1.00%

Jul 31, 2026No change

MML Series Investment Fund II

9.5K

Weight

0.07%

Jun 30, 2026Increased

NATIONWIDE MUTUAL FUNDS

7.7K

Weight

0.00%

Jul 31, 2026Increased

ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST

2.7K

Weight

0.01%

Jun 30, 2026Decreased

Capitol Series Trust

2.5K

Weight

0.02%

Jun 30, 2026Increased

Investment Managers Series Trust

2.5K

Weight

0.00%

Jun 30, 2026No change

DEUTSCHE DWS VARIABLE SERIES I

2.4K

Weight

0.43%

Jun 30, 2026No change

RMB INVESTORS TRUST

2.4K

Weight

0.06%

Jun 30, 2026No change

Casey's General Stores, Inc.· CASY

Holdings Analysis

Insider Trading Activity

1.3Transaction History77Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings177Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History77Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings177Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights