13FPulse
CA

CASY CASEY'S GENERAL STORES INC

2026Q2 · CUSIP 147528103 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,054
Institutions that reported holding it to the SEC
Net increase in holders
+95
Last quarter 959 → now 1,054
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

1,054 funds held CASY at the end of 2026Q2, up 95 from the quarter before. That is stronger buying than 98.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $17.6B(YoY +10.2%), the P/E is 39.3x, return on equity is 18.1%. CASY has had 24 buying rushes in its history, and the price moved +15.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=220 2013Q4: holders=219 2014Q1: holders=209 2014Q2: holders=208 2014Q3: holders=212 2014Q4: holders=235 2015Q1: holders=247 2015Q2: holders=258 2015Q3: holders=287 2015Q4: holders=319 2016Q1: holders=331 2016Q2: holders=361 2016Q3: holders=358 2016Q4: holders=353 2017Q1: holders=309 2017Q2: holders=297 2017Q3: holders=289 2017Q4: holders=323 2018Q1: holders=304 2018Q2: holders=305 2018Q3: holders=314 2018Q4: holders=338 2019Q1: holders=354 2019Q2: holders=368 2019Q3: holders=372 2019Q4: holders=379 2020Q1: holders=370 2020Q2: holders=369 2020Q3: holders=378 2020Q4: holders=394 2021Q1: holders=420 2021Q2: holders=410 2021Q3: holders=404 2021Q4: holders=414 2022Q1: holders=423 2022Q2: holders=419 2022Q3: holders=436 2022Q4: holders=494 2023Q1: holders=482 2023Q2: holders=476 2023Q3: holders=519 2023Q4: holders=566 2024Q1: holders=592 2024Q2: holders=667 2024Q3: holders=677 2024Q4: holders=705 2025Q1: holders=738 2025Q2: holders=793 2025Q3: holders=815 2025Q4: holders=863 2026Q1: holders=959 2026Q2: holders=1054 -96 -48 +0 +48 +96 1876471107 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 24 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5%
2025Q4 Top 20% +28.7%
2025Q3 Top 20% +23.8% +59.2%
2025Q2 Top 5% +6.4% +30.2%
2025Q1 Top 5% +11.7% +17.9%
2024Q4 Top 20% +5.7% +17.4%
2024Q2 Top 5% +6.8% +12.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
313
Change in large funds
+46
Total value they hold
$27.8B
Funds buying for the first time
196
Funds that sold out entirely
101
Price change that quarter
-11.9%
Funds holding puts (bearish)
13
Funds holding calls (bullish)
12

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
39.3
EPS (TTM)
$19.16
EPS YoY
+30.9%
Revenue (TTM)
$17.6B
Revenue YoY
+10.2%
Net margin
4.1%
ROE
18.1%
Debt ratio
55.8%
FCF (TTM)
$722M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-07-31: EPS 4.09 2022-10-31: EPS 3.67 2023-01-31: EPS 2.67 2023-04-30: EPS 1.48 2023-07-31: EPS 4.52 2023-10-31: EPS 4.24 2024-01-31: EPS 2.33 2024-04-30: EPS 2.34 2024-07-31: EPS 4.83 2024-10-31: EPS 4.85 2025-01-31: EPS 2.33 2025-04-30: EPS 2.63 2025-07-31: EPS 5.77 2025-10-31: EPS 5.53 2026-01-31: EPS 3.49 2026-04-30: EPS 4.37 0B 2.3B 4.6B $B 0.00 3.17 6.35 2016201720182019202020212022202320242025202604/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 28 16 32 47 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-123M92M307M 20162017201820192020202120222023202420252026
Latest quarter $207M (2026-04-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-04-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.