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Pathward Financial (CASH) Institutional Ownership

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$74.00 -1.13 (-1.50%)
As of 01:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pathward Financial (NASDAQ:CASH)

Current
Institutional Ownership
Percentage
92.66%
Number of
Institutional Buyers
(last 12 months)
167
Total
Institutional Inflows
(last 12 months)
$4.31B
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$223.69M
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CASH Institutional Buying and Selling by Quarter

Pathward Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.5,826$461K0.0%+2.3%0.024%
8/27/2025 Orion Porfolio Solutions LLC5,291$419K0.0%-10.3%0.022%
8/26/2025 Thrivent Financial for Lutherans17,323$1.37M0.0%-1.1%0.073%
8/19/2025 State of Wyoming582$46K0.0%N/A0.002%
8/18/2025 Nomura Holdings Inc.15,919$1.26M0.0%N/A0.067%
8/16/2025 Public Sector Pension Investment Board94,370$7.47M0.0%-17.9%0.396%
8/15/2025 CANADA LIFE ASSURANCE Co32,809$2.60M0.0%-4.2%0.138%
8/15/2025 Tower Research Capital LLC TRC 3,868$306K0.0%+344.6%0.016%
8/15/2025 Vident Advisory LLC43,567$3.45M0.0%+2.9%0.183%
8/15/2025 Tidal Investments LLC4,934$390K0.0%N/A0.021%
8/15/2025 Rafferty Asset Management LLC32,205$2.55M0.0%+7.5%0.135%
8/15/2025 Orion Porfolio Solutions LLC5,291$419K0.0%-10.3%0.022%
8/15/2025 Man Group plc17,171$1.36M0.0%-3.6%0.072%
8/15/2025 Militia Capital Partners LP16,000$1.27M0.6%+60.0%0.067%
8/15/2025 Lazard Asset Management LLC11,316$893K0.0%-6.2%0.047%
8/15/2025 HRT Financial LP27,928$2.21M0.0%-16.8%0.117%
8/15/2025 Engineers Gate Manager LP11,424$904K0.0%+182.0%0.048%
8/15/2025 BNP Paribas Financial Markets44,103$3.49M0.0%+30.6%0.185%
8/15/2025 Boothbay Fund Management LLC63,530$5.03M0.1%N/A0.266%
8/15/2025 Bridgeway Capital Management LLC64,401$5.10M0.1%-11.0%0.270%
8/15/2025 Bank of America Corp DE71,014$5.62M0.0%+33.5%0.298%
8/15/2025 Ameriprise Financial Inc.55,346$4.38M0.0%-1.9%0.232%
8/14/2025 Nantahala Capital Management LLC8,341$660K0.0%N/A0.035%
8/14/2025 Jane Street Group LLC24,485$1.94M0.0%-39.8%0.103%
8/14/2025 California State Teachers Retirement System22,993$1.82M0.0%+1.0%0.096%
8/14/2025 Raymond James Financial Inc.6,265$496K0.0%N/A0.026%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,886$1.02M0.0%-10.6%0.054%
8/14/2025 The Manufacturers Life Insurance Company 11,882$940K0.0%+6.3%0.050%
8/14/2025 Sei Investments Co.19,290$1.53M0.0%-46.4%0.081%
8/14/2025 Qube Research & Technologies Ltd160,369$12.69M0.0%+2.2%0.672%
8/14/2025 State Street Corp1,410,283$111.65M0.0%-7.7%5.913%
8/13/2025 Amundi11,745$970K0.0%+18.8%0.049%
8/13/2025 First Trust Advisors LP95,055$7.52M0.0%+87.7%0.399%
8/13/2025 Kennedy Capital Management LLC97,713$7.73M0.2%-2.7%0.410%
8/13/2025 EverSource Wealth Advisors LLC433$34K0.0%+43,200.0%0.002%
8/13/2025 Invesco Ltd.261,551$20.69M0.0%-14.9%1.097%
8/13/2025 Arrowstreet Capital Limited Partnership12,381$980K0.0%N/A0.052%
8/13/2025 Quantbot Technologies LP9,347$740K0.0%N/A0.039%
8/13/2025 Van Hulzen Asset Management LLC21,629$1.71M0.1%-11.7%0.091%
8/13/2025 Panagora Asset Management Inc.166,137$13.15M0.1%+0.9%0.697%
8/13/2025 New York State Common Retirement Fund31,216$2.47M0.0%-0.7%0.131%
8/13/2025 F m Investments LLC63,408$5.02M0.2%+0.5%0.266%
8/13/2025 Orchard Capital Management LLC19,766$1.56M1.7%-83.0%0.083%
8/13/2025 State Board of Administration of Florida Retirement System11,277$892K0.0%+47.4%0.047%
8/13/2025 Elgethun Capital Management175,215$13.86M2.8%+0.7%0.735%
8/13/2025 Vinva Investment Management Ltd152,023$12.03M0.3%+34.3%0.637%
8/13/2025 Russell Investments Group Ltd.25,084$1.99M0.0%+2.8%0.105%
8/12/2025 Inceptionr LLC3,151$249K0.1%N/A0.013%
8/12/2025 J.W. Cole Advisors Inc.5,223$413K0.0%-10.7%0.022%
8/12/2025 XTX Topco Ltd12,573$995K0.0%-49.4%0.053%
8/12/2025 Prudential Financial Inc.69,290$5.48M0.0%-6.8%0.291%
8/12/2025 Cynosure Group LLC9,657$764K0.1%+5.6%0.040%
8/12/2025 American Century Companies Inc.726,051$57.45M0.0%+5.8%3.044%
8/12/2025 Rhumbline Advisers66,070$5.23M0.0%-2.0%0.277%
8/12/2025 Franklin Resources Inc.45,250$3.58M0.0%-3.8%0.190%
8/12/2025 Legal & General Group Plc68,549$5.42M0.0%+2.9%0.287%
8/12/2025 Brandywine Global Investment Management LLC56,448$4.47M0.0%-3.8%0.237%
8/12/2025 JPMorgan Chase & Co.437,902$34.65M0.0%-2.8%1.836%
8/12/2025 Swiss National Bank45,500$3.60M0.0%-2.6%0.191%
8/12/2025 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co15,485$1.23M1.0%N/A0.065%
8/12/2025 Ensign Peak Advisors Inc11,818$935K0.0%-19.7%0.050%
8/12/2025 Neumeier Poma Investment Counsel LLC215,135$17.02M1.6%+62.1%0.902%
8/11/2025 Inspire Advisors LLC3,928$311K0.0%N/A0.016%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH8,317$658K0.0%+3.8%0.035%
8/11/2025 Persistent Asset Partners Ltd9,389$743K0.6%N/A0.039%
8/8/2025 Cetera Investment Advisers6,885$545K0.0%-12.6%0.029%
8/8/2025 Intech Investment Management LLC93,857$7.43M0.1%+72.9%0.394%
8/8/2025 SG Americas Securities LLC4,551$360K0.0%-42.0%0.019%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,049$479K0.0%+6.0%0.025%
8/8/2025 Geode Capital Management LLC699,801$55.37M0.0%-2.3%2.934%
8/8/2025 KBC Group NV984$78K0.0%-30.6%0.004%
8/8/2025 Jupiter Asset Management Ltd.163,769$12.96M0.1%+5.5%0.687%
8/7/2025 Mawer Investment Management Ltd.254,995$20.18M0.1%-11.4%1.069%
8/7/2025 Hughes Financial Services LLC400$30K0.0%N/A0.002%
8/7/2025 ProShare Advisors LLC5,249$415K0.0%-7.7%0.022%
8/7/2025 Profund Advisors LLC2,653$210K0.0%N/A0.011%
8/7/2025 CSM Advisors LLC106,955$8.46M0.2%N/A0.448%
8/7/2025 Campbell & CO Investment Adviser LLC4,720$373K0.0%N/A0.020%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.14,205$1.12M0.0%+305.5%0.060%
8/7/2025 Los Angeles Capital Management LLC9,236$731K0.0%+28.0%0.039%
8/6/2025 Wedbush Securities Inc.3,470$275K0.0%-20.8%0.015%
8/5/2025 Bank of New York Mellon Corp186,387$14.75M0.0%-2.2%0.781%
8/5/2025 Corton Capital Inc.2,929$232K0.3%N/A0.012%
8/5/2025 Versor Investments LP3,700$293K0.1%N/A0.016%
8/4/2025 Moody Aldrich Partners LLC134,307$10.63M2.1%-1.5%0.563%
8/1/2025 Teacher Retirement System of Texas11,383$901K0.0%-21.6%0.048%
8/1/2025 Bessemer Group Inc.344$27K0.0%+647.8%0.001%
8/1/2025 Envestnet Asset Management Inc.34,392$2.72M0.0%+9.8%0.144%
7/31/2025 Nisa Investment Advisors LLC2,204$174K0.0%+8.4%0.009%
7/31/2025 AlphaQuest LLC20,119$1.59M0.2%N/A0.084%
7/30/2025 First Citizens Bank & Trust Co.6,523$516K0.0%+101.5%0.027%
7/29/2025 Mutual of America Capital Management LLC3,026$239K0.0%-12.9%0.013%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al17,149$1.36M0.0%N/A0.072%
7/29/2025 Koshinski Asset Management Inc.3,261$258K0.0%N/A0.014%
7/28/2025 New York State Teachers Retirement System26,229$2.08M0.0%-0.6%0.110%
7/28/2025 RMR Capital Management LLC40,091$3.17M2.3%+3.9%0.168%
7/25/2025 Envestnet Portfolio Solutions Inc.6,744$534K0.0%+124.6%0.028%
7/25/2025 Allspring Global Investments Holdings LLC107,216$8.75M0.0%+36.7%0.450%
7/25/2025 Meritage Portfolio Management6,032$477K0.0%+6.3%0.025%
7/25/2025 Concurrent Investment Advisors LLC3,445$273K0.0%+7.1%0.014%
(Data available from 1/1/2016 forward)

CASH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CASH shares?

During the previous two years, 274 institutional investors and hedge funds held shares of Pathward Financial. The most heavily invested institutionals were Pinnacle Wealth Planning Services Inc. ($3.73B), Revolve Wealth Partners LLC ($267.44M), FMR LLC ($162.14M), Vanguard Group Inc. ($127.96M), State Street Corp ($111.65M), Dimensional Fund Advisors LP ($104.47M), and American Century Companies Inc. ($57.45M).Learn more on Pathward Financial's institutional investors.

What percentage of Pathward Financial's stock is owned by institutional investors?

92.66% of Pathward Financial's stock is owned by institutional investors. Learn more on CASH's institutional investor holdings.

Which institutional investors have been buying Pathward Financial's stock?

Of the 209 institutional investors that purchased Pathward Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pinnacle Wealth Planning Services Inc. ($50.76M), Revolve Wealth Partners LLC ($3.63M), Putney Financial Group LLC ($437.94K), Wealth Enhancement Advisory Services LLC ($359.30K), Nuveen LLC ($312.48K), Mawer Investment Management Ltd. ($287.64K), and FMR LLC ($283.38K).

How much institutional buying is happening at Pathward Financial?

Institutional investors have bought a total of 58,521,734 shares in the last 24 months. This purchase volume represents approximately $4.31B in transactions.

Which of Pathward Financial's major shareholders have been selling company stock?

Of the 133 institutional investors that sold Pathward Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($649.78K), Arrowstreet Capital Limited Partnership ($189.61K), Phocas Financial Corp. ($170.02K), Public Sector Pension Investment Board ($143.17K), Invesco Ltd. ($131.29K), F M Investments LLC ($127.79K), and Assenagon Asset Management S.A. ($127.35K).

How much institutional selling is happening at Pathward Financial?

Institutional investors have sold a total of 3,043,979 shares in the last 24 months. This volume of shares sold represents approximately $223.69M in transactions.


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This page (NASDAQ:CASH) was last updated on 9/16/2025 by MarketBeat.com Staff
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