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Pathward Financial (CASH) Institutional Ownership

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$77.62 +0.23 (+0.30%)
As of 10:34 AM 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)
133
Total
Institutional Inflows
(last 12 months)
$4.30B
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$245.25M
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CASH Institutional Buying and Selling by Quarter

Pathward Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/6/2025 Militia Capital Partners LP10,000$730K0.6%N/A0.042%
5/29/2025 Rhumbline Advisers67,407$4.92M0.0%-6.0%0.283%
5/20/2025 Intech Investment Management LLC54,280$3.96M0.0%+69.1%0.228%
5/19/2025 Jane Street Group LLC40,706$2.97M0.0%-2.1%0.171%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC312,765$22.82M0.0%-1.9%1.312%
5/16/2025 Goldman Sachs Group Inc.180,950$13.20M0.0%-78.2%0.759%
5/16/2025 Dynamic Technology Lab Private Ltd3,772$275K0.0%-44.4%0.016%
5/16/2025 NFJ Investment Group LLC20,010$1.46M0.0%-56.9%0.084%
5/16/2025 Millennium Management LLC128,645$9.39M0.0%+264.1%0.539%
5/16/2025 Bridgeway Capital Management LLC72,401$5.28M0.1%-16.9%0.304%
5/16/2025 AQR Capital Management LLC9,152$668K0.0%+61.3%0.038%
5/16/2025 Amundi9,888$689K0.0%-21.6%0.041%
5/15/2025 Royal Bank of Canada5,057$369K0.0%+21.2%0.021%
5/15/2025 Panagora Asset Management Inc.164,681$12.01M0.1%+0.2%0.691%
5/15/2025 Vident Advisory LLC42,357$3.09M0.0%+17.6%0.178%
5/15/2025 Driehaus Capital Management LLC247,299$18.04M0.2%-0.4%1.037%
5/15/2025 Trexquant Investment LP10,146$740K0.0%-19.8%0.043%
5/14/2025 Rafferty Asset Management LLC29,955$2.19M0.0%-14.9%0.126%
5/14/2025 Epoch Investment Partners Inc.33,272$2.43M0.0%-39.5%0.140%
5/14/2025 Corebridge Financial Inc.12,613$920K0.0%-5.7%0.053%
5/14/2025 Comerica Bank26,696$1.95M0.0%+89.8%0.112%
5/14/2025 MetLife Investment Management LLC14,010$1.02M0.0%-7.9%0.059%
5/14/2025 Jump Financial LLC6,055$442K0.0%-22.1%0.025%
5/14/2025 Van Hulzen Asset Management LLC24,500$1.79M0.2%N/A0.103%
5/14/2025 Hsbc Holdings PLC51,587$3.76M0.0%+295.6%0.216%
5/14/2025 Wellington Management Group LLP178,193$13.00M0.0%N/A0.747%
5/13/2025 Aptus Capital Advisors LLC112,516$8.21M0.1%+12.7%0.472%
5/13/2025 Northern Trust Corp267,096$19.49M0.0%-0.3%1.120%
5/13/2025 Algert Global LLC102,647$7.49M0.2%-10.7%0.430%
5/13/2025 American Century Companies Inc.686,423$50.08M0.0%+6.7%2.879%
5/13/2025 Brandywine Global Investment Management LLC58,648$4.28M0.0%-3.6%0.246%
5/13/2025 Russell Investments Group Ltd.24,392$1.78M0.0%-1.6%0.102%
5/13/2025 Informed Momentum Co LLC36,919$2.69M0.5%-21.7%0.155%
5/13/2025 HighTower Advisors LLC4,906$358K0.0%+3.7%0.021%
5/12/2025 Public Sector Pension Investment Board114,931$8.38M0.0%-51.1%0.482%
5/12/2025 Nuveen LLC312,478$22.80M0.0%N/A1.310%
5/12/2025 Invesco Ltd.307,261$22.42M0.0%+30.9%1.289%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.3,503$256K0.0%N/A0.015%
5/12/2025 Cynosure Group LLC9,145$667K0.1%+12.7%0.038%
5/12/2025 Swiss National Bank46,700$3.41M0.0%-4.9%0.196%
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5/12/2025 Neumeier Poma Investment Counsel LLC132,680$9.68M1.0%N/A0.556%
5/12/2025 Maryland State Retirement & Pension System6,954$507K0.0%-17.5%0.029%
5/9/2025 Mutual of America Capital Management LLC3,473$253K0.0%-7.7%0.015%
5/9/2025 Deutsche Bank AG20,164$1.47M0.0%-8.6%0.085%
5/9/2025 Elgethun Capital Management173,959$12.69M2.8%+4.5%0.730%
5/9/2025 Charles Schwab Investment Management Inc.315,803$23.04M0.0%-4.7%1.324%
5/9/2025 Vanguard Group Inc.1,754,129$127.96M0.0%-1.4%7.356%
5/9/2025 Phocas Financial Corp.163,341$11.92M1.8%-5.5%0.685%
5/9/2025 Pacific Ridge Capital Partners LLC16,190$1.18M0.3%-0.8%0.068%
5/9/2025 Jupiter Asset Management Ltd.155,269$11.33M0.1%+54.7%0.651%
5/8/2025 Natixis Advisors LLC27,121$1.98M0.0%+14.7%0.114%
5/8/2025 Vestcor Inc1,690$123K0.0%N/A0.007%
5/8/2025 XTX Topco Ltd24,846$1.81M0.1%+99.2%0.104%
5/7/2025 Mawer Investment Management Ltd.287,644$20.98M0.1%+11.1%1.206%
5/7/2025 Meeder Asset Management Inc.17,548$1.28M0.1%N/A0.074%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 6,226$454K0.0%-22.0%0.026%
5/6/2025 USAdvisors Wealth Management LLC607$44K0.0%+37.0%0.003%
5/6/2025 Cetera Investment Advisers7,880$575K0.0%+29.0%0.033%
5/6/2025 Royce & Associates LP13,475$983K0.0%-18.9%0.057%
5/6/2025 Wedbush Securities Inc.4,382$320K0.0%N/A0.018%
5/6/2025 KLP Kapitalforvaltning AS7,800$569K0.0%-9.3%0.033%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH8,011$584K0.0%N/A0.034%
5/5/2025 Foundry Partners LLC176,606$12.88M0.7%+1.4%0.741%
5/2/2025 Victory Capital Management Inc.40,691$2.97M0.0%-2.5%0.171%
5/2/2025 Sigma Planning Corp10,113$738K0.0%+12.1%0.042%
5/1/2025 Louisiana State Employees Retirement System11,200$817K0.0%-6.7%0.047%
5/1/2025 New York State Common Retirement Fund31,425$2.29M0.0%-0.8%0.132%
5/1/2025 Mutual of America Capital Management LLC3,473$253K0.0%-7.7%0.015%
5/1/2025 Arizona State Retirement System6,898$503K0.0%-4.9%0.029%
5/1/2025 Xponance Inc.3,903$285K0.0%-6.3%0.016%
4/30/2025 Alps Advisors Inc.4,983$364K0.0%-5.5%0.021%
4/30/2025 Rosenthal Henry Capital Advisors Inc.53,217$3.88M3.9%-3.0%0.223%
4/29/2025 Envestnet Asset Management Inc.31,314$2.28M0.0%+73.4%0.131%
4/29/2025 Concurrent Investment Advisors LLC3,217$235K0.0%N/A0.013%
4/29/2025 Bank of New York Mellon Corp190,672$13.91M0.0%-6.3%0.800%
4/29/2025 Moody Aldrich Partners LLC136,355$9.95M2.1%-1.5%0.572%
4/28/2025 Principal Financial Group Inc.118,849$8.67M0.0%-1.6%0.498%
4/28/2025 Oregon Public Employees Retirement Fund5,461$398K0.0%-6.8%0.023%
4/28/2025 Meritage Portfolio Management5,677$414K0.0%-3.9%0.024%
4/28/2025 Teacher Retirement System of Texas14,521$1.06M0.0%-68.1%0.061%
4/25/2025 New York State Teachers Retirement System26,390$1.93M0.0%-10.5%0.111%
4/25/2025 Amalgamated Bank6,846$499K0.0%-5.6%0.029%
4/24/2025 Allspring Global Investments Holdings LLC78,437$5.80M0.0%+1,023.9%0.329%
4/24/2025 Diversified Trust Co9,097$664K0.0%+1.9%0.038%
4/22/2025 Putney Financial Group LLC411,470$30.02M24.1%-6.0%1.726%
4/21/2025 Envestnet Portfolio Solutions Inc.3,003$219K0.0%N/A0.013%
4/21/2025 State of Alaska Department of Revenue13,213$963K0.0%-6.7%0.055%
4/16/2025 Opal Wealth Advisors LLC486$35K0.0%N/A0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC235,005$17.14M0.0%+2.8%0.986%
4/16/2025 SummerHaven Investment Management LLC13,271$968K0.7%+1.4%0.056%
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4/15/2025 Assenagon Asset Management S.A.20,314$1.48M0.0%-86.2%0.085%
4/15/2025 SG Americas Securities LLC7,843$572K0.0%N/A0.033%
4/14/2025 Yousif Capital Management LLC8,824$644K0.0%-6.5%0.037%
4/14/2025 Harbor Capital Advisors Inc.9,085$663K0.0%+36.3%0.038%
4/14/2025 First Citizens Bank & Trust Co.3,238$236K0.0%N/A0.014%
4/14/2025 Wedge Capital Management L L P NC14,523$1.06M0.0%+16.3%0.061%
4/11/2025 Tealwood Asset Management Inc.23,214$1.69M0.8%-3.1%0.097%
4/8/2025 Rhumbline Advisers67,407$4.92M0.0%-6.0%0.283%
4/7/2025 GAMMA Investing LLC45,813$3.34M0.0%+8,971.9%0.192%
3/18/2025 California State Teachers Retirement System23,361$1.72M0.0%-2.2%0.098%
(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, 258 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), Dimensional Fund Advisors LP ($104.47M), State Street Corp ($84.22M), and Geode Capital Management LLC ($52.37M).Learn more on CASH's institutional investors.

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

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

Which institutional investors have been buying Pathward Financial stock?

Of the 184 institutional investors that purchased Pathward Financial 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), Assenagon Asset Management S.A. ($448.54K), Putney Financial Group LLC ($437.94K), Wealth Enhancement Advisory Services LLC ($359.30K), Nuveen LLC ($312.48K), and Mawer Investment Management Ltd. ($287.64K).

How much institutional buying is happening at Pathward Financial?

Institutional investors have bought a total of 61,097,498 shares in the last 24 months. This purchase volume represents approximately $4.42B in transactions.

Which Pathward Financial major shareholders have been selling company stock?

Of the 149 institutional investors that sold Pathward Financial 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), Nantahala Capital Management LLC ($553.15K), Assenagon Asset Management S.A. ($338.57K), Epoch Investment Partners Inc. ($279.08K), Public Sector Pension Investment Board ($237.21K), Phocas Financial Corp. ($204.60K), and Arrowstreet Capital Limited Partnership ($189.61K).

How much institutional selling is happening at Pathward Financial?

Institutional investors have sold a total of 5,253,337 shares in the last 24 months. This volume of shares sold represents approximately $324.39M in transactions.



This page (NASDAQ:CASH) was last updated on 6/11/2025 by MarketBeat.com Staff
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