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Pathward Financial (CASH) Institutional Ownership

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$74.07 -0.36 (-0.48%)
As of 11:47 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)
168
Total
Institutional Inflows
(last 12 months)
$4.31B
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$223.41M
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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
10/7/2025 Assenagon Asset Management S.A.64,360$4.76M0.0%N/A0.283%
9/24/2025Texas Permanent School Fund Corp85,305$6.75M0.1%+51.2%0.375%
9/4/2025Osaic Holdings Inc.5,826$461K0.0%+2.3%0.024%
8/27/2025Orion Porfolio Solutions LLC5,291$419K0.0%-10.3%0.022%
8/26/2025Thrivent Financial for Lutherans17,323$1.37M0.0%-1.1%0.073%
8/19/2025State of Wyoming582$46K0.0%N/A0.002%
8/18/2025Nomura Holdings Inc.15,919$1.26M0.0%N/A0.067%
8/16/2025Public Sector Pension Investment Board94,370$7.47M0.0%-17.9%0.396%
8/15/2025CANADA LIFE ASSURANCE Co32,809$2.60M0.0%-4.2%0.138%
8/15/2025Tower Research Capital LLC TRC 3,868$306K0.0%+344.6%0.016%
8/15/2025Vident Advisory LLC43,567$3.45M0.0%+2.9%0.183%
8/15/2025Tidal Investments LLC4,934$390K0.0%N/A0.021%
8/15/2025Rafferty Asset Management LLC32,205$2.55M0.0%+7.5%0.135%
8/15/2025Orion Porfolio Solutions LLC5,291$419K0.0%-10.3%0.022%
8/15/2025Man Group plc17,171$1.36M0.0%-3.6%0.072%
8/15/2025Militia Capital Partners LP16,000$1.27M0.6%+60.0%0.067%
8/15/2025Lazard Asset Management LLC11,316$893K0.0%-6.2%0.047%
8/15/2025HRT Financial LP27,928$2.21M0.0%-16.8%0.117%
8/15/2025Engineers Gate Manager LP11,424$904K0.0%+182.0%0.048%
8/15/2025BNP Paribas Financial Markets44,103$3.49M0.0%+30.6%0.185%
8/15/2025Boothbay Fund Management LLC63,530$5.03M0.1%N/A0.266%
8/15/2025Bridgeway Capital Management LLC64,401$5.10M0.1%-11.0%0.270%
8/15/2025Bank of America Corp DE71,014$5.62M0.0%+33.5%0.298%
8/15/2025Ameriprise Financial Inc.55,346$4.38M0.0%-1.9%0.232%
8/14/2025Nantahala Capital Management LLC8,341$660K0.0%N/A0.035%
8/14/2025Jane Street Group LLC24,485$1.94M0.0%-39.8%0.103%
8/14/2025California State Teachers Retirement System22,993$1.82M0.0%+1.0%0.096%
8/14/2025Raymond James Financial Inc.6,265$496K0.0%N/A0.026%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,886$1.02M0.0%-10.6%0.054%
8/14/2025The Manufacturers Life Insurance Company 11,882$940K0.0%+6.3%0.050%
8/14/2025Sei Investments Co.19,290$1.53M0.0%-46.4%0.081%
8/14/2025Qube Research & Technologies Ltd160,369$12.69M0.0%+2.2%0.672%
8/14/2025State Street Corp1,410,283$111.65M0.0%-7.7%5.913%
8/13/2025Amundi11,745$970K0.0%+18.8%0.049%
8/13/2025First Trust Advisors LP95,055$7.52M0.0%+87.7%0.399%
8/13/2025Kennedy Capital Management LLC97,713$7.73M0.2%-2.7%0.410%
8/13/2025EverSource Wealth Advisors LLC433$34K0.0%+43,200.0%0.002%
8/13/2025Invesco Ltd.261,551$20.69M0.0%-14.9%1.097%
8/13/2025Arrowstreet Capital Limited Partnership12,381$980K0.0%N/A0.052%
8/13/2025Quantbot Technologies LP9,347$740K0.0%N/A0.039%
8/13/2025Van Hulzen Asset Management LLC21,629$1.71M0.1%-11.7%0.091%
8/13/2025Panagora Asset Management Inc.166,137$13.15M0.1%+0.9%0.697%
8/13/2025New York State Common Retirement Fund31,216$2.47M0.0%-0.7%0.131%
8/13/2025F m Investments LLC63,408$5.02M0.2%+0.5%0.266%
8/13/2025Orchard Capital Management LLC19,766$1.56M1.7%-83.0%0.083%
8/13/2025State Board of Administration of Florida Retirement System11,277$892K0.0%+47.4%0.047%
8/13/2025Elgethun Capital Management175,215$13.86M2.8%+0.7%0.735%
8/13/2025Vinva Investment Management Ltd152,023$12.03M0.3%+34.3%0.637%
8/13/2025Russell Investments Group Ltd.25,084$1.99M0.0%+2.8%0.105%
8/12/2025Inceptionr LLC3,151$249K0.1%N/A0.013%
8/12/2025J.W. Cole Advisors Inc.5,223$413K0.0%-10.7%0.022%
8/12/2025XTX Topco Ltd12,573$995K0.0%-49.4%0.053%
8/12/2025Prudential Financial Inc.69,290$5.48M0.0%-6.8%0.291%
8/12/2025Cynosure Group LLC9,657$764K0.1%+5.6%0.040%
8/12/2025American Century Companies Inc.726,051$57.45M0.0%+5.8%3.044%
8/12/2025Rhumbline Advisers66,070$5.23M0.0%-2.0%0.277%
8/12/2025Franklin Resources Inc.45,250$3.58M0.0%-3.8%0.190%
8/12/2025Legal & General Group Plc68,549$5.42M0.0%+2.9%0.287%
8/12/2025Brandywine Global Investment Management LLC56,448$4.47M0.0%-3.8%0.237%
8/12/2025JPMorgan Chase & Co.437,902$34.65M0.0%-2.8%1.836%
8/12/2025Swiss National Bank45,500$3.60M0.0%-2.6%0.191%
8/12/2025SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co15,485$1.23M1.0%N/A0.065%
8/12/2025Ensign Peak Advisors Inc11,818$935K0.0%-19.7%0.050%
8/12/2025Neumeier Poma Investment Counsel LLC215,135$17.02M1.6%+62.1%0.902%
8/11/2025Inspire Advisors LLC3,928$311K0.0%N/A0.016%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH8,317$658K0.0%+3.8%0.035%
8/11/2025Persistent Asset Partners Ltd9,389$743K0.6%N/A0.039%
8/8/2025Cetera Investment Advisers6,885$545K0.0%-12.6%0.029%
8/8/2025Intech Investment Management LLC93,857$7.43M0.1%+72.9%0.394%
8/8/2025SG Americas Securities LLC4,551$360K0.0%-42.0%0.019%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,049$479K0.0%+6.0%0.025%
8/8/2025Geode Capital Management LLC699,801$55.37M0.0%-2.3%2.934%
8/8/2025KBC Group NV984$78K0.0%-30.6%0.004%
8/8/2025Jupiter Asset Management Ltd.163,769$12.96M0.1%+5.5%0.687%
8/7/2025Mawer Investment Management Ltd.254,995$20.18M0.1%-11.4%1.069%
8/7/2025Hughes Financial Services LLC400$30K0.0%N/A0.002%
8/7/2025ProShare Advisors LLC5,249$415K0.0%-7.7%0.022%
8/7/2025Profund Advisors LLC2,653$210K0.0%N/A0.011%
8/7/2025CSM Advisors LLC106,955$8.46M0.2%N/A0.448%
8/7/2025Campbell & CO Investment Adviser LLC4,720$373K0.0%N/A0.020%
8/7/2025Connor Clark & Lunn Investment Management Ltd.14,205$1.12M0.0%+305.5%0.060%
8/7/2025Los Angeles Capital Management LLC9,236$731K0.0%+28.0%0.039%
8/6/2025Wedbush Securities Inc.3,470$275K0.0%-20.8%0.015%
8/5/2025Bank of New York Mellon Corp186,387$14.75M0.0%-2.2%0.781%
8/5/2025Corton Capital Inc.2,929$232K0.3%N/A0.012%
8/5/2025Versor Investments LP3,700$293K0.1%N/A0.016%
8/4/2025Moody Aldrich Partners LLC134,307$10.63M2.1%-1.5%0.563%
8/1/2025Teacher Retirement System of Texas11,383$901K0.0%-21.6%0.048%
8/1/2025Bessemer Group Inc.344$27K0.0%+647.8%0.001%
8/1/2025Envestnet Asset Management Inc.34,392$2.72M0.0%+9.8%0.144%
7/31/2025Nisa Investment Advisors LLC2,204$174K0.0%+8.4%0.009%
7/31/2025AlphaQuest LLC20,119$1.59M0.2%N/A0.084%
7/30/2025First Citizens Bank & Trust Co.6,523$516K0.0%+101.5%0.027%
7/29/2025Mutual of America Capital Management LLC3,026$239K0.0%-12.9%0.013%
7/29/2025VIRGINIA RETIREMENT SYSTEMS ET Al17,149$1.36M0.0%N/A0.072%
7/29/2025Koshinski Asset Management Inc.3,261$258K0.0%N/A0.014%
7/28/2025New York State Teachers Retirement System26,229$2.08M0.0%-0.6%0.110%
7/28/2025RMR Capital Management LLC40,091$3.17M2.3%+3.9%0.168%
7/25/2025Envestnet Portfolio Solutions Inc.6,744$534K0.0%+124.6%0.028%
7/25/2025Allspring Global Investments Holdings LLC107,216$8.75M0.0%+36.7%0.450%
(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), Assenagon Asset Management S.A. ($339.12K), 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 58,603,138 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 3,039,639 shares in the last 24 months. This volume of shares sold represents approximately $223.41M in transactions.


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This page (NASDAQ:CASH) was last updated on 10/9/2025 by MarketBeat.com Staff
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