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Pathward Financial (CASH) Institutional Ownership

Pathward Financial logo
$82.58 +2.13 (+2.65%)
Closing price 05/20/2026 04:00 PM Eastern
Extended Trading
$81.37 -1.21 (-1.46%)
As of 04:01 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Pathward Financial (NASDAQ:CASH)

Current
Institutional Ownership
Percentage
92.66%
Number of
Institutional Buyers
(last 12 months)
161
Total
Institutional Inflows
(last 12 months)
$783.93M
Number of
Institutional Sellers
(last 12 months)
122
Total
Institutional Outflows
(last 12 months)
$189.03M
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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
5/20/2026RMR Capital Management LLC39,077$3.49M2.5%+2.4%0.185%
5/19/2026 Bank of America Corp DE302,503$26.99M0.0%+571.3%1.433%
5/19/2026 Janus Henderson Group PLC20,055$1.79M0.0%+4.4%0.095%
5/18/2026 Amundi6,541$584K0.0%-50.2%0.031%
5/18/2026 California State Teachers Retirement System28,604$2.55M0.0%+32.5%0.135%
5/18/2026 Royal Bank of Canada24,348$2.17M0.0%+414.9%0.115%
5/18/2026 Empowered Funds LLC97,176$8.67M0.1%N/A0.460%
5/16/2026 The Manufacturers Life Insurance Company 9,385$837K0.0%-7.7%0.044%
5/16/2026 Quantinno Capital Management LP12,341$1.10M0.0%N/A0.058%
5/15/2026 Entropy Technologies LP7,623$680K0.0%-2.5%0.036%
5/14/2026 Renaissance Technologies LLC46,058$4.11M0.0%N/A0.218%
5/14/2026 Sei Investments Co.131,371$11.72M0.0%+1,637.5%0.622%
5/14/2026 State of Wyoming1,198$107K0.0%-30.3%0.006%
5/13/2026 Cetera Investment Advisers5,792$517K0.0%+20.3%0.027%
5/13/2026 First Citizens Bank & Trust Co.5,864$523K0.0%-10.2%0.028%
5/13/2026 First Trust Advisors LP85,411$7.62M0.0%+42.5%0.405%
5/8/2026 PNC Financial Services Group Inc.2,310$206K0.0%+9.5%0.011%
5/7/2026 Meeder Asset Management Inc.10,091$900K0.1%-77.5%0.046%
5/7/2026 WCM Investment Management LLC62,463$5.49M0.0%N/A0.287%
5/7/2026 Dimensional Fund Advisors LP1,093,338$97.56M0.0%-1.0%5.025%
5/7/2026 Swiss National Bank43,900$3.92M0.0%-2.4%0.202%
5/6/2026 Allspring Global Investments Holdings LLC232,830$20.96M0.0%+45.8%1.070%
5/5/2026 Bank of New York Mellon Corp159,173$14.20M0.0%-4.9%0.731%
5/5/2026 Maryland State Retirement & Pension System3,169$283K0.0%-4.0%0.015%
5/4/2026 Emerald Mutual Fund Advisers Trust21,450$1.91M0.1%+29.4%0.099%
5/4/2026 Principal Financial Group Inc.151,892$13.55M0.0%+39.5%0.698%
5/4/2026 Teachers Retirement System of The State of Kentucky5,679$507K0.0%-5.0%0.026%
5/4/2026 Procyon Advisors LLC2,561$229K0.0%N/A0.012%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,382$480K0.0%-4.5%0.025%
5/1/2026 Fifth Third Bancorp11,275$1.01M0.0%+23,389.6%0.052%
4/30/2026 Equitable Trust Co.4,456$398K0.0%N/A0.020%
4/30/2026 Hsbc Holdings PLC13,584$1.21M0.0%+70.1%0.062%
4/30/2026 Oregon Public Employees Retirement Fund4,957$442K0.0%-4.0%0.023%
4/28/2026 Abel Hall LLC4,079$364K0.1%N/A0.019%
4/28/2026 Koshinski Asset Management Inc.3,019$269K0.0%+5.6%0.014%
4/27/2026 New York State Teachers Retirement System9,202$821K0.0%-60.9%0.042%
4/27/2026 Y Intercept Hong Kong Ltd5,791$517K0.0%-67.2%0.027%
4/23/2026 Sippican Capital Advisors20,185$1.80M1.2%-6.7%0.093%
4/22/2026 Pictet Asset Management Holding SA3,528$315K0.0%+3.9%0.016%
4/21/2026 Louisiana State Employees Retirement System9,700$866K0.0%N/A0.045%
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The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

4/20/2026 OP Asset Management Ltd5,191$463K0.0%N/A0.024%
4/16/2026 SG Americas Securities LLC7,159$639K0.0%-47.9%0.033%
4/16/2026 Sheets Smith Wealth Management8,019$716K0.1%+52.2%0.037%
4/16/2026 Diversified Trust Co11,459$1.02M0.0%+11.9%0.053%
3/20/2026 Hsbc Holdings PLC7,985$568K0.0%N/A0.037%
3/17/2026 Rockefeller Capital Management L.P.853$61K0.0%+225.6%0.004%
2/19/2026 Invesco Ltd.215,833$15.32M0.0%+2.9%0.992%
2/18/2026 Mercer Global Advisors Inc. ADV11,510$817K0.0%-11.4%0.053%
2/18/2026 State of Tennessee Department of Treasury9,734$691K0.0%+63.0%0.045%
2/18/2026 XTX Topco Ltd6,194$440K0.0%N/A0.028%
2/18/2026 Voloridge Investment Management LLC100,393$7.13M0.0%+27.1%0.461%
2/18/2026 Wellington Management Group LLP151,991$10.79M0.0%-13.1%0.698%
2/18/2026 Susquehanna Portfolio Strategies LLC11,050$785K0.0%-10.3%0.051%
2/18/2026 Susquehanna Fundamental Investments LLC23,837$1.69M0.1%+28.9%0.110%
2/18/2026 Polymer Capital Management US LLC4,796$341K0.0%-4.2%0.022%
2/18/2026 Numerai GP LLC26,795$1.90M0.2%N/A0.123%
2/18/2026 Millennium Management LLC204,437$14.52M0.0%+181.6%0.939%
2/18/2026 Man Group plc20,560$1.46M0.0%-48.6%0.094%
2/18/2026 Engineers Gate Manager LP23,891$1.70M0.0%+24.2%0.110%
2/18/2026 Balyasny Asset Management L.P.51,892$3.68M0.0%+713.5%0.238%
2/18/2026 Boothbay Fund Management LLC70,897$5.03M0.1%N/A0.326%
2/17/2026 Freestone Grove Partners LP5,466$388K0.0%+26.5%0.025%
2/17/2026 Guggenheim Capital LLC9,238$656K0.0%N/A0.042%
2/17/2026 Schonfeld Strategic Advisors LLC8,994$639K0.0%-62.1%0.041%
2/17/2026 AQR Capital Management LLC7,439$528K0.0%-28.5%0.034%
2/17/2026 Cetera Investment Advisers4,816$342K0.0%+2.4%0.022%
2/17/2026 Amundi13,147$933K0.0%+209.2%0.060%
2/17/2026 Jump Financial LLC16,730$1.19M0.0%N/A0.077%
2/17/2026 Price T Rowe Associates Inc. MD21,352$1.52M0.0%+5.7%0.098%
2/17/2026 Osaic Holdings Inc.4,793$340K0.0%-15.2%0.022%
2/17/2026 California State Teachers Retirement System21,596$1.53M0.0%-6.1%0.099%
2/17/2026 Russell Investments Group Ltd.28,569$2.03M0.0%-6.3%0.131%
2/17/2026 State of Wisconsin Investment Board95,505$6.78M0.0%+5.2%0.439%
2/17/2026 ExodusPoint Capital Management LP36,843$2.62M0.0%+15.7%0.169%
2/17/2026 Royal Bank of Canada4,729$335K0.0%-84.9%0.022%
2/17/2026 Persistent Asset Partners Ltd10,287$730K0.3%N/A0.047%
2/17/2026Militia Capital Partners LP22,179$1.58M0.6%+47.9%0.102%
2/16/2026 Squarepoint Ops LLC8,232$584K0.0%-55.6%0.038%
2/16/2026 Verition Fund Management LLC31,452$2.23M0.0%-18.1%0.145%
2/16/2026 Panagora Asset Management Inc.174,251$12.37M0.0%+4.4%0.801%
2/16/2026 MML Investors Services LLC11,294$802K0.0%-8.2%0.052%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund16,300$1.16M0.0%N/A0.075%
2/16/2026 Kennedy Capital Management LLC97,763$6.94M0.1%-0.4%0.449%
2/16/2026 Entropy Technologies LP7,818$555K0.0%N/A0.036%
2/16/2026 Epoch Investment Partners Inc.33,116$2.35M0.0%-0.5%0.152%
2/16/2026 Barclays PLC45,019$3.20M0.0%+22.8%0.207%
2/16/2026 Aptus Capital Advisors LLC142,813$10.14M0.1%+0.4%0.656%
2/13/2026 Kestra Advisory Services LLC1,236$88K0.0%N/A0.006%
2/13/2026 Nantahala Capital Management LLC131,608$9.34M0.3%+1,477.8%0.605%
2/13/2026 The Manufacturers Life Insurance Company 10,169$722K0.0%-8.5%0.047%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

2/13/2026 CANADA LIFE ASSURANCE Co19,164$1.36M0.0%-41.0%0.088%
2/13/2026 Guardian Wealth Management Inc.48,229$3.42M2.0%+19.0%0.222%
2/13/2026 Stifel Financial Corp4,472$318K0.0%-36.4%0.021%
2/13/2026 Smartleaf Asset Management LLC630$45K0.0%+23.0%0.003%
2/13/2026 Public Sector Pension Investment Board103,117$7.32M0.0%+15.2%0.474%
2/13/2026 Rafferty Asset Management LLC27,425$1.95M0.0%-19.7%0.126%
2/13/2026 First Trust Advisors LP59,933$4.26M0.0%-26.8%0.275%
2/13/2026 Charles Schwab Investment Management Inc.274,774$19.51M0.0%-3.7%1.263%
2/13/2026 State Street Corp1,294,836$92.00M0.0%-7.0%5.951%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC151,768$10.78M0.0%-24.2%0.697%


CASH Institutional Ownership - Frequently Asked Questions

During the previous two years, 290 institutional investors and hedge funds held shares of Pathward Financial. The most heavily invested institutionals were Pinnacle Wealth Planning Services Inc. ($3.73B), Seros Financial LLC ($481.00M), Revolve Wealth Partners LLC ($267.44M), FMR LLC ($162.14M), Vanguard Group Inc. ($107.72M), Dimensional Fund Advisors LP ($97.56M), and State Street Corp ($92.00M).Learn more on Pathward Financial's institutional investors.

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

Of the 230 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), Seros Financial LLC ($6.50M), Revolve Wealth Partners LLC ($3.63M), American Century Companies Inc. ($555.18K), Putney Financial Group LLC ($437.94K), Mawer Investment Management Ltd. ($378.71K), and Neumeier Poma Investment Counsel LLC ($348.59K).

Institutional investors have bought a total of 10,422,478 shares in the last 24 months. This purchase volume represents approximately $783.93M in transactions.

Of the 122 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: Vanguard Group Inc. ($340.24K), State Street Corp ($214.07K), Wealth Enhancement Advisory Services LLC ($209.17K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($173.41K), JPMorgan Chase & Co. ($157.56K), Invesco Ltd. ($97.59K), and Orchard Capital Management LLC ($96.43K).

Institutional investors have sold a total of 2,549,135 shares in the last 24 months. This volume of shares sold represents approximately $189.03M in transactions.



This page (NASDAQ:CASH) was last updated on 5/21/2026 by MarketBeat.com Staff.
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