Free Trial

Pathward Financial (CASH) Institutional Ownership

→ The Hard Truth About Investing For Retirement (From Insiders Exposed) (Ad)
Free CASH Stock Alerts
$52.92
+1.83 (+3.58%)
(As of 04/25/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

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

Current
Institutional Ownership
Percentage
92.66%
Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$132.04M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$102.39M
Get CASH Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pathward Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CASH Institutional Buying and Selling by Quarter

Pathward Financial Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Assenagon Asset Management S.A.73,351$3.70M0.0%+232.7%0.288%
4/23/2024 Louisiana State Employees Retirement System12,600$636K0.0%-3.8%0.049%
4/20/2024 Maryland State Retirement & Pension System9,185$444K0.0%-3.5%0.036%
4/19/2024 State of Alaska Department of Revenue15,559$785K0.0%-3.4%0.061%
4/19/2024 Mesirow Financial Investment Management Inc.5,153$260K1.3%-23.2%0.020%
4/18/2024 Allspring Global Investments Holdings LLC5,498$278K0.0%+11.3%0.022%
4/18/2024 Diversified Trust Co7,777$393K0.0%+4.1%0.031%
4/16/2024 Wealth Enhancement Advisory Services LLC352,990$17.82M0.0%N/A1.385%
4/11/2024 City State Bank2,890$146K0.1%-10.1%0.011%
4/11/2024 Tealwood Asset Management Inc.24,198$1.22M0.6%-1.1%0.095%
3/11/2024Vanguard Group Inc.2,069,764$109.55M0.0%-0.1%8.120%
3/1/2024Goldman Sachs Group Inc.1,583,602$83.82M0.0%+4.6%6.213%
2/26/2024Virtu Financial LLC4,955$262K0.0%N/A0.019%
2/15/2024Orchard Capital Management LLC187,463$9.92M3.1%+5.6%0.735%
2/15/2024Grizzlyrock Capital LLC193,400$10.24M7.7%N/A0.759%
2/14/2024Greenwich Investment Management Inc.129,622$6.86M5.2%N/A0.509%
2/13/2024Epoch Investment Partners Inc.249,886$13.23M0.1%-10.6%0.980%
2/13/2024Vinva Investment Management Ltd78,727$4.17M0.3%+11.2%0.309%
2/13/2024Goldman Sachs Group Inc.1,583,602$83.82M0.0%+4.6%6.213%
2/13/2024Rafferty Asset Management LLC42,370$2.24M0.0%+43.5%0.166%
2/13/2024Campbell & CO Investment Adviser LLC36,512$1.93M0.2%+513.5%0.143%
2/12/2024Steward Partners Investment Advisory LLC4,843$256K0.0%+10.0%0.019%
2/12/2024Hsbc Holdings PLC20,643$1.11M0.0%N/A0.081%
2/9/2024US Bancorp DE16,330$864K0.0%+27.0%0.063%
2/9/2024Quest Partners LLC12,446$659K0.1%N/A0.048%
2/9/2024Trexquant Investment LP20,022$1.06M0.0%+47.6%0.077%
2/8/2024Panagora Asset Management Inc.163,151$8.64M0.0%+0.4%0.628%
2/7/2024Dimensional Fund Advisors LP1,528,223$80.89M0.0%+0.6%5.880%
2/7/2024BNP Paribas Financial Markets12,136$642K0.0%-81.9%0.047%
2/7/2024Teacher Retirement System of Texas24,599$1.30M0.0%+47.6%0.095%
2/6/2024Charles Schwab Investment Management Inc.307,377$16.27M0.0%+1.2%1.183%
2/6/2024National Bank of Canada FI50,058$2.63M0.0%-42.5%0.193%
2/6/2024 Amalgamated Bank10,124$536K0.0%-6.3%0.039%
2/6/2024Summit Global Investments24,415$1.29M0.1%N/A0.094%
2/6/2024Swiss National Bank51,700$2.74M0.0%-12.7%0.199%
2/6/2024New York Life Investment Management LLC8,323$441K0.0%-3.0%0.032%
2/5/2024Victory Capital Management Inc.10,866$575K0.0%+31.5%0.042%
2/5/2024 SummerHaven Investment Management LLC14,259$755K0.5%+1.5%0.055%
2/5/2024Russell Investments Group Ltd.26,228$1.39M0.0%-37.0%0.101%
2/2/2024Kennicott Capital Management LLC669$35K0.0%N/A0.003%
AI finds its first serious application (Ad)

AI has infiltrated so many sectors, it's sent the demand for AI-friendly GPU computer chips rocketing. Nvidia has gone up more than 3x in the past year. It is now valued well over $2 trillion, making it one of the largest companies in the world.

Click here to learn more about the booming eHealth industry
2/1/2024Yousif Capital Management LLC14,225$753K0.0%+8.9%0.055%
2/1/2024New York State Common Retirement Fund36,290$1.92M0.0%+2.3%0.140%
2/1/2024Illinois Municipal Retirement Fund14,688$777K0.0%-6.5%0.057%
2/1/2024Duality Advisers LP3,826$203K0.0%N/A0.015%
2/1/2024Carmel Capital Partners LLC4,831$256K0.1%+523.4%0.019%
1/30/2024 Phocas Financial Corp.193,943$10.27M1.4%+1.8%0.746%
1/29/2024 Louisiana State Employees Retirement System13,100$693K0.0%N/A0.050%
1/26/2024Moody Aldrich Partners LLC127,316$6.74M1.2%+41.1%0.490%
1/25/2024 Allspring Global Investments Holdings LLC4,942$262K0.0%-24.0%0.019%
1/25/2024Nisa Investment Advisors LLC2,535$134K0.0%+24.6%0.010%
1/24/2024 DekaBank Deutsche Girozentrale5,646$303K0.0%+70.3%0.022%
1/24/2024Arizona State Retirement System7,332$388K0.0%-4.3%0.028%
1/19/2024 State of Alaska Department of Revenue16,109$852K0.0%-1.3%0.062%
1/18/2024 Cottage Street Advisors LLC2,114$112K0.1%+60.9%0.008%
1/18/2024Clear Harbor Asset Management LLC10,344$548K0.1%-8.8%0.040%
1/17/2024 Assenagon Asset Management S.A.22,047$1.17M0.0%-84.5%0.085%
1/16/2024 Raymond James & Associates10,822$573K0.0%-12.4%0.042%
1/12/2024SG Americas Securities LLC3,121$165K0.0%-81.2%0.012%
1/12/2024Rosenthal Henry Capital Advisors Inc.55,295$2.93M3.3%-7.7%0.213%
1/12/2024 Advisor Resource Council5,146$272K0.0%N/A0.020%
1/11/2024Ziegler Capital Management LLC84,269$4.46M0.2%-60.8%0.324%
1/9/2024 Sage Capital Advisors llc41,011$2.17M0.7%-21.1%0.158%
1/8/2024 Tealwood Asset Management Inc.24,457$1.30M0.6%-2.7%0.094%
1/8/2024 Diversified Trust Co7,472$395K0.0%+8.8%0.029%
12/19/2023Public Employees Retirement System of Ohio21,832$1.01M0.0%-18.7%0.084%
12/18/2023Vanguard Group Inc.2,072,467$95.52M0.0%-0.9%7.974%
11/30/2023American Century Companies Inc.301,410$13.89M0.0%+8.9%1.160%
11/22/2023Public Sector Pension Investment Board307,965$14.19M0.1%-4.7%1.185%
11/17/2023Jacobs Levy Equity Management Inc.312,784$14.42M0.1%-13.6%1.192%
11/16/2023Tudor Investment Corp Et Al66,297$3.06M0.0%+4.8%0.253%
11/15/2023Alps Advisors Inc.6,890$318K0.0%N/A0.026%
11/15/2023Alta Fox Capital Management LLC185,303$8.54M9.4%-44.3%0.706%
11/15/2023Glenmede Trust Co. NA10,517$485K0.0%N/A0.040%
11/14/2023Nomura Holdings Inc.4,716$217K0.0%-70.2%0.018%
11/14/2023Trexquant Investment LP13,565$625K0.0%N/A0.052%
11/14/2023Vinva Investment Management Ltd70,819$3.26M0.3%+1.4%0.270%
11/13/2023Epoch Investment Partners Inc.279,597$12.89M0.1%-2.3%1.066%
11/13/2023Algert Global LLC13,254$611K0.0%-46.3%0.051%
11/13/2023Stifel Financial Corp98,040$4.52M0.0%+981.5%0.374%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund187,942$8.66M0.0%-30.9%0.717%
11/13/2023Dark Forest Capital Management LP32,439$1.50M0.1%+77.3%0.124%
11/13/2023Brandywine Global Investment Management LLC76,349$3.52M0.0%N/A0.291%
11/13/2023Cambria Investment Management L.P.9,483$437K0.0%-14.6%0.036%
11/13/2023Invesco Ltd.188,408$8.68M0.0%+26.6%0.718%
11/13/2023WINTON GROUP Ltd28,820$1.33M0.1%N/A0.110%
11/13/2023FMR LLC1,095,801$50.51M0.0%-11.3%4.178%
11/13/2023Rafferty Asset Management LLC29,533$1.36M0.0%-25.0%0.113%
11/13/2023 DekaBank Deutsche Girozentrale3,316$152K0.0%N/A0.013%
11/9/2023Deutsche Bank AG14,775$681K0.0%-5.4%0.056%
11/9/2023Citigroup Inc.23,957$1.10M0.0%-43.5%0.091%
AI finds its first serious application (Ad)

AI has infiltrated so many sectors, it's sent the demand for AI-friendly GPU computer chips rocketing. Nvidia has gone up more than 3x in the past year. It is now valued well over $2 trillion, making it one of the largest companies in the world.

Click here to learn more about the booming eHealth industry
11/9/2023Skandinaviska Enskilda Banken AB publ21,000$968K0.0%N/A0.080%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,533$808K0.0%-42.4%0.067%
11/9/2023Texas Permanent School Fund Corp22,273$1.03M0.0%-6.0%0.085%
11/9/2023Mutual of America Capital Management LLC4,596$212K0.0%-12.6%0.018%
11/9/2023Jupiter Asset Management Ltd.184,716$8.51M0.1%+36.5%0.704%
11/8/2023Campbell & CO Investment Adviser LLC5,951$274K0.0%N/A0.023%
11/8/2023 Tealwood Asset Management Inc.25,138$1.16M0.6%-1.9%0.096%
11/8/2023Charles Schwab Investment Management Inc.303,798$14.00M0.0%+1.2%1.158%
11/8/2023Janney Montgomery Scott LLC9,380$432K0.0%+15.8%0.036%
11/8/2023Swiss National Bank59,200$2.73M0.0%-1.3%0.226%
(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, 186 institutional investors and hedge funds held shares of Pathward Financial. The most heavily invested institutionals were Vanguard Group Inc. ($109.55M), Goldman Sachs Group Inc. ($83.82M), Dimensional Fund Advisors LP ($80.89M), Nantahala Capital Management LLC ($56.02M), FMR LLC ($50.51M), UBS Asset Management Americas Inc. ($18.30M), and Wealth Enhancement Advisory Services LLC ($17.82M).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 142 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: Alta Fox Capital Management LLC ($754.18K), Nantahala Capital Management LLC ($457.98K), Jacobs Levy Equity Management Inc. ($393.88K), Assenagon Asset Management S.A. ($378.60K), Healthcare of Ontario Pension Plan Trust Fund ($377.60K), Wealth Enhancement Advisory Services LLC ($352.99K), and Adirondack Retirement Specialists Inc. ($339.71K).

How much institutional buying is happening at Pathward Financial?

Institutional investors have bought a total of 7,521,884 shares in the last 24 months. This purchase volume represents approximately $312.55M in transactions.

Which Pathward Financial major shareholders have been selling company stock?

Of the 111 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: Epoch Investment Partners Inc. ($547.86K), Driehaus Capital Management LLC ($329.58K), Assenagon Asset Management S.A. ($228.00K), Healthcare of Ontario Pension Plan Trust Fund ($227.10K), Ziegler Capital Management LLC ($213.30K), National Bank of Canada FI ($182K), and FMR LLC ($154.77K).

How much institutional selling is happening at Pathward Financial?

Institutional investors have sold a total of 3,813,394 shares in the last 24 months. This volume of shares sold represents approximately $169.13M in transactions.


Related Companies:
This page (NASDAQ:CASH) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
These AI trades triggered this morning (545% return)
Prosper Trading Academy
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
He Is Giving Away Bitcoin
Crypto Swap Profits
Fed launches fourth dollar overhaul
Stansberry Research
The only accurate crypto trading system I know …
Weiss Ratings
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press