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Live Earnings Conference Call: Pathward Financial will host a live Q3 2026 earnings call on July 22, 2026 at 5:00PM ET. Follow this link to get details and listen to Pathward Financial's Q3 2026 earnings call when it goes live. Get details.

Pathward Financial (CASH) Institutional Ownership

Pathward Financial logo
$88.46 -0.15 (-0.16%)
As of 01:54 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
158
Total
Institutional Inflows
(last 12 months)
$790.46M
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$186.32M
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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
7/10/2026 Wedge Capital Management L L P NC13,707$1.19M0.0%+8.8%0.065%
6/16/2026Empowered Funds LLC97,176$8.67M0.1%N/A0.460%
5/26/2026Glenmede Trust Co. NA17,769$1.59M0.0%+3.5%0.084%
5/20/2026RMR Capital Management LLC39,077$3.49M2.5%+2.4%0.185%
5/19/2026Bank of America Corp DE302,503$26.99M0.0%+571.3%1.433%
5/19/2026Janus Henderson Group PLC20,055$1.79M0.0%+4.4%0.095%
5/18/2026Amundi6,541$584K0.0%-50.2%0.031%
5/18/2026California State Teachers Retirement System28,604$2.55M0.0%+32.5%0.135%
5/18/2026Royal Bank of Canada24,348$2.17M0.0%+414.9%0.115%
5/18/2026Empowered Funds LLC97,176$8.67M0.1%N/A0.460%
5/16/2026The Manufacturers Life Insurance Company 9,385$837K0.0%-7.7%0.044%
5/16/2026Quantinno Capital Management LP12,341$1.10M0.0%N/A0.058%
5/15/2026Entropy Technologies LP7,623$680K0.0%-2.5%0.036%
5/14/2026Renaissance Technologies LLC46,058$4.11M0.0%N/A0.218%
5/14/2026Sei Investments Co.131,371$11.72M0.0%+1,637.5%0.622%
5/14/2026State of Wyoming1,198$107K0.0%-30.3%0.006%
5/13/2026Cetera 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%
5/13/2026First Trust Advisors LP85,411$7.62M0.0%+42.5%0.405%
5/8/2026PNC Financial Services Group Inc.2,310$206K0.0%+9.5%0.011%
5/7/2026Meeder Asset Management Inc.10,091$900K0.1%-77.5%0.046%
5/7/2026WCM Investment Management LLC62,463$5.49M0.0%N/A0.287%
5/7/2026Dimensional Fund Advisors LP1,093,338$97.56M0.0%-1.0%5.025%
5/7/2026Swiss National Bank43,900$3.92M0.0%-2.4%0.202%
5/6/2026Allspring Global Investments Holdings LLC232,830$20.96M0.0%+45.8%1.070%
5/5/2026Bank of New York Mellon Corp159,173$14.20M0.0%-4.9%0.731%
5/5/2026Maryland State Retirement & Pension System3,169$283K0.0%-4.0%0.015%
5/4/2026Emerald Mutual Fund Advisers Trust21,450$1.91M0.1%+29.4%0.099%
5/4/2026Principal Financial Group Inc.151,892$13.55M0.0%+39.5%0.698%
5/4/2026Teachers 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%
5/1/2026Fifth Third Bancorp11,275$1.01M0.0%+23,389.6%0.052%
4/30/2026Equitable Trust Co.4,456$398K0.0%N/A0.020%
4/30/2026Hsbc Holdings PLC13,584$1.21M0.0%+70.1%0.062%
4/30/2026Oregon Public Employees Retirement Fund4,957$442K0.0%-4.0%0.023%
4/28/2026Abel Hall LLC4,079$364K0.1%N/A0.019%
4/28/2026Koshinski Asset Management Inc.3,019$269K0.0%+5.6%0.014%
4/27/2026New 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%
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4/23/2026Sippican Capital Advisors20,185$1.80M1.2%-6.7%0.093%
4/22/2026Pictet 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%
4/20/2026OP Asset Management Ltd5,191$463K0.0%N/A0.024%
4/16/2026SG 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%
3/20/2026Hsbc Holdings PLC7,985$568K0.0%N/A0.037%
3/17/2026Rockefeller Capital Management L.P.853$61K0.0%+225.6%0.004%
2/19/2026Invesco Ltd.215,833$15.32M0.0%+2.9%0.992%
2/18/2026Mercer Global Advisors Inc. ADV11,510$817K0.0%-11.4%0.053%
2/18/2026State of Tennessee Department of Treasury9,734$691K0.0%+63.0%0.045%
2/18/2026XTX Topco Ltd6,194$440K0.0%N/A0.028%
2/18/2026Voloridge Investment Management LLC100,393$7.13M0.0%+27.1%0.461%
2/18/2026Wellington Management Group LLP151,991$10.79M0.0%-13.1%0.698%
2/18/2026Susquehanna Portfolio Strategies LLC11,050$785K0.0%-10.3%0.051%
2/18/2026Susquehanna Fundamental Investments LLC23,837$1.69M0.1%+28.9%0.110%
2/18/2026Polymer Capital Management US LLC4,796$341K0.0%-4.2%0.022%
2/18/2026Numerai GP LLC26,795$1.90M0.2%N/A0.123%
2/18/2026Millennium Management LLC204,437$14.52M0.0%+181.6%0.939%
2/18/2026Man Group plc20,560$1.46M0.0%-48.6%0.094%
2/18/2026Engineers Gate Manager LP23,891$1.70M0.0%+24.2%0.110%
2/18/2026Balyasny Asset Management L.P.51,892$3.68M0.0%+713.5%0.238%
2/18/2026Boothbay Fund Management LLC70,897$5.03M0.1%N/A0.326%
2/17/2026Freestone Grove Partners LP5,466$388K0.0%+26.5%0.025%
2/17/2026Guggenheim Capital LLC9,238$656K0.0%N/A0.042%
2/17/2026Schonfeld Strategic Advisors LLC8,994$639K0.0%-62.1%0.041%
2/17/2026AQR Capital Management LLC7,439$528K0.0%-28.5%0.034%
2/17/2026Cetera Investment Advisers4,816$342K0.0%+2.4%0.022%
2/17/2026Amundi13,147$933K0.0%+209.2%0.060%
2/17/2026Jump Financial LLC16,730$1.19M0.0%N/A0.077%
2/17/2026Price T Rowe Associates Inc. MD21,352$1.52M0.0%+5.7%0.098%
2/17/2026Osaic Holdings Inc.4,793$340K0.0%-15.2%0.022%
2/17/2026California State Teachers Retirement System21,596$1.53M0.0%-6.1%0.099%
2/17/2026Russell Investments Group Ltd.28,569$2.03M0.0%-6.3%0.131%
2/17/2026State of Wisconsin Investment Board95,505$6.78M0.0%+5.2%0.439%
2/17/2026ExodusPoint Capital Management LP36,843$2.62M0.0%+15.7%0.169%
2/17/2026Royal Bank of Canada4,729$335K0.0%-84.9%0.022%
2/17/2026Persistent Asset Partners Ltd10,287$730K0.3%N/A0.047%
2/17/2026Militia Capital Partners LP22,179$1.58M0.6%+47.9%0.102%
2/16/2026Squarepoint Ops LLC8,232$584K0.0%-55.6%0.038%
2/16/2026Verition Fund Management LLC31,452$2.23M0.0%-18.1%0.145%
2/16/2026Panagora Asset Management Inc.174,251$12.37M0.0%+4.4%0.801%
2/16/2026MML Investors Services LLC11,294$802K0.0%-8.2%0.052%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund16,300$1.16M0.0%N/A0.075%
2/16/2026Kennedy Capital Management LLC97,763$6.94M0.1%-0.4%0.449%
2/16/2026Entropy Technologies LP7,818$555K0.0%N/A0.036%
2/16/2026Epoch Investment Partners Inc.33,116$2.35M0.0%-0.5%0.152%
2/16/2026Barclays PLC45,019$3.20M0.0%+22.8%0.207%
2/16/2026Aptus Capital Advisors LLC142,813$10.14M0.1%+0.4%0.656%
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2/13/2026Kestra Advisory Services LLC1,236$88K0.0%N/A0.006%
2/13/2026Nantahala Capital Management LLC131,608$9.34M0.3%+1,477.8%0.605%
2/13/2026The Manufacturers Life Insurance Company 10,169$722K0.0%-8.5%0.047%
2/13/2026CANADA 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%
2/13/2026Stifel Financial Corp4,472$318K0.0%-36.4%0.021%
2/13/2026Smartleaf Asset Management LLC630$45K0.0%+23.0%0.003%
2/13/2026Public Sector Pension Investment Board103,117$7.32M0.0%+15.2%0.474%
2/13/2026Rafferty Asset Management LLC27,425$1.95M0.0%-19.7%0.126%
2/13/2026First Trust Advisors LP59,933$4.26M0.0%-26.8%0.275%


CASH Institutional Ownership - Frequently Asked Questions

During the previous two years, 289 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 228 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 10,491,699 shares in the last 24 months. This purchase volume represents approximately $790.46M in transactions.

Of the 120 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 ($183.54K), 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 2,514,499 shares in the last 24 months. This volume of shares sold represents approximately $186.32M in transactions.


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This page (NASDAQ:CASH) was last updated on 7/22/2026 by MarketBeat.com Staff.
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