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Pathward Financial (CASH) Institutional Ownership

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$83.62 +0.83 (+1.00%)
Closing price 04:00 PM Eastern
Extended Trading
$83.14 -0.48 (-0.58%)
As of 04:05 PM 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)
134
Total
Institutional Inflows
(last 12 months)
$4.30B
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$247.63M
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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
7/14/2025Clear Harbor Asset Management LLC6,547$518K0.0%-31.1%0.027%
7/11/2025Wedge Capital Management L L P NC13,815$1.09M0.0%-4.9%0.058%
7/11/2025 Financiere des Professionnels Fonds d investissement inc.1,955$155K0.0%N/A0.008%
7/10/2025 Wealth Enhancement Advisory Services LLC209,369$17.32M0.0%-10.9%0.878%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.1,955$155K0.0%N/A0.008%
7/9/2025 Harbor Capital Advisors Inc.9,523$753K0.0%+4.8%0.040%
6/18/2025Voya Investment Management LLC6,676$487K0.0%-11.7%0.028%
6/6/2025Militia Capital Partners LP10,000$730K0.6%N/A0.042%
5/29/2025Rhumbline Advisers67,407$4.92M0.0%-6.0%0.283%
5/20/2025Intech Investment Management LLC54,280$3.96M0.0%+69.1%0.228%
5/19/2025Jane Street Group LLC40,706$2.97M0.0%-2.1%0.171%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC312,765$22.82M0.0%-1.9%1.312%
5/16/2025Goldman Sachs Group Inc.180,950$13.20M0.0%-78.2%0.759%
5/16/2025Dynamic Technology Lab Private Ltd3,772$275K0.0%-44.4%0.016%
5/16/2025NFJ Investment Group LLC20,010$1.46M0.0%-56.9%0.084%
5/16/2025Millennium Management LLC128,645$9.39M0.0%+264.1%0.539%
5/16/2025Bridgeway Capital Management LLC72,401$5.28M0.1%-16.9%0.304%
5/16/2025AQR Capital Management LLC9,152$668K0.0%+61.3%0.038%
5/16/2025Amundi9,888$689K0.0%-21.6%0.041%
5/15/2025Royal Bank of Canada5,057$369K0.0%+21.2%0.021%
5/15/2025Panagora Asset Management Inc.164,681$12.01M0.1%+0.2%0.691%
5/15/2025Vident Advisory LLC42,357$3.09M0.0%+17.6%0.178%
5/15/2025Driehaus Capital Management LLC247,299$18.04M0.2%-0.4%1.037%
5/15/2025Trexquant Investment LP10,146$740K0.0%-19.8%0.043%
5/14/2025Rafferty Asset Management LLC29,955$2.19M0.0%-14.9%0.126%
5/14/2025Epoch Investment Partners Inc.33,272$2.43M0.0%-39.5%0.140%
5/14/2025Corebridge Financial Inc.12,613$920K0.0%-5.7%0.053%
5/14/2025Comerica Bank26,696$1.95M0.0%+89.8%0.112%
5/14/2025MetLife Investment Management LLC14,010$1.02M0.0%-7.9%0.059%
5/14/2025Jump Financial LLC6,055$442K0.0%-22.1%0.025%
5/14/2025Van Hulzen Asset Management LLC24,500$1.79M0.2%N/A0.103%
5/14/2025Hsbc Holdings PLC51,587$3.76M0.0%+295.6%0.216%
5/14/2025Wellington Management Group LLP178,193$13.00M0.0%N/A0.747%
5/13/2025Aptus Capital Advisors LLC112,516$8.21M0.1%+12.7%0.472%
5/13/2025Northern Trust Corp267,096$19.49M0.0%-0.3%1.120%
5/13/2025Algert Global LLC102,647$7.49M0.2%-10.7%0.430%
5/13/2025American Century Companies Inc.686,423$50.08M0.0%+6.7%2.879%
5/13/2025Brandywine Global Investment Management LLC58,648$4.28M0.0%-3.6%0.246%
5/13/2025Russell Investments Group Ltd.24,392$1.78M0.0%-1.6%0.102%
5/13/2025Informed Momentum Co LLC36,919$2.69M0.5%-21.7%0.155%
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5/13/2025HighTower Advisors LLC4,906$358K0.0%+3.7%0.021%
5/12/2025Public Sector Pension Investment Board114,931$8.38M0.0%-51.1%0.482%
5/12/2025Nuveen LLC312,478$22.80M0.0%N/A1.310%
5/12/2025Invesco Ltd.307,261$22.42M0.0%+30.9%1.289%
5/12/2025Connor Clark & Lunn Investment Management Ltd.3,503$256K0.0%N/A0.015%
5/12/2025Cynosure Group LLC9,145$667K0.1%+12.7%0.038%
5/12/2025Swiss National Bank46,700$3.41M0.0%-4.9%0.196%
5/12/2025Neumeier Poma Investment Counsel LLC132,680$9.68M1.0%N/A0.556%
5/12/2025Maryland State Retirement & Pension System6,954$507K0.0%-17.5%0.029%
5/9/2025Mutual of America Capital Management LLC3,473$253K0.0%-7.7%0.015%
5/9/2025Deutsche Bank AG20,164$1.47M0.0%-8.6%0.085%
5/9/2025Elgethun Capital Management173,959$12.69M2.8%+4.5%0.730%
5/9/2025Charles Schwab Investment Management Inc.315,803$23.04M0.0%-4.7%1.324%
5/9/2025Vanguard Group Inc.1,754,129$127.96M0.0%-1.4%7.356%
5/9/2025Phocas Financial Corp.163,341$11.92M1.8%-5.5%0.685%
5/9/2025Pacific Ridge Capital Partners LLC16,190$1.18M0.3%-0.8%0.068%
5/9/2025Jupiter Asset Management Ltd.155,269$11.33M0.1%+54.7%0.651%
5/8/2025Natixis Advisors LLC27,121$1.98M0.0%+14.7%0.114%
5/8/2025Vestcor Inc1,690$123K0.0%N/A0.007%
5/8/2025XTX Topco Ltd24,846$1.81M0.1%+99.2%0.104%
5/7/2025Mawer Investment Management Ltd.287,644$20.98M0.1%+11.1%1.206%
5/7/2025Meeder Asset Management Inc.17,548$1.28M0.1%N/A0.074%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 6,226$454K0.0%-22.0%0.026%
5/6/2025USAdvisors Wealth Management LLC607$44K0.0%+37.0%0.003%
5/6/2025Cetera Investment Advisers7,880$575K0.0%+29.0%0.033%
5/6/2025Royce & Associates LP13,475$983K0.0%-18.9%0.057%
5/6/2025Wedbush Securities Inc.4,382$320K0.0%N/A0.018%
5/6/2025KLP Kapitalforvaltning AS7,800$569K0.0%-9.3%0.033%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH8,011$584K0.0%N/A0.034%
5/5/2025Foundry Partners LLC176,606$12.88M0.7%+1.4%0.741%
5/2/2025Victory Capital Management Inc.40,691$2.97M0.0%-2.5%0.171%
5/2/2025Sigma Planning Corp10,113$738K0.0%+12.1%0.042%
5/1/2025Louisiana State Employees Retirement System11,200$817K0.0%-6.7%0.047%
5/1/2025New York State Common Retirement Fund31,425$2.29M0.0%-0.8%0.132%
5/1/2025Mutual of America Capital Management LLC3,473$253K0.0%-7.7%0.015%
5/1/2025Arizona State Retirement System6,898$503K0.0%-4.9%0.029%
5/1/2025Xponance Inc.3,903$285K0.0%-6.3%0.016%
4/30/2025Alps Advisors Inc.4,983$364K0.0%-5.5%0.021%
4/30/2025Rosenthal Henry Capital Advisors Inc.53,217$3.88M3.9%-3.0%0.223%
4/29/2025Envestnet Asset Management Inc.31,314$2.28M0.0%+73.4%0.131%
4/29/2025Concurrent Investment Advisors LLC3,217$235K0.0%N/A0.013%
4/29/2025Bank of New York Mellon Corp190,672$13.91M0.0%-6.3%0.800%
4/29/2025Moody Aldrich Partners LLC136,355$9.95M2.1%-1.5%0.572%
4/28/2025Principal Financial Group Inc.118,849$8.67M0.0%-1.6%0.498%
4/28/2025Oregon Public Employees Retirement Fund5,461$398K0.0%-6.8%0.023%
4/28/2025Meritage Portfolio Management5,677$414K0.0%-3.9%0.024%
4/28/2025Teacher Retirement System of Texas14,521$1.06M0.0%-68.1%0.061%
4/25/2025New York State Teachers Retirement System26,390$1.93M0.0%-10.5%0.111%
4/25/2025Amalgamated Bank6,846$499K0.0%-5.6%0.029%
4/24/2025Allspring Global Investments Holdings LLC78,437$5.80M0.0%+1,023.9%0.329%
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4/24/2025Diversified Trust Co9,097$664K0.0%+1.9%0.038%
4/22/2025Putney Financial Group LLC411,470$30.02M24.1%-6.0%1.726%
4/21/2025Envestnet Portfolio Solutions Inc.3,003$219K0.0%N/A0.013%
4/21/2025State of Alaska Department of Revenue13,213$963K0.0%-6.7%0.055%
4/16/2025Opal Wealth Advisors LLC486$35K0.0%N/A0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC235,005$17.14M0.0%+2.8%0.986%
4/16/2025SummerHaven Investment Management LLC13,271$968K0.7%+1.4%0.056%
4/15/2025Assenagon Asset Management S.A.20,314$1.48M0.0%-86.2%0.085%
4/15/2025SG Americas Securities LLC7,843$572K0.0%N/A0.033%
4/14/2025Yousif Capital Management LLC8,824$644K0.0%-6.5%0.037%
(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, 259 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 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 185 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), 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 58,647,128 shares in the last 24 months. This purchase volume represents approximately $4.30B in transactions.

Which of Pathward Financial's major shareholders have been selling company stock?

Of the 121 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), Nantahala Capital Management LLC ($553.15K), Epoch Investment Partners Inc. ($242.24K), Public Sector Pension Investment Board ($221.85K), Arrowstreet Capital Limited Partnership ($189.61K), Phocas Financial Corp. ($170.02K), and Wealth Enhancement Advisory Services LLC ($150.47K).

How much institutional selling is happening at Pathward Financial?

Institutional investors have sold a total of 3,644,635 shares in the last 24 months. This volume of shares sold represents approximately $247.63M in transactions.


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This page (NASDAQ:CASH) was last updated on 7/14/2025 by MarketBeat.com Staff
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