Pathward Financial (CASH) Institutional Ownership

$80.34 -1.12 (-1.37%)

As of 04:00 PM Eastern

Current Institutional Ownership Percentage: 92.66%
Number of Institutional Buyers (last 12 months): 155
Total Institutional Inflows (last 12 months): $1.33B

Number of Institutional Sellers (last 12 months): 110
Total Institutional Outflows (last 12 months): $153.15M

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CASH Institutional Buying and Selling by Quarter

Pathward Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/26/2026	Amundi	6,419	$559K	0.0%	-1.9%	0.031%
8/26/2026	HighTower Advisors LLC	4,530	$394K	0.0%	-16.4%	0.022%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	19,149	$1.67M	0.0%	N/A	0.092%
8/24/2026	California State Teachers Retirement System	2,156,912	$187.78M	0.0%	+7,440.6%	10.385%
8/23/2026	Guardian Wealth Management Inc.	57,305	$4.99M	2.5%	+3.4%	0.276%
8/22/2026	Concurrent Investment Advisors LLC	6,588	$574K	0.0%	+3.2%	0.032%
8/21/2026	AXQ Capital LP	4,846	$422K	0.0%	+90.1%	0.023%
8/21/2026	Nykredit A S	1,872	$163K	0.0%	N/A	0.009%
8/20/2026	Susquehanna Fundamental Investments LLC	22,053	$1.92M	0.0%	+40.8%	0.106%
8/20/2026	Two Sigma Securities LLC	2,902	$253K	0.0%	N/A	0.014%
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8/20/2026	Sheets Smith Wealth Management	8,180	$712K	0.1%	+2.0%	0.039%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	138,067	$12.02M	0.0%	-11.1%	0.665%
8/19/2026	Hsbc Holdings PLC	8,558	$746K	0.0%	-37.0%	0.041%
8/19/2026	Wellington Management Group LLP	85,691	$7.46M	0.0%	N/A	0.413%
8/18/2026	Empowered Funds LLC	101,634	$8.85M	0.0%	N/A	0.489%
8/18/2026	United Capital Financial Advisors LLC	11,053	$962K	0.0%	N/A	0.053%
8/17/2026	Capstone Investment Advisors LLC	7,093	$618K	0.0%	N/A	0.034%
8/17/2026	Transamerica Financial Advisors LLC	1,088	$95K	0.0%	N/A	0.005%
8/17/2026	Corient Private Wealth LP	2,441	$213K	0.0%	N/A	0.012%
8/17/2026	Bank of America Corp DE	279,600	$24.34M	0.0%	N/A	1.346%
8/15/2026	Freestone Grove Partners LP	10,445	$909K	0.0%	N/A	0.050%
8/15/2026	Man Group plc	29,250	$2.55M	0.0%	N/A	0.141%
8/15/2026	Jupiter Topco LLC	20,055	$1.75M	0.0%	N/A	0.097%
8/14/2026	Hsbc Holdings PLC	8,558	$746K	0.0%	N/A	0.041%
8/14/2026	Canada Pension Plan Investment Board	3,100	$270K	0.0%	N/A	0.015%
8/14/2026	Legal & General Group Plc	51,792	$4.51M	0.0%	N/A	0.249%
8/14/2026	The Manufacturers Life Insurance Company	9,885	$861K	0.0%	N/A	0.048%
8/14/2026	Van Hulzen Asset Management LLC	12,744	$1.11M	0.1%	N/A	0.061%
8/13/2026	Neumeier Poma Investment Counsel LLC	351,870	$30.63M	0.0%	N/A	1.694%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	26,633	$2.32M	0.0%	N/A	0.128%
8/13/2026	Clear Harbor Asset Management LLC	2,915	$254K	0.0%	N/A	0.014%
8/12/2026	Quantbot Technologies LP	17,751	$1.55M	0.1%	N/A	0.085%
8/12/2026	Chou Associates Management Inc.	27,389	$2.38M	1.1%	N/A	0.132%
8/12/2026	Orchard Capital Management LLC	21,144	$1.84M	1.8%	N/A	0.102%
8/12/2026	Emerald Investment Advisers LLC	31,552	$2.75M	0.2%	N/A	0.152%
8/10/2026	Denali Advisors LLC	48,370	$4.21M	0.4%	N/A	0.233%
8/8/2026	Meeder Asset Management Inc.	9,543	$831K	0.0%	N/A	0.045%
8/7/2026	BlackRock Inc.	3,104,464	$270.28M	0.0%	N/A	14.706%
8/7/2026	Deutsche Bank AG	148,115	$12.90M	0.0%	N/A	0.702%
8/6/2026	Bank of New York Mellon Corp	159,872	$13.92M	0.0%	N/A	0.757%
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8/6/2026	GSA Capital Partners LLP	5,548	$483K	0.0%	N/A	0.026%
8/3/2026	Oppenheimer Asset Management Inc.	27,463	$2.39M	0.0%	N/A	0.130%
7/10/2026	Wedge Capital Management L L P NC	13,707	$1.19M	0.0%	+8.8%	0.065%
6/16/2026	Empowered Funds LLC	97,176	$8.67M	0.1%	N/A	0.460%
5/26/2026	Glenmede Trust Co. NA	17,769	$1.59M	0.0%	+3.5%	0.084%
5/20/2026	RMR Capital Management LLC	39,077	$3.49M	2.5%	+2.4%	0.185%
5/19/2026	Bank of America Corp DE	302,503	$26.99M	0.0%	+571.3%	1.433%
5/19/2026	Janus Henderson Group PLC	20,055	$1.79M	0.0%	+4.4%	0.095%
5/18/2026	Amundi	6,541	$584K	0.0%	-50.2%	0.031%
5/18/2026	California State Teachers Retirement System	28,604	$2.55M	0.0%	+32.5%	0.135%
5/18/2026	Royal Bank of Canada	24,348	$2.17M	0.0%	+414.9%	0.115%
5/18/2026	Empowered Funds LLC	97,176	$8.67M	0.1%	N/A	0.460%
5/16/2026	The Manufacturers Life Insurance Company	9,385	$837K	0.0%	-7.7%	0.044%
5/16/2026	Quantinno Capital Management LP	12,341	$1.10M	0.0%	N/A	0.058%
5/15/2026	Entropy Technologies LP	7,623	$680K	0.0%	-2.5%	0.036%
5/14/2026	Renaissance Technologies LLC	46,058	$4.11M	0.0%	N/A	0.218%
5/14/2026	Sei Investments Co.	131,371	$11.72M	0.0%	+1,637.5%	0.622%
5/14/2026	State of Wyoming	1,198	$107K	0.0%	-30.3%	0.006%
5/13/2026	Cetera Investment Advisers	5,792	$517K	0.0%	+20.3%	0.027%
5/13/2026	First Citizens Bank & Trust Co.	5,864	$523K	0.0%	-10.2%	0.028%
5/13/2026	First Trust Advisors LP	85,411	$7.62M	0.0%	+42.5%	0.405%
5/8/2026	PNC Financial Services Group Inc.	2,310	$206K	0.0%	+9.5%	0.011%
5/7/2026	Meeder Asset Management Inc.	10,091	$900K	0.1%	-77.5%	0.046%
5/7/2026	WCM Investment Management LLC	62,463	$5.49M	0.0%	N/A	0.287%
5/7/2026	Dimensional Fund Advisors LP	1,093,338	$97.56M	0.0%	-1.0%	5.025%
5/7/2026	Swiss National Bank	43,900	$3.92M	0.0%	-2.4%	0.202%
5/6/2026	Allspring Global Investments Holdings LLC	232,830	$20.96M	0.0%	+45.8%	1.070%
5/5/2026	Bank of New York Mellon Corp	159,173	$14.20M	0.0%	-4.9%	0.731%
5/5/2026	Maryland State Retirement & Pension System	3,169	$283K	0.0%	-4.0%	0.015%
5/4/2026	Emerald Mutual Fund Advisers Trust	21,450	$1.91M	0.1%	+29.4%	0.099%
5/4/2026	Principal Financial Group Inc.	151,892	$13.55M	0.0%	+39.5%	0.698%
5/4/2026	Teachers Retirement System of The State of Kentucky	5,679	$507K	0.0%	-5.0%	0.026%
5/4/2026	Procyon Advisors LLC	2,561	$229K	0.0%	N/A	0.012%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	5,382	$480K	0.0%	-4.5%	0.025%
5/1/2026	Fifth Third Bancorp	11,275	$1.01M	0.0%	+23,389.6%	0.052%
4/30/2026	Equitable Trust Co.	4,456	$398K	0.0%	N/A	0.020%
4/30/2026	Hsbc Holdings PLC	13,584	$1.21M	0.0%	+70.1%	0.062%
4/30/2026	Oregon Public Employees Retirement Fund	4,957	$442K	0.0%	-4.0%	0.023%
4/28/2026	Abel Hall LLC	4,079	$364K	0.1%	N/A	0.019%
4/28/2026	Koshinski Asset Management Inc.	3,019	$269K	0.0%	+5.6%	0.014%
4/27/2026	New York State Teachers Retirement System	9,202	$821K	0.0%	-60.9%	0.042%
4/27/2026	Y Intercept Hong Kong Ltd	5,791	$517K	0.0%	-67.2%	0.027%
4/23/2026	Sippican Capital Advisors	20,185	$1.80M	1.2%	-6.7%	0.093%
4/22/2026	Pictet Asset Management Holding SA	3,528	$315K	0.0%	+3.9%	0.016%
4/21/2026	Louisiana State Employees Retirement System	9,700	$866K	0.0%	N/A	0.045%
4/20/2026	OP Asset Management Ltd	5,191	$463K	0.0%	N/A	0.024%
4/16/2026	SG Americas Securities LLC	7,159	$639K	0.0%	-47.9%	0.033%
4/16/2026	Sheets Smith Wealth Management	8,019	$716K	0.1%	+52.2%	0.037%
4/16/2026	Diversified Trust Co	11,459	$1.02M	0.0%	+11.9%	0.053%
3/20/2026	Hsbc Holdings PLC	7,985	$568K	0.0%	N/A	0.037%
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3/17/2026	Rockefeller Capital Management L.P.	853	$61K	0.0%	+225.6%	0.004%
2/19/2026	Invesco Ltd.	215,833	$15.32M	0.0%	+2.9%	0.992%
2/18/2026	Mercer Global Advisors Inc. ADV	11,510	$817K	0.0%	-11.4%	0.053%
2/18/2026	State of Tennessee Department of Treasury	9,734	$691K	0.0%	+63.0%	0.045%
2/18/2026	XTX Topco Ltd	6,194	$440K	0.0%	N/A	0.028%
2/18/2026	Voloridge Investment Management LLC	100,393	$7.13M	0.0%	+27.1%	0.461%
2/18/2026	Wellington Management Group LLP	151,991	$10.79M	0.0%	-13.1%	0.698%
2/18/2026	Susquehanna Portfolio Strategies LLC	11,050	$785K	0.0%	-10.3%	0.051%
2/18/2026	Susquehanna Fundamental Investments LLC	23,837	$1.69M	0.1%	+28.9%	0.110%
2/18/2026	Polymer Capital Management US LLC	4,796	$341K	0.0%	-4.2%	0.022%

CASH Institutional Ownership - Frequently Asked Questions

During the previous two years, 297 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), BlackRock Inc. ($270.28M), Revolve Wealth Partners LLC ($267.44M), California State Teachers Retirement System ($187.78M), FMR LLC ($162.14M), and Vanguard Group Inc. ($107.72M).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 241 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), BlackRock Inc. ($3.10M), California State Teachers Retirement System ($2.14M), Neumeier Poma Investment Counsel LLC ($700.46K), and Bank of America Corp DE ($560.19K).

Institutional investors have bought a total of 16,584,142 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

Of the 110 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), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($190.63K), Wealth Enhancement Advisory Services LLC ($183.54K), JPMorgan Chase & Co. ($144.99K), State Street Corp ($96.82K), Jupiter Asset Management Ltd. ($89.01K), and Neumeier Poma Investment Counsel LLC ($84.49K).

Institutional investors have sold a total of 2,092,867 shares in the last 24 months. This volume of shares sold represents approximately $153.15M in transactions.

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Institutional ownership data for NASDAQ:CASH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.

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Pathward Financial (CASH) Institutional Ownership

CASH Institutional Buying and Selling by Quarter

Pathward Financial Major Shareholders & Ownership History

CASH Institutional Ownership - Frequently Asked Questions

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Pathward Financial (CASH) Institutional Ownership

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

CASH Institutional Buying and Selling by Quarter

Pathward Financial Major Shareholders & Ownership History

CASH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CASH shares?

What percentage of Pathward Financial's stock is owned by institutional investors?

Which institutional investors have been buying Pathward Financial's stock?

How much institutional buying is happening at Pathward Financial?

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

How much institutional selling is happening at Pathward Financial?

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