Pathward FinancialCASH

13F holders, Q2 2026 (June 30)
283holders +8
32new positions
24sold out
7famous investors
$92.10avg. 13F price*

At the end of Q2 2026, 283 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, up 8 from Q1 2026. 32 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($270.3M), FMR LLC ($157.0M) and State Street Corp. ($125.3M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Pathward Financial Inc.
CUSIP
59100U108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 229Q1 2024Q2 2024: 228Q2 2024Q3 2024: 252Q3 2024Q4 2024: 245Q4 2024Q1 2025: 251Q1 2025Q2 2025: 272Q2 2025Q3 2025: 264Q3 2025Q4 2025: 262Q4 2025Q1 2026: 275Q1 2026Q2 2026: 283Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions32$34.0M
Exits24$34.4M

All 13F filers, Q1 2026 → Q2 2026: 1,624,272 shares bought and 1,603,030 shares sold, net +21,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 283 holders

BlackRock, Inc. 0.00% Reduce -1.8% 3,104,464 $270.3M
FMR LLC 0.01% Reduce -7.8% 1,803,772 $157.0M
State Street Corp. 0.00% Add +8.3% 1,438,880 $125.3M
American Century Companies Inc. 0.05% Add +11.6% 1,269,975 $110.6M
Dimensional Fund Advisors LP 0.02% Reduce -2.6% 1,064,854 $92.7M
Geode Capital Management, LLC 0.00% Add +4.8% 733,095 $63.8M
Vanguard Capital Management LLC 0.00% Reduce -2.8% 729,199 $63.5M
Earnest Partners LLC 0.18% Reduce -0.8% 568,923 $49.5M
Vanguard Portfolio Management LLC 0.00% Add +1.5% 443,000 $38.6M
Neumeier Poma Investment Counsel LLC 2.10% Reduce -1.2% 351,870 $30.6M
Allspring Global Investments Holdings, LLC 0.05% Add +45.7% 339,293 $30.4M
Qube Research & Technologies Ltd 0.03% Add +438.6% 297,329 $25.9M
JPMorgan Chase & Co. 0.00% Add +3.7% 285,040 $24.7M
Bank of America Corp. 0.00% Reduce -7.6% 279,600 $24.3M
Mawer Investment Management Ltd. 0.16% Add +1.2% 271,655 $23.7M
Charles Schwab Investment Management Inc. 0.00% Add +0.6% 268,911 $23.4M
New York State Common Retirement Fund 0.03% Add +0.0% 264,013 $23.0M
D. E. Shaw & Co. 0.01% Add +93.4% 256,026 $22.3M
Morgan Stanley 0.00% Add +3.4% 245,918 $21.4M
Northern Trust Corp. 0.00% Reduce -7.9% 236,711 $20.6M
Goldman Sachs Group Inc. 0.00% Add +14.2% 228,064 $19.9M
Elgethun Capital Management 2.55% Add +3.3% 210,540 $18.3M
Clearbridge Investments, LLC 0.01% Reduce -0.3% 208,621 $18.2M
Panagora Asset Management Inc. 0.05% Add +3.5% 180,973 $15.8M
Millennium Management 0.01% Add +87.1% 166,532 $14.5M
Bank of New York Mellon Corp 0.00% Add +0.4% 159,872 $13.9M
UBS Group AG 0.00% Add +31.3% 154,947 $13.5M
Principal Financial Group Inc. 0.01% Add +0.2% 152,260 $13.3M
Deutsche Bank AG 0.00% Add +3.2% 148,115 $12.9M
Aptus Capital Advisors, LLC 0.09% Add +0.6% 145,145 $12.6M
Two Sigma Investments, LP 0.01% Reduce -46.5% 144,359 $12.6M
Vanguard Fiduciary Trust Co. 0.00% Reduce -2.7% 142,654 $12.4M
Sei Investments Co. 0.01% Add +5.4% 138,462 $12.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -11.1% 138,067 $12.0M
Bridgeway Capital Management, LLC 0.20% Add +20.6% 130,340 $11.3M
Nuveen, LLC 0.00% Reduce -31.2% 128,568 $11.2M
Phocas Financial Corp. 1.49% Reduce -5.0% 123,662 $10.8M
Cerity Partners LLC 0.01% Add +10.6% 116,665 $10.2M
Invesco Ltd. 0.00% Reduce -17.9% 113,998 $9.9M
Wells Fargo & Company 0.00% Add +11.6% 104,005 $9.1M
Empowered Funds, LLC 0.05% Add +4.6% 101,634 $8.8M
Public Sector Pension Investment Board 0.02% Add +1.2% 101,379 $8.8M
Citadel Advisors 0.01% Add +123.5% 98,349 $8.6M
Moody Aldrich Partners LLC 1.45% Reduce -11.8% 92,961 $8.1M
State of Wisconsin Investment Board 0.02% Add +3.7% 91,086 $7.9M
Envestnet Asset Management Inc. 0.00% Add +17.2% 88,352 $7.7M
Wellington Management Group LLP 0.00% Reduce -42.0% 85,691 $7.5M
Arrowstreet Capital, Limited Partnership 0.00% New 70,040 $6.1M
Franklin Resources Inc. 0.00% Add +0.6% 69,455 $6.0M
Federated Hermes, Inc. 0.01% Add +12.8% 61,231 $5.3M
Guardian Wealth Management, Inc. 2.45% Add +3.4% 57,305 $5.0M
Raymond James Financial Inc. 0.00% Add +74.0% 56,254 $4.9M
Intech Investment Management LLC 0.04% Reduce -5.0% 55,763 $4.9M
Rosenthal | Henry Capital Advisors, Inc. 4.00% No change 52,576 $4.6M
SG Americas Securities, LLC 0.00% Add +630.4% 52,287 $4.6M
Legal & General Group Plc 0.00% Reduce -7.1% 51,792 $4.5M
Rhumbline Advisers 0.00% Reduce -14.9% 51,394 $4.5M
Tudor Investment Corporation 0.02% New 48,951 $4.3M
Denali Advisors LLC 0.42% No change 48,370 $4.2M
XTX Topco Ltd 0.05% Add +44.9% 43,890 $3.8M
Swiss National Bank 0.00% Reduce -0.7% 43,600 $3.8M
Voloridge Investment Management, LLC 0.02% Reduce -38.2% 41,679 $3.6M
BNP Paribas Financial Markets 0.00% Add +3.9% 39,112 $3.4M
RMR Capital Management, LLC 2.34% No change 39,077 $3.4M
Ameriprise Financial Inc. 0.00% Reduce -6.7% 37,953 $3.3M
First Trust Advisors LP 0.00% Reduce -55.8% 37,784 $3.3M
Trexquant Investment LP 0.02% New 37,412 $3.3M
Kennedy Capital Management LLC 0.06% Reduce -36.6% 37,028 $3.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -29.8% 36,121 $3.1M
Citigroup Inc. 0.00% Add +22.5% 36,052 $3.1M
Vident Advisory, LLC 0.02% Add +9.4% 34,644 $3.0M
Numerai GP LLC 0.24% Add +221.2% 33,839 $2.9M
Emerald Investment Advisers, LLC 0.18% Add +4.1% 31,552 $2.7M
Engineers Gate Manager LP 0.04% Add +178.1% 31,090 $2.7M
Russell Investments Group, Ltd. 0.00% Add +10.2% 31,056 $2.7M
Man Group plc 0.00% Add +97.1% 29,250 $2.5M
Alliancebernstein L.P. 0.00% Add +0.0% 28,415 $2.5M
T. Rowe Price Associates Inc. 0.00% Add +15.8% 28,807 $2.5M
Oppenheimer Asset Management Inc. 0.02% Reduce -0.2% 27,463 $2.4M
Chou Associates Management Inc. 1.10% No change 27,389 $2.4M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -72.4% 26,633 $2.3M
Balyasny Asset Management L.P. 0.00% Reduce -76.4% 25,464 $2.2M
California State Teachers Retirement System 0.00% Reduce -13.4% 24,775 $2.2M
Squarepoint Ops LLC 0.00% Add +18.9% 24,382 $2.1M
Natixis Advisors, LLC 0.00% Add +26.3% 24,075 $2.1M
Schonfeld Strategic Advisors LLC 0.01% Add +81.7% 23,474 $2.0M
WCM Investment Management, LLC 0.00% Reduce -62.5% 23,416 $2.0M
Susquehanna Fundamental Investments, LLC 0.04% Add +40.8% 22,053 $1.9M
Quantinno Capital Management LP 0.00% Add +76.8% 21,822 $1.9M
Prudential Financial Inc. 0.00% Reduce -1.7% 21,798 $1.9M
Glenmede Trust Co. NA 0.01% Add +21.7% 21,632 $1.9M
Emerald Mutual Fund Advisers Trust 0.07% No change 21,450 $1.9M
Orchard Capital Management, LLC 2.02% Add +1.2% 21,144 $1.8M
Tealwood Asset Management Inc. 0.68% Reduce -0.8% 20,438 $1.8M
Rafferty Asset Management, LLC 0.00% Reduce -19.1% 20,200 $1.8M
Sippican Capital Advisors 1.07% Reduce -0.3% 20,135 $1.8M
Jupiter Topco LLC 0.00% — 20,055 $1.7M
Pacific Ridge Capital Partners, LLC 0.31% Reduce -1.1% 19,516 $1.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +40.3% 19,149 $1.7M
Point72 Asset Management 0.00% New 18,980 $1.7M

"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.

Show all 283 holders