Pathward FinancialCASH
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $34.0M |
| Exits | 24 | $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.