Pathward FinancialCASH
13F holders, Q1 2024 (March 31)229holders
6famous investors
$53.64avg. 13F price*
At the end of Q1 2024, 229 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings. The largest holders were BlackRock Inc. ($190.9M), Vanguard Group Inc. ($101.9M) and FMR LLC ($93.8M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pathward Financial Inc.
- CUSIP
- 59100U108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $44.4M |
| Exits | 20 | $27.4M |
Ownership 229 holders
| BlackRock Inc. | 0.00% | Reduce -0.2% | 3,781,283 | $190.9M |
| Vanguard Group Inc. | 0.00% | Reduce -2.4% | 2,019,576 | $101.9M |
| FMR LLC | 0.01% | Add +6.3% | 1,857,885 | $93.8M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.1% | 1,511,797 | $76.3M |
| State Street Corp. | 0.00% | Reduce -0.3% | 1,276,720 | $64.5M |
| Nantahala Capital Management, LLC | 5.09% | Reduce -3.6% | 1,021,727 | $51.6M |
| Vinva Investment Management Ltd | 2.32% | Add +8.3% | 85,300 | $41.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -56.9% | 682,998 | $34.5M |
| Geode Capital Management, LLC | 0.00% | Add +3.4% | 657,248 | $33.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.1% | 490,663 | $24.8M |
| Philosophy Capital Management LLC | 4.25% | Reduce -1.8% | 430,191 | $21.7M |
| American Century Companies Inc. | 0.01% | Add +23.3% | 419,142 | $21.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | New | 352,990 | $17.8M |
| Morgan Stanley | 0.00% | Reduce -11.0% | 338,093 | $17.1M |
| Public Sector Pension Investment Board | 0.12% | Reduce -0.6% | 327,804 | $16.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.5% | 315,146 | $15.9M |
| Epoch Investment Partners, Inc. | 0.06% | Add +7.8% | 269,425 | $13.6M |
| Northern Trust Corp. | 0.00% | Reduce -4.1% | 266,125 | $13.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.8% | 257,198 | $13.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -23.3% | 247,307 | $12.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.0% | 242,316 | $12.2M |
| Ziegler Capital Management, LLC | 0.40% | Add +146.9% | 208,076 | $10.5M |
| Grizzlyrock Capital, LLC | 8.03% | Add +0.2% | 193,800 | $9.8M |
| Orchard Capital Management, LLC | 2.81% | Add +1.4% | 190,003 | $9.6M |
| Elgethun Capital Management | 2.42% | Reduce -0.5% | 190,066 | $9.6M |
| Phocas Financial Corp. | 1.07% | Reduce -2.7% | 188,672 | $9.5M |
| Jupiter Asset Management Ltd. | 0.09% | No change | 187,799 | $9.5M |
| Panagora Asset Management Inc. | 0.04% | Reduce -4.8% | 155,243 | $7.8M |
| Millennium Management | 0.01% | Add +151.2% | 139,278 | $7.0M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -40.4% | 133,103 | $6.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -14.2% | 132,617 | $6.7M |
| Invesco Ltd. | 0.00% | Reduce -41.8% | 116,632 | $5.9M |
| State of Wisconsin Investment Board | 0.02% | Reduce -10.9% | 116,259 | $5.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +90.6% | 112,329 | $5.7M |
| Moody Aldrich Partners LLC | 0.86% | Reduce -21.0% | 100,555 | $5.1M |
| Two Sigma Investments, LP | 0.01% | Add +116.2% | 89,191 | $4.5M |
| Western Standard LLC | 3.83% | Reduce -8.9% | 80,519 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.1% | 80,103 | $4.0M |
| Rhumbline Advisers | 0.00% | Reduce -2.1% | 77,965 | $3.9M |
| Citadel Advisors | 0.00% | Add +72.7% | 77,083 | $3.9M |
| Voloridge Investment Management, LLC | 0.01% | Add +38.5% | 76,008 | $3.8M |
| Assenagon Asset Management S.A. | 0.01% | Add +232.7% | 73,351 | $3.7M |
| First Trust Advisors LP | 0.00% | Add +16.5% | 72,416 | $3.7M |
| Legal & General Group Plc | 0.00% | Reduce -1.5% | 70,907 | $3.6M |
| NFJ Investment Group, LLC | 0.10% | Reduce -0.3% | 69,419 | $3.5M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -0.7% | 68,670 | $3.5M |
| Trexquant Investment LP | 0.07% | Add +229.0% | 65,868 | $3.3M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +28.7% | 64,377 | $3.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 3.67% | Reduce -2.1% | 54,149 | $2.7M |
| Two Sigma Advisers, LP | 0.01% | Add +149.1% | 53,800 | $2.7M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 51,300 | $2.6M |
| Citigroup Inc. | 0.00% | Add +13.2% | 49,776 | $2.5M |
| Barclays PLC | 0.00% | Reduce -24.1% | 49,102 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -2.1% | 49,016 | $2.5M |
| D. E. Shaw & Co. | 0.00% | Add +0.0% | 46,669 | $2.4M |
| Algert Global LLC | 0.09% | Add +262.4% | 43,901 | $2.2M |
| Lombard Odier Asset Management (Europe) Ltd | 0.21% | Reduce -14.0% | 43,000 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +83.0% | 42,699 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -26.9% | 41,609 | $2.1M |
| Anthracite Investment Company, Inc. | 1.06% | New | 41,564 | $2.1M |
| Balyasny Asset Management L.P. | 0.01% | Add +122.4% | 41,304 | $2.1M |
| Comerica Bank | 0.01% | Reduce -3.6% | 41,088 | $2.1M |
| Sage Capital Advisors,llc | 0.60% | Add +0.0% | 41,018 | $2.1M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -3.8% | 40,749 | $2.1M |
| Franklin Resources Inc. | 0.00% | Add +206.0% | 40,517 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | New | 40,475 | $2.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -8.3% | 39,635 | $2.0M |
| RMR Capital Management, LLC | 1.94% | No change | 38,617 | $1.9M |
| ExodusPoint Capital Management, LP | 0.02% | New | 37,030 | $1.9M |
| New York State Common Retirement Fund | 0.00% | Add +1.3% | 36,756 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.5% | 36,353 | $1.8M |
| Lodestone Wealth Management LLC | 0.87% | Reduce -0.8% | 3,430 | $1.7M |
| Gsa Capital Partners LLP | 0.13% | Add +108.5% | 32,878 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Add +32.1% | 32,497 | $1.6M |
| Man Group plc | 0.00% | Reduce -62.0% | 31,600 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -28.0% | 31,081 | $1.6M |
| UBS Group AG | 0.00% | Reduce -12.7% | 30,083 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -19.6% | 28,520 | $1.4M |
| New York State Teachers Retirement System | 0.00% | No change | 27,620 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -6.0% | 27,484 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +116.8% | 26,317 | $1.3M |
| California State Teachers Retirement System | 0.00% | Reduce -6.0% | 26,005 | $1.3M |
| Martingale Asset Management L P | 0.03% | Add +38.4% | 25,997 | $1.3M |
| Credit Suisse AG/ | 0.00% | Add +3.4% | 24,436 | $1.2M |
| Tealwood Asset Management Inc. | 0.55% | Reduce -1.1% | 24,198 | $1.2M |
| HRT Financial LP | 0.01% | Add +1.3% | 23,051 | $1.2M |
| Texas Permanent School Fund Corp. | 0.01% | Reduce -1.4% | 22,309 | $1.1M |
| Sippican Capital Advisors | 0.88% | Reduce -5.6% | 22,290 | $1.1M |
| Marshall Wace, LLP | 0.00% | Add +130.2% | 22,073 | $1.1M |
| Pacific Ridge Capital Partners, LLC | 0.24% | Reduce -20.6% | 21,848 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.05% | New | 21,531 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.38% | Reduce -0.2% | 20,949 | $1.1M |
| Semanteon Capital Management, LP | 0.67% | New | 20,798 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -26.1% | 19,380 | $978K |
| Engineers Gate Manager LP | 0.02% | Add +132.8% | 18,462 | $932K |
| Cottage Street Advisors LLC | 0.56% | Reduce -9.5% | 1,914 | $929K |
| AXA S.A. | 0.00% | No change | 17,000 | $858K |
| Emerald Mutual Fund Advisers Trust | 0.04% | No change | 16,572 | $837K |
| Boston Partners | 0.00% | New | 16,392 | $827K |
| Tudor Investment Corporation | 0.01% | Add +90.7% | 15,656 | $790K |
| Sei Investments Co. | 0.00% | Reduce -21.4% | 15,615 | $788K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.4% | 15,559 | $785K |
| Quantbot Technologies LP | 0.04% | Add +2493.2% | 15,196 | $767K |
| Mercer Global Advisors Inc. | 0.00% | Add +64.4% | 15,092 | $762K |
| TD Asset Management Inc | 0.00% | Add +4.9% | 14,900 | $752K |
| Illinois Municipal Retirement Fund | 0.01% | Add +1.4% | 14,900 | $752K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 14,718 | $743K |
| Squarepoint Ops LLC | 0.00% | Reduce -67.8% | 14,649 | $739K |
| SummerHaven Investment Management, LLC | 0.46% | Add +1.3% | 14,440 | $729K |
| American International Group, Inc. | 0.00% | Reduce -1.1% | 14,045 | $709K |
| Deutsche Bank AG | 0.00% | Reduce -8.4% | 13,297 | $671K |
| Cynosure Group, LLC | 0.12% | New | 13,046 | $659K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -64.5% | 12,981 | $655K |
| Boothbay Fund Management, LLC | 0.02% | New | 12,949 | $654K |
| MetLife Investment Management, LLC | 0.00% | Reduce -6.2% | 12,891 | $651K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.8% | 12,600 | $636K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.7% | 12,597 | $636K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.2% | 12,488 | $630K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.8% | 12,182 | $615K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 12,017 | $607K |
| Glenmede Trust Co. NA | 0.00% | Reduce -19.8% | 11,858 | $599K |
| Yousif Capital Management, LLC | 0.01% | Reduce -18.6% | 11,582 | $585K |
| Bokf, NA | 0.01% | Add +132.2% | 11,283 | $566K |
| Summit Global Investments | 0.04% | Reduce -56.5% | 10,609 | $536K |
| Raymond James & Associates | 0.00% | Reduce -3.4% | 10,458 | $528K |
| Jump Financial, LLC | 0.01% | New | 10,387 | $524K |
| Clear Harbor Asset Management, LLC | 0.05% | No change | 10,344 | $522K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 12,570 | $521K |
| Corsair Capital Management, L.P. | 0.14% | New | 9,866 | $498K |
| Csenge Advisory Group | 0.03% | Reduce -29.8% | 9,709 | $490K |
| Victory Capital Management Inc. | 0.00% | Reduce -11.3% | 9,640 | $487K |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 9,560 | $483K |
| Encompass Wealth Advisors, LLC | 0.13% | New | 9,472 | $478K |
| Sigma Planning Corp | 0.01% | New | 9,459 | $478K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 9,407 | $475K |
| Wells Fargo & Company | 0.00% | Add +12.6% | 9,402 | $475K |
| AlphaQuest LLC | 0.08% | Reduce -24.9% | 9,348 | $472K |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.7% | 9,180 | $464K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +43.3% | 10,963 | $455K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.5% | 9,185 | $444K |
| Voya Investment Management LLC | 0.00% | Reduce -17.9% | 8,598 | $434K |
| West Tower Group, LLC | 1.29% | Add +2.5% | 8,490 | $429K |
| Venture Visionary Partners LLC | 0.02% | No change | 8,300 | $419K |
| Gallacher Capital Management LLC | 0.21% | New | 8,114 | $410K |
| Inceptionr LLC | 0.11% | New | 8,093 | $409K |
| Occudo Quantitative Strategies LP | 0.07% | New | 7,930 | $400K |
| Amalgamated Bank | 0.00% | Reduce -22.6% | 7,831 | $395K |
| Diversified Trust Co. | 0.01% | Add +4.1% | 7,777 | $393K |
| Royce & Associates LP | 0.00% | New | 7,575 | $382K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -19.6% | 7,506 | $379K |
| New York Life Investment Management LLC | 0.00% | Reduce -12.7% | 7,268 | $367K |
| Arizona State Retirement System | 0.00% | Reduce -2.6% | 7,142 | $361K |
| Harbor Capital Advisors, Inc. | 0.05% | New | 7,022 | $354K |
| Dark Forest Capital Management LP | 0.06% | New | 6,967 | $352K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -10.4% | 6,861 | $346K |
| Alps Advisors Inc. | 0.00% | Add +6.2% | 6,837 | $345K |
| Praxis Investment Management Inc. | 0.02% | No change | 6,750 | $341K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,367 | $321K |
| Lazard Asset Management LLC | 0.00% | No change | 6,250 | $315K |
| Deerfield Management Company, L.P. | 0.01% | New | 6,188 | $312K |
| US Bancorp \de | 0.00% | Reduce -62.5% | 6,125 | $309K |
| Point72 Asset Management | 0.00% | Add +32.6% | 5,700 | $288K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,646 | $283K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.6% | 5,505 | $278K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +11.3% | 5,498 | $278K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -15.6% | 5,486 | $277K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -15.6% | 5,486 | $277K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -48.8% | 5,359 | $271K |
| ProShare Advisors LLC | 0.00% | Add +7.1% | 5,247 | $265K |
| Verition Fund Management LLC | 0.00% | New | 4,919 | $248K |
| Carmel Capital Partners, LLC | 0.10% | No change | 4,831 | $244K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -25.6% | 4,774 | $241K |
| Versor Investments LP | 0.05% | No change | 4,770 | $241K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 4,691 | $236K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.1% | 4,643 | $234K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 4,580 | $231K |
| Handelsbanken Fonder AB | 0.00% | No change | 4,500 | $227K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -4.2% | 4,392 | $222K |
| Amundi | 0.00% | Add +28.1% | 4,274 | $209K |
| AQR Capital Management | 0.00% | New | 4,037 | $204K |
| Corton Capital Inc. | 0.07% | New | 4,019 | $203K |
| nVerses Capital, LLC | 0.45% | New | 3,700 | $187K |
| SG Americas Securities, LLC | 0.00% | Add +3.3% | 3,225 | $163K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | Add +77.9% | 3,191 | $161K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.3% | 3,161 | $160K |
| Point72 (DIFC) Ltd | 0.01% | — | 3,042 | $154K |
| City State Bank | 0.06% | Reduce -10.1% | 2,890 | $146K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,730 | $138K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,535 | $128K |
| South Dakota Investment Council | 0.00% | Reduce -13.8% | 2,502 | $126K |
| Royal Bank of Canada | 0.00% | Reduce -80.4% | 2,425 | $122K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,216 | $112K |
| Shell Asset Management Co. | 0.00% | Reduce -6.6% | 1,853 | $105K |
| Vestcor Inc | 0.00% | No change | 1,954 | $99K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -64.0% | 1,641 | $83K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,440 | $73K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -3.5% | 1,425 | $72K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -34.8% | 1,372 | $69K |
| EntryPoint Capital, LLC | 0.05% | New | 1,176 | $59K |
| Catalyst Funds Management Pty Ltd | 0.01% | — | 1,000 | $50K |
| KBC Group NV | 0.00% | No change | 972 | $49K |
| First Community Trust NA | 0.04% | No change | 900 | $45K |
| Globeflex Capital L P | 0.00% | No change | 864 | $44K |
| Simplex Trading, LLC | 0.00% | Add +596.6% | 822 | $41K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -57.0% | 729 | $37K |
| Federated Hermes, Inc. | 0.00% | Add +633.7% | 697 | $35K |
| Aquatic Capital Management LLC | 0.00% | Reduce -93.5% | 600 | $30K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 450 | $23K |
| GAMMA Investing LLC | 0.00% | No change | 420 | $21K |
| Cwm, LLC | 0.00% | Add +68.3% | 419 | $21K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -96.0% | 367 | $19K |
| LGT Financial Advisors LLC | 0.02% | No change | 293 | $15K |
| Promethos Capital, LLC | 0.01% | No change | 250 | $13K |
| Covestor Ltd | 0.01% | Reduce -56.2% | 243 | $12K |
| Ancora Advisors LLC | 0.00% | No change | 220 | $11K |
| Quarry LP | 0.00% | New | 100 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +134.3% | 82 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 70 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -14.3% | 60 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 57 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 47 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 23 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 21 | $1K |
| UMB Bank, n.a. | 0.00% | New | 13 | $656 |
| Farther Finance Advisors, LLC | 0.00% | No change | 8 | $402 |
| Rothschild Investment LLC | 0.00% | New | 5 | $252 |
| Avior Wealth Management, LLC | 0.00% | New | 5 | $252 |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $152 |
| Huntington National Bank | 0.00% | No change | 1 | $50 |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.