Pathward FinancialCASH
13F holders, Q2 2024 (June 30)228holders −1
30new positions
33sold out
5famous investors
$59.51avg. 13F price*
At the end of Q2 2024, 228 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, down 1 from Q1 2024. 30 opened new positions and 33 sold out. The largest holders were BlackRock Inc. ($207.4M), Vanguard Group Inc. ($108.9M) and FMR LLC ($108.6M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $57.2M |
| Exits | 33 | $33.4M |
All 13F filers, Q1 2024 → Q2 2024: 2,081,865 shares bought and 2,209,677 shares sold, net −127,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 228 holders
| BlackRock Inc. | 0.00% | Reduce -3.0% | 3,666,484 | $207.4M |
| Vanguard Group Inc. | 0.00% | Reduce -4.7% | 1,924,662 | $108.9M |
| FMR LLC | 0.01% | Add +3.4% | 1,920,220 | $108.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.7% | 1,500,870 | $84.9M |
| State Street Corp. | 0.00% | Reduce -1.5% | 1,257,847 | $71.2M |
| Vinva Investment Management Ltd | 2.41% | Add +8.3% | 92,390 | $48.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.6% | 680,948 | $38.5M |
| Nantahala Capital Management, LLC | 3.08% | Reduce -47.0% | 541,433 | $30.6M |
| American Century Companies Inc. | 0.02% | Add +20.4% | 504,708 | $28.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -26.9% | 499,023 | $28.2M |
| Morgan Stanley | 0.00% | Add +17.3% | 396,400 | $22.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.2% | 391,575 | $22.2M |
| Philosophy Capital Management LLC | 3.07% | Reduce -17.8% | 353,662 | $20.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +42.8% | 353,244 | $20.0M |
| Alta Fox Capital Management, LLC | 12.42% | New | 345,724 | $19.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -6.8% | 329,048 | $18.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.7% | 326,680 | $18.5M |
| Invesco Ltd. | 0.00% | Add +134.1% | 272,982 | $15.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +6.0% | 272,600 | $15.4M |
| Northern Trust Corp. | 0.00% | Add +1.7% | 270,627 | $15.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 238,654 | $13.5M |
| Public Sector Pension Investment Board | 0.08% | Reduce -30.3% | 228,556 | $12.9M |
| Mawer Investment Management Ltd. | 0.06% | New | 218,766 | $12.4M |
| Elgethun Capital Management | 2.76% | Add +1.9% | 193,747 | $11.0M |
| F/m Investments LLC | 0.39% | New | 190,631 | $10.8M |
| Orchard Capital Management, LLC | 3.20% | Reduce -1.3% | 187,463 | $10.6M |
| Grizzlyrock Capital, LLC | 8.77% | Reduce -3.8% | 186,453 | $10.5M |
| Phocas Financial Corp. | 1.19% | Reduce -1.9% | 185,170 | $10.5M |
| Panagora Asset Management Inc. | 0.05% | Add +5.8% | 164,196 | $9.3M |
| Assenagon Asset Management S.A. | 0.02% | Add +103.3% | 149,143 | $8.4M |
| Voloridge Investment Management, LLC | 0.03% | Add +82.1% | 138,444 | $7.8M |
| Bridgeway Capital Management, LLC | 0.18% | No change | 133,103 | $7.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -5.8% | 124,951 | $7.1M |
| Jupiter Asset Management Ltd. | 0.07% | Reduce -33.7% | 124,454 | $7.0M |
| Two Sigma Investments, LP | 0.02% | Add +28.1% | 114,209 | $6.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -1.3% | 110,858 | $6.3M |
| Two Sigma Advisers, LP | 0.01% | Add +93.7% | 104,200 | $5.9M |
| Citadel Advisors | 0.01% | Add +26.9% | 97,804 | $5.5M |
| D. E. Shaw & Co. | 0.01% | Add +102.7% | 94,585 | $5.4M |
| Moody Aldrich Partners LLC | 1.04% | Reduce -6.3% | 94,241 | $5.3M |
| Marshall Wace, LLP | 0.01% | Add +321.9% | 93,127 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -22.1% | 90,569 | $5.1M |
| Foundry Partners, LLC | 0.25% | New | 82,541 | $4.7M |
| Western Standard LLC | 4.74% | Add +0.4% | 80,869 | $4.6M |
| Algert Global LLC | 0.15% | Add +83.1% | 80,376 | $4.5M |
| First Trust Advisors LP | 0.00% | Add +9.3% | 79,166 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 77,580 | $4.4M |
| Rhumbline Advisers | 0.00% | Reduce -2.3% | 76,187 | $4.3M |
| Legal & General Group Plc | 0.00% | Reduce -0.6% | 70,462 | $4.0M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -4.7% | 65,462 | $3.7M |
| NFJ Investment Group, LLC | 0.11% | Reduce -10.9% | 61,817 | $3.5M |
| Citigroup Inc. | 0.00% | Add +13.0% | 56,228 | $3.2M |
| Trexquant Investment LP | 0.05% | Reduce -15.0% | 55,959 | $3.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 4.34% | No change | 54,149 | $3.1M |
| Bank of America Corp. | 0.00% | Add +25.2% | 52,087 | $2.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +26.3% | 51,453 | $2.9M |
| Prudential Financial Inc. | 0.00% | Add +3.8% | 50,891 | $2.9M |
| Swiss National Bank | 0.00% | Reduce -2.1% | 50,200 | $2.8M |
| Millennium Management | 0.00% | Reduce -64.6% | 49,290 | $2.8M |
| Epoch Investment Partners, Inc. | 0.01% | Reduce -81.8% | 48,924 | $2.8M |
| Franklin Resources Inc. | 0.00% | Add +3.9% | 42,115 | $2.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +12.6% | 40,943 | $2.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +3.1% | 40,856 | $2.3M |
| Lombard Odier Asset Management (Europe) Ltd | 0.15% | Reduce -7.0% | 40,000 | $2.3M |
| RMR Capital Management, LLC | 1.99% | No change | 38,617 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.7% | 37,345 | $2.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -3.8% | 35,377 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Add +7.9% | 35,069 | $2.0M |
| UBS Group AG | 0.00% | Add +7.0% | 32,196 | $1.8M |
| Man Group plc | 0.00% | Add +1.2% | 31,965 | $1.8M |
| Barclays PLC | 0.00% | Reduce -37.4% | 30,757 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Add +7.3% | 30,590 | $1.7M |
| Lodestone Wealth Management LLC | 0.91% | Reduce -0.2% | 3,422 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -3.4% | 30,038 | $1.7M |
| Seizert Capital Partners, LLC | 0.08% | New | 29,143 | $1.6M |
| Arbor Capital Management Inc. | 1.48% | New | 3,212 | $1.6M |
| Engineers Gate Manager LP | 0.04% | Add +50.3% | 27,749 | $1.6M |
| New York State Teachers Retirement System | 0.00% | No change | 27,620 | $1.6M |
| Chou Associates Management Inc. | 1.12% | New | 27,389 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +1.1% | 26,616 | $1.5M |
| Martingale Asset Management L P | 0.03% | Add +1.9% | 26,498 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -36.6% | 26,169 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.0% | 26,111 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +29.9% | 25,173 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -4.3% | 24,897 | $1.4M |
| Tealwood Asset Management Inc. | 0.82% | Reduce -0.4% | 24,093 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Add +5.8% | 22,768 | $1.3M |
| Sippican Capital Advisors | 1.00% | No change | 22,290 | $1.3M |
| Pacific Ridge Capital Partners, LLC | 0.30% | Add +0.1% | 21,877 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -50.9% | 20,979 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.43% | Reduce -0.2% | 20,910 | $1.2M |
| Cottage Street Advisors LLC | 0.67% | Add +18.0% | 2,258 | $1.1M |
| Jump Financial, LLC | 0.02% | Add +74.5% | 18,127 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1002.4% | 18,090 | $1.0M |
| HRT Financial LP | 0.01% | Reduce -26.8% | 16,882 | $955K |
| Emerald Mutual Fund Advisers Trust | 0.05% | No change | 16,572 | $937K |
| Quadrature Capital Ltd | 0.02% | New | 16,309 | $924K |
| Squarepoint Ops LLC | 0.00% | Add +11.1% | 16,270 | $920K |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +23.1% | 15,977 | $904K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -57.4% | 15,795 | $894K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.2% | 15,056 | $852K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.6% | 14,838 | $839K |
| Corebridge Financial, Inc. | 0.00% | — | 14,809 | $838K |
| SummerHaven Investment Management, LLC | 0.55% | Add +2.0% | 14,728 | $833K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,718 | $833K |
| MetLife Investment Management, LLC | 0.00% | Add +11.1% | 14,316 | $810K |
| Cynosure Group, LLC | 0.13% | Add +8.3% | 14,134 | $800K |
| Susquehanna International Group, LLP | 0.00% | Add +10.6% | 13,934 | $788K |
| Envestnet Asset Management Inc. | 0.00% | Add +12.2% | 13,671 | $773K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -8.4% | 13,641 | $772K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 13,016 | $736K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.5% | 12,803 | $724K |
| Louisiana State Employees Retirement System | 0.01% | Add +0.8% | 12,700 | $718K |
| Royce & Associates LP | 0.01% | Add +66.5% | 12,614 | $714K |
| TD Asset Management Inc | 0.00% | Reduce -16.1% | 12,500 | $707K |
| State of Tennessee, Department of Treasury | 0.00% | Add +63.8% | 12,292 | $695K |
| Glenmede Trust Co. NA | 0.00% | Add +1.3% | 12,016 | $680K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.0% | 12,014 | $680K |
| Deutsche Bank AG | 0.00% | Reduce -14.2% | 11,413 | $646K |
| Sei Investments Co. | 0.00% | Reduce -28.4% | 11,185 | $633K |
| Lazard Asset Management LLC | 0.00% | Add +76.8% | 11,051 | $624K |
| Intech Investment Management LLC | 0.01% | New | 10,874 | $615K |
| Comerica Bank | 0.00% | Reduce -73.7% | 10,820 | $612K |
| Wells Fargo & Company | 0.00% | Add +15.0% | 10,816 | $612K |
| Verition Fund Management LLC | 0.01% | Add +118.2% | 10,731 | $607K |
| Quantbot Technologies LP | 0.03% | Reduce -30.9% | 10,501 | $594K |
| Bokf, NA | 0.01% | Reduce -7.8% | 10,399 | $588K |
| Clear Harbor Asset Management, LLC | 0.05% | Reduce -0.2% | 10,324 | $584K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.2% | 10,175 | $576K |
| Tudor Investment Corporation | 0.01% | Reduce -35.7% | 10,067 | $569K |
| AQR Capital Management | 0.00% | Add +146.2% | 9,939 | $562K |
| Corsair Capital Management, L.P. | 0.09% | Reduce -0.7% | 9,797 | $554K |
| Csenge Advisory Group | 0.03% | Add +0.1% | 9,719 | $550K |
| Raymond James & Associates | 0.00% | Reduce -7.2% | 9,707 | $549K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.5% | 9,689 | $549K |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 9,532 | $539K |
| Janney Montgomery Scott LLC | 0.00% | New | 9,503 | $538K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +107.2% | 9,490 | $537K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 9,407 | $533K |
| Sigma Planning Corp | 0.02% | Reduce -2.9% | 9,182 | $519K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -4.1% | 8,811 | $498K |
| Voya Investment Management LLC | 0.00% | Reduce -0.2% | 8,580 | $485K |
| West Tower Group, LLC | 1.30% | No change | 8,490 | $480K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 8,472 | $479K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -34.9% | 8,432 | $477K |
| CenterBook Partners LP | 0.03% | New | 8,340 | $472K |
| Diversified Trust Co. | 0.01% | Add +5.0% | 8,167 | $462K |
| SageView Advisory Group, LLC | 0.03% | New | 7,969 | $451K |
| Amalgamated Bank | 0.00% | Reduce -1.0% | 7,750 | $438K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -30.2% | 7,653 | $433K |
| Gsa Capital Partners LLP | 0.03% | Reduce -76.9% | 7,594 | $430K |
| SG Americas Securities, LLC | 0.00% | Add +134.1% | 7,551 | $427K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +36.0% | 7,480 | $423K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +5.7% | 7,419 | $420K |
| XTX Topco Ltd | 0.04% | New | 7,329 | $415K |
| Cambria Investment Management, L.P. | 0.03% | Add +36.1% | 7,293 | $413K |
| Arizona State Retirement System | 0.00% | Reduce -0.1% | 7,136 | $404K |
| Alps Advisors Inc. | 0.00% | Reduce -0.5% | 6,806 | $385K |
| US Bancorp \de | 0.00% | Add +4.1% | 6,378 | $361K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,367 | $360K |
| AlphaQuest LLC | 0.05% | Reduce -32.1% | 6,351 | $359K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -10.2% | 6,161 | $349K |
| Praxis Investment Management Inc. | 0.02% | No change | 6,750 | $340K |
| Venture Visionary Partners LLC | 0.02% | Reduce -30.1% | 5,800 | $328K |
| HighTower Advisors, LLC | 0.00% | Add +20.2% | 5,639 | $318K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,646 | $315K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.1% | 5,445 | $308K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -9.6% | 4,958 | $280K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -9.6% | 4,958 | $280K |
| Victory Capital Management Inc. | 0.00% | Reduce -49.5% | 4,864 | $275K |
| Carmel Capital Partners, LLC | 0.12% | Reduce -0.0% | 4,829 | $273K |
| Cetera Investment Advisers | 0.00% | New | 4,747 | $269K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,643 | $263K |
| Atria Investments, Inc | 0.00% | New | 4,628 | $262K |
| Handelsbanken Fonder AB | 0.00% | No change | 4,500 | $255K |
| Royal Bank of Canada | 0.00% | Add +79.1% | 4,343 | $246K |
| Centiva Capital, LP | 0.01% | New | 4,165 | $236K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -5.4% | 4,154 | $235K |
| ProShare Advisors LLC | 0.00% | Reduce -23.8% | 4,001 | $226K |
| Amundi | 0.00% | Reduce -13.7% | 3,689 | $212K |
| Walleye Capital LLC | 0.00% | New | 3,685 | $208K |
| City State Bank | 0.06% | Reduce -5.2% | 2,740 | $155K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.1% | 2,532 | $143K |
| South Dakota Investment Council | 0.00% | No change | 2,502 | $142K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -8.3% | 2,503 | $142K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 2,197 | $124K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.6% | 1,782 | $101K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,440 | $82K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,372 | $78K |
| Aquatic Capital Management LLC | 0.00% | Add +66.7% | 1,000 | $57K |
| KBC Group NV | 0.00% | No change | 972 | $55K |
| First Community Trust NA | 0.04% | No change | 900 | $51K |
| Globeflex Capital L P | 0.01% | No change | 864 | $49K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 729 | $41K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.2% | 668 | $38K |
| Gladius Capital Management LP | 0.03% | New | 545 | $31K |
| Quarry LP | 0.01% | Add +419.0% | 519 | $29K |
| RMR Wealth Builders | 0.00% | New | 13,400 | $29K |
| Cwm, LLC | 0.00% | Add +18.6% | 497 | $28K |
| Opal Wealth Advisors, LLC | 0.01% | New | 450 | $25K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 450 | $25K |
| GAMMA Investing LLC | 0.00% | Add +0.7% | 423 | $24K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.2% | 375 | $21K |
| LGT Financial Advisors LLC | 0.04% | No change | 293 | $17K |
| Promethos Capital, LLC | 0.01% | No change | 250 | $14K |
| Covestor Ltd | 0.01% | Reduce -7.0% | 226 | $13K |
| Principal Securities, Inc. | 0.00% | Add +928.6% | 216 | $12K |
| Catalyst Funds Management Pty Ltd | 0.00% | Reduce -80.0% | 200 | $11K |
| Dunhill Financial, LLC | 0.01% | New | 184 | $10K |
| Picton Mahoney Asset Management | 0.00% | New | 175 | $10K |
| Global Retirement Partners, LLC | 0.00% | New | 150 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | — | 133 | $8K |
| Smartleaf Asset Management LLC | 0.00% | New | 108 | $6K |
| LRI Investments, LLC | 0.00% | New | 83 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 82 | $5K |
| JNBA Financial Advisors | 0.00% | New | 75 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 60 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 57 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 47 | $2K |
| UMB Bank, n.a. | 0.00% | Add +161.5% | 34 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 23 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 8 | $458 |
| Fifth Third Bancorp | 0.00% | New | 7 | $396 |
| Rothschild Investment LLC | 0.00% | No change | 5 | $283 |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $170 |
| Larson Financial Group LLC | 0.00% | New | 2 | $113 |
| Huntington National Bank | 0.00% | No change | 1 | $57 |
| Camelot Portfolios, LLC | 0.00% | New | 1 | $28 |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.