Pathward FinancialCASH
13F holders, Q3 2024 (September 30)252holders +24
43new positions
17sold out
5famous investors
$69.96avg. 13F price*
At the end of Q3 2024, 252 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, up 24 from Q2 2024. 43 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($242.0M), FMR LLC ($135.5M) and Vanguard Group Inc. ($123.2M). 5 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $44.8M |
| Exits | 17 | $20.4M |
All 13F filers, Q2 2024 → Q3 2024: 2,107,240 shares bought and 1,685,858 shares sold, net +421,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| BlackRock, Inc. | 0.01% | — | 3,666,470 | $242.0M |
| FMR LLC | 0.01% | Add +6.9% | 2,052,287 | $135.5M |
| Vanguard Group Inc. | 0.00% | Reduce -3.0% | 1,867,118 | $123.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.3% | 1,467,035 | $96.8M |
| State Street Corp. | 0.00% | Add +1.4% | 1,274,851 | $84.2M |
| Vinva Investment Management Ltd | 2.51% | Add +13.1% | 104,508 | $59.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +54.8% | 772,530 | $51.0M |
| Geode Capital Management, LLC | 0.00% | Add +2.8% | 699,884 | $46.2M |
| American Century Companies Inc. | 0.02% | Add +15.0% | 580,219 | $38.3M |
| Morgan Stanley | 0.00% | Add +38.4% | 548,764 | $36.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.5% | 373,907 | $24.7M |
| Nuveen Asset Management, LLC | 0.01% | Add +34.7% | 367,296 | $24.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.5% | 328,413 | $21.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -8.0% | 324,849 | $21.4M |
| Invesco Ltd. | 0.00% | Add +17.3% | 320,295 | $21.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -11.9% | 290,009 | $19.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.0% | 265,162 | $17.5M |
| Nantahala Capital Management, LLC | 1.47% | Reduce -51.2% | 264,203 | $17.4M |
| Philosophy Capital Management LLC | 2.15% | Reduce -33.7% | 234,606 | $15.5M |
| Public Sector Pension Investment Board | 0.08% | Reduce -1.1% | 225,956 | $14.9M |
| Mawer Investment Management Ltd. | 0.07% | Add +3.2% | 225,815 | $14.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +434.2% | 218,271 | $14.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.4% | 211,358 | $14.0M |
| Driehaus Capital Management LLC | 0.12% | New | 204,970 | $13.5M |
| Elgethun Capital Management | 3.01% | Add +0.2% | 194,116 | $12.8M |
| F/m Investments LLC | 0.39% | Reduce -0.4% | 189,869 | $12.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +65.2% | 183,115 | $12.1M |
| Phocas Financial Corp. | 1.30% | Reduce -5.9% | 174,307 | $11.5M |
| Panagora Asset Management Inc. | 0.05% | Add +0.9% | 165,723 | $10.9M |
| Orchard Capital Management, LLC | 3.71% | Reduce -11.9% | 165,081 | $10.8M |
| Alta Fox Capital Management, LLC | 5.30% | Reduce -54.5% | 157,154 | $10.4M |
| Two Sigma Investments, LP | 0.02% | Add +35.5% | 154,757 | $10.2M |
| Voloridge Investment Management, LLC | 0.04% | Add +5.8% | 146,483 | $9.7M |
| Foundry Partners, LLC | 0.43% | Add +59.3% | 131,458 | $8.7M |
| Grizzlyrock Capital, LLC | 7.28% | Reduce -31.4% | 127,953 | $8.4M |
| Two Sigma Advisers, LP | 0.02% | Add +19.8% | 124,800 | $8.2M |
| Moody Aldrich Partners LLC | 1.49% | Add +31.7% | 124,117 | $8.2M |
| D. E. Shaw & Co. | 0.01% | Add +30.1% | 123,092 | $8.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -5.6% | 117,915 | $7.8M |
| Jupiter Asset Management Ltd. | 0.07% | Reduce -5.3% | 117,801 | $7.8M |
| Algert Global LLC | 0.20% | Add +41.2% | 113,484 | $7.5M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -27.4% | 96,703 | $6.4M |
| State of Wisconsin Investment Board | 0.02% | Add +1.6% | 92,054 | $6.1M |
| Rhumbline Advisers | 0.00% | Reduce -5.1% | 72,290 | $4.8M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -2.8% | 63,662 | $4.7M |
| Legal & General Group Plc | 0.00% | Reduce -0.9% | 69,841 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.3% | 68,837 | $4.5M |
| Tudor Investment Corporation | 0.05% | Add +556.7% | 66,111 | $4.4M |
| First Trust Advisors LP | 0.00% | Reduce -23.9% | 60,226 | $4.0M |
| Barclays PLC | 0.00% | Add +83.1% | 56,327 | $3.7M |
| Prudential Financial Inc. | 0.01% | Add +9.5% | 55,710 | $3.7M |
| Rosenthal | Henry Capital Advisors, Inc. | 3.63% | Add +1.3% | 54,849 | $3.6M |
| Deutsche Bank AG | 0.00% | Add +378.0% | 54,559 | $3.6M |
| Epoch Investment Partners, Inc. | 0.02% | Add +8.6% | 53,121 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -6.9% | 52,328 | $3.5M |
| Bank of America Corp. | 0.00% | Add +0.0% | 52,098 | $3.4M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 49,400 | $3.3M |
| Jane Street Group, LLC | 0.01% | Add +62.2% | 48,713 | $3.2M |
| NFJ Investment Group, LLC | 0.09% | Reduce -21.3% | 48,646 | $3.2M |
| Denali Advisors LLC | 0.34% | New | 48,370 | $3.2M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 42,069 | $3.1M |
| HRT Financial LP | 0.02% | Add +178.3% | 46,986 | $3.1M |
| Millennium Management | 0.00% | Reduce -7.8% | 45,430 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +65.5% | 44,047 | $2.9M |
| RMR Capital Management, LLC | 2.17% | No change | 38,617 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.0% | 38,096 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | Add +8.7% | 38,106 | $2.5M |
| Vident Advisory, LLC | 0.06% | New | 36,543 | $2.4M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -31.4% | 35,304 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -12.2% | 32,783 | $2.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -10.4% | 31,692 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 30,380 | $2.0M |
| Lodestone Wealth Management LLC | 0.98% | Add +0.0% | 3,423 | $2.0M |
| Man Group plc | 0.01% | Reduce -7.2% | 29,680 | $2.0M |
| UBS Group AG | 0.00% | Reduce -8.1% | 29,579 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Add +6.7% | 29,475 | $1.9M |
| Seizert Capital Partners, LLC | 0.09% | Reduce -1.0% | 28,855 | $1.9M |
| Martingale Asset Management L P | 0.04% | Add +4.2% | 27,599 | $1.8M |
| Chou Associates Management Inc. | 1.17% | No change | 27,389 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.52% | Add +28.0% | 26,762 | $1.8M |
| Sei Investments Co. | 0.00% | Add +136.5% | 26,448 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.8% | 24,863 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.6% | 24,763 | $1.6M |
| Tealwood Asset Management Inc. | 0.70% | Reduce -0.3% | 24,028 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -4.0% | 23,898 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Add +384.6% | 23,572 | $1.6M |
| Sippican Capital Advisors | 1.02% | Reduce -0.5% | 22,170 | $1.5M |
| Lombard Odier Asset Management (Europe) Ltd | 0.09% | Reduce -47.5% | 21,000 | $1.4M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 20,746 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -21.6% | 20,503 | $1.4M |
| Credit Agricole S A | 0.01% | New | 20,403 | $1.3M |
| Canada Pension Plan Investment Board | 0.00% | New | 19,800 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.5% | 19,614 | $1.3M |
| Jump Financial, LLC | 0.03% | Add +6.8% | 19,352 | $1.3M |
| Boothbay Fund Management, LLC | 0.04% | Add +118.6% | 18,435 | $1.2M |
| CenterBook Partners LP | 0.07% | Add +115.2% | 17,946 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -81.5% | 17,196 | $1.1M |
| Emerald Mutual Fund Advisers Trust | 0.06% | No change | 16,572 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.1% | 16,549 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Add +36.1% | 16,351 | $1.1M |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.