Pathward FinancialCASH
13F holders, Q4 2024 (December 31)245holders −7
26new positions
37sold out
6famous investors
$74.39avg. 13F price*
At the end of Q4 2024, 245 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, down 7 from Q3 2024. 26 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($262.4M), FMR LLC ($162.1M) and Vanguard Group Inc. ($130.9M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $31.1M |
| Exits | 37 | $41.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,329,890 shares bought and 1,922,181 shares sold, net +407,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| BlackRock, Inc. | 0.01% | Reduce -2.8% | 3,565,529 | $262.4M |
| FMR LLC | 0.01% | Add +7.4% | 2,203,603 | $162.1M |
| Vanguard Group Inc. | 0.00% | Reduce -4.7% | 1,778,947 | $130.9M |
| State Street Corp. | 0.00% | Add +29.6% | 1,652,736 | $121.7M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -3.2% | 1,419,745 | $104.5M |
| Vinva Investment Management Ltd | 2.49% | Add +6.0% | 110,809 | $65.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.5% | 830,726 | $61.1M |
| Geode Capital Management, LLC | 0.00% | Add +1.7% | 711,538 | $52.4M |
| American Century Companies Inc. | 0.03% | Add +10.8% | 643,150 | $47.3M |
| JPMorgan Chase & Co. | 0.00% | Add +52.2% | 569,238 | $41.9M |
| Morgan Stanley | 0.00% | Reduce -15.3% | 464,938 | $34.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +4.3% | 383,036 | $28.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.9% | 331,455 | $24.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.8% | 318,931 | $23.5M |
| Northern Trust Corp. | 0.00% | Add +1.1% | 268,016 | $19.7M |
| Mawer Investment Management Ltd. | 0.09% | Add +14.6% | 258,815 | $19.0M |
| Driehaus Capital Management LLC | 0.15% | Add +21.1% | 248,219 | $18.3M |
| Public Sector Pension Investment Board | 0.07% | Add +4.0% | 234,937 | $17.3M |
| Invesco Ltd. | 0.00% | Reduce -26.7% | 234,719 | $17.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -21.1% | 228,700 | $16.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.7% | 203,556 | $15.0M |
| Nantahala Capital Management, LLC | 0.98% | Reduce -27.6% | 191,343 | $14.1M |
| Foundry Partners, LLC | 0.64% | Add +32.5% | 174,213 | $12.8M |
| Phocas Financial Corp. | 1.70% | Reduce -0.9% | 172,777 | $12.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -7.8% | 168,785 | $12.4M |
| Elgethun Capital Management | 2.97% | Reduce -14.2% | 166,489 | $12.3M |
| Panagora Asset Management Inc. | 0.06% | Reduce -0.8% | 164,406 | $12.1M |
| Orchard Capital Management, LLC | 4.56% | Reduce -5.6% | 155,831 | $11.6M |
| Two Sigma Investments, LP | 0.03% | Reduce -2.7% | 150,519 | $11.1M |
| Assenagon Asset Management S.A. | 0.02% | New | 147,660 | $10.9M |
| Moody Aldrich Partners LLC | 1.89% | Add +11.5% | 138,409 | $10.2M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -5.7% | 138,084 | $10.2M |
| Two Sigma Advisers, LP | 0.02% | Add +4.5% | 130,400 | $9.6M |
| Principal Financial Group Inc. | 0.00% | Add +2.4% | 120,731 | $8.9M |
| Algert Global LLC | 0.20% | Add +1.3% | 114,977 | $8.5M |
| Jupiter Asset Management Ltd. | 0.07% | Reduce -14.8% | 100,345 | $7.4M |
| Aptus Capital Advisors, LLC | 0.09% | New | 99,794 | $7.3M |
| State of Wisconsin Investment Board | 0.02% | Add +5.8% | 97,391 | $7.2M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -9.9% | 87,131 | $6.4M |
| Tudor Investment Corporation | 0.07% | Add +31.6% | 87,016 | $6.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -33.1% | 82,400 | $6.1M |
| Rhumbline Advisers | 0.00% | Reduce -0.8% | 71,684 | $5.3M |
| Legal & General Group Plc | 0.00% | Reduce -0.5% | 69,525 | $5.1M |
| Citadel Advisors | 0.00% | Add +733.3% | 67,832 | $5.0M |
| F/m Investments LLC | 0.17% | Reduce -66.9% | 62,846 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.7% | 62,176 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -4.4% | 60,858 | $4.5M |
| Prudential Financial Inc. | 0.01% | Add +8.2% | 60,250 | $4.4M |
| First Trust Advisors LP | 0.00% | Reduce -3.2% | 58,293 | $4.3M |
| Barclays PLC | 0.00% | Add +2.6% | 57,775 | $4.3M |
| Citigroup Inc. | 0.00% | Add +7.7% | 56,373 | $4.1M |
| Epoch Investment Partners, Inc. | 0.02% | Add +3.6% | 55,013 | $4.0M |
| Rosenthal | Henry Capital Advisors, Inc. | 3.74% | No change | 54,849 | $4.0M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 50,461 | $3.7M |
| UBS Group AG | 0.00% | Add +68.8% | 49,942 | $3.7M |
| Swiss National Bank | 0.00% | Reduce -0.6% | 49,100 | $3.6M |
| Denali Advisors LLC | 0.37% | No change | 48,370 | $3.6M |
| Informed Momentum Co LLC | 0.49% | New | 47,121 | $3.5M |
| Alliancebernstein L.P. | 0.00% | Add +52.8% | 46,412 | $3.4M |
| NFJ Investment Group, LLC | 0.11% | Reduce -4.7% | 46,380 | $3.4M |
| Teacher Retirement System of Texas | 0.01% | Add +19.3% | 45,470 | $3.3M |
| Victory Capital Management Inc. | 0.00% | Add +77.0% | 41,728 | $3.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 41,703 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -14.7% | 41,578 | $3.1M |
| RMR Capital Management, LLC | 2.12% | No change | 38,617 | $2.8M |
| Sei Investments Co. | 0.00% | Add +40.3% | 37,105 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.5% | 37,146 | $2.7M |
| Vident Advisory, LLC | 0.05% | Reduce -1.5% | 36,003 | $2.6M |
| Millennium Management | 0.00% | Reduce -22.2% | 35,337 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -0.3% | 35,181 | $2.6M |
| Intech Investment Management LLC | 0.02% | Add +180.3% | 32,098 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.7% | 31,886 | $2.3M |
| New York State Common Retirement Fund | 0.00% | No change | 31,692 | $2.3M |
| CenterBook Partners LP | 0.13% | Add +69.8% | 30,468 | $2.2M |
| Grizzlyrock Capital, LLC | 2.33% | Reduce -76.3% | 30,300 | $2.2M |
| New York State Teachers Retirement System | 0.00% | No change | 29,475 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.8% | 28,725 | $2.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -86.9% | 28,664 | $2.1M |
| Martingale Asset Management L P | 0.05% | Reduce -0.2% | 27,539 | $2.0M |
| Chou Associates Management Inc. | 1.40% | No change | 27,389 | $2.0M |
| Squarepoint Ops LLC | 0.01% | Add +317.3% | 26,833 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.57% | Reduce -3.0% | 25,947 | $1.9M |
| Kennedy Capital Management LLC | 0.04% | New | 25,707 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.1% | 24,777 | $1.8M |
| Susquehanna Fundamental Investments, LLC | 0.03% | — | 24,400 | $1.8M |
| HRT Financial LP | 0.01% | Reduce -48.2% | 24,342 | $1.8M |
| Tealwood Asset Management Inc. | 0.73% | Reduce -0.3% | 23,945 | $1.8M |
| Natixis Advisors, LLC | 0.00% | New | 23,640 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 23,361 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.7% | 22,949 | $1.7M |
| Deutsche Bank AG | 0.00% | Reduce -59.5% | 22,071 | $1.6M |
| Sippican Capital Advisors | 1.18% | Reduce -0.5% | 22,070 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +37.7% | 20,764 | $1.5M |
| Credit Agricole S A | 0.01% | No change | 20,403 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.1% | 19,205 | $1.4M |
| Danske Bank A/S | 0.00% | Add +61.1% | 18,648 | $1.4M |
| Verition Fund Management LLC | 0.01% | Add +80.0% | 18,647 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.1% | 18,062 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Add +9.5% | 17,898 | $1.3M |
| Royce & Associates LP | 0.01% | Add +31.7% | 16,614 | $1.2M |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.