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 |
| Emerald Mutual Fund Advisers Trust | 0.07% | No change | 16,572 | $1.2M |
| Lombard Odier Asset Management (Europe) Ltd | 0.08% | Reduce -21.4% | 16,500 | $1.2M |
| Pacific Ridge Capital Partners, LLC | 0.28% | No change | 16,317 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +32.4% | 16,065 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.4% | 15,694 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Add +7.1% | 15,217 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,718 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 14,302 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.7% | 14,169 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +28.1% | 14,116 | $1.0M |
| Comerica Bank | 0.00% | Reduce -3.5% | 14,064 | $1.0M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -2.1% | 13,573 | $999K |
| Bokf, NA | 0.02% | Reduce -11.1% | 13,777 | $995K |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.3% | 13,376 | $984K |
| HSBC Holdings PLC | 0.00% | Add +83.3% | 13,039 | $967K |
| SummerHaven Investment Management, LLC | 0.59% | No change | 13,090 | $963K |
| Amundi | 0.00% | Add +186.7% | 12,607 | $939K |
| Trexquant Investment LP | 0.01% | Add +24.0% | 12,654 | $931K |
| Wedge Capital Management L L P | 0.02% | Reduce -6.8% | 12,488 | $919K |
| XTX Topco Ltd | 0.08% | New | 12,470 | $918K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.8% | 12,000 | $883K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.0% | 11,919 | $877K |
| Man Group plc | 0.00% | Reduce -60.7% | 11,670 | $859K |
| Persistent Asset Partners Ltd | 0.72% | — | 10,558 | $842K |
| Engineers Gate Manager LP | 0.01% | Reduce -14.3% | 11,409 | $839K |
| Inspire Investing, LLC | 0.09% | New | 11,088 | $816K |
| Lazard Asset Management LLC | 0.00% | Reduce -7.3% | 11,068 | $813K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.0% | 10,813 | $796K |
| State of Tennessee, Department of Treasury | 0.00% | Add +49.7% | 10,586 | $779K |
| Unison Advisors LLC | 0.09% | No change | 10,200 | $751K |
| Clear Harbor Asset Management, LLC | 0.06% | Reduce -7.6% | 9,564 | $704K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.4% | 9,438 | $694K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 9,407 | $692K |
| NorthCoast Asset Management LLC | 0.00% | New | 568,780 | $674K |
| Sigma Planning Corp | 0.02% | Reduce -1.4% | 9,019 | $664K |
| Diversified Trust Co. | 0.02% | Add +9.7% | 8,931 | $657K |
| KLP Kapitalforvaltning As | 0.00% | — | 8,600 | $633K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,434 | $621K |
| Cynosure Group, LLC | 0.09% | Reduce -25.5% | 8,111 | $597K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +25.4% | 7,982 | $587K |
| Jump Financial, LLC | 0.01% | Reduce -59.8% | 7,771 | $572K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,653 | $563K |
| ProShare Advisors LLC | 0.00% | Add +44.4% | 7,571 | $557K |
| Voya Investment Management LLC | 0.00% | Reduce -8.0% | 7,557 | $556K |
| Csenge Advisory Group | 0.03% | No change | 7,444 | $548K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -64.0% | 7,371 | $542K |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 7,321 | $539K |
| Amalgamated Bank | 0.00% | Reduce -2.7% | 7,252 | $534K |
| Arizona State Retirement System | 0.00% | Reduce -0.4% | 7,250 | $533K |
| Los Angeles Capital Management LLC | 0.00% | No change | 7,214 | $531K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.2% | 6,979 | $514K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -37.7% | 6,780 | $499K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -11.0% | 6,666 | $490K |
| Handelsbanken Fonder AB | 0.00% | Add +17.0% | 6,200 | $456K |
| Cetera Investment Advisers | 0.00% | Add +2.9% | 6,107 | $449K |
| AdvisorShares Investments LLC | 0.09% | New | 6,040 | $444K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.3% | 6,037 | $444K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -4.3% | 6,037 | $444K |
| Putney Financial Group LLC | 0.39% | — | 437,937 | $438K |
| Meritage Portfolio Management | 0.03% | New | 5,907 | $435K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 5,861 | $431K |
| Cambria Investment Management, L.P. | 0.03% | Add +2.3% | 5,700 | $419K |
| AQR Capital Management | 0.00% | Reduce -18.9% | 5,673 | $417K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,646 | $413K |
| Renaissance Technologies | 0.00% | New | 5,600 | $412K |
| Aquatic Capital Management LLC | 0.01% | Add +11.1% | 5,333 | $392K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.7% | 5,304 | $390K |
| Alps Advisors Inc. | 0.00% | No change | 5,273 | $388K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 5,219 | $384K |
| Venture Visionary Partners LLC | 0.02% | No change | 5,000 | $368K |
| Profund Advisors LLC | 0.01% | New | 4,753 | $350K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.6% | 4,731 | $348K |
| Two Sigma Securities, LLC | 0.06% | New | 4,674 | $344K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.3% | 4,302 | $317K |
| US Bancorp \de | 0.00% | Reduce -52.1% | 4,263 | $314K |
| Royal Bank of Canada | 0.00% | Reduce -16.7% | 4,171 | $307K |
| Xponance LLC | 0.00% | New | 4,167 | $307K |
| Allianz Asset Management GmbH | 0.00% | Reduce -43.8% | 4,100 | $302K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,000 | $294K |
| Raymond James Financial Inc. | 0.00% | — | 3,789 | $279K |
| Virtu Financial LLC | 0.01% | New | 3,760 | $277K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.2% | 3,764 | $277K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -28.1% | 3,644 | $268K |
| USAdvisors Wealth Management, LLC | 0.08% | Reduce -8.7% | 443 | $259K |
| Atria Investments, Inc | 0.00% | Reduce -29.0% | 3,352 | $247K |
| Quadrature Capital Ltd | 0.00% | Reduce -59.2% | 3,331 | $245K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 3,180 | $234K |
| AlphaQuest LLC | 0.03% | Reduce -72.6% | 3,178 | $234K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.8% | 3,166 | $233K |
| Altfest L J & Co. Inc. | 0.03% | New | 3,014 | $222K |
| Pictet Asset Management Holding SA | 0.00% | New | 2,858 | $210K |
| AXA S.A. | 0.00% | New | 2,760 | $203K |
| Bank of Montreal | 0.00% | New | 2,738 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,503 | $184K |
| South Dakota Investment Council | 0.00% | No change | 2,502 | $184K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 2,102 | $155K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,034 | $150K |
| Shell Asset Management Co. | 0.01% | No change | 1,758 | $129K |
| City State Bank | 0.04% | Reduce -39.0% | 1,670 | $123K |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.3% | 1,623 | $119K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,440 | $111K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.2% | 1,442 | $106K |
| KBC Group NV | 0.00% | Add +45.8% | 1,417 | $104K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,372 | $101K |
| Disciplina Capital Management LLC | 0.01% | No change | 948 | $70K |
| First Community Trust NA | 0.05% | No change | 900 | $66K |
| Globeflex Capital L P | 0.01% | No change | 864 | $64K |
| RMR Wealth Builders | 0.01% | Add +88.3% | 40,406 | $61K |
| Federated Hermes, Inc. | 0.00% | Reduce -16.0% | 760 | $56K |
| USA Financial Formulas | 0.01% | Reduce -12.1% | 744 | $55K |
| Cwm, LLC | 0.00% | Add +10.2% | 662 | $49K |
| Sterling Capital Management LLC | 0.00% | Add +726.8% | 587 | $43K |
| Smartleaf Asset Management LLC | 0.00% | Add +302.2% | 551 | $41K |
| GAMMA Investing LLC | 0.00% | Add +22.3% | 505 | $37K |
| Financial Management Professionals, Inc. | 0.00% | No change | 438 | $32K |
| Picton Mahoney Asset Management | 0.00% | Add +24.9% | 396 | $29K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 350 | $26K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.7% | 348 | $26K |
| LGT Financial Advisors LLC | 0.05% | No change | 293 | $22K |
| Promethos Capital, LLC | 0.01% | No change | 250 | $18K |
| Covestor Ltd | 0.01% | Add +7.5% | 186 | $14K |
| Versant Capital Management, Inc | 0.00% | New | 150 | $11K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 131 | $10K |
| Bessemer Group Inc. | 0.00% | Add +155.0% | 102 | $8K |
| LRI Investments, LLC | 0.00% | No change | 83 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 82 | $6K |
| UMB Bank, n.a. | 0.00% | No change | 69 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 60 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 57 | $4K |
| Bogart Wealth, LLC | 0.00% | New | 56 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 55 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 47 | $3K |
| Parallel Advisors, LLC | 0.00% | New | 45 | $3K |
| Assetmark, Inc. | 0.00% | New | 43 | $3K |
| Fifth Third Bancorp | 0.00% | No change | 26 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 25 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 23 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 21 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 20 | $1K |
| Concord Wealth Partners | 0.00% | No change | 17 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 11 | $809 |
| Global Retirement Partners, LLC | 0.00% | Reduce -91.1% | 4 | $294 |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $221 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $147 |
| Huntington National Bank | 0.00% | No change | 1 | $74 |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.