Pathward FinancialCASH
13F holders, Q1 2025 (March 31)251holders +6
32new positions
27sold out
4famous investors
$75.50avg. 13F price*
At the end of Q1 2025, 251 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, up 6 from Q4 2024. 32 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($252.2M), FMR LLC ($155.9M) and Vanguard Group Inc. ($128.0M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $32.5M |
| Exits | 27 | $44.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,276,951 shares bought and 3,057,583 shares sold, net −1,780,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| BlackRock, Inc. | 0.01% | Reduce -3.0% | 3,457,465 | $252.2M |
| FMR LLC | 0.01% | Reduce -3.0% | 2,136,658 | $155.9M |
| Vanguard Group Inc. | 0.00% | Reduce -1.4% | 1,754,129 | $128.0M |
| State Street Corp. | 0.00% | Reduce -7.6% | 1,527,537 | $111.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -8.9% | 1,292,996 | $94.3M |
| Vinva Investment Management Ltd | 2.59% | Add +2.1% | 113,188 | $65.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 716,347 | $52.3M |
| American Century Companies Inc. | 0.03% | Add +6.7% | 686,423 | $50.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.9% | 450,470 | $32.9M |
| Morgan Stanley | 0.00% | Reduce -9.3% | 421,705 | $30.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.7% | 315,803 | $23.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.9% | 312,765 | $22.8M |
| Nuveen, LLC | 0.01% | — | 312,478 | $22.8M |
| Invesco Ltd. | 0.00% | Add +30.9% | 307,261 | $22.4M |
| Mawer Investment Management Ltd. | 0.10% | Add +11.1% | 287,644 | $21.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 267,096 | $19.5M |
| Driehaus Capital Management LLC | 0.17% | Reduce -0.4% | 247,299 | $18.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.8% | 235,005 | $17.1M |
| Two Sigma Investments, LP | 0.03% | Add +39.3% | 209,691 | $15.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.3% | 190,672 | $13.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -78.2% | 180,950 | $13.2M |
| Wellington Management Group LLP | 0.00% | New | 178,193 | $13.0M |
| Foundry Partners, LLC | 0.68% | Add +1.4% | 176,606 | $12.9M |
| Elgethun Capital Management | 2.84% | Add +4.5% | 173,959 | $12.7M |
| Panagora Asset Management Inc. | 0.06% | Add +0.2% | 164,681 | $12.0M |
| Phocas Financial Corp. | 1.83% | Reduce -5.5% | 163,341 | $11.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -7.0% | 156,946 | $11.4M |
| Jupiter Asset Management Ltd. | 0.11% | Add +54.7% | 155,269 | $11.3M |
| Two Sigma Advisers, LP | 0.02% | Add +8.3% | 141,200 | $10.3M |
| Moody Aldrich Partners LLC | 2.08% | Reduce -1.5% | 136,355 | $9.9M |
| Neumeier Poma Investment Counsel LLC | 1.04% | New | 132,680 | $9.7M |
| Millennium Management | 0.01% | Add +264.1% | 128,645 | $9.4M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -11.3% | 122,500 | $8.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.6% | 118,849 | $8.7M |
| Orchard Capital Management, LLC | 5.80% | Reduce -25.4% | 116,195 | $8.5M |
| Public Sector Pension Investment Board | 0.04% | Reduce -51.1% | 114,931 | $8.4M |
| Aptus Capital Advisors, LLC | 0.09% | Add +12.8% | 112,516 | $8.2M |
| Algert Global LLC | 0.19% | Reduce -10.7% | 102,647 | $7.5M |
| Kennedy Capital Management LLC | 0.17% | Add +290.6% | 100,417 | $7.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -2.2% | 95,225 | $6.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1023.9% | 78,437 | $5.8M |
| Prudential Financial Inc. | 0.01% | Add +23.3% | 74,310 | $5.4M |
| Bridgeway Capital Management, LLC | 0.13% | Reduce -16.9% | 72,401 | $5.3M |
| Rhumbline Advisers | 0.00% | Reduce -6.0% | 67,407 | $4.9M |
| UBS Group AG | 0.00% | Add +34.0% | 66,923 | $4.9M |
| Legal & General Group Plc | 0.00% | Reduce -4.2% | 66,611 | $4.9M |
| F/m Investments LLC | 0.18% | Add +0.4% | 63,099 | $4.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -23.8% | 62,791 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.6% | 58,648 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.3% | 56,418 | $4.1M |
| Intech Investment Management LLC | 0.04% | Add +69.1% | 54,280 | $4.0M |
| Rosenthal | Henry Capital Advisors, Inc. | 3.92% | Reduce -3.0% | 53,217 | $3.9M |
| Bank of America Corp. | 0.00% | Add +5.4% | 53,197 | $3.9M |
| HSBC Holdings PLC | 0.00% | Add +295.6% | 51,587 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -8.6% | 51,517 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Add +10.2% | 51,147 | $3.7M |
| First Trust Advisors LP | 0.00% | Reduce -13.1% | 50,642 | $3.7M |
| Denali Advisors LLC | 0.40% | No change | 48,370 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Add +193.6% | 47,172 | $3.4M |
| Franklin Resources Inc. | 0.00% | Add +12.8% | 47,031 | $3.4M |
| Swiss National Bank | 0.00% | Reduce -4.9% | 46,700 | $3.4M |
| Barclays PLC | 0.00% | Reduce -26.1% | 42,713 | $3.1M |
| Vident Advisory, LLC | 0.05% | Add +17.6% | 42,357 | $3.1M |
| Jane Street Group, LLC | 0.01% | Reduce -2.1% | 40,706 | $3.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -2.5% | 40,691 | $3.0M |
| RMR Capital Management, LLC | 2.03% | Reduce -0.1% | 38,588 | $2.8M |
| Informed Momentum Co LLC | 0.47% | Reduce -21.6% | 36,919 | $2.7M |
| Sei Investments Co. | 0.00% | Reduce -3.8% | 35,694 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.8% | 34,234 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Add +17.6% | 33,769 | $2.5M |
| HRT Financial LP | 0.02% | Add +37.9% | 33,559 | $2.4M |
| Epoch Investment Partners, Inc. | 0.01% | Reduce -39.5% | 33,272 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +2.5% | 32,679 | $2.4M |
| Verition Fund Management LLC | 0.01% | Add +74.4% | 32,526 | $2.4M |
| AXA S.A. | 0.01% | Add +1044.3% | 31,583 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Add +37.4% | 31,521 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.8% | 31,425 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +73.4% | 31,314 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -14.8% | 29,955 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -58.5% | 28,119 | $2.1M |
| Chou Associates Management Inc. | 1.10% | No change | 27,389 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +14.7% | 27,121 | $2.0M |
| Comerica Bank | 0.01% | Add +89.8% | 26,696 | $1.9M |
| New York State Teachers Retirement System | 0.00% | Reduce -10.5% | 26,390 | $1.9M |
| XTX Topco Ltd | 0.09% | Add +99.3% | 24,846 | $1.8M |
| Van Hulzen Asset Management, LLC | 0.16% | New | 24,500 | $1.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.6% | 24,392 | $1.8M |
| Tealwood Asset Management Inc. | 0.78% | Reduce -3.0% | 23,214 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 22,772 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -9.9% | 21,974 | $1.6M |
| Sippican Capital Advisors | 1.21% | Reduce -0.5% | 21,970 | $1.6M |
| Dark Forest Capital Management LP | 0.07% | New | 21,271 | $1.6M |
| Danske Bank A/S | 0.00% | Add +12.7% | 21,016 | $1.5M |
| Credit Agricole S A | 0.01% | No change | 20,403 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -86.2% | 20,314 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -8.6% | 20,164 | $1.5M |
| NFJ Investment Group, LLC | 0.05% | Reduce -56.9% | 20,010 | $1.5M |
| Man Group plc | 0.00% | Add +52.6% | 17,810 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Reduce -1.4% | 17,641 | $1.3M |
| Meeder Asset Management Inc. | 0.09% | New | 17,548 | $1.3M |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.