Pathward FinancialCASH
13F holders, Q2 2025 (June 30)272holders +21
45new positions
22sold out
4famous investors
$85.68avg. 13F price*
At the end of Q2 2025, 272 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, up 21 from Q1 2025. 45 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($267.5M), FMR LLC ($171.7M) and Vanguard Group Inc. ($145.8M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $54.9M |
| Exits | 22 | $10.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,333,120 shares bought and 1,672,300 shares sold, net −339,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| BlackRock, Inc. | 0.01% | Reduce -2.2% | 3,380,355 | $267.5M |
| FMR LLC | 0.01% | Add +1.6% | 2,170,249 | $171.7M |
| Vanguard Group Inc. | 0.00% | Add +5.1% | 1,843,215 | $145.8M |
| State Street Corp. | 0.00% | Reduce -7.7% | 1,410,283 | $111.6M |
| Vinva Investment Management Ltd | 2.90% | Add +34.3% | 152,023 | $111.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -9.2% | 1,174,424 | $92.9M |
| American Century Companies Inc. | 0.03% | Add +5.8% | 726,051 | $57.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.3% | 699,801 | $55.4M |
| Morgan Stanley | 0.00% | Add +14.0% | 480,855 | $38.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.8% | 437,902 | $34.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +4.0% | 325,178 | $25.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.6% | 294,993 | $23.3M |
| Nuveen, LLC | 0.01% | Reduce -8.1% | 287,114 | $22.7M |
| Invesco Ltd. | 0.00% | Reduce -14.9% | 261,551 | $20.7M |
| Northern Trust Corp. | 0.00% | Reduce -4.2% | 255,825 | $20.2M |
| Mawer Investment Management Ltd. | 0.10% | Reduce -11.3% | 254,995 | $20.2M |
| Driehaus Capital Management LLC | 0.16% | Reduce -0.6% | 245,761 | $19.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -10.9% | 209,369 | $17.3M |
| Neumeier Poma Investment Counsel LLC | 1.59% | Add +62.1% | 215,135 | $17.0M |
| Two Sigma Investments, LP | 0.03% | Reduce -10.5% | 187,763 | $14.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 186,387 | $14.7M |
| Wellington Management Group LLP | 0.00% | Add +0.0% | 178,198 | $14.1M |
| Elgethun Capital Management | 2.79% | Add +0.7% | 175,215 | $13.9M |
| Panagora Asset Management Inc. | 0.06% | Add +0.9% | 166,137 | $13.1M |
| Jupiter Asset Management Ltd. | 0.11% | Add +5.5% | 163,769 | $13.0M |
| Phocas Financial Corp. | 1.86% | Add +0.0% | 163,365 | $12.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +2.2% | 160,369 | $12.7M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 8.05% | New | 15,485 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.7% | 148,959 | $11.8M |
| Principal Financial Group Inc. | 0.01% | Add +22.1% | 145,162 | $11.5M |
| Moody Aldrich Partners LLC | 2.06% | Reduce -1.5% | 134,307 | $10.6M |
| Clearbridge Investments, LLC | 0.01% | New | 126,987 | $10.0M |
| Aptus Capital Advisors, LLC | 0.10% | Add +9.8% | 123,495 | $9.8M |
| Two Sigma Advisers, LP | 0.02% | Reduce -14.3% | 121,000 | $9.6M |
| Algert Global LLC | 0.19% | Add +11.1% | 114,062 | $9.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +36.7% | 107,216 | $8.7M |
| CSM Advisors, LLC | 0.25% | New | 106,955 | $8.5M |
| Kennedy Capital Management LLC | 0.18% | Reduce -2.7% | 97,713 | $7.7M |
| First Trust Advisors LP | 0.01% | Add +87.7% | 95,055 | $7.5M |
| Public Sector Pension Investment Board | 0.03% | Reduce -17.9% | 94,370 | $7.5M |
| Intech Investment Management LLC | 0.07% | Add +72.9% | 93,857 | $7.4M |
| State of Wisconsin Investment Board | 0.02% | Reduce -4.5% | 90,920 | $7.2M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -32.7% | 82,425 | $6.5M |
| Bank of America Corp. | 0.00% | Add +33.5% | 71,014 | $5.6M |
| Prudential Financial Inc. | 0.01% | Reduce -6.8% | 69,290 | $5.5M |
| Legal & General Group Plc | 0.00% | Add +2.9% | 68,549 | $5.4M |
| Rhumbline Advisers | 0.00% | Reduce -2.0% | 66,070 | $5.2M |
| Bridgeway Capital Management, LLC | 0.12% | Reduce -11.1% | 64,401 | $5.1M |
| Boothbay Fund Management, LLC | 0.16% | New | 63,530 | $5.0M |
| F/m Investments LLC | 0.18% | Add +0.5% | 63,408 | $5.0M |
| Victory Capital Management Inc. | 0.00% | Add +54.3% | 62,781 | $5.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -6.1% | 58,953 | $4.7M |
| Barclays PLC | 0.00% | Add +36.9% | 58,479 | $4.6M |
| UBS Group AG | 0.00% | Reduce -12.7% | 58,399 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.8% | 56,448 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 55,346 | $4.4M |
| Comerica Bank | 0.02% | Add +101.1% | 53,690 | $4.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 4.20% | Reduce -1.0% | 52,684 | $4.2M |
| Meeder Asset Management Inc. | 0.26% | Add +199.9% | 52,626 | $4.2M |
| Denali Advisors LLC | 0.40% | No change | 48,370 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +1.7% | 47,987 | $3.8M |
| Swiss National Bank | 0.00% | Reduce -2.6% | 45,500 | $3.6M |
| Citigroup Inc. | 0.00% | Reduce -11.9% | 45,366 | $3.6M |
| Franklin Resources Inc. | 0.00% | Reduce -3.8% | 45,250 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Add +30.6% | 44,103 | $3.5M |
| Vident Advisory, LLC | 0.04% | Add +2.9% | 43,567 | $3.4M |
| RMR Capital Management, LLC | 2.27% | Add +3.9% | 40,091 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.8% | 34,392 | $2.7M |
| Epoch Investment Partners, Inc. | 0.01% | No change | 33,272 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -4.2% | 32,809 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Add +7.5% | 32,205 | $2.5M |
| AXA S.A. | 0.01% | No change | 31,583 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +519.9% | 31,347 | $2.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.7% | 31,216 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.9% | 30,737 | $2.4M |
| Dark Forest Capital Management LP | 0.10% | Add +44.3% | 30,692 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +46.9% | 29,617 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +5.0% | 28,475 | $2.3M |
| HRT Financial LP | 0.01% | Reduce -16.8% | 27,928 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -45.6% | 27,807 | $2.2M |
| Chou Associates Management Inc. | 1.19% | No change | 27,389 | $2.2M |
| PMC FIG Opportunities LLC | 3.21% | New | 27,231 | $2.2M |
| Millennium Management | 0.00% | Reduce -79.1% | 26,832 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.6% | 26,229 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +2.8% | 25,084 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -39.9% | 24,485 | $1.9M |
| Tealwood Asset Management Inc. | 0.81% | Reduce -0.7% | 23,042 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +1.0% | 22,993 | $1.8M |
| Sippican Capital Advisors | 1.26% | Add +0.1% | 21,995 | $1.7M |
| Van Hulzen Asset Management, LLC | 0.14% | Reduce -11.7% | 21,629 | $1.7M |
| AlphaQuest LLC | 0.16% | New | 20,119 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | New | 19,986 | $1.6M |
| NFJ Investment Group, LLC | 0.05% | Reduce -0.6% | 19,886 | $1.6M |
| Orchard Capital Management, LLC | 1.73% | Reduce -83.0% | 19,766 | $1.6M |
| Sei Investments Co. | 0.00% | Reduce -46.0% | 19,290 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -39.0% | 19,218 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.8% | 18,789 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -15.8% | 18,493 | $1.5M |
| Glenmede Investment Management, LP | 0.01% | — | 17,488 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.1% | 17,323 | $1.4M |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.