Pathward FinancialCASH
13F holders, Q3 2025 (September 30)264holders −8
27new positions
37sold out
4famous investors
$81.83avg. 13F price*
At the end of Q3 2025, 264 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, down 8 from Q2 2025. 27 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($245.0M), FMR LLC ($153.5M) and Vinva Investment Management Ltd ($140.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $15.4M |
| Exits | 37 | $35.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,546,037 shares bought and 1,680,005 shares sold, net −133,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 3,309,943 | $245.0M |
| FMR LLC | 0.01% | Reduce -4.4% | 2,073,943 | $153.5M |
| Vinva Investment Management Ltd | 2.74% | Add +24.2% | 188,804 | $140.4M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 1,857,345 | $137.5M |
| State Street Corp. | 0.00% | Reduce -1.3% | 1,391,656 | $103.1M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -3.1% | 1,138,033 | $84.2M |
| American Century Companies Inc. | 0.04% | Add +44.6% | 1,049,836 | $77.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 699,452 | $51.8M |
| Morgan Stanley | 0.00% | Reduce -7.7% | 444,016 | $32.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.3% | 392,790 | $29.1M |
| Neumeier Poma Investment Counsel LLC | 2.11% | Add +62.0% | 348,590 | $25.8M |
| Mawer Investment Management Ltd. | 0.13% | Add +35.7% | 346,061 | $25.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.3% | 285,330 | $21.1M |
| Northern Trust Corp. | 0.00% | Add +6.2% | 271,606 | $20.1M |
| Nuveen, LLC | 0.00% | Reduce -14.2% | 246,498 | $18.2M |
| Invesco Ltd. | 0.00% | Reduce -19.8% | 209,671 | $15.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -38.4% | 200,351 | $14.8M |
| Elgethun Capital Management | 2.63% | Add +12.6% | 197,231 | $14.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +27.1% | 189,322 | $14.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +17.4% | 188,190 | $13.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.9% | 179,127 | $13.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -4.8% | 178,712 | $13.2M |
| Wellington Management Group LLP | 0.00% | Reduce -1.9% | 174,869 | $12.9M |
| Panagora Asset Management Inc. | 0.05% | Add +0.5% | 166,881 | $12.4M |
| Phocas Financial Corp. | 1.60% | Add +2.1% | 166,760 | $12.3M |
| Clearbridge Investments, LLC | 0.01% | Add +24.0% | 157,422 | $11.7M |
| Deutsche Bank AG | 0.00% | Add +422.7% | 154,820 | $11.5M |
| Aptus Capital Advisors, LLC | 0.10% | Add +15.2% | 142,215 | $10.5M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 6.69% | Add +1.6% | 15,726 | $10.1M |
| Driehaus Capital Management LLC | 0.07% | Reduce -45.5% | 133,930 | $9.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +24.3% | 133,227 | $9.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -39.0% | 127,708 | $9.5M |
| Two Sigma Advisers, LP | 0.02% | Add +3.6% | 125,400 | $9.3M |
| CSM Advisors, LLC | 0.24% | Add +10.0% | 117,612 | $8.7M |
| Moody Aldrich Partners LLC | 1.57% | Reduce -16.9% | 111,573 | $8.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -23.5% | 111,046 | $8.2M |
| Kennedy Capital Management LLC | 0.16% | Add +0.4% | 98,135 | $7.3M |
| D. E. Shaw & Co. | 0.01% | Add +57.8% | 93,003 | $6.9M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.2% | 90,752 | $6.7M |
| Public Sector Pension Investment Board | 0.02% | Reduce -5.1% | 89,517 | $6.6M |
| First Trust Advisors LP | 0.00% | Reduce -13.9% | 81,883 | $6.1M |
| UBS Group AG | 0.00% | Add +36.2% | 79,541 | $5.9M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -4.2% | 79,005 | $5.8M |
| Intech Investment Management LLC | 0.05% | Reduce -17.4% | 77,540 | $5.7M |
| Bank of America Corp. | 0.00% | Add +7.5% | 76,346 | $5.7M |
| Jupiter Asset Management Ltd. | 0.05% | Reduce -54.4% | 74,763 | $5.5M |
| Millennium Management | 0.00% | Add +170.5% | 72,590 | $5.4M |
| Jane Street Group, LLC | 0.01% | Add +181.2% | 68,857 | $5.1M |
| Legal & General Group Plc | 0.00% | Reduce -5.1% | 65,052 | $4.8M |
| Algert Global LLC | 0.08% | Reduce -43.1% | 64,895 | $4.8M |
| Rhumbline Advisers | 0.00% | Reduce -1.9% | 64,787 | $4.8M |
| Assenagon Asset Management S.A. | 0.01% | New | 64,360 | $4.8M |
| F/m Investments LLC | 0.18% | Reduce -0.5% | 63,096 | $4.7M |
| Comerica Bank | 0.02% | Add +17.0% | 62,822 | $4.6M |
| BNP Paribas Financial Markets | 0.00% | Add +38.3% | 61,010 | $4.5M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.7% | 54,339 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 52,674 | $3.9M |
| Rosenthal | Henry Capital Advisors, Inc. | 3.74% | Reduce -0.2% | 52,576 | $3.9M |
| Denali Advisors LLC | 0.40% | No change | 48,370 | $3.6M |
| Swiss National Bank | 0.00% | Add +1.8% | 46,300 | $3.4M |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 45,727 | $3.4M |
| Guardian Wealth Management, Inc. | 1.77% | New | 40,545 | $3.0M |
| Man Group plc | 0.01% | Add +132.8% | 39,973 | $3.0M |
| Verition Fund Management LLC | 0.02% | Add +332.4% | 38,388 | $2.8M |
| RMR Capital Management, LLC | 1.97% | Reduce -4.8% | 38,169 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +159.0% | 36,795 | $2.7M |
| Barclays PLC | 0.00% | Reduce -37.3% | 36,651 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 35,897 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.5% | 35,251 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Add +6.0% | 34,148 | $2.5M |
| Citigroup Inc. | 0.00% | Reduce -25.3% | 33,901 | $2.5M |
| Epoch Investment Partners, Inc. | 0.01% | No change | 33,272 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.9% | 32,497 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Add +14.1% | 32,478 | $2.4M |
| ExodusPoint Capital Management, LP | 0.03% | New | 31,833 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 31,329 | $2.3M |
| New York State Common Retirement Fund | 0.00% | No change | 31,216 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +21.6% | 30,495 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.2% | 30,371 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +1.1% | 28,107 | $2.1M |
| Chou Associates Management Inc. | 0.98% | No change | 27,389 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.6% | 26,078 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +210.0% | 25,786 | $1.9M |
| Federated Hermes, Inc. | 0.00% | Add +2640.8% | 25,489 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -63.7% | 25,180 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +50.8% | 23,756 | $1.8M |
| Voya Investment Management LLC | 0.00% | Add +131.9% | 23,638 | $1.7M |
| Quantbot Technologies LP | 0.05% | Add +150.9% | 23,448 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 22,994 | $1.7M |
| Sippican Capital Advisors | 1.05% | Reduce -2.4% | 21,470 | $1.6M |
| Tealwood Asset Management Inc. | 0.64% | Reduce -7.4% | 21,332 | $1.6M |
| Van Hulzen Asset Management, LLC | 0.12% | Reduce -3.1% | 20,965 | $1.6M |
| Citadel Advisors | 0.00% | Add +69.5% | 20,906 | $1.5M |
| Credit Agricole S A | 0.01% | — | 20,403 | $1.5M |
| Orchard Capital Management, LLC | 1.99% | Add +2.9% | 20,331 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.5% | 20,193 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Add +68.3% | 19,230 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 19,218 | $1.4M |
| HRT Financial LP | 0.01% | Reduce -33.5% | 18,570 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Add +488.4% | 18,557 | $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.