Pathward FinancialCASH
13F holders, Q4 2025 (December 31)262holders −2
34new positions
37sold out
4famous investors
$78.01avg. 13F price*
At the end of Q4 2025, 262 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, down 2 from Q3 2025. 34 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($232.4M), FMR LLC ($121.9M) and Vanguard Group Inc. ($107.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $131.9M |
| Exits | 37 | $182.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,781,198 shares bought and 2,538,434 shares sold, net −757,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 3,273,551 | $232.4M |
| FMR LLC | 0.01% | Reduce -17.2% | 1,717,391 | $121.9M |
| Vanguard Group Inc. | 0.00% | Reduce -18.3% | 1,517,110 | $107.7M |
| State Street Corp. | 0.00% | Reduce -7.0% | 1,294,836 | $92.0M |
| American Century Companies Inc. | 0.04% | Add +13.2% | 1,188,365 | $84.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.9% | 1,104,594 | $78.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.1% | 692,116 | $49.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.9% | 338,026 | $24.0M |
| Morgan Stanley | 0.00% | Reduce -27.9% | 320,213 | $22.7M |
| Mawer Investment Management Ltd. | 0.12% | Reduce -10.2% | 310,623 | $22.1M |
| Comerica Bank | 0.08% | Add +371.2% | 295,999 | $21.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.7% | 274,774 | $19.5M |
| Neumeier Poma Investment Counsel LLC | 1.55% | Reduce -24.2% | 264,100 | $18.8M |
| Northern Trust Corp. | 0.00% | Reduce -8.2% | 249,427 | $17.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +30.9% | 247,832 | $17.6M |
| Nuveen, LLC | 0.00% | Reduce -11.4% | 218,506 | $15.5M |
| Invesco Ltd. | 0.00% | Add +2.9% | 215,833 | $15.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +12.0% | 210,839 | $15.0M |
| Millennium Management | 0.01% | Add +181.6% | 204,437 | $14.5M |
| Elgethun Capital Management | 2.49% | Add +2.8% | 202,782 | $14.4M |
| Two Sigma Investments, LP | 0.02% | Add +5.2% | 187,990 | $13.3M |
| Panagora Asset Management Inc. | 0.04% | Add +4.4% | 174,251 | $12.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.6% | 167,310 | $11.9M |
| Phocas Financial Corp. | 1.54% | Reduce -0.2% | 166,353 | $11.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +19.9% | 159,673 | $11.5M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.4% | 155,243 | $11.0M |
| Wellington Management Group LLP | 0.00% | Reduce -13.1% | 151,991 | $10.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -24.3% | 151,768 | $10.8M |
| Deutsche Bank AG | 0.00% | Reduce -5.8% | 145,843 | $10.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +293.9% | 144,941 | $10.3M |
| Aptus Capital Advisors, LLC | 0.09% | Add +0.4% | 142,813 | $10.1M |
| Nantahala Capital Management, LLC | 0.56% | Add +1477.8% | 131,608 | $9.3M |
| Cerity Partners LLC | 0.01% | New | 119,497 | $8.5M |
| Brevan Howard Capital Management LP | 0.17% | Add +3777.3% | 115,505 | $8.2M |
| D. E. Shaw & Co. | 0.01% | Add +20.7% | 112,264 | $8.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.9% | 108,900 | $7.7M |
| Moody Aldrich Partners LLC | 1.41% | Reduce -4.6% | 106,445 | $7.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -17.7% | 103,200 | $7.3M |
| Public Sector Pension Investment Board | 0.02% | Add +15.2% | 103,117 | $7.3M |
| Voloridge Investment Management, LLC | 0.03% | Add +27.1% | 100,393 | $7.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.4% | 11,510 | $7.0M |
| Kennedy Capital Management LLC | 0.15% | Reduce -0.4% | 97,763 | $6.9M |
| State of Wisconsin Investment Board | 0.02% | Add +5.2% | 95,505 | $6.8M |
| UBS Group AG | 0.00% | Add +17.5% | 93,495 | $6.6M |
| Intech Investment Management LLC | 0.05% | Reduce -2.4% | 75,685 | $5.4M |
| Boothbay Fund Management, LLC | 0.13% | New | 70,897 | $5.0M |
| Algert Global LLC | 0.07% | No change | 64,895 | $4.6M |
| Legal & General Group Plc | 0.00% | Reduce -2.9% | 63,192 | $4.5M |
| Rhumbline Advisers | 0.00% | Reduce -4.6% | 61,821 | $4.4M |
| First Trust Advisors LP | 0.00% | Reduce -26.8% | 59,933 | $4.3M |
| CSM Advisors, LLC | 0.11% | Reduce -50.4% | 58,363 | $4.1M |
| Citadel Advisors | 0.00% | Add +163.9% | 55,170 | $3.9M |
| Federated Hermes, Inc. | 0.01% | Add +109.0% | 53,281 | $3.8M |
| Rosenthal | Henry Capital Advisors, Inc. | 3.46% | No change | 52,576 | $3.7M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.9% | 52,239 | $3.7M |
| Balyasny Asset Management L.P. | 0.01% | Add +713.5% | 51,892 | $3.7M |
| Jane Street Group, LLC | 0.00% | Reduce -27.9% | 49,666 | $3.5M |
| Denali Advisors LLC | 0.38% | No change | 48,370 | $3.4M |
| Guardian Wealth Management, Inc. | 2.01% | Add +18.9% | 48,229 | $3.4M |
| Franklin Resources Inc. | 0.00% | Add +3.8% | 47,463 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.8% | 46,992 | $3.3M |
| Bank of America Corp. | 0.00% | Reduce -41.0% | 45,060 | $3.2M |
| Barclays PLC | 0.00% | Add +22.8% | 45,019 | $3.2M |
| Swiss National Bank | 0.00% | Reduce -2.8% | 45,000 | $3.2M |
| Meeder Asset Management Inc. | 0.17% | New | 44,892 | $3.2M |
| AlphaQuest LLC | 0.16% | Add +267.7% | 41,018 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.1% | 40,972 | $2.9M |
| RMR Capital Management, LLC | 1.96% | No change | 38,169 | $2.7M |
| ExodusPoint Capital Management, LP | 0.03% | Add +15.7% | 36,843 | $2.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +40.7% | 36,271 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -45.3% | 33,346 | $2.4M |
| Epoch Investment Partners, Inc. | 0.01% | Reduce -0.5% | 33,116 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -3.6% | 32,694 | $2.3M |
| Verition Fund Management LLC | 0.01% | Reduce -18.1% | 31,452 | $2.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.5% | 31,046 | $2.2M |
| F/m Investments LLC | 0.08% | Reduce -51.8% | 30,395 | $2.2M |
| HRT Financial LP | 0.01% | Add +59.4% | 29,605 | $2.1M |
| PMC FIG Opportunities LLC | 3.21% | New | 28,816 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.3% | 28,569 | $2.0M |
| Alliancebernstein L.P. | 0.00% | No change | 28,107 | $2.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -19.7% | 27,425 | $1.9M |
| Chou Associates Management Inc. | 0.96% | No change | 27,389 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -79.8% | 25,831 | $1.9M |
| Numerai GP LLC | 0.23% | New | 26,795 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +69.1% | 25,120 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.9% | 24,718 | $1.8M |
| Engineers Gate Manager LP | 0.02% | Add +24.2% | 23,891 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Add +28.9% | 23,837 | $1.7M |
| Voya Investment Management LLC | 0.00% | Add +0.8% | 23,817 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -9.7% | 23,557 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 22,669 | $1.6M |
| Militia Capital Partners, LP | 0.59% | Add +47.9% | 22,179 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +347.0% | 21,928 | $1.6M |
| Sippican Capital Advisors | 0.99% | Add +0.8% | 21,640 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -6.1% | 21,596 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.7% | 21,352 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -16.4% | 21,048 | $1.5M |
| Orchard Capital Management, LLC | 1.29% | Add +2.8% | 20,901 | $1.5M |
| Tealwood Asset Management Inc. | 0.66% | Reduce -2.3% | 20,848 | $1.5M |
| Man Group plc | 0.00% | Reduce -48.6% | 20,560 | $1.5M |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.