Pathward FinancialCASH
13F holders, Q1 2026 (March 31)275holders +13
42new positions
28sold out
5famous investors
$93.23avg. 13F price*
At the end of Q1 2026, 275 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, up 13 from Q4 2025. 42 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($281.9M), FMR LLC ($174.6M) and State Street Corp. ($118.6M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Pathward Financial Inc.
- CUSIP
- 59100U108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $94.0M |
| Exits | 28 | $30.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,916,519 shares bought and 1,741,487 shares sold, net +1,175,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| BlackRock, Inc. | 0.01% | Reduce -3.5% | 3,159,659 | $281.9M |
| FMR LLC | 0.01% | Add +13.9% | 1,956,515 | $174.6M |
| State Street Corp. | 0.00% | Add +2.6% | 1,328,788 | $118.6M |
| American Century Companies Inc. | 0.05% | Reduce -4.2% | 1,138,461 | $101.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.0% | 1,093,338 | $97.6M |
| Vanguard Capital Management LLC | 0.00% | — | 750,164 | $66.9M |
| Geode Capital Management, LLC | 0.00% | Add +1.1% | 699,745 | $62.4M |
| Earnest Partners LLC | 0.21% | New | 573,512 | $51.2M |
| Vanguard Portfolio Management LLC | 0.00% | — | 436,444 | $38.9M |
| Neumeier Poma Investment Counsel LLC | 2.62% | Add +34.9% | 356,200 | $31.8M |
| Bank of America Corp. | 0.00% | Add +571.3% | 302,503 | $27.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.7% | 274,960 | $24.2M |
| Two Sigma Investments, LP | 0.02% | Add +43.6% | 269,961 | $24.1M |
| Mawer Investment Management Ltd. | 0.16% | Reduce -13.6% | 268,543 | $24.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.7% | 267,437 | $23.9M |
| New York State Common Retirement Fund | 0.03% | Add +750.1% | 263,913 | $23.5M |
| Northern Trust Corp. | 0.00% | Add +3.1% | 257,135 | $22.9M |
| Morgan Stanley | 0.00% | Reduce -25.7% | 237,954 | $21.2M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +45.8% | 232,830 | $21.0M |
| Clearbridge Investments, LLC | 0.02% | Add +34.8% | 209,219 | $18.7M |
| Elgethun Capital Management | 3.01% | Add +0.5% | 203,763 | $18.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.4% | 199,735 | $17.8M |
| Nuveen, LLC | 0.00% | Reduce -14.5% | 186,889 | $16.7M |
| Panagora Asset Management Inc. | 0.06% | Add +0.3% | 174,776 | $15.6M |
| Jane Street Group, LLC | 0.02% | Add +228.7% | 163,225 | $14.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.9% | 159,173 | $14.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.3% | 155,287 | $13.9M |
| Principal Financial Group Inc. | 0.01% | Add +39.5% | 151,892 | $13.6M |
| Wellington Management Group LLP | 0.00% | Reduce -2.8% | 147,697 | $13.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 146,657 | $13.1M |
| Aptus Capital Advisors, LLC | 0.11% | Add +1.0% | 144,273 | $12.9M |
| Deutsche Bank AG | 0.00% | Reduce -1.6% | 143,565 | $12.8M |
| Invesco Ltd. | 0.00% | Reduce -35.6% | 138,915 | $12.4M |
| D. E. Shaw & Co. | 0.01% | Add +17.9% | 132,407 | $11.8M |
| Sei Investments Co. | 0.01% | Add +1637.5% | 131,371 | $11.7M |
| Phocas Financial Corp. | 1.82% | Reduce -21.8% | 130,125 | $11.6M |
| UBS Group AG | 0.00% | Add +26.3% | 118,036 | $10.5M |
| Bridgeway Capital Management, LLC | 0.19% | New | 108,060 | $9.6M |
| Balyasny Asset Management L.P. | 0.02% | Add +107.7% | 107,793 | $9.6M |
| Brevan Howard Capital Management LP | 0.10% | Reduce -8.3% | 105,867 | $9.4M |
| Cerity Partners LLC | 0.01% | Reduce -11.7% | 105,510 | $9.4M |
| Moody Aldrich Partners LLC | 1.70% | Reduce -1.0% | 105,336 | $9.4M |
| Public Sector Pension Investment Board | 0.03% | Reduce -2.8% | 100,216 | $8.9M |
| Empowered Funds, LLC | 0.06% | New | 97,176 | $8.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -33.4% | 96,555 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +271.1% | 93,212 | $8.3M |
| Millennium Management | 0.01% | Reduce -56.5% | 88,999 | $7.9M |
| State of Wisconsin Investment Board | 0.02% | Reduce -8.1% | 87,800 | $7.8M |
| First Trust Advisors LP | 0.01% | Add +42.5% | 85,411 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +84.0% | 75,387 | $6.7M |
| Franklin Resources Inc. | 0.00% | Add +45.4% | 69,012 | $6.2M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -32.8% | 67,422 | $6.0M |
| Boothbay Fund Management, LLC | 0.14% | Reduce -8.7% | 64,731 | $5.8M |
| CSM Advisors, LLC | 0.14% | Add +9.8% | 64,051 | $5.7M |
| WCM Investment Management, LLC | 0.01% | New | 62,463 | $5.5M |
| Rhumbline Advisers | 0.00% | Reduce -2.3% | 60,383 | $5.4M |
| Intech Investment Management LLC | 0.05% | Reduce -22.5% | 58,680 | $5.2M |
| Kennedy Capital Management LLC | 0.11% | Reduce -40.3% | 58,411 | $5.2M |
| Legal & General Group Plc | 0.00% | Reduce -11.8% | 55,757 | $5.0M |
| Guardian Wealth Management, Inc. | 2.70% | Add +14.9% | 55,436 | $4.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -73.8% | 55,209 | $4.9M |
| Federated Hermes, Inc. | 0.01% | Add +1.9% | 54,281 | $4.8M |
| Rosenthal | Henry Capital Advisors, Inc. | 4.59% | No change | 52,576 | $4.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +41.9% | 51,451 | $4.6M |
| Denali Advisors LLC | 0.48% | No change | 48,370 | $4.3M |
| Renaissance Technologies | 0.01% | New | 46,058 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -20.3% | 43,994 | $3.9M |
| Swiss National Bank | 0.00% | Reduce -2.4% | 43,900 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.4% | 40,694 | $3.6M |
| RMR Capital Management, LLC | 2.52% | Add +2.4% | 39,077 | $3.5M |
| BNP Paribas Financial Markets | 0.00% | Add +12.9% | 37,639 | $3.4M |
| Quantbot Technologies LP | 0.12% | Add +78.1% | 33,082 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +400.6% | 32,336 | $2.9M |
| Vident Advisory, LLC | 0.02% | New | 31,673 | $2.8M |
| Emerald Investment Advisers, LLC | 0.24% | — | 30,316 | $2.7M |
| XTX Topco Ltd | 0.05% | Add +389.0% | 30,286 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -10.0% | 29,432 | $2.6M |
| California State Teachers Retirement System | 0.00% | Add +32.5% | 28,604 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.3% | 28,190 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +12.6% | 27,819 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.03% | New | 27,522 | $2.5M |
| Chou Associates Management Inc. | 1.18% | No change | 27,389 | $2.4M |
| PMC FIG Opportunities LLC | 3.62% | Reduce -9.1% | 26,195 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -9.0% | 24,956 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.6% | 24,885 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +414.9% | 24,348 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +1.1% | 28,407 | $2.0M |
| Prudential Financial Inc. | 0.00% | Add +5.4% | 22,178 | $2.0M |
| Jump Financial, LLC | 0.03% | Add +32.0% | 22,080 | $2.0M |
| HRT Financial LP | 0.00% | Reduce -25.8% | 21,974 | $2.0M |
| Emerald Mutual Fund Advisers Trust | 0.09% | Add +29.4% | 21,450 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Add +8491.0% | 20,962 | $1.9M |
| Orchard Capital Management, LLC | 2.44% | No change | 20,901 | $1.9M |
| Tealwood Asset Management Inc. | 0.84% | Reduce -1.2% | 20,607 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Add +149.0% | 20,500 | $1.8M |
| Sippican Capital Advisors | 1.23% | Reduce -6.7% | 20,185 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Add +4.4% | 20,055 | $1.8M |
| Pacific Ridge Capital Partners, LLC | 0.38% | Add +0.0% | 19,740 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +61.9% | 19,065 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -5.7% | 18,069 | $1.6M |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.