CASH Pathward Financial, Inc.

NASDAQ
$78.78

Pathward Financial, Inc. (CASH) Institutional Ownership

What the institutions did with CASH last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
300
filed both this quarter and last
Managers holding
276
+6 on the quarter
Buyers
139
30 opened new
Sellers
119
24 sold out entirely
Buyer share
53.9%
of managers who traded it
Breadth
+7.8
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
BlackRock, Inc. 3.1M 15.0%
FMR LLC 1.8M 8.7%
STATE STREET CORP 1.4M 7.0%
AMERICAN CENTURY COMPANIES INC 1.3M 6.1%
DIMENSIONAL FUND ADVISORS LP 1.1M 5.1%
GEODE CAPITAL MANAGEMENT, LLC 733.1K 3.5%
VANGUARD CAPITAL MANAGEMENT LLC 729.2K 3.5%
EARNEST PARTNERS LLC 568.9K 2.7%
VANGUARD PORTFOLIO MANAGEMENT LLC 443.0K 2.1%
NEUMEIER POMA INVESTMENT COUNSEL LLC 351.9K 1.7%
Allspring Global Investments Holdings, LLC 339.3K 1.6%
Qube Research & Technologies Ltd 297.3K 1.4%
JPMORGAN CHASE & CO 285.0K 1.4%
BANK OF AMERICA CORP /DE/ 279.6K 1.4%
Mawer Investment Management Ltd. 271.7K 1.3%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 268.9K 1.3%
NEW YORK STATE COMMON RETIREMENT FUND 264.0K 1.3%
D. E. Shaw & Co., Inc. 256.0K 1.2%
MORGAN STANLEY 245.9K 1.2%
NORTHERN TRUST CORP 236.7K 1.1%
GOLDMAN SACHS GROUP INC 228.1K 1.1%
Elgethun Capital Management 210.5K 1.0%
Clearbridge Investments, LLC 208.6K 1.0%
PANAGORA ASSET MANAGEMENT INC 181.0K 0.9%
MILLENNIUM MANAGEMENT LLC 166.5K 0.8%

Largest changes

Manager Action Previous Current Change
Qube Research & Technologies Ltd Increased 55.2K 297.3K +242.1K
JANE STREET GROUP, LLC Sold Out 163.2K 0 -163.2K
FMR LLC Reduced 2.0M 1.8M -152.7K
AMERICAN CENTURY COMPANIES INC Increased 1.1M 1.3M +131.5K
TWO SIGMA INVESTMENTS, LP Reduced 270.0K 144.4K -125.6K
D. E. Shaw & Co., Inc. Increased 132.4K 256.0K +123.6K
STATE STREET CORP Increased 1.3M 1.4M +110.1K
Allspring Global Investments Holdings, LLC Increased 232.8K 339.3K +106.5K
Brevan Howard Capital Management LP Reduced 105.9K 17.7K -88.2K
Balyasny Asset Management L.P. Reduced 107.8K 25.5K -82.3K
MILLENNIUM MANAGEMENT LLC Increased 89.0K 166.5K +77.5K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New 0 70.0K +70.0K
Connor, Clark & Lunn Investment Management Ltd. Reduced 96.6K 26.6K -69.9K
BOOTHBAY FUND MANAGEMENT, LLC Sold Out 64.7K 0 -64.7K
CSM Advisors, LLC Sold Out 64.1K 0 -64.1K
WELLINGTON MANAGEMENT GROUP LLP Reduced 147.7K 85.7K -62.0K
Nuveen, LLC Reduced 186.9K 128.6K -58.3K
BlackRock, Inc. Reduced 3.2M 3.1M -55.2K
CITADEL ADVISORS LLC Increased 44.0K 98.3K +54.4K
TUDOR INVESTMENT CORP ET AL New 0 49.0K +49.0K
FIRST TRUST ADVISORS LP Reduced 85.4K 37.8K -47.6K
SG Americas Securities, LLC Increased 7.2K 52.3K +45.1K
WCM INVESTMENT MANAGEMENT, LLC Reduced 62.5K 23.4K -39.0K
Trexquant Investment LP New 0 37.4K +37.4K
UBS Group AG Increased 118.0K 154.9K +36.9K
RENAISSANCE TECHNOLOGIES LLC Reduced 46.1K 10.0K -36.1K
GEODE CAPITAL MANAGEMENT, LLC Increased 699.7K 733.1K +33.4K
DIMENSIONAL FUND ADVISORS LP Reduced 1.1M 1.1M -28.5K
GOLDMAN SACHS GROUP INC Increased 199.7K 228.1K +28.3K
PMC FIG Opportunities LLC Sold Out 26.2K 0 -26.2K
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced 67.4K 41.7K -25.7K
Invesco Ltd. Reduced 138.9K 114.0K -24.9K
RAYMOND JAMES FINANCIAL INC Increased 32.3K 56.3K +23.9K
Numerai GP LLC Increased 10.5K 33.8K +23.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced 27.8K 4.8K -23.0K
BANK OF AMERICA CORP /DE/ Reduced 302.5K 279.6K -22.9K
BRIDGEWAY CAPITAL MANAGEMENT, LLC Increased 108.1K 130.3K +22.3K
KENNEDY CAPITAL MANAGEMENT LLC Reduced 58.4K 37.0K -21.4K
VANGUARD CAPITAL MANAGEMENT LLC Reduced 750.2K 729.2K -21.0K
NORTHERN TRUST CORP Reduced 257.1K 236.7K -20.4K
Engineers Gate Manager LP Increased 11.2K 31.1K +19.9K
Point72 Asset Management, L.P. New 0 19.0K +19.0K
ROYAL BANK OF CANADA Reduced 24.3K 6.0K -18.4K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduced 155.3K 138.1K -17.2K
Quantbot Technologies LP Reduced 33.1K 17.8K -15.3K
Universal- Beteiligungs- und Servicegesellschaft mbH Reduced 51.5K 36.1K -15.3K
Man Group plc Increased 14.8K 29.3K +14.4K
XTX Topco Ltd Increased 30.3K 43.9K +13.6K
HRT FINANCIAL LP Reduced 22.0K 8.7K -13.3K
ENVESTNET ASSET MANAGEMENT INC Increased 75.4K 88.4K +13.0K
Jump Financial, LLC Reduced 22.1K 9.2K -12.9K
Moody Aldrich Partners LLC Reduced 105.3K 93.0K -12.4K
Y-Intercept (Hong Kong) Ltd Increased 5.8K 17.7K +11.9K
Aquatic Capital Management LLC New 0 11.7K +11.7K
MARSHALL WACE, LLP Increased 7.4K 18.8K +11.4K
Cerity Partners LLC Increased 105.5K 116.7K +11.2K
Susquehanna Portfolio Strategies, LLC Sold Out 11.1K 0 -11.1K
ROYCE & ASSOCIATES LP Sold Out 11.0K 0 -11.0K
Horizon Investments, LLC Sold Out 10.9K 0 -10.9K
WELLS FARGO & COMPANY/MN Increased 93.2K 104.0K +10.8K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.