CASH Pathward Financial, Inc.
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.
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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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.
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.