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Pathward Financial (CASH) Institutional Ownership

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$77.49 -2.36 (-2.96%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$77.50 +0.01 (+0.01%)
As of 02/21/2025 04:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Pathward Financial (NASDAQ:CASH)

Current
Institutional Ownership
Percentage
92.66%
Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$4.24B
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$161.53M
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CASH Institutional Buying and Selling by Quarter

Pathward Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025Putney Financial Group LLC437,937$32.22M22.4%N/A1.836%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC318,931$23.47M0.0%-1.8%1.322%
2/17/2025 Voloridge Investment Management LLC138,084$10.16M0.0%-5.7%0.572%
2/17/2025 Vident Advisory LLC36,003$2.65M0.0%-1.5%0.149%
2/17/2025 Squarepoint Ops LLC26,833$1.97M0.0%+317.3%0.111%
2/17/2025 Two Sigma Advisers LP130,400$9.60M0.0%+4.5%0.541%
2/17/2025 Two Sigma Investments LP150,519$11.08M0.0%-2.7%0.624%
2/17/2025 ProShare Advisors LLC7,571$557K0.0%+44.4%0.031%
2/17/2025 Man Group plc11,670$859K0.0%-60.7%0.048%
2/17/2025 Nuveen Asset Management LLC383,036$28.18M0.0%+4.3%1.588%
2/17/2025 Millennium Management LLC35,337$2.60M0.0%-22.2%0.147%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.14,302$1.05M0.0%+3.9%0.059%
2/17/2025 Lazard Asset Management LLC11,068$813K0.0%-7.3%0.046%
2/17/2025 Janus Henderson Group PLC22,949$1.69M0.0%-7.7%0.095%
2/17/2025 Deutsche Bank AG22,071$1.62M0.0%-59.5%0.092%
2/17/2025 D. E. Shaw & Co. Inc.82,400$6.06M0.0%-33.1%0.342%
2/17/2025 Driehaus Capital Management LLC248,219$18.26M0.2%+21.1%1.029%
2/17/2025 Cetera Investment Advisers6,107$449K0.0%+2.9%0.025%
2/17/2025 BOKF NA13,777$995K0.0%-11.1%0.057%
2/17/2025 Bridgeway Capital Management LLC87,131$6.41M0.1%-9.9%0.361%
2/17/2025 Balyasny Asset Management L.P.7,371$542K0.0%-64.0%0.031%
2/17/2025 Bank of America Corp DE50,461$3.71M0.0%-3.1%0.209%
2/17/2025 BNP Paribas Financial Markets28,725$2.11M0.0%-34.8%0.119%
2/17/2025 Ameriprise Financial Inc.62,176$4.58M0.0%-9.7%0.258%
2/17/2025 Algert Global LLC114,977$8.46M0.2%+1.3%0.477%
2/17/2025 Aptus Capital Advisors LLC99,794$7.34M0.1%N/A0.414%
2/17/2025 AXA S.A.2,760$203K0.0%N/A0.011%
2/14/2025 Mercer Global Advisors Inc. ADV20,764$1.53M0.0%+37.7%0.087%
2/14/2025 Jane Street Group LLC41,578$3.06M0.0%-14.6%0.174%
2/14/2025 Comerica Bank14,064$1.04M0.0%-3.4%0.059%
2/14/2025 AdvisorShares Investments LLC6,040$444K0.1%N/A0.025%
2/14/2025 Nantahala Capital Management LLC191,343$14.08M0.6%-27.6%0.802%
2/14/2025 Northern Trust Corp268,016$19.72M0.0%+1.1%1.124%
2/14/2025 The Manufacturers Life Insurance Company 11,919$877K0.0%-4.0%0.050%
2/14/2025 Tudor Investment Corp ET AL87,016$6.40M0.0%+31.6%0.365%
2/14/2025 Aquatic Capital Management LLC5,333$392K0.0%+11.1%0.022%
2/14/2025 Susquehanna Fundamental Investments LLC24,400$1.80M0.0%N/A0.102%
2/14/2025 Two Sigma Securities LLC4,674$344K0.0%N/A0.020%
2/14/2025 Voya Investment Management LLC7,557$556K0.0%-8.0%0.032%
2/14/2025 Price T Rowe Associates Inc. MD15,694$1.16M0.0%+10.4%0.065%
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2/14/2025 Hsbc Holdings PLC13,039$967K0.0%+83.3%0.054%
2/14/2025 Stifel Financial Corp7,321$539K0.0%-3.8%0.030%
2/14/2025 State of Tennessee Department of Treasury10,586$779K0.0%+49.7%0.044%
2/14/2025 Tower Research Capital LLC TRC 1,442$106K0.0%-73.2%0.006%
2/14/2025 MetLife Investment Management LLC15,217$1.12M0.0%+7.1%0.063%
2/14/2025 Dimensional Fund Advisors LP1,419,745$104.47M0.0%-3.2%5.886%
2/14/2025 First Trust Advisors LP58,293$4.29M0.0%-3.2%0.242%
2/14/2025 Epoch Investment Partners Inc.55,013$4.05M0.0%+3.6%0.228%
2/13/2025 CANADA LIFE ASSURANCE Co37,146$2.73M0.0%-2.5%0.154%
2/13/2025 EAM Investors LLC47,121$3.47M0.5%N/A0.195%
2/13/2025 NFJ Investment Group LLC46,380$3.41M0.1%-4.7%0.192%
2/13/2025 Jump Financial LLC7,771$572K0.0%-59.8%0.032%
2/13/2025 XTX Topco Ltd12,470$918K0.1%N/A0.052%
2/13/2025 Barclays PLC57,775$4.25M0.0%+2.6%0.240%
2/13/2025 Sterling Capital Management LLC587$43K0.0%+726.8%0.002%
2/13/2025 Kennedy Capital Management LLC25,707$1.89M0.0%N/A0.107%
2/13/2025 F M Investments LLC62,846$4.62M0.2%-66.9%0.261%
2/13/2025 CenterBook Partners LP30,468$2.24M0.1%+69.8%0.126%
2/13/2025 Raymond James Financial Inc.3,789$279K0.0%N/A0.016%
2/13/2025 Renaissance Technologies LLC5,600$412K0.0%N/A0.023%
2/13/2025 Elgethun Capital Management166,489$12.25M3.0%-14.2%0.690%
2/13/2025 Legal & General Group Plc69,525$5.12M0.0%-3.2%0.288%
2/13/2025 Invesco Ltd.234,719$17.27M0.0%-26.7%0.973%
2/13/2025 Bank of Montreal Can2,738$201K0.0%N/A0.011%
2/13/2025 FMR LLC2,203,603$162.14M0.0%+7.4%9.136%
2/13/2025 Federated Hermes Inc.760$56K0.0%-16.0%0.003%
2/13/2025 Envestnet Asset Management Inc.18,062$1.33M0.0%+9.1%0.075%
2/13/2025 Dynamic Technology Lab Private Ltd6,780$499K0.1%-37.7%0.028%
2/13/2025 Wells Fargo & Company MN14,116$1.04M0.0%+28.1%0.059%
2/12/2025 Foundry Partners LLC174,213$12.82M0.6%+32.5%0.722%
2/12/2025 Cynosure Group LLC8,111$597K0.1%-25.5%0.034%
2/12/2025 Trexquant Investment LP12,654$931K0.0%+24.0%0.052%
2/12/2025 Geode Capital Management LLC711,538$52.37M0.0%+1.7%2.950%
2/12/2025 Franklin Resources Inc.41,703$3.07M0.0%-0.9%0.173%
2/12/2025 Alliancebernstein L.P.46,412$3.42M0.0%+52.8%0.192%
2/12/2025 Brandywine Global Investment Management LLC60,858$4.48M0.0%-4.4%0.252%
2/12/2025 Mawer Investment Management Ltd.258,815$19.04M0.1%+14.6%1.073%
2/12/2025 Arrowstreet Capital Limited Partnership28,664$2.11M0.0%-86.9%0.119%
2/12/2025 Orion Portfolio Solutions LLC6,037$444K0.0%-4.3%0.025%
2/12/2025 Pictet Asset Management Holding SA2,858$210K0.0%N/A0.012%
2/12/2025 JPMorgan Chase & Co.569,238$41.89M0.0%+52.2%2.360%
2/11/2025 Prudential Financial Inc.60,250$4.43M0.0%+8.1%0.250%
2/11/2025 Corebridge Financial Inc.13,376$984K0.0%-7.3%0.055%
2/11/2025 Vanguard Group Inc.1,778,947$130.90M0.0%-4.7%7.375%
2/11/2025 KLP Kapitalforvaltning AS8,600$633K0.0%N/A0.036%
2/11/2025 Sei Investments Co.37,105$2.73M0.0%+40.3%0.154%
2/11/2025 American Century Companies Inc.643,150$47.32M0.0%+10.8%2.666%
2/11/2025 Virtu Financial LLC3,760$277K0.0%N/A0.016%
2/11/2025 Teacher Retirement System of Texas45,470$3.35M0.0%+19.3%0.189%
2/11/2025 Vinva Investment Management Ltd110,809$8.15M0.3%+6.0%0.459%
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2/11/2025 Xponance Inc.4,167$307K0.0%N/A0.017%
2/10/2025 Thrivent Financial for Lutherans19,205$1.41M0.0%-2.1%0.080%
2/10/2025 Royce & Associates LP16,614$1.22M0.0%+31.7%0.069%
2/10/2025 Natixis Advisors LLC23,640$1.74M0.0%N/A0.098%
2/10/2025 Swiss National Bank49,100$3.61M0.0%-0.6%0.204%
2/10/2025 Jupiter Asset Management Ltd.100,345$7.38M0.1%-14.8%0.416%
2/7/2025 HighTower Advisors LLC4,731$348K0.0%-21.6%0.020%
2/7/2025 AlphaQuest LLC3,178$234K0.0%-72.6%0.013%
2/7/2025 Amundi12,607$939K0.0%+186.7%0.052%
2/7/2025 Jackson Creek Investment Advisors LLC25,947$1.91M0.6%-3.0%0.108%
(Data available from 1/1/2016 forward)

CASH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CASH shares?

During the previous two years, 246 institutional investors and hedge funds held shares of Pathward Financial. The most heavily invested institutionals were Pinnacle Wealth Planning Services Inc. ($3.73B), Revolve Wealth Partners LLC ($267.44M), FMR LLC ($162.14M), Vanguard Group Inc. ($130.90M), Dimensional Fund Advisors LP ($104.47M), State Street Corp ($84.22M), and Goldman Sachs Group Inc. ($83.82M).Learn more on CASH's institutional investors.

What percentage of Pathward Financial stock is owned by institutional investors?

92.66% of Pathward Financial stock is owned by institutional investors. Learn more on CASH's institutional investor holdings.

Which institutional investors have been buying Pathward Financial stock?

Of the 174 institutional investors that purchased Pathward Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pinnacle Wealth Planning Services Inc. ($50.76M), Revolve Wealth Partners LLC ($3.63M), Assenagon Asset Management S.A. ($448.54K), Putney Financial Group LLC ($437.94K), Wealth Enhancement Advisory Services LLC ($352.99K), Adirondack Retirement Specialists Inc. ($339.71K), and FMR LLC ($283.38K).

How much institutional buying is happening at Pathward Financial?

Institutional investors have bought a total of 60,652,684 shares in the last 24 months. This purchase volume represents approximately $4.36B in transactions.

Which Pathward Financial major shareholders have been selling company stock?

Of the 134 institutional investors that sold Pathward Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Epoch Investment Partners Inc. ($728.97K), Nantahala Capital Management LLC ($553.15K), Public Sector Pension Investment Board ($250.10K), Assenagon Asset Management S.A. ($226.03K), Phocas Financial Corp. ($193.64K), Arrowstreet Capital Limited Partnership ($189.61K), and Vanguard Group Inc. ($159.69K).

How much institutional selling is happening at Pathward Financial?

Institutional investors have sold a total of 4,749,863 shares in the last 24 months. This volume of shares sold represents approximately $264.75M in transactions.


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This page (NASDAQ:CASH) was last updated on 2/22/2025 by MarketBeat.com Staff
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