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Pathward Financial (CASH) Institutional Ownership

Pathward Financial logo
$69.73 -0.59 (-0.84%)
As of 01:57 PM Eastern
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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)
122
Total
Institutional Inflows
(last 12 months)
$4.24B
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$175.72M
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CASH Institutional Buying and Selling by Quarter

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Pathward Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025SummerHaven Investment Management LLC13,271$968K0.7%+1.4%0.056%
4/15/2025Assenagon Asset Management S.A.20,314$1.48M0.0%-86.2%0.085%
4/15/2025SG Americas Securities LLC7,843$572K0.0%N/A0.033%
4/14/2025 Yousif Capital Management LLC8,824$644K0.0%-6.5%0.037%
4/14/2025 Harbor Capital Advisors Inc.9,085$663K0.0%+36.3%0.038%
4/14/2025 First Citizens Bank & Trust Co.3,238$236K0.0%N/A0.014%
4/14/2025 Wedge Capital Management L L P NC14,523$1.06M0.0%+16.3%0.061%
4/11/2025 Tealwood Asset Management Inc.23,214$1.69M0.8%-3.1%0.097%
4/8/2025 Rhumbline Advisers67,407$4.92M0.0%-6.0%0.283%
4/7/2025 GAMMA Investing LLC45,813$3.34M0.0%+8,971.9%0.192%
3/18/2025California State Teachers Retirement System23,361$1.72M0.0%-2.2%0.098%
3/17/2025Wealth Enhancement Advisory Services LLC228,700$16.83M0.0%-21.1%0.959%
3/5/2025Phocas Financial Corp.172,777$12.71M1.7%-0.9%0.725%
2/21/2025Putney Financial Group LLC437,937$32.22M22.4%N/A1.836%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC318,931$23.47M0.0%-1.8%1.322%
2/17/2025Voloridge Investment Management LLC138,084$10.16M0.0%-5.7%0.572%
2/17/2025Vident Advisory LLC36,003$2.65M0.0%-1.5%0.149%
2/17/2025Squarepoint Ops LLC26,833$1.97M0.0%+317.3%0.111%
2/17/2025Two Sigma Advisers LP130,400$9.60M0.0%+4.5%0.541%
2/17/2025Two Sigma Investments LP150,519$11.08M0.0%-2.7%0.624%
2/17/2025ProShare Advisors LLC7,571$557K0.0%+44.4%0.031%
2/17/2025Man Group plc11,670$859K0.0%-60.7%0.048%
2/17/2025Nuveen Asset Management LLC383,036$28.18M0.0%+4.3%1.588%
2/17/2025Millennium Management LLC35,337$2.60M0.0%-22.2%0.147%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.14,302$1.05M0.0%+3.9%0.059%
2/17/2025Lazard Asset Management LLC11,068$813K0.0%-7.3%0.046%
2/17/2025Janus Henderson Group PLC22,949$1.69M0.0%-7.7%0.095%
2/17/2025Deutsche Bank AG22,071$1.62M0.0%-59.5%0.092%
2/17/2025D. E. Shaw & Co. Inc.82,400$6.06M0.0%-33.1%0.342%
2/17/2025Driehaus Capital Management LLC248,219$18.26M0.2%+21.1%1.029%
2/17/2025Cetera Investment Advisers6,107$449K0.0%+2.9%0.025%
2/17/2025BOKF NA13,777$995K0.0%-11.1%0.057%
2/17/2025Bridgeway Capital Management LLC87,131$6.41M0.1%-9.9%0.361%
2/17/2025Balyasny Asset Management L.P.7,371$542K0.0%-64.0%0.031%
2/17/2025Bank of America Corp DE50,461$3.71M0.0%-3.1%0.209%
2/17/2025BNP Paribas Financial Markets28,725$2.11M0.0%-34.8%0.119%
2/17/2025Ameriprise Financial Inc.62,176$4.58M0.0%-9.7%0.258%
2/17/2025Algert Global LLC114,977$8.46M0.2%+1.3%0.477%
2/17/2025Aptus Capital Advisors LLC99,794$7.34M0.1%N/A0.414%
2/17/2025AXA S.A.2,760$203K0.0%N/A0.011%
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2/14/2025Mercer Global Advisors Inc. ADV20,764$1.53M0.0%+37.7%0.087%
2/14/2025Jane Street Group LLC41,578$3.06M0.0%-14.6%0.174%
2/14/2025Comerica Bank14,064$1.04M0.0%-3.4%0.059%
2/14/2025AdvisorShares Investments LLC6,040$444K0.1%N/A0.025%
2/14/2025Nantahala Capital Management LLC191,343$14.08M0.6%-27.6%0.802%
2/14/2025Northern Trust Corp268,016$19.72M0.0%+1.1%1.124%
2/14/2025The Manufacturers Life Insurance Company 11,919$877K0.0%-4.0%0.050%
2/14/2025Tudor Investment Corp ET AL87,016$6.40M0.0%+31.6%0.365%
2/14/2025Aquatic Capital Management LLC5,333$392K0.0%+11.1%0.022%
2/14/2025Susquehanna Fundamental Investments LLC24,400$1.80M0.0%N/A0.102%
2/14/2025Two Sigma Securities LLC4,674$344K0.0%N/A0.020%
2/14/2025Voya Investment Management LLC7,557$556K0.0%-8.0%0.032%
2/14/2025Price T Rowe Associates Inc. MD15,694$1.16M0.0%+10.4%0.065%
2/14/2025Hsbc Holdings PLC13,039$967K0.0%+83.3%0.054%
2/14/2025Stifel Financial Corp7,321$539K0.0%-3.8%0.030%
2/14/2025State of Tennessee Department of Treasury10,586$779K0.0%+49.7%0.044%
2/14/2025Tower Research Capital LLC TRC 1,442$106K0.0%-73.2%0.006%
2/14/2025MetLife Investment Management LLC15,217$1.12M0.0%+7.1%0.063%
2/14/2025Dimensional Fund Advisors LP1,419,745$104.47M0.0%-3.2%5.886%
2/14/2025First Trust Advisors LP58,293$4.29M0.0%-3.2%0.242%
2/14/2025Epoch Investment Partners Inc.55,013$4.05M0.0%+3.6%0.228%
2/13/2025CANADA LIFE ASSURANCE Co37,146$2.73M0.0%-2.5%0.154%
2/13/2025EAM Investors LLC47,121$3.47M0.5%N/A0.195%
2/13/2025NFJ Investment Group LLC46,380$3.41M0.1%-4.7%0.192%
2/13/2025Jump Financial LLC7,771$572K0.0%-59.8%0.032%
2/13/2025XTX Topco Ltd12,470$918K0.1%N/A0.052%
2/13/2025Barclays PLC57,775$4.25M0.0%+2.6%0.240%
2/13/2025Sterling Capital Management LLC587$43K0.0%+726.8%0.002%
2/13/2025Kennedy Capital Management LLC25,707$1.89M0.0%N/A0.107%
2/13/2025F M Investments LLC62,846$4.62M0.2%-66.9%0.261%
2/13/2025CenterBook Partners LP30,468$2.24M0.1%+69.8%0.126%
2/13/2025Raymond James Financial Inc.3,789$279K0.0%N/A0.016%
2/13/2025Renaissance Technologies LLC5,600$412K0.0%N/A0.023%
2/13/2025Elgethun Capital Management166,489$12.25M3.0%-14.2%0.690%
2/13/2025Legal & General Group Plc69,525$5.12M0.0%-3.2%0.288%
2/13/2025Invesco Ltd.234,719$17.27M0.0%-26.7%0.973%
2/13/2025Bank of Montreal Can2,738$201K0.0%N/A0.011%
2/13/2025FMR LLC2,203,603$162.14M0.0%+7.4%9.136%
2/13/2025Federated Hermes Inc.760$56K0.0%-16.0%0.003%
2/13/2025Envestnet Asset Management Inc.18,062$1.33M0.0%+9.1%0.075%
2/13/2025Dynamic Technology Lab Private Ltd6,780$499K0.1%-37.7%0.028%
2/13/2025Wells Fargo & Company MN14,116$1.04M0.0%+28.1%0.059%
2/12/2025Foundry Partners LLC174,213$12.82M0.6%+32.5%0.722%
2/12/2025Cynosure Group LLC8,111$597K0.1%-25.5%0.034%
2/12/2025Trexquant Investment LP12,654$931K0.0%+24.0%0.052%
2/12/2025Geode Capital Management LLC711,538$52.37M0.0%+1.7%2.950%
2/12/2025Franklin Resources Inc.41,703$3.07M0.0%-0.9%0.173%
2/12/2025Alliancebernstein L.P.46,412$3.42M0.0%+52.8%0.192%
2/12/2025Brandywine Global Investment Management LLC60,858$4.48M0.0%-4.4%0.252%
2/12/2025Mawer Investment Management Ltd.258,815$19.04M0.1%+14.6%1.073%
Why "Made in America" could cost millions their job (Ad)

President Trump promised tariffs will bring jobs home... that factories will soon be full again... and that American workers will thrive. But buried in the fine print is a dark truth... Those factories are filled with a much different kind of worker.

I recently flew a camera crew halfway across the country to meet me in Fort Worth, Texas so I could
2/12/2025Arrowstreet Capital Limited Partnership28,664$2.11M0.0%-86.9%0.119%
2/12/2025Orion Portfolio Solutions LLC6,037$444K0.0%-4.3%0.025%
2/12/2025Pictet Asset Management Holding SA2,858$210K0.0%N/A0.012%
2/12/2025JPMorgan Chase & Co.569,238$41.89M0.0%+52.2%2.360%
2/11/2025Prudential Financial Inc.60,250$4.43M0.0%+8.1%0.250%
2/11/2025Corebridge Financial Inc.13,376$984K0.0%-7.3%0.055%
2/11/2025Vanguard Group Inc.1,778,947$130.90M0.0%-4.7%7.375%
2/11/2025KLP Kapitalforvaltning AS8,600$633K0.0%N/A0.036%
2/11/2025Sei Investments Co.37,105$2.73M0.0%+40.3%0.154%
2/11/2025American Century Companies Inc.643,150$47.32M0.0%+10.8%2.666%
(Data available from 1/1/2016 forward)

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CASH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CASH shares?

During the previous two years, 247 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 175 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), FMR LLC ($283.38K), and Foundry Partners LLC ($260.40K).

How much institutional buying is happening at Pathward Financial?

Institutional investors have bought a total of 60,394,902 shares in the last 24 months. This purchase volume represents approximately $4.35B in transactions.

Which Pathward Financial major shareholders have been selling company stock?

Of the 132 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), Assenagon Asset Management S.A. ($353.38K), Public Sector Pension Investment Board ($250.10K), Phocas Financial Corp. ($195.17K), 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 4,936,199 shares in the last 24 months. This volume of shares sold represents approximately $278.70M in transactions.


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This page (NASDAQ:CASH) was last updated on 4/16/2025 by MarketBeat.com Staff
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