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Pathward Financial (CASH) Institutional Ownership

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$83.31 -0.13 (-0.16%)
(As of 11:05 AM ET)

Institutional Ownership Changes (13F Filings) for Pathward Financial (NASDAQ:CASH)

Current
Institutional Ownership
Percentage
92.66%
Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$144.78M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$106.51M
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CASH Institutional Buying and Selling by Quarter

Pathward Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Tidal Investments LLC10,984$725K0.0%N/A0.044%
11/25/2024 Wilmington Savings Fund Society FSB4,000$264K0.0%N/A0.016%
11/16/2024 Geode Capital Management LLC699,884$46.21M0.0%+2.8%2.802%
11/15/2024 Barclays PLC56,327$3.72M0.0%+83.1%0.225%
11/15/2024 Orion Portfolio Solutions LLC6,308$416K0.0%+27.2%0.025%
11/15/2024 Jane Street Group LLC48,713$3.22M0.0%+62.2%0.195%
11/15/2024 State Street Corp1,274,851$84.22M0.0%+1.4%5.103%
11/15/2024 Stifel Financial Corp7,612$502K0.0%-20.1%0.030%
11/15/2024 SageView Advisory Group LLC4,134$273K0.0%-48.1%0.017%
11/15/2024 Quadrature Capital Ltd8,167$539K0.0%-49.9%0.033%
11/15/2024 Philosophy Capital Management LLC234,606$15.49M1.2%-33.7%0.939%
11/15/2024 Point72 DIFC Ltd530$35K0.0%N/A0.002%
11/15/2024 NFJ Investment Group LLC48,646$3.21M0.1%-21.3%0.195%
11/15/2024 Janus Henderson Group PLC24,863$1.64M0.0%-4.8%0.100%
11/15/2024 HighTower Advisors LLC6,032$397K0.0%+7.0%0.024%
11/15/2024 Centiva Capital LP3,221$213K0.0%-22.7%0.013%
11/15/2024 Point72 Asia Singapore Pte. Ltd.1,421$94K0.0%N/A0.006%
11/14/2024 Verition Fund Management LLC10,361$684K0.0%-3.4%0.041%
11/14/2024 Martingale Asset Management L P27,599$1.82M0.0%+4.2%0.110%
11/14/2024 Vinva Investment Management Ltd104,508$6.90M0.3%+13.1%0.418%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC324,849$21.44M0.0%-8.0%1.300%
11/14/2024 Public Sector Pension Investment Board225,956$14.92M0.1%-1.1%0.905%
11/14/2024 Corsair Capital Management L.P.5,797$383K0.1%-40.8%0.023%
11/13/2024 Glenmede Trust Co. NA16,351$1.08M0.0%+36.1%0.065%
11/13/2024 Cynosure Group LLC10,892$719K0.1%-22.9%0.044%
11/13/2024 BNP Paribas Financial Markets44,047$2.91M0.0%+65.5%0.176%
11/13/2024 Quantbot Technologies LP11,571$764K0.0%+10.2%0.046%
11/13/2024 FMR LLC2,052,287$135.47M0.0%+6.9%8.216%
11/13/2024 The Manufacturers Life Insurance Company 12,419$820K0.0%-3.0%0.050%
11/13/2024 West Tower Group LLC5,990$395K0.8%-29.4%0.024%
11/13/2024 Dynamic Technology Lab Private Ltd10,879$718K0.1%N/A0.044%
11/12/2024 Algert Global LLC113,484$7.49M0.2%+41.2%0.454%
11/12/2024 Charles Schwab Investment Management Inc.328,413$21.68M0.0%+0.5%1.315%
11/9/2024 Foundry Partners LLC131,458$8.68M0.4%+59.3%0.526%
11/9/2024 Intech Investment Management LLC11,453$756K0.0%+5.3%0.046%
11/8/2024 Phocas Financial Corp.174,307$11.51M0.0%-5.9%0.698%
11/7/2024 Pathstone Holdings LLC32,783$2.16M0.0%-12.2%0.131%
11/7/2024 Mawer Investment Management Ltd.225,815$14.91M0.1%+3.2%0.904%
11/7/2024 LMR Partners LLP3,122$206K0.0%N/A0.012%
11/7/2024 Quest Partners LLC11,597$766K0.1%+82.6%0.046%
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11/7/2024 Thrivent Financial for Lutherans19,614$1.30M0.0%-6.5%0.079%
11/6/2024 Gladius Capital Management LP381$25K0.0%-30.1%0.002%
11/6/2024 Mutual of America Capital Management LLC3,757$248K0.0%-9.6%0.015%
11/6/2024 Seizert Capital Partners LLC28,855$1.91M0.1%-1.0%0.116%
11/5/2024 Victory Capital Management Inc.23,572$1.56M0.0%+384.6%0.094%
11/5/2024 Entropy Technologies LP4,149$274K0.0%N/A0.017%
11/4/2024 Los Angeles Capital Management LLC7,214$476K0.0%N/A0.029%
11/2/2024 Mesirow Financial Investment Management Inc.4,249$280K0.0%-17.7%0.017%
10/31/2024 Principal Financial Group Inc.117,915$7.78M0.0%-5.6%0.467%
10/30/2024 Amalgamated Bank7,451$492K0.0%-3.9%0.029%
10/29/2024 Rosenthal Henry Capital Advisors Inc.54,849$3.62M3.6%+1.3%0.217%
10/29/2024 F M Investments LLC189,869$12.53M0.4%-0.4%0.751%
10/28/2024 US Bancorp DE8,896$587K0.0%+39.5%0.035%
10/25/2024 New York State Teachers Retirement System29,475$1.95M0.0%+6.7%0.117%
10/24/2024 Nisa Investment Advisors LLC2,034$134K0.0%-19.7%0.008%
10/24/2024 State of Alaska Department of Revenue14,273$942K0.0%-3.8%0.056%
10/24/2024 Financial Management Professionals Inc.438$29K0.0%N/A0.002%
10/24/2024 Wealth Enhancement Advisory Services LLC290,009$19.14M0.0%-11.9%1.148%
10/23/2024 Louisiana State Employees Retirement System12,100$799K0.0%-4.7%0.048%
10/23/2024 Moody Aldrich Partners LLC124,117$8.19M1.5%+31.7%0.491%
10/21/2024 Venture Visionary Partners LLC5,000$330K0.0%-13.8%0.020%
10/19/2024 Allspring Global Investments Holdings LLC6,963$460K0.0%-6.9%0.028%
10/17/2024Inspire Advisors LLC4,935$326K0.0%N/A0.020%
10/16/2024 nVerses Capital LLC1,200$79K0.0%N/A0.005%
10/11/2024 Wedge Capital Management L L P NC13,393$884K0.0%N/A0.054%
10/9/2024 Unison Advisors LLC10,200$673K0.1%N/A0.040%
10/9/2024 USA Financial Formulas846$56K0.0%N/A0.003%
10/5/2024 Handelsbanken Fonder AB5,300$350K0.0%+17.8%0.021%
10/3/2024 SG Americas Securities LLC3,211$212K0.0%-57.5%0.013%
8/20/2024 Nantahala Capital Management LLC541,433$30.63M1.8%-47.0%2.143%
8/16/2024 Quarry LP519$29K0.0%+419.0%0.002%
8/16/2024 Algert Global LLC80,376$4.55M0.2%+83.1%0.318%
8/15/2024Susquehanna Fundamental Investments LLC22,768$1.29M0.0%+5.7%0.090%
8/15/2024 The Manufacturers Life Insurance Company12,803$724K0.0%+2.5%0.051%
8/15/2024 Millennium Management LLC49,290$2.79M0.0%-64.6%0.195%
8/15/2024 Elgethun Capital Management193,747$10.96M2.8%+1.9%0.767%
8/15/2024 AQR Capital Management LLC9,939$562K0.0%+146.2%0.039%
8/14/2024 Squarepoint Ops LLC16,270$920K0.0%+11.1%0.064%
8/14/2024 Marshall Wace LLP93,127$5.27M0.0%+321.9%0.369%
8/14/2024 Lombard Odier Asset Management Europe Ltd40,000$2.26M0.1%-7.0%0.158%
8/14/2024 Public Sector Pension Investment Board228,556$12.93M0.1%-30.3%0.904%
8/14/2024 Epoch Investment Partners Inc.48,924$2.77M0.0%-81.8%0.194%
8/14/2024 ProShare Advisors LLC4,001$226K0.0%-23.7%0.016%
8/13/2024 Thrivent Financial for Lutherans20,979$1.19M0.0%-50.9%0.083%
8/13/2024 Sei Investments Co.11,185$633K0.0%-28.4%0.044%
8/13/2024 Orchard Capital Management LLC187,463$10.61M3.2%-1.3%0.742%
8/12/2024 Intech Investment Management LLC10,874$615K0.0%N/A0.043%
8/12/2024 XTX Topco Ltd7,329$415K0.0%N/A0.029%
8/9/2024 Dimensional Fund Advisors LP1,500,870$84.90M0.0%-0.7%5.939%
8/8/2024 BOKF NA10,399$588K0.0%-7.8%0.041%
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8/8/2024 Jupiter Asset Management Ltd.124,454$7.04M0.1%-33.7%0.492%
8/8/2024 American Century Companies Inc.504,708$28.55M0.0%+20.4%1.997%
8/7/2024 Mawer Investment Management Ltd.218,766$12.38M0.1%N/A0.866%
8/7/2024 Texas Permanent School Fund Corp29,952$1.69M0.0%+34.3%0.119%
8/6/2024 Quest Partners LLC6,351$359K0.0%-32.1%0.025%
8/6/2024 Arbor Capital Management Inc. ADV3,212$182K0.2%N/A0.013%
8/5/2024 Foundry Partners LLC82,541$4.67M0.3%N/A0.327%
8/5/2024 Victory Capital Management Inc.4,864$275K0.0%-49.5%0.019%
8/3/2024 TD Asset Management Inc12,500$707K0.0%-16.1%0.049%
8/1/2024 Rhumbline Advisers76,187$4.31M0.0%-2.3%0.301%
(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, 199 institutional investors and hedge funds held shares of Pathward Financial. The most heavily invested institutionals were FMR LLC ($135.47M), Vanguard Group Inc. ($101.95M), Dimensional Fund Advisors LP ($84.90M), State Street Corp ($84.22M), Goldman Sachs Group Inc. ($83.82M), Geode Capital Management LLC ($46.21M), and Nantahala Capital Management LLC ($30.63M).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 147 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: Alta Fox Capital Management LLC ($754.18K), Assenagon Asset Management S.A. ($375.17K), Wealth Enhancement Advisory Services LLC ($352.99K), Adirondack Retirement Specialists Inc. ($339.71K), Mawer Investment Management Ltd. ($225.82K), Foundry Partners LLC ($217.65K), and American Century Companies Inc. ($215.00K).

How much institutional buying is happening at Pathward Financial?

Institutional investors have bought a total of 5,566,668 shares in the last 24 months. This purchase volume represents approximately $275.35M in transactions.

Which Pathward Financial major shareholders have been selling company stock?

Of the 108 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. ($768.36K), Nantahala Capital Management LLC ($507.06K), Public Sector Pension Investment Board ($250.10K), Assenagon Asset Management S.A. ($226.03K), Ziegler Capital Management LLC ($168.86K), FMR LLC ($154.77K), and Alta Fox Capital Management LLC ($147.20K).

How much institutional selling is happening at Pathward Financial?

Institutional investors have sold a total of 4,050,890 shares in the last 24 months. This volume of shares sold represents approximately $202.01M in transactions.



This page (NASDAQ:CASH) was last updated on 12/3/2024 by MarketBeat.com Staff
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