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Pathward Financial (CASH) Institutional Ownership

Pathward Financial logo
$74.38 +0.60 (+0.81%)
As of 10:50 AM 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)
98
Total
Institutional Inflows
(last 12 months)
$144.78M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$107.05M
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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
12/26/2024JPMorgan Chase & Co.373,907$24.68M0.0%-4.5%1.550%
12/19/2024Principal Financial Group Inc.117,915$7.78M0.0%-5.6%0.489%
11/25/2024Tidal Investments LLC10,984$725K0.0%N/A0.046%
11/25/2024Wilmington Savings Fund Society FSB4,000$264K0.0%N/A0.017%
11/16/2024Geode Capital Management LLC699,884$46.21M0.0%+2.8%2.802%
11/15/2024Barclays PLC56,327$3.72M0.0%+83.1%0.234%
11/15/2024Orion Portfolio Solutions LLC6,308$416K0.0%+27.2%0.025%
11/15/2024Jane Street Group LLC48,713$3.22M0.0%+62.2%0.195%
11/15/2024State Street Corp1,274,851$84.22M0.0%+1.4%5.103%
11/15/2024Stifel Financial Corp7,612$502K0.0%-20.1%0.030%
11/15/2024SageView Advisory Group LLC4,134$273K0.0%-48.1%0.017%
11/15/2024Quadrature Capital Ltd8,167$539K0.0%-49.9%0.033%
11/15/2024Philosophy Capital Management LLC234,606$15.49M1.2%-33.7%0.939%
11/15/2024Point72 DIFC Ltd530$35K0.0%N/A0.002%
11/15/2024NFJ Investment Group LLC48,646$3.21M0.1%-21.3%0.195%
11/15/2024Janus Henderson Group PLC24,863$1.64M0.0%-4.8%0.100%
11/15/2024HighTower Advisors LLC6,032$397K0.0%+7.0%0.024%
11/15/2024Centiva Capital LP3,221$213K0.0%-22.7%0.013%
11/15/2024Point72 Asia Singapore Pte. Ltd.1,421$94K0.0%N/A0.006%
11/14/2024Verition Fund Management LLC10,361$684K0.0%-3.4%0.041%
11/14/2024Martingale Asset Management L P27,599$1.82M0.0%+4.2%0.110%
11/14/2024Vinva Investment Management Ltd104,508$6.90M0.3%+13.1%0.418%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC324,849$21.44M0.0%-8.0%1.300%
11/14/2024Public Sector Pension Investment Board225,956$14.92M0.1%-1.1%0.905%
11/14/2024Corsair Capital Management L.P.5,797$383K0.1%-40.8%0.023%
11/13/2024Glenmede Trust Co. NA16,351$1.08M0.0%+36.1%0.065%
11/13/2024Cynosure Group LLC10,892$719K0.1%-22.9%0.044%
11/13/2024BNP Paribas Financial Markets44,047$2.91M0.0%+65.5%0.176%
11/13/2024Quantbot Technologies LP11,571$764K0.0%+10.2%0.046%
11/13/2024FMR LLC2,052,287$135.47M0.0%+6.9%8.216%
11/13/2024The Manufacturers Life Insurance Company12,419$820K0.0%-3.0%0.050%
11/13/2024West Tower Group LLC5,990$395K0.8%-29.4%0.024%
11/13/2024Dynamic Technology Lab Private Ltd10,879$718K0.1%N/A0.044%
11/12/2024Algert Global LLC113,484$7.49M0.2%+41.2%0.454%
11/12/2024Charles Schwab Investment Management Inc.328,413$21.68M0.0%+0.5%1.315%
11/9/2024Foundry Partners LLC131,458$8.68M0.4%+59.3%0.526%
11/9/2024Intech Investment Management LLC11,453$756K0.0%+5.3%0.046%
11/8/2024Phocas Financial Corp.174,307$11.51M0.0%-5.9%0.698%
11/7/2024Pathstone Holdings LLC32,783$2.16M0.0%-12.2%0.131%
11/7/2024Mawer Investment Management Ltd.225,815$14.91M0.1%+3.2%0.904%
11/7/2024LMR Partners LLP3,122$206K0.0%N/A0.012%
11/7/2024Quest Partners LLC11,597$766K0.1%+82.6%0.046%
11/7/2024Thrivent Financial for Lutherans19,614$1.30M0.0%-6.5%0.079%
11/6/2024Gladius Capital Management LP381$25K0.0%-30.1%0.002%
11/6/2024Mutual of America Capital Management LLC3,757$248K0.0%-9.6%0.015%
11/6/2024Seizert Capital Partners LLC28,855$1.91M0.1%-1.0%0.116%
11/5/2024Victory Capital Management Inc.23,572$1.56M0.0%+384.6%0.094%
11/5/2024Entropy Technologies LP4,149$274K0.0%N/A0.017%
11/4/2024Los Angeles Capital Management LLC7,214$476K0.0%N/A0.029%
11/2/2024Mesirow Financial Investment Management Inc.4,249$280K0.0%-17.7%0.017%
10/31/2024Principal Financial Group Inc.117,915$7.78M0.0%-5.6%0.467%
10/30/2024Amalgamated Bank7,451$492K0.0%-3.9%0.029%
10/29/2024Rosenthal Henry Capital Advisors Inc.54,849$3.62M3.6%+1.3%0.217%
10/29/2024F M Investments LLC189,869$12.53M0.4%-0.4%0.751%
10/28/2024US Bancorp DE8,896$587K0.0%+39.5%0.035%
10/25/2024New York State Teachers Retirement System29,475$1.95M0.0%+6.7%0.117%
10/24/2024Nisa Investment Advisors LLC2,034$134K0.0%-19.7%0.008%
10/24/2024State of Alaska Department of Revenue14,273$942K0.0%-3.8%0.056%
10/24/2024Financial Management Professionals Inc.438$29K0.0%N/A0.002%
10/24/2024Wealth Enhancement Advisory Services LLC290,009$19.14M0.0%-11.9%1.148%
10/23/2024Louisiana State Employees Retirement System12,100$799K0.0%-4.7%0.048%
10/23/2024Moody Aldrich Partners LLC124,117$8.19M1.5%+31.7%0.491%
10/21/2024Venture Visionary Partners LLC5,000$330K0.0%-13.8%0.020%
10/19/2024Allspring Global Investments Holdings LLC6,963$460K0.0%-6.9%0.028%
10/17/2024Inspire Advisors LLC4,935$326K0.0%N/A0.020%
10/16/2024nVerses Capital LLC1,200$79K0.0%N/A0.005%
10/11/2024Wedge Capital Management L L P NC13,393$884K0.0%N/A0.054%
10/9/2024Unison Advisors LLC10,200$673K0.1%N/A0.040%
10/9/2024USA Financial Formulas846$56K0.0%N/A0.003%
10/5/2024Handelsbanken Fonder AB5,300$350K0.0%+17.8%0.021%
10/3/2024SG Americas Securities LLC3,211$212K0.0%-57.5%0.013%
8/20/2024Nantahala Capital Management LLC541,433$30.63M1.8%-47.0%2.143%
8/16/2024Quarry LP519$29K0.0%+419.0%0.002%
8/16/2024Algert Global LLC80,376$4.55M0.2%+83.1%0.318%
8/15/2024Susquehanna Fundamental Investments LLC22,768$1.29M0.0%+5.7%0.090%
8/15/2024The Manufacturers Life Insurance Company12,803$724K0.0%+2.5%0.051%
8/15/2024Millennium Management LLC49,290$2.79M0.0%-64.6%0.195%
8/15/2024Elgethun Capital Management193,747$10.96M2.8%+1.9%0.767%
8/15/2024AQR Capital Management LLC9,939$562K0.0%+146.2%0.039%
8/14/2024Squarepoint Ops LLC16,270$920K0.0%+11.1%0.064%
8/14/2024Marshall Wace LLP93,127$5.27M0.0%+321.9%0.369%
8/14/2024Lombard Odier Asset Management Europe Ltd40,000$2.26M0.1%-7.0%0.158%
8/14/2024Public Sector Pension Investment Board228,556$12.93M0.1%-30.3%0.904%
8/14/2024Epoch Investment Partners Inc.48,924$2.77M0.0%-81.8%0.194%
8/14/2024ProShare Advisors LLC4,001$226K0.0%-23.7%0.016%
8/13/2024Thrivent Financial for Lutherans20,979$1.19M0.0%-50.9%0.083%
8/13/2024Sei Investments Co.11,185$633K0.0%-28.4%0.044%
8/13/2024Orchard Capital Management LLC187,463$10.61M3.2%-1.3%0.742%
8/12/2024Intech Investment Management LLC10,874$615K0.0%N/A0.043%
8/12/2024XTX Topco Ltd7,329$415K0.0%N/A0.029%
8/9/2024Dimensional Fund Advisors LP1,500,870$84.90M0.0%-0.7%5.939%
8/8/2024BOKF NA10,399$588K0.0%-7.8%0.041%
8/8/2024Jupiter Asset Management Ltd.124,454$7.04M0.1%-33.7%0.492%
8/8/2024American Century Companies Inc.504,708$28.55M0.0%+20.4%1.997%
8/7/2024Mawer Investment Management Ltd.218,766$12.38M0.1%N/A0.866%
8/7/2024Texas Permanent School Fund Corp29,952$1.69M0.0%+34.3%0.119%
8/6/2024Quest Partners LLC6,351$359K0.0%-32.1%0.025%
8/6/2024Arbor Capital Management Inc. ADV3,212$182K0.2%N/A0.013%
8/5/2024Foundry Partners LLC82,541$4.67M0.3%N/A0.327%
8/5/2024Victory Capital Management Inc.4,864$275K0.0%-49.5%0.019%
(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, 200 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 146 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 5,559,613 shares in the last 24 months. This purchase volume represents approximately $275.12M in transactions.

Which Pathward Financial major shareholders have been selling company stock?

Of the 109 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 4,075,594 shares in the last 24 months. This volume of shares sold represents approximately $203.64M in transactions.


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This page (NASDAQ:CASH) was last updated on 1/6/2025 by MarketBeat.com Staff
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