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Institutional Ownership · SEC Form 13F

Who owns Pathward Financial (CASH)


Which tracked institutional funds hold CASH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CASH company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

264
Institutional holders
20M
Shares held (tracked funds)

How the tape is positioned

56 tracked funds added or opened CASH while 69 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

CASH’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CASH more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in CASH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 264 tracked filers holding CASH, 142 increased or opened the position and 129 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in CASH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 13

  • Financial Insights, Inc.$11M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6M
  • TUDOR INVESTMENT CORP ET AL$4M
  • Trexquant Investment LP$3M
  • Jupiter Topco LLC$2M
  • Point72 Asset Management, L.P.$2M

Full exits 21

  • JANE STREET GROUP, LLC$15M
  • BOOTHBAY FUND MANAGEMENT, LLC$6M
  • CSM Advisors, LLC$6M
  • PMC FIG Opportunities LLC$2M
  • HRT FINANCIAL LP$2M
  • TEALWOOD ASSET MANAGEMENT INC$2M

Largest adds

  • BlackRock, Inc.$60M
  • Qube Research & Technologies Ltd$21M
  • D. E. Shaw & Co., Inc.$11M
  • Allspring Global Investments Holdings, LLC$9M
  • AMERICAN CENTURY COMPANIES INC$9M
  • Pure Financial Advisors, LLC$7M

Largest trims

  • FMR LLC$12M
  • TWO SIGMA INVESTMENTS, LP$12M
  • Brevan Howard Capital Management LP$8M
  • BALYASNY ASSET MANAGEMENT L.P.$7M
  • Connor, Clark & Lunn Investment Management Ltd.$6M
  • WELLINGTON MANAGEMENT GROUP LLP$6M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added3,104,464$270M14.9%2026-Q2
FMR LLC trimmed1,803,772$157M8.6%2026-Q2
STATE STREET CORP added1,438,880$125M6.9%2026-Q2
AMERICAN CENTURY COMPANIES INC added1,269,975$111M6.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed1,064,854$93M5.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added733,095$64M3.5%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed729,199$63M3.5%2026-Q2
EARNEST PARTNERS LLC trimmed568,923$50M2.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added443,000$39M2.1%2026-Q2
NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed351,870$31M1.7%2026-Q2
Allspring Global Investments Holdings, LLC added339,293$30M1.7%2026-Q2
Qube Research & Technologies Ltd added297,329$26M1.4%2026-Q2
JPMORGAN CHASE & CO added285,040$25M1.4%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed279,600$24M1.3%2026-Q2
Mawer Investment Management Ltd. added271,655$24M1.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added268,911$23M1.3%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added264,013$23M1.3%2026-Q2
D. E. Shaw & Co., Inc. added256,026$22M1.2%2026-Q2
MORGAN STANLEY added245,918$21M1.2%2026-Q2
NORTHERN TRUST CORP trimmed236,711$21M1.1%2026-Q2
GOLDMAN SACHS GROUP INC added228,064$20M1.1%2026-Q2
Elgethun Capital Management added210,540$18M1.0%2026-Q2
Clearbridge Investments, LLC trimmed208,621$18M1.0%2026-Q2
PANAGORA ASSET MANAGEMENT INC added180,973$16M0.9%2026-Q2
MILLENNIUM MANAGEMENT LLC added166,532$14M0.8%2026-Q2
Bank of New York Mellon Corp added159,872$14M0.8%2026-Q2
UBS Group AG added154,947$13M0.7%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added152,260$13M0.7%2026-Q2
DEUTSCHE BANK AG\ added148,115$13M0.7%2026-Q2
Aptus Capital Advisors, LLC added145,145$13M0.7%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed144,359$13M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed142,654$12M0.7%2026-Q2
SEI INVESTMENTS CO added138,462$12M0.7%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed138,067$12M0.7%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added130,340$11M0.6%2026-Q2
Nuveen, LLC trimmed128,568$11M0.6%2026-Q2
Phocas Financial Corp. trimmed123,662$11M0.6%2026-Q2
Cerity Partners LLC added116,665$10M0.6%2026-Q2
Invesco Ltd. trimmed113,998$10M0.5%2026-Q2
WELLS FARGO & COMPANY/MN added104,005$9M0.5%2026-Q2
Empowered Funds, LLC added101,634$9M0.5%2026-Q2
Public Sector Pension Investment Board added101,379$9M0.5%2026-Q2
CITADEL ADVISORS LLC added98,349$9M0.5%2026-Q2
Moody Aldrich Partners LLC trimmed92,961$8M0.4%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added91,086$8M0.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added88,352$8M0.4%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed85,691$7M0.4%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added70,040$6M0.3%2026-Q2
FRANKLIN RESOURCES INC added69,455$6M0.3%2026-Q2
FEDERATED HERMES, INC. added61,231$5M0.3%2026-Q2
Guardian Wealth Management, Inc. added57,305$5M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added56,254$5M0.3%2026-Q2
INTECH INVESTMENT MANAGEMENT LLC trimmed55,763$5M0.3%2026-Q2
Rosenthal | Henry Capital Advisors, Inc.52,576$5M0.3%2026-Q2
Legal & General Group Plc trimmed51,792$5M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed51,394$4M0.2%2026-Q2
TUDOR INVESTMENT CORP ET AL trimmed48,951$4M0.2%2026-Q2
DENALI ADVISORS LLC48,370$4M0.2%2026-Q2
XTX Topco Ltd added43,890$4M0.2%2026-Q2
Swiss National Bank trimmed43,600$4M0.2%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed41,679$4M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added39,112$3M0.2%2026-Q2
RMR Capital Management, LLC39,077$3M0.2%2026-Q2
AMERIPRISE FINANCIAL INC trimmed37,953$3M0.2%2026-Q2
FIRST TRUST ADVISORS LP trimmed37,784$3M0.2%2026-Q2
Trexquant Investment LP added37,412$3M0.2%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC trimmed37,028$3M0.2%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed36,121$3M0.2%2026-Q2
CITIGROUP INC added36,052$3M0.2%2026-Q2
Vident Advisory, LLC added34,644$3M0.2%2026-Q2
Numerai GP LLC added33,839$3M0.2%2026-Q2
Emerald Investment Advisers, LLC added31,552$3M0.2%2026-Q2
Engineers Gate Manager LP added31,090$3M0.1%2026-Q2
Russell Investments Group, Ltd. added31,056$3M0.1%2026-Q2
Man Group plc added29,250$3M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added28,807$3M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added28,415$3M0.1%2026-Q2
OPPENHEIMER ASSET MANAGEMENT INC. trimmed27,463$2M0.1%2026-Q2
Chou Associates Management Inc.27,389$2M0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed26,633$2M0.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed25,464$2M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed24,775$2M0.1%2026-Q2
Squarepoint Ops LLC added24,382$2M0.1%2026-Q2
Schonfeld Strategic Advisors LLC added23,474$2M0.1%2026-Q2
WCM INVESTMENT MANAGEMENT, LLC trimmed23,416$2M0.1%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added22,053$2M0.1%2026-Q2
Quantinno Capital Management LP added21,822$2M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed21,798$2M0.1%2026-Q2
GLENMEDE TRUST CO NA added21,632$2M0.1%2026-Q2
EMERALD MUTUAL FUND ADVISERS TRUST21,450$2M0.1%2026-Q2
Orchard Capital Management, LLC added21,144$2M0.1%2026-Q2
Rafferty Asset Management, LLC trimmed20,200$2M0.1%2026-Q2
Sippican Capital Advisors trimmed20,135$2M0.1%2026-Q2
Jupiter Topco LLC new20,055$2M0.1%2026-Q2
Pacific Ridge Capital Partners, LLC trimmed19,516$2M0.1%2026-Q2
VIRGINIA RETIREMENT SYSTEMS ET Al added19,149$2M0.1%2026-Q2
Pure Financial Advisors, LLC0$73M4.0%2026-Q2
Austin Asset Management Co Inc0$17M0.9%2026-Q2
Financial Insights, Inc.0$11M0.6%2026-Q2
Paragon Capital Management Ltd0$2M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership