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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,104,464 | $270M | 14.9% | 2026-Q2 |
| FMR LLC trimmed | 1,803,772 | $157M | 8.6% | 2026-Q2 |
| STATE STREET CORP added | 1,438,880 | $125M | 6.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,269,975 | $111M | 6.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,064,854 | $93M | 5.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 733,095 | $64M | 3.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 729,199 | $63M | 3.5% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 568,923 | $50M | 2.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 443,000 | $39M | 2.1% | 2026-Q2 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed | 351,870 | $31M | 1.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 339,293 | $30M | 1.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 297,329 | $26M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 285,040 | $25M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 279,600 | $24M | 1.3% | 2026-Q2 |
| Mawer Investment Management Ltd. added | 271,655 | $24M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 268,911 | $23M | 1.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 264,013 | $23M | 1.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 256,026 | $22M | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 245,918 | $21M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 236,711 | $21M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 228,064 | $20M | 1.1% | 2026-Q2 |
| Elgethun Capital Management added | 210,540 | $18M | 1.0% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 208,621 | $18M | 1.0% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 180,973 | $16M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 166,532 | $14M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 159,872 | $14M | 0.8% | 2026-Q2 |
| UBS Group AG added | 154,947 | $13M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 152,260 | $13M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 148,115 | $13M | 0.7% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 145,145 | $13M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 144,359 | $13M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 142,654 | $12M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 138,462 | $12M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 138,067 | $12M | 0.7% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 130,340 | $11M | 0.6% | 2026-Q2 |
| Nuveen, LLC trimmed | 128,568 | $11M | 0.6% | 2026-Q2 |
| Phocas Financial Corp. trimmed | 123,662 | $11M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 116,665 | $10M | 0.6% | 2026-Q2 |
| Invesco Ltd. trimmed | 113,998 | $10M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 104,005 | $9M | 0.5% | 2026-Q2 |
| Empowered Funds, LLC added | 101,634 | $9M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board added | 101,379 | $9M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 98,349 | $9M | 0.5% | 2026-Q2 |
| Moody Aldrich Partners LLC trimmed | 92,961 | $8M | 0.4% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 91,086 | $8M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 88,352 | $8M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 85,691 | $7M | 0.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 70,040 | $6M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 69,455 | $6M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 61,231 | $5M | 0.3% | 2026-Q2 |
| Guardian Wealth Management, Inc. added | 57,305 | $5M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 56,254 | $5M | 0.3% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 55,763 | $5M | 0.3% | 2026-Q2 |
| Rosenthal | Henry Capital Advisors, Inc. | 52,576 | $5M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 51,792 | $5M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 51,394 | $4M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 48,951 | $4M | 0.2% | 2026-Q2 |
| DENALI ADVISORS LLC | 48,370 | $4M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 43,890 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 43,600 | $4M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 41,679 | $4M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 39,112 | $3M | 0.2% | 2026-Q2 |
| RMR Capital Management, LLC | 39,077 | $3M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 37,953 | $3M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 37,784 | $3M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 37,412 | $3M | 0.2% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 37,028 | $3M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 36,121 | $3M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 36,052 | $3M | 0.2% | 2026-Q2 |
| Vident Advisory, LLC added | 34,644 | $3M | 0.2% | 2026-Q2 |
| Numerai GP LLC added | 33,839 | $3M | 0.2% | 2026-Q2 |
| Emerald Investment Advisers, LLC added | 31,552 | $3M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 31,090 | $3M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 31,056 | $3M | 0.1% | 2026-Q2 |
| Man Group plc added | 29,250 | $3M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 28,807 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 28,415 | $3M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 27,463 | $2M | 0.1% | 2026-Q2 |
| Chou Associates Management Inc. | 27,389 | $2M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 26,633 | $2M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 25,464 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 24,775 | $2M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 24,382 | $2M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 23,474 | $2M | 0.1% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 23,416 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 22,053 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 21,822 | $2M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 21,798 | $2M | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 21,632 | $2M | 0.1% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 21,450 | $2M | 0.1% | 2026-Q2 |
| Orchard Capital Management, LLC added | 21,144 | $2M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 20,200 | $2M | 0.1% | 2026-Q2 |
| Sippican Capital Advisors trimmed | 20,135 | $2M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 20,055 | $2M | 0.1% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC trimmed | 19,516 | $2M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 19,149 | $2M | 0.1% | 2026-Q2 |
| Pure Financial Advisors, LLC | 0 | $73M | 4.0% | 2026-Q2 |
| Austin Asset Management Co Inc | 0 | $17M | 0.9% | 2026-Q2 |
| Financial Insights, Inc. | 0 | $11M | 0.6% | 2026-Q2 |
| Paragon Capital Management Ltd | 0 | $2M | 0.1% | 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.
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.