PATHWARD FINANCIAL INC CASH
$88.72
-1.1% 52w: $66.35 – $99.87
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data66.3583.1199.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
277
+12 QoQ
13F value
$1.93B
+22.5% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$428K calls / — puts
Institutional value by quarter
Number of holders
Who owns CASH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 3.2M | $281.9M | 0.0% | -3.5% |
| FMR LLC | Long only active | 2.0M | $174.6M | 0.0% | +13.9% |
| STATE STREET CORP | Index provider | 1.3M | $118.6M | 0.0% | +2.6% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 1.1M | $101.6M | 0.1% | -4.2% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.1M | $97.6M | 0.0% | -1.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 750.2K | $66.9M | 0.0% | — |
| Pure Financial Advisors, LLC | Wealth advisor | 0 | $65.9M | 0.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 699.7K | $62.4M | 0.0% | +1.1% |
| EARNEST PARTNERS LLC | Other | 573.5K | $51.2M | 0.2% | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 436.4K | $38.9M | 0.0% | — |
| NEUMEIER POMA INVESTMENT COUNSEL LLC ★2 | Fundamental diversified | 356.2K | $31.8M | 2.6% | +34.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 302.5K | $27.0M | 0.0% | +571.3% |
| JPMORGAN CHASE & CO | Bank broker | 275.0K | $24.2M | 0.0% | -18.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 270.0K | $24.1M | 0.0% | +43.6% |
| Mawer Investment Management Ltd. ★2 | Fundamental diversified | 268.5K | $24.0M | 0.2% | -13.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 267.4K | $23.9M | 0.0% | -2.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 263.9K | $23.5M | 0.0% | +750.1% |
| NORTHERN TRUST CORP | Index provider | 257.1K | $22.9M | 0.0% | +3.1% |
| MORGAN STANLEY | Bank broker | 238.0K | $21.2M | 0.0% | -25.7% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 232.8K | $21.0M | 0.0% | +45.8% |
| Clearbridge Investments, LLC | Other | 209.2K | $18.7M | 0.0% | +34.8% |
| Elgethun Capital Management | Other | 203.8K | $18.2M | 3.0% | +0.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 199.7K | $17.8M | 0.0% | -19.4% |
| Nuveen, LLC | Diversified mechanical | 186.9K | $16.7M | 0.0% | -14.5% |
| PANAGORA ASSET MANAGEMENT INC | Diversified mechanical | 174.8K | $15.6M | 0.1% | +0.3% |
| Austin Asset Management Co Inc | Wealth advisor | 0 | $15.5M | 2.6% | — |
| JANE STREET GROUP, LLC | Market maker | 163.2K | $14.6M | 0.0% | +228.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 159.2K | $14.2M | 0.0% | -4.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 155.3K | $13.9M | 0.0% | +2.3% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 151.9K | $13.6M | 0.0% | +39.5% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 147.7K | $13.2M | 0.0% | -2.8% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 146.7K | $13.1M | 0.0% | — |
| Aptus Capital Advisors, LLC | Wealth advisor | 144.3K | $12.9M | 0.1% | +1.0% |
| DEUTSCHE BANK AG\ | Bank broker | 143.6K | $12.8M | 0.0% | -1.6% |
| Invesco Ltd. | Index provider | 138.9K | $12.4M | 0.0% | -35.6% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 132.4K | $11.8M | 0.0% | +17.9% |
| SEI INVESTMENTS CO | Diversified mechanical | 131.4K | $11.7M | 0.0% | +1637.5% |
| Phocas Financial Corp. ★2 | Fundamental diversified | 130.1K | $11.6M | 1.8% | -21.8% |
| UBS Group AG | Bank broker | 118.0K | $10.5M | 0.0% | +26.2% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 108.1K | $9.6M | 0.2% | New |
| Balyasny Asset Management L.P. | Multistrat pod | 107.8K | $9.6M | 0.0% | +107.7% |
| Brevan Howard Capital Management LP | Diversified mechanical | 105.9K | $9.4M | 0.1% | -8.3% |
| Cerity Partners LLC | Diversified mechanical | 105.5K | $9.4M | 0.0% | -11.7% |
| Moody Aldrich Partners LLC | Other | 105.3K | $9.4M | 1.7% | -1.0% |
| Public Sector Pension Investment Board | Pension sovereign | 100.2K | $8.9M | 0.0% | -2.8% |
| Empowered Funds, LLC | Diversified mechanical | 97.2K | $8.7M | 0.1% | New |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 96.6K | $8.6M | 0.0% | -33.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 93.2K | $8.3M | 0.0% | +271.1% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 89.0K | $7.9M | 0.0% | -56.5% |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 87.8K | $7.8M | 0.0% | -8.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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