Who Owns Pathward Financial, Inc. (CASH)?Hedge Fund & Institutional Holders

$90.75+0.94 (+1.05%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.740001001371e+226T

% of Float Held

1.145797749879014e+280%

QoQ Change in Holders

+15 / -1

Price History

$64.54$72.33$80.13$87.92$95.71Aug 24Jun 25Mar 26

CASH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Pure Financial Advisors, LLCNew Position+0+$100.1M
Austin Asset Management Co IncNew Position+0+$23.8M
Mawer Investment Management Ltd.New Position+311K+$22.0M
Allspring Global Investments Holdings, LLCNew Position+160K+$11.5M
Bank of New York Mellon CorpNew Position+167K+$11.0M
PRINCIPAL FINANCIAL GROUP INCNew Position+109K+$7.7M
MOODY ALDRICH PARTNERS LLCNew Position+106K+$7.6M
Cerity Partners LLCNew Position+119K+$7.0M
BOOTHBAY FUND MANAGEMENT, LLCNew Position+71K+$5.0M
Rosenthal {-} Henry Capital Advisors, Inc.New Position+53K+$3.7M
FEDERATED HERMES, INC.New Position+53K+$3.0M
RMR Capital Management, LLCNew Position+38K+$2.7M
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+36K+$2.6M
PMC FIG Opportunities LLCNew Position+29K+$2.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+41K+$2.0M

CASH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BlackRock, Inc.Decreased-36K-$244.7B
FMR LLCDecreased-357K-$153.4B
Vinva Investment Management LtdClosed Position-189K-$140.4B
VANGUARD GROUP INCDecreased-340K-$137.4B
STATE STREET CORPDecreased-97K-$103.0B
DIMENSIONAL FUND ADVISORS LPDecreased-33K-$84.2B
GEODE CAPITAL MANAGEMENT, LLCDecreased-7K-$51.7B
MORGAN STANLEYDecreased-124K-$32.8B
JPMORGAN CHASE & CODecreased-55K-$29.0B
NEUMEIER POMA INVESTMENT COUNSEL LLCDecreased-84K-$25.8B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-11K-$21.1B
NORTHERN TRUST CORPDecreased-22K-$20.1B
Nuveen, LLCDecreased-28K-$18.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCDecreased-49K-$14.8B
WELLINGTON MANAGEMENT GROUP LLPDecreased-23K-$12.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BlackRock, Inc.2,456,494$174.0M0.00%Share
2Pure Financial Advisors, LLC0$100.1M1.61%Share
3FMR LLC1,414,984$100.0M0.01%Share
4VANGUARD GROUP INC1,338,216$95.0M0.00%Share
5STATE STREET CORP1,294,836$91.0M0.00%Share
6AMERICAN CENTURY COMPANIES INC1,188,365$84.0M0.04%Share
7DIMENSIONAL FUND ADVISORS LP1,033,639$73.0M0.02%Share
8BlackRock, Inc.629,072$44.0M0.00%Share
9GEODE CAPITAL MANAGEMENT, LLC619,479$43.0M0.00%Share
10Austin Asset Management Co Inc0$23.8M3.91%Share
11Mawer Investment Management Ltd.310,623$22.0M0.12%Share
12COMERICA BANK282,866$20.1M0.08%Share
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC274,774$19.0M0.00%Share
14JPMORGAN CHASE & CO269,763$19.0M0.00%Share
15NEUMEIER POMA INVESTMENT COUNSEL LLC264,100$18.8M1.55%Share
16NORTHERN TRUST CORP211,436$15.0M0.00%Share
17Elgethun Capital Management202,782$14.0M2.42%Share
18MILLENNIUM MANAGEMENT LLC204,437$14.0M0.01%Share
19Qube Research & Technologies Ltd210,839$14.0M0.01%Share
20Invesco Ltd.196,794$14.0M0.00%Share
21TWO SIGMA INVESTMENTS, LP187,990$13.0M0.02%Share
22Nuveen, LLC191,455$13.0M0.00%Share
23PANAGORA ASSET MANAGEMENT INC174,251$12.0M0.04%Share
24FMR LLC176,320$12.0M0.00%Share
25Phocas Financial Corp.166,353$11.8M1.57%Share
26Clearbridge Investments, LLC155,243$11.0M0.01%Share
27GOLDMAN SACHS GROUP INC168,135$11.0M0.00%Share
28VANGUARD GROUP INC149,342$10.6M0.00%Share
29Paragon Capital Management Ltd0$10.3M2.05%Share
30Allspring Global Investments Holdings, LLC140,926$10.1M0.02%Share
31WELLINGTON MANAGEMENT GROUP LLP151,991$10.0M0.00%Share
32Connor, Clark & Lunn Investment Management Ltd.144,941$10.0M0.03%Share
33Aptus Capital Advisors, LLC142,813$10.0M0.07%Share
34Nantahala Capital Management, LLC131,608$9.3M0.31%Share
35FMR LLC125,802$8.0M0.00%Share
36DEUTSCHE BANK AG\125,439$8.0M0.00%Share
37PRINCIPAL FINANCIAL GROUP INC107,557$7.6M0.00%Share
38MOODY ALDRICH PARTNERS LLC106,445$7.6M1.41%Share
39MERCER GLOBAL ADVISORS INC /ADV11,510$7.0M0.01%Share
40Bank of New York Mellon Corp99,256$7.0M0.00%Share
41Cerity Partners LLC105,871$7.0M0.01%Share
42Brevan Howard Capital Management LP110,000$7.0M0.08%Share
43TWO SIGMA ADVISERS, LP103,200$7.0M0.01%Share
44MORGAN STANLEY103,600$7.0M0.00%Share
45D. E. Shaw & Co., Inc.112,264$7.0M0.00%Share
46PUBLIC SECTOR PENSION INVESTMENT BOARD103,117$7.0M0.02%Share
47VOLORIDGE INVESTMENT MANAGEMENT, LLC100,393$7.0M0.02%Share
48KENNEDY CAPITAL MANAGEMENT LLC97,763$6.9M0.15%Share
49UBS Group AG89,625$6.4M0.00%Share
50STATE OF WISCONSIN INVESTMENT BOARD95,505$6.0M0.01%Share

CASH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025260$1.5B+65
Q3 2025195$1.5T-39
Q2 2025234$1.3T-15
Q1 2025249$1.6T+16
Q4 2024233$6.9T+27
Q3 2024206$1108.1T+24
Q2 2024182$741.7T+6
Q1 2024176$671.7T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold CASH (Pathward Financial, Inc.). The largest holder is BlackRock, Inc. with $174.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own CASH?

As of Q4 2025, 50 institutional investors report holding CASH (Pathward Financial, Inc.) in their 13F filings.

Who is the largest institutional holder of CASH?

The largest institutional holder of CASH is BlackRock, Inc. with $174.0M in shares.

Is institutional ownership of CASH increasing or decreasing?

This quarter, 15 institutions opened new positions in CASH and 1 closed their positions.