Pathward Financial CASH Institutional Ownership

NASDAQ CASH

$73.72 +2.58 (+3.63%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

288 Institutions

Increased 150 52.1%

Unchanged 46 16.0%

Reduced 92 31.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

99.66%

▲+4.11 pp QoQ

Shares Held by Institutions

20.99Mn

of 21.07Mn outstanding

▲+3.72% QoQ

Shares Outstanding

21.07Mn

70.86K held outside 13F filers

Institutional Investors

288

filed 13F for Jun 2026

▲+13 vs prior quarter

Net Shares Added (QoQ)

+752.03K

accumulated since last quarter

Value of Holdings

$1.49Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Pathward Financial, Inc. (NASDAQ:CASH) is held by 288 institutional investors per 13F filings through June 2026.

These investors held 99.7% of outstanding shares in June 2026, up from 95.6% in March 2026.
Their total shares held in CASH increased 3.72% quarter over quarter, and separately, investors owning Pathward Financial increased 5.88% from a year ago.
Activity in CASH broke down as 150 buyers, 92 sellers, and 46 unchanged among 288 total holders.
Combined, these investors held 20.99Mn shares in CASH for June 2026, up by 752.03K shares quarter on quarter, and up 421.88K shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Pathward Financial with 3.1Mn shares, accounting for 14.74% of total shares outstanding.
Top purchasers of CASH stock for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (268.91K), Qube Research & Technologies Ltd (242.12K), AMERICAN CENTURY COMPANIES INC (131.51K), D. E. Shaw & Co., Inc. (123.62K), State Street Corp (110.09K).
The largest sellers of Pathward Financial for the quarter ending June 2026 were FMR LLC (152.74K), TWO SIGMA INVESTMENTS, LP (125.6K), Brevan Howard Capital Management LP (88.16K), BALYASNY ASSET MANAGEMENT L.P. (82.33K), Connor, Clark & Lunn Investment Management Ltd. (69.92K).
Per Business Quant, the top 10 investors in CASH for the quarter ending June 2026 include BlackRock, Inc. (3.1Mn), FMR LLC (1.8Mn), State Street Corp (1.44Mn), AMERICAN CENTURY COMPANIES INC (1.27Mn), DIMENSIONAL FUND ADVISORS LP (1.06Mn), GEODE CAPITAL MANAGEMENT, LLC (733.1K), VANGUARD CAPITAL MANAGEMENT LLC (729.2K), EARNEST PARTNERS LLC (568.92K), VANGUARD PORTFOLIO MANAGEMENT LLC (443.0K), NEUMEIER POMA INVESTMENT COUNSEL LLC (351.87K).

Form 13F Holdings

288 Institutional Holders

Report period 30 Jun, 2026

Total shares held 20.99Mn

Of outstanding 99.66%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,104,464	14.74%	▼55,195	-1.75%	$270.27Mn
2	FMR LLC	0000315066	1,803,772	8.56%	▼152,743	-7.81%	$157.04Mn
3	State Street Corp	0000093751	1,438,880	6.83%	▲110,092	+8.29%	$125.34Mn
4	AMERICAN CENTURY COMPANIES INC	0000748054	1,269,975	6.03%	▲131,514	+11.55%	$110.56Mn
5	DIMENSIONAL FUND ADVISORS LP	0000354204	1,064,854	5.05%	▼28,484	-2.61%	$92.71Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	733,095	3.48%	▲33,350	+4.77%	$63.83Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	729,199	3.46%	▼20,965	-2.79%	$63.48Mn
8	EARNEST PARTNERS LLC	0001102578	568,923	2.70%	▼4,589	-0.80%	$49.53Mn
9	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	443,000	2.10%	▲6,556	+1.50%	$38.57Mn
10	NEUMEIER POMA INVESTMENT COUNSEL LLC	0001044936	351,870	1.67%	▼4,330	-1.22%	$30.63Mn
11	Allspring Global Investments Holdings, LLC	0001890906	339,293	1.61%	▲106,463	+45.73%	$30.43Mn
12	Qube Research & Technologies Ltd	0001729829	297,329	1.41%	▲242,120	+438.55%	$25.89Mn
13	Jpmorgan Chase & Co	0000019617	285,040	1.35%	▲10,080	+3.67%	$24.72Mn
14	Bank Of America Corp /De/	0000070858	279,600	1.33%	▼22,903	-7.57%	$24.34Mn
15	Mawer Investment Management Ltd.	0001538449	271,655	1.29%	▲3,112	+1.16%	$23.65Mn
16	Sixth Street Partners Management Company, L.P.	0001812095	268,911	1.28%	▲268,911	0.00%	$23.41Mn
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	268,911	1.28%	▲1,474	+0.55%	$23.41Mn
17	NEW YORK STATE COMMON RETIREMENT FUND	0000810265	264,013	1.25%	▲100	+0.04%	$22.98Mn
18	D. E. Shaw & Co., Inc.	0001009207	256,026	1.22%	▲123,619	+93.36%	$22.29Mn
19	Morgan Stanley	0000895421	245,918	1.17%	▲7,964	+3.35%	$21.41Mn

Showing 1 to 20 of 288 holders