PATHWARD FINANCIAL INC (CASH) Institutional Shareholders
PATHWARD FINANCIAL INC (CASH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.90B in CASH holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CASH tracked by InsiderSet, reporting ownership valued at approximately $270.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $240.53M, representing an estimated loss of -11.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed CASH value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Fmr Llc, State Street Corp, and several other long-term asset managers with concentrated positions in PATHWARD FINANCIAL INC (CASH).
This page ranks the largest institutional CASH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
273
Total Reported Value
$1.90B
Largest Holder
Blackrock, Inc.
Largest Position
$270.27M
Insider Transactions (90d)
8
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 3,104,464 | $270,274,635 | $240,533,871 | -$29,740,764 | -11.00% | |
| Fmr Llc | 0.01% | 1,803,772 | $157,036,429 | $139,756,255 | -$17,280,174 | -11.00% | |
| State Street Corp | 0.00% | 1,438,880 | $125,335,981 | $111,484,422 | -$13,851,559 | -11.05% | |
| American Century Companies Inc | 0.05% | 1,269,975 | $110,564,023 | $98,397,663 | -$12,166,360 | -11.00% | |
| Dimensional Fund Advisors Lp | 0.02% | 1,064,854 | $92,705,489 | $82,504,888 | -$10,200,601 | -11.00% | |
| Pure Financial Advisors, Llc | 0.93% | 0 | $73,076,146 | — | — | — | |
| Geode Capital Management, Llc | 0.00% | 733,095 | $63,831,344 | $56,800,201 | -$7,031,143 | -11.02% | |
| Vanguard Capital Management Llc | 0.00% | 729,199 | $63,484,065 | $56,498,339 | -$6,985,726 | -11.00% | |
| Earnest Partners Llc | 0.18% | 568,923 | $49,530,436 | $44,080,154 | -$5,450,282 | -11.00% | |
| Vanguard Portfolio Management Llc | 0.00% | 443,000 | $38,567,580 | $34,323,640 | -$4,243,940 | -11.00% | |
| Neumeier Poma Investment Counsel Llc | 2.10% | 351,870 | $30,633,802 | $27,262,888 | -$3,370,914 | -11.00% | |
| Allspring Global Investments Holdings, Llc | 0.05% | 339,293 | $30,431,189 | $26,288,422 | -$4,142,767 | -13.61% | |
| Qube Research & Technologies Ltd | 0.03% | 297,329 | $25,885,463 | $23,037,051 | -$2,848,412 | -11.00% | |
| Jpmorgan Chase & Co | 0.00% | 285,040 | $24,716,897 | $22,084,899 | -$2,631,998 | -10.65% | |
| Bank Of America Corp | 0.00% | 279,600 | $24,342,000 | $21,663,408 | -$2,678,592 | -11.00% | |
| Mawer Investment Management Ltd. | 0.16% | 271,655 | $23,650,284 | $21,047,829 | -$2,602,455 | -11.00% | |
| Charles Schwab Investment Management Inc | 0.00% | 268,911 | $23,411,392 | $20,835,224 | -$2,576,168 | -11.00% | |
| New York State Common Retirement Fund | 0.03% | 264,013 | $22,984,972 | $20,455,727 | -$2,529,245 | -11.00% | |
| D. E. Shaw & Co., Inc. | 0.01% | 256,026 | $22,289,623 | $19,836,894 | -$2,452,729 | -11.00% | |
| Morgan Stanley | 0.00% | 245,918 | $21,409,830 | $19,053,727 | -$2,356,103 | -11.00% | |
| Northern Trust Corp | 0.00% | 236,711 | $20,608,061 | $18,340,368 | -$2,267,693 | -11.00% | |
| Goldman Sachs Group Inc | 0.00% | 228,064 | $19,855,252 | $17,670,399 | -$2,184,853 | -11.00% | |
| Elgethun Capital Management | 2.55% | 210,540 | $18,329,629 | $16,312,639 | -$2,016,990 | -11.00% | |
| Clearbridge Investments, Llc | 0.02% | 208,621 | $18,162,575 | $16,163,955 | -$1,998,620 | -11.00% | |
| Austin Asset Management Co Inc | 2.31% | 0 | $16,605,852 | — | — | — | |
| Panagora Asset Management Inc | 0.05% | 180,973 | $15,755,509 | $14,021,788 | -$1,733,721 | -11.00% | |
| Millennium Management Llc | 0.01% | 166,532 | $14,498,276 | $12,902,899 | -$1,595,377 | -11.00% | |
| Bank Of New York Mellon Corp | 0.00% | 159,872 | $13,918,436 | $12,386,883 | -$1,531,553 | -11.00% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 155,287 | $13,856,259 | $12,031,637 | -$1,824,622 | -13.17% | |
| Ubs Group Ag | 0.00% | 154,947 | $13,489,686 | $12,005,294 | -$1,484,392 | -11.00% | |
| Principal Financial Group Inc | 0.01% | 152,260 | $13,255,756 | $11,797,105 | -$1,458,651 | -11.00% | |
| Deutsche Bank Ag\ | 0.00% | 148,115 | $12,894,893 | $11,475,950 | -$1,418,943 | -11.00% | |
| Aptus Capital Advisors, Llc | 0.09% | 145,145 | $12,636,324 | $11,245,835 | -$1,390,489 | -11.00% | |
| Two Sigma Investments, Lp | 0.01% | 144,359 | $12,567,895 | $11,184,935 | -$1,382,960 | -11.00% | |
| Vanguard Fiduciary Trust Co | 0.00% | 142,654 | $12,419,457 | $11,052,832 | -$1,366,625 | -11.00% | |
| Sei Investments Co | 0.01% | 138,462 | $12,054,496 | $10,728,036 | -$1,326,460 | -11.00% | |
| Bridgeway Capital Management, Llc | 0.20% | 130,340 | $11,347,400 | $10,098,743 | -$1,248,657 | -11.00% | |
| Nuveen, Llc | 0.00% | 128,568 | $11,193,130 | $9,961,449 | -$1,231,681 | -11.00% | |
| Financial Insights, Inc. | 2.89% | 0 | $10,984,057 | — | — | — | |
| Phocas Financial Corp. | 1.49% | 123,662 | $10,766,014 | $9,581,332 | -$1,184,682 | -11.00% | |
| Cerity Partners Llc | 0.01% | 116,665 | $10,156,774 | $9,039,204 | -$1,117,570 | -11.00% | |
| Invesco Ltd. | 0.00% | 113,998 | $9,924,666 | $8,832,565 | -$1,092,101 | -11.00% | |
| Wells Fargo & Company/Mn | 0.00% | 104,005 | $9,054,690 | $8,058,307 | -$996,383 | -11.00% | |
| Empowered Funds, Llc | 0.05% | 101,634 | $8,848,256 | $7,874,602 | -$973,654 | -11.00% | |
| Public Sector Pension Investment Board | 0.02% | 101,379 | $8,826,056 | $7,854,845 | -$971,211 | -11.00% | |
| Citadel Advisors Llc | 0.00% | 98,349 | $8,562,264 | $7,620,081 | -$942,183 | -11.00% | |
| Moody Aldrich Partners Llc | 1.45% | 92,961 | $8,093,185 | $7,202,618 | -$890,567 | -11.00% | |
| State Of Wisconsin Investment Board | 0.02% | 91,086 | $7,929,947 | $7,057,343 | -$872,604 | -11.00% | |
| Envestnet Asset Management Inc | 0.00% | 88,352 | $7,691,940 | $6,845,513 | -$846,427 | -11.00% | |
| Wellington Management Group Llp | 0.00% | 85,691 | $7,460,258 | $6,639,339 | -$820,919 | -11.00% |
Frequently asked questions about CASH
Who owns the most CASH stock?
The largest holders of CASH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PATHWARD FINANCIAL INC (CASH).
Is CASH widely held by superinvestors?
Many widely followed stocks like CASH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CASH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.