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Disclosery

CASH PATHWARD FINANCIAL INC

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COM (common), issuer CIK 907471

275 managers (286 13F filers) reported a position in CASH shares at 2026-06-30, 20,689,552 shares in all. 32 filers opened a position and 24 filers sold out during the quarter.

Managers
275
13F filers
286
New
32
Added
110
Reduced
95
Sold out
24
Shares held by filers
20,689,552

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Corient Private Wealth LPin group Corient Private Wealth LP2,441$213K<0.01%-513F-HR/ATimelineGroup
PROFUND ADVISORS LLC2,426$211K0.01%new13F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…2,418$211K<0.01%-7313F-HRTimelineGroup
WEDBUSH SECURITIES INC2,366$206K0.01%-1213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,300$200K<0.01%-3313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,258$197K<0.01%-5213F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,959$171K<0.01%+11413F-HRTimelineGroup
Nykredit A/Sin group Nykredit A/S1,872$163K<0.01%13F-HRTimelineGroup
South Dakota Investment Council1,802$157K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,554$135K<0.01%-22513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,372$119K<0.01%013F-HRTimelineGroup
Hilltop National Bank1,247$109K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,179$103K<0.01%+5413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,168$102K<0.01%+81813F-HRTimeline
City State Bank1,168$102K0.02%-30013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,088$94.8K0.01%+17313F-HRTimelineGroup
New Age Alpha Advisors, LLC1,020$88.8K<0.01%-4113F-HRTimeline
Ensign Peak Advisors, Inc1,018$88.6K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV984$86K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA900$78.4K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.600$52.2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC596$52K<0.01%-2,70513F-HRTimelineGroup
Signature Equity Partners, LLC462$40.2K0.02%-2113F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …400$34.8K<0.01%-2,13513F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.379$33K<0.01%+2213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC334$28.9K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.324$28.2K<0.01%+20713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…263$22.9K<0.01%+2013F-HRTimeline
Vision Retirement, LLC241$21K0.01%new13F-HRTimeline
Versant Capital Management, Inc232$20.2K<0.01%+5113F-HRTimeline
Salomon & Ludwin, LLC209$18.7K<0.01%013F-HRTimeline
Larson Financial Group LLC185$16.1K<0.01%+613F-HRTimeline
Sterling Capital Management LLC177$15.4K<0.01%+3413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…153$13.3K<0.01%-14913F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.149$13K<0.01%+11613F-HRTimelineGroup
Kemnay Advisory Services Inc.143$12.4K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC142$12.4K<0.01%13F-HRTimeline
UMB Bank, n.a.139$12.1K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Trust, Inc.130$11.3K<0.01%+6913F-HRTimeline
MassMutual Private Wealth & Trust, FSB124$10.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC120$10.4K<0.01%+9513F-HRTimeline
Arax Advisory Partners111$9.66K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC109$9.49K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC104$9.05K<0.01%013F-HRTimelineGroup
Hilton Head Capital Partners, LLC94$8.19K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…84$7.31K<0.01%+2913F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC78$6.98K<0.01%13F-HRTimeline
SIMPLEX TRADING, LLC71$6.18K<0.01%new13F-HRTimeline
IFP Advisors, Inc63$5.49K<0.01%-7913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC61$5.31K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc60$5.22K<0.01%013F-HRTimeline
Fortitude Family Office, LLC49$4.27K<0.01%013F-HRTimeline
Quarry LP42$3.66K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT38$3.31K<0.01%new13F-HRTimeline
LRI Investments, LLC38$3.31K<0.01%-113F-HRTimeline
ROTHSCHILD INVESTMENT LLC35$3.05K<0.01%+713F-HRTimeline
Parallel Advisors, LLC35$3.05K<0.01%+2913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors35$3.02K<0.01%+113F-HRTimelineGroup
Bogart Wealth, LLC27$2.35K<0.01%013F-HRTimeline
Westfuller Advisors, LLC21$1.84K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18$1.57K<0.01%013F-HRTimelineGroup
Allworth Financial LP17$1.48K<0.01%-113F-HRTimeline
Covestor Ltd9$1K<0.01%-113F-HRTimeline
Advisors Asset Management, Inc.11$958<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC11$958<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.9$784<0.01%new13F-HRTimeline
Clearstead Advisors, LLC7$610<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC4$348<0.01%-713F-HRTimeline
Plante Moran Financial Advisors, LLC2$174<0.01%new13F-HRTimeline
Caitong International Asset Management …2$174<0.01%-113F-HRTimeline
Hughes Financial Services, LLC2$174<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…2$174<0.01%-1613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$87<0.01%013F-HRTimelineGroup
Davis Capital Management1$87<0.01%new13F-HRTimeline
Evolution Advisers, Inc.5$00%new13F-HRTimelineValue filed as zero, left out of ratios.