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Disclosery

CASH PATHWARD FINANCIAL INC

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COM (common), issuer CIK 907471

249 managers (255 13F filers) reported a position in CASH shares at 2025-03-31, 21,550,701 shares in all. 32 filers opened a position and 27 filers sold out during the quarter.

Managers
249
13F filers
255
New
32
Added
69
Reduced
106
Sold out
27
Shares held by filers
21,550,701

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
City State Bank1,670$122K0.04%013F-HRTimeline
KBC Group NVin group KBC Group NV1,417$103K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,372$100K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA900$65.7K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…870$63.5K<0.01%-57213F-HRTimelineGroup
GLOBEFLEX CAPITAL L P864$63K0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.854$62.3K<0.01%+9413F-HRTimelineGroup
CWM, LLCin group CWM, LLC767$56K<0.01%+10513F-HRTimelineGroup
GAMMA Investing LLC628$45.8K<0.01%+12313F-HR/ATimeline
Smartleaf Asset Management LLC520$37.8K<0.01%-3113F-HRTimeline
Opal Wealth Advisors, LLC486$35.5K0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd422$32.7K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…350$25.5K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…321$23.4K<0.01%-2713F-HRTimeline
Sterling Capital Management LLC307$22.4K<0.01%-28013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC284$20.7K<0.01%new13F-HRTimeline
Promethos Capital, LLC250$18.2K0.01%013F-HRTimeline
Farther Finance Advisors, LLC196$14.5K<0.01%new13F-HRTimeline
Covestor Ltd172$13K0.01%-1413F-HRTimeline
Versant Capital Management, Inc150$10.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…107$7.81K<0.01%+8113F-HRTimelineGroup
UMB Bank, n.a.88$6.42K<0.01%+1913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LRI Investments, LLC83$6.02K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB82$5.98K<0.01%013F-HRTimeline
SVB WEALTH LLC70$5.11K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc60$4.38K<0.01%013F-HRTimeline
Fortitude Family Office, LLC57$4.16K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV53$3.87K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC48$3.5K<0.01%new13F-HRTimeline
Blue Trust, Inc.47$3.43K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP46$3.35K<0.01%+2113F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC43$3.14K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC46$3K<0.01%-5613F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors37$2.7K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC35$2.55K<0.01%+1513F-HRTimeline
Brooklyn Investment Group28$2.04K<0.01%new13F-HRTimeline
Bogart Wealth, LLC27$1.97K<0.01%-2913F-HRTimeline
QUADRANT CAPITAL GROUP LLC23$1.68K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18$1.31K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC17$1.24K<0.01%new13F-HRTimeline
Caitong International Asset Management …12$875<0.01%-11913F-HRTimeline
SBI Securities Co., Ltd.4$292<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust3$219<0.01%013F-HRTimeline
IFP Advisors, Inc0$219<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Larson Financial Group LLC2$146<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$73<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$73<0.01%-1013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.4$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,44013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.