Skip to content
Disclosery

CASH PATHWARD FINANCIAL INC

Follow

COM (common), issuer CIK 907471

258 managers (266 13F filers) reported a position in CASH shares at 2025-09-30, 20,893,949 shares in all. 27 filers opened a position and 37 filers sold out during the quarter.

Managers
258
13F filers
266
New
27
Added
88
Reduced
104
Sold out
37
Shares held by filers
20,893,949

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,988$147K<0.01%-41313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,888$140K<0.01%-1,98013F-HRTimelineGroup
Vestcor Inc1,690$125K<0.01%013F-HRTimeline
City State Bank1,670$124K0.04%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,372$102K<0.01%013F-HRTimelineGroup
KBC Group NVin group KBC Group NV984$73K<0.01%013F-HRTimelineGroup
State of Wyoming916$67.8K0.01%+33413F-HRTimeline
FIRST COMMUNITY TRUST NA900$66.6K0.05%013F-HRTimeline
GLOBEFLEX CAPITAL L P864$63.9K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC695$51K<0.01%-8113F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO541$40K<0.01%-98313F-HRTimeline
Smartleaf Asset Management LLC512$38.3K<0.01%+5613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…490$36.3K<0.01%+5713F-HRTimelineGroup
MASECO LLP389$28.8K<0.01%013F-HRTimeline
Hughes Financial Services, LLC400$27.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…350$25.9K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …289$21K<0.01%+813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…262$19.4K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc257$19K<0.01%+10713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…249$18.4K<0.01%-2213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.206$15K<0.01%+16013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC179$13.2K<0.01%-313F-HRTimeline
Caitong International Asset Management …178$13.2K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC171$12.7K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB127$9.4K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…125$9.25K<0.01%+10713F-HRTimelineGroup
Wealthspire Advisors, LLC87$6.44K<0.01%new13F-HRTimeline
LRI Investments, LLC83$6.11K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…82$6.07K<0.01%+613F-HRTimelineGroup
UMB Bank, n.a.81$6K<0.01%-2813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quarry LP63$4.66K<0.01%-113F-HRTimeline
Bell Investment Advisors, Inc60$4.44K<0.01%013F-HRTimeline
Sterling Capital Management LLC58$4.29K<0.01%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…52$3.78K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC49$3.63K<0.01%013F-HRTimeline
Blue Trust, Inc.47$3.48K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC43$3.18K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC37$2.73K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors34$2.54K<0.01%-313F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.34$2.52K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32$2.43K<0.01%+213F-HRTimelineGroup
Westfuller Advisors, LLC27$2.02K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV27$2K<0.01%013F-HRTimeline
Bogart Wealth, LLC27$2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC25$1.85K<0.01%-2013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18$1.33K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC17$1.26K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.16$1.18K<0.01%+113F-HRTimeline
Covestor Ltd8$1K<0.01%-14613F-HRTimeline
Bare Financial Services, Inc7$518<0.01%new13F-HRTimeline
Advisors Asset Management, Inc.11$410<0.01%013F-HR/ATimeline
Sunbelt Securities, Inc.4$296<0.01%new13F-HRTimeline
Global Retirement Partners, LLC4$296<0.01%013F-HRTimeline
Parkside Financial Bank & Trust3$223<0.01%013F-HRTimeline
Tortoise Investment Management, LLC2$148<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$74<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1$74<0.01%+113F-HR/ATimeline
Turning Point Benefit Group, Inc.1$73<0.01%new13F-HRTimeline