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Disclosery

CASH PATHWARD FINANCIAL INC

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COM (common), issuer CIK 907471

258 managers (265 13F filers) reported a position in CASH shares at 2025-12-31, 20,134,747 shares in all. 34 filers opened a position and 37 filers sold out during the quarter.

Managers
258
13F filers
265
New
34
Added
72
Reduced
112
Sold out
37
Shares held by filers
20,134,747

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,236$87.7K<0.01%new13F-HRTimelineGroup
New Age Alpha Advisors, LLC1,081$76.8K<0.01%new13F-HRTimeline
Ensign Peak Advisors, Inc1,018$72.3K<0.01%-3,15013F-HR/ATimeline
KBC Group NVin group KBC Group NV984$70K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA900$63.9K0.05%013F-HRTimeline
GLOBEFLEX CAPITAL L P864$61.3K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…853$60.6K<0.01%+59113F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC698$50K<0.01%+313F-HRTimelineGroup
Smartleaf Asset Management LLC630$45.4K<0.01%+11813F-HRTimeline
Signature Equity Partners, LLC485$34.5K0.02%13F-HRTimeline
MASECO LLP389$27.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…350$24.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…347$24.6K<0.01%-14313F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…322$22.9K<0.01%+27013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.296$21K<0.01%+9013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…241$17.1K<0.01%-813F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC244$16.7K<0.01%-9,58813F-HRTimeline
Salomon & Ludwin, LLC209$15.4K<0.01%+17213F-HRTimeline
Larson Financial Group LLC179$12.7K<0.01%013F-HRTimeline
Eurizon Capital SGR S.p.A.175$12.4K<0.01%13F-HRTimeline
Versant Capital Management, Inc168$11.9K<0.01%-8913F-HRTimeline
Sterling Capital Management LLC147$10.4K<0.01%+8913F-HRTimeline
UMB Bank, n.a.132$9.37K<0.01%+5113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…125$8.88K<0.01%013F-HR/ATimelineGroup
MassMutual Private Wealth & Trust, FSB124$8.8K<0.01%-313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC104$7.38K<0.01%new13F-HRTimelineGroup
Hilton Head Capital Partners, LLC94$6.68K<0.01%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.94$6.67K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC61$4.33K<0.01%+1813F-HRTimelineGroup
Bell Investment Advisors, Inc60$4.26K<0.01%013F-HRTimeline
Sound Income Strategies, LLC48$3.61K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC50$3.55K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC49$3.48K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…48$3.41K<0.01%-3413F-HRTimelineGroup
Blue Trust, Inc.47$3.34K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust40$2.84K<0.01%+3713F-HRTimeline
LRI Investments, LLC40$2.81K<0.01%-4313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors34$2.42K<0.01%013F-HRTimelineGroup
Westfuller Advisors, LLC27$1.94K<0.01%013F-HRTimeline
Bogart Wealth, LLC27$1.92K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC23$1.63K<0.01%-213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20$1.42K<0.01%-1213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18$1.28K<0.01%013F-HRTimelineGroup
Allworth Financial LP17$1.21K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.16$1.14K<0.01%013F-HRTimeline
Covestor Ltd7$1K<0.01%-113F-HRTimeline
True Wealth Design, LLC14$994<0.01%-313F-HRTimeline
Farther Finance Advisors, LLC12$852<0.01%-15913F-HRTimeline
Advisors Asset Management, Inc.11$781<0.01%013F-HR/ATimeline
Global Retirement Partners, LLC10$710<0.01%+613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5$355<0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd5$355<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC5$355<0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC4$284<0.01%new13F-HRTimeline
Caitong International Asset Management …4$284<0.01%-17413F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$71<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.1$71<0.01%-313F-HRTimeline
Turning Point Benefit Group, Inc.1$71<0.01%013F-HRTimeline