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Disclosery

CASH PATHWARD FINANCIAL INC

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COM (common), issuer CIK 907471

267 managers (278 13F filers) reported a position in CASH shares at 2026-03-31, 20,667,754 shares in all. 42 filers opened a position and 30 filers sold out during the quarter.

Managers
267
13F filers
278
New
42
Added
89
Reduced
100
Sold out
30
Shares held by filers
20,667,754

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
NISA INVESTMENT ADVISORS, LLC2,333$208K<0.01%+5613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,310$206K<0.01%+20013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,258$202K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,845$165K0.01%013F-HRTimelineGroup
South Dakota Investment Council1,802$161K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,779$159K<0.01%+19213F-HRTimelineGroup
City State Bank1,468$131K0.03%-20213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,372$122K<0.01%013F-HRTimelineGroup
Hilltop National Bank1,247$111K0.03%new13F-HRTimeline
State of Wyoming1,198$107K0.01%-52013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,125$100K<0.01%+27213F-HRTimelineGroup
New Age Alpha Advisors, LLC1,061$94.7K<0.01%-2013F-HRTimeline
Ensign Peak Advisors, Inc1,018$90.8K<0.01%013F-HR/ATimeline
KBC Group NVin group KBC Group NV984$88K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…915$81.7K0.01%+59313F-HRTimelineGroup
FIRST COMMUNITY TRUST NA900$80.3K0.06%013F-HRTimeline
GLOBEFLEX CAPITAL L P864$77.1K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC808$72.1K<0.01%+11013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.600$53.5K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC483$43.1K0.02%-213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.357$32K<0.01%+6113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Federation des caisses Desjardins du Qu…350$31.2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC334$29.3K<0.01%-29613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…302$26.9K<0.01%-4513F-HR/ATimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…243$21.7K<0.01%+213F-HRTimeline
Salomon & Ludwin, LLC209$18.8K<0.01%013F-HRTimeline
Versant Capital Management, Inc181$16.2K<0.01%+1313F-HRTimeline
Larson Financial Group LLC179$16K<0.01%013F-HRTimeline
Sterling Capital Management LLC143$12.8K<0.01%-413F-HRTimeline
IFP Advisors, Inc142$12.7K<0.01%new13F-HRTimeline
UMB Bank, n.a.137$12.2K<0.01%+513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB124$11.1K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.117$10.4K<0.01%+2313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC104$9.28K<0.01%013F-HRTimelineGroup
Hilton Head Capital Partners, LLC94$8.39K<0.01%013F-HRTimeline
Root Financial Partners, LLC66$5.89K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC61$5.44K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.61$5.44K<0.01%+1413F-HRTimeline
Bell Investment Advisors, Inc60$5.35K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55$4.91K<0.01%-7013F-HRTimelineGroup
Fortitude Family Office, LLC49$4.37K<0.01%013F-HRTimeline
Sound Income Strategies, LLC48$4.33K<0.01%013F-HRTimeline
Quarry LP42$3.75K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust40$3.57K<0.01%013F-HRTimeline
LRI Investments, LLC39$3.48K<0.01%-113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors34$2.95K<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.33$2.94K<0.01%new13F-HR/ATimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC33$2.94K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC32$2.85K<0.01%new13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC28$2.5K<0.01%+513F-HRTimeline
Bogart Wealth, LLC27$2.41K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC25$2.25K<0.01%+1313F-HRTimeline
Westfuller Advisors, LLC21$1.89K<0.01%-613F-HRTimeline
Allworth Financial LP18$1.61K<0.01%+113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18$1.61K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…18$1.61K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.16$1.43K<0.01%013F-HRTimeline
True Wealth Design, LLC14$1.25K<0.01%013F-HRTimeline
Covestor Ltd10$1K<0.01%+313F-HRTimeline
Advisors Asset Management, Inc.11$982<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC11$982<0.01%+713F-HRTimeline
Parallel Advisors, LLC6$535<0.01%new13F-HR/ATimeline
MAI Capital Management5$447<0.01%new13F-HRTimeline
Caitong International Asset Management …3$268<0.01%-113F-HRTimeline
Ankerstar Wealth, LLC2$179<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$89<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.1$89<0.01%013F-HRTimeline