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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
BlackRock, Inc.in group BlackRock, Inc.3,457,465$252M0.01%-108,06413F-HRTimelineGroup
FMR LLCin group FMR LLC2,136,658$156M0.01%-66,94513F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,754,129$128M<0.01%-24,81813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,527,537$112M<0.01%-125,19913F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,292,996$94.3M0.02%-126,74913F-HRTimelineGroup
Vinva Investment Management Ltd113,188$65.3M2.59%+2,37913F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC716,347$52.3M<0.01%+4,80913F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC686,423$50.1M0.03%+43,27313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO450,470$32.9M<0.01%-118,76813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY421,705$30.8M<0.01%-43,23313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding379,688$27.7M+10,815Timeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding350,891$25.6M+69,972Timeline
Austin Asset Management Co Inc0$23.6M4.91%013F-HRTimelineAmount filed as zero, left out of ratios.
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co315,803$23M<0.01%-15,65213F-HR/ATimelineGroup
Nuveen, LLCin group TIAA312,478$22.8M0.01%13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.307,261$22.4M<0.01%+72,54213F-HRTimelineGroup
Mawer Investment Management Ltd.287,644$21M0.1%+28,82913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP267,096$19.5M<0.01%-92013F-HRTimelineGroup
Driehaus Capital Management LLC247,299$18M0.17%-92013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…235,005$17.1M0.03%+6,30513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp190,672$13.9M<0.01%-12,88413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC180,950$13.2M<0.01%-649,77613F-HR/ATimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…178,193$13M<0.01%new13F-HRTimelineGroup
Foundry Partners, LLC176,606$12.9M0.68%+2,39313F-HRTimeline
Elgethun Capital Management173,959$12.7M2.84%+7,47013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC164,681$12M0.06%+27513F-HRTimeline
Phocas Financial Corp.163,341$11.9M1.83%-9,43613F-HRTimeline
Qube Research & Technologies Ltd156,946$11.4M0.02%-11,83913F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD155,269$11.3M0.11%+54,92413F-HRTimelineGroup
Moody Aldrich Partners LLC136,355$9.95M2.08%-2,05413F-HRTimeline
NEUMEIER POMA INVESTMENT COUNSEL LLC132,680$9.68M1.04%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC128,645$9.38M0.01%+93,30813F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC122,500$8.94M0.03%-15,58413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding118,870$8.67M-1,882Timeline
Orchard Capital Management, LLC116,195$8.48M5.8%-39,63613F-HRTimeline
Public Sector Pension Investment Board114,931$8.38M0.04%-120,00613F-HRTimeline
Aptus Capital Advisors, LLC112,516$8.21M0.09%+12,72213F-HRTimeline
Franklin Resourcesgroup of 2 filers holding105,679$7.71M+3,118Timeline
ALGERT GLOBAL LLC102,647$7.49M0.19%-12,33013F-HR/ATimeline
KENNEDY CAPITAL MANAGEMENT LLC100,417$7.33M0.17%+74,71013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD95,225$6.95M0.02%-2,16613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …78,437$5.8M0.01%+71,45813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC74,310$5.42M0.01%+14,06013F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC72,401$5.28M0.13%-14,73013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding69,146$5.04M+28,681Timeline
RHUMBLINE ADVISERS67,407$4.92M<0.01%-4,27713F-HR/ATimeline
Legal & General Group Plcin group Legal & General Group Plc66,611$4.86M<0.01%-2,91413F-HRTimelineGroup
F/m Investments LLC63,099$4.6M0.18%+25313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.62,791$4.58M0.01%-19,60913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC56,418$4.12M<0.01%-5,75813F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC54,280$3.96M0.04%+22,18213F-HRTimeline
Rosenthal | Henry Capital Advisors, Inc.53,217$3.88M3.92%-1,63213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,197$3.88M<0.01%+2,73613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC51,587$3.76M<0.01%+38,54813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC51,517$3.76M<0.01%-4,85613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.51,147$3.73M<0.01%+4,73513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP50,642$3.69M<0.01%-7,65113F-HRTimelineGroup
Paragon Capital Management Ltd0$3.66M0.75%013F-HRTimelineAmount filed as zero, left out of ratios.
DENALI ADVISORS LLC48,370$3.53M0.4%013F-HRTimeline
Swiss National Bank46,700$3.41M<0.01%-2,40013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC42,713$3.12M<0.01%-15,06213F-HR/ATimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC42,357$3.09M0.05%+6,35413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,706$2.97M0.01%-87213F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC40,691$2.97M<0.01%-1,03713F-HRTimeline
RMR Capital Management, LLC38,588$2.81M2.03%-2913F-HRTimeline
Informed Momentum Co LLC36,919$2.69M0.47%-10,20213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO35,694$2.6M<0.01%-1,41113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding34,317$2.5M+16,255Timeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co34,234$2.5M<0.01%-2,91213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS33,769$2.46M<0.01%+5,04413F-HRTimelineGroup
HRT FINANCIAL LP33,559$2.45M0.02%+9,21713F-HRTimeline
Epoch Investment Partners, Inc.33,272$2.43M0.01%-21,74113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,679$2.38M0.01%+79313F-HRTimelineGroup
Verition Fund Management LLC32,526$2.37M0.01%+13,87913F-HRTimeline
AXA S.A.in group AXA S.A.31,583$2.3M0.01%+28,82313F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson31,521$2.29M<0.01%+8,57213F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND31,425$2.29M<0.01%-26713F-HR/ATimeline
Rafferty Asset Management, LLC29,955$2.19M0.01%-5,22613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,119$2.05M<0.01%-39,71313F-HRTimelineGroup
Chou Associates Management Inc.27,389$2M1.08%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,121$1.98M<0.01%+3,48113F-HRTimelineGroup
COMERICA BANK26,696$1.95M0.01%+12,63213F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…26,390$1.93M<0.01%-3,08513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd24,846$1.81M0.09%+12,37613F-HRTimelineGroup
Van Hulzen Asset Management, LLC24,500$1.79M0.16%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…24,392$1.78M<0.01%-38513F-HRTimelineGroup
TEALWOOD ASSET MANAGEMENT INC23,214$1.69M0.78%-73113F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…22,772$1.66M<0.01%-58913F-HRTimeline
Sippican Capital Advisors21,970$1.6M1.21%-10013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP21,271$1.55M0.07%new13F-HRTimeline
DANSKE BANK A/S21,016$1.53M<0.01%+2,36813F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A20,403$1.49M0.01%013F-HRTimelineGroup
Assenagon Asset Management S.A.20,314$1.48M<0.01%-127,34613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\20,164$1.47M<0.01%-1,90713F-HRTimelineGroup
NFJ INVESTMENT GROUP, LLC20,010$1.46M0.05%-26,37013F-HRTimeline
Man Group plcin group Man Group plc17,810$1.3M<0.01%+6,14013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA17,641$1.29M0.01%-25713F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.17,548$1.28M0.09%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,515$1.28M<0.01%-1,69013F-HR/ATimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al17,149$1.25M0.01%13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/16,663$1.22M<0.01%+96913F-HRTimeline
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC16,572$1.21M0.09%013F-HRTimelineGroup
Lombard Odier Asset Management (Europe)…16,500$1.2M0.1%013F-HRTimeline
Pacific Ridge Capital Partners, LLC16,190$1.18M0.31%-12713F-HRTimeline
Ensign Peak Advisors, Inc14,718$1.07M<0.01%013F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC14,523$1.06M0.02%+2,03513F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS14,521$1.06M<0.01%-30,94913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,502$1.06M<0.01%-6,26213F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…14,413$1.05M<0.01%+11113F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…14,010$1.02M0.01%-1,20713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,972$1.02M<0.01%-14413F-HRTimelineGroup
Illinois Municipal Retirement Fund13,536$987K0.01%-3713F-HRTimeline
ROYCE & ASSOCIATES LP13,475$983K0.01%-3,13913F-HRTimeline
BOKF, NAin group BOKF, NA13,394$977K0.02%-38313F-HRTimelineGroup
SummerHaven Investment Management, LLC13,271$968K0.68%+18113F-HRTimeline
State of Alaska, Department of Revenue13,213$963K0.01%-95613F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.12,613$920K0.01%-76313F-HRTimelineGroup
OP Asset Management Ltd12,085$882K0.01%13F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC12,058$878K<0.01%+99013F-HRTimelineGroup
Louisiana State Employees Retirement Sy…11,200$817K0.02%-80013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …11,176$815K<0.01%-74313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,813$789K0.01%013F-HRTimelineGroup
Unison Advisors LLC10,200$745K0.09%013F-HRTimeline
Trexquant Investment LP10,146$740K0.01%-2,50813F-HRTimeline
Sigma Planning Corp10,113$738K0.02%+1,09413F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC10,000$730K0.59%new13F-HR/ATimelineGroup
Clear Harbor Asset Management, LLC9,509$694K0.06%-5513F-HRTimeline
Amundiin group Amundi9,888$689K<0.01%-2,71913F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…9,407$687K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,152$668K<0.01%+3,47913F-HRTimelineGroup
Cynosure Group, LLC9,145$667K0.09%+1,03413F-HRTimeline
DIVERSIFIED TRUST CO9,097$664K0.02%+16613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.9,085$663K0.03%+2,41913F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC8,824$644K0.01%-61413F-HRTimeline
GRIZZLYROCK CAPITAL, LLC8,600$627K0.57%-21,70013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …8,011$584K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers7,880$575K<0.01%+1,77313F-HRTimeline
SG Americas Securities, LLC7,843$572K<0.01%new13F-HRTimeline
KLP KAPITALFORVALTNING AS7,800$569K<0.01%-80013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…7,653$558K<0.01%013F-HRTimeline
Cambria Investment Management, L.P.7,544$550K0.04%+1,84413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,402$540K<0.01%+8113F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC7,214$526K<0.01%013F-HRTimeline
Csenge Advisory Group7,454$524K0.03%+1013F-HRTimeline
Maryland State Retirement & Pension Sys…6,954$507K0.01%-1,48013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM6,898$503K<0.01%-35213F-HRTimeline
AMALGAMATED BANK6,846$499K<0.01%-40613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC6,676$487K<0.01%-88113F-HR/ATimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd6,256$457K0.01%+2,92513F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…6,226$454K<0.01%-1,75613F-HRTimeline
Handelsbanken Fonder AB6,200$452K<0.01%013F-HRTimeline
AdvisorShares Investments LLC6,040$447K0.09%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC6,055$442K0.01%-1,71613F-HR/ATimelineGroup
State of Tennessee, Department of Treas…5,971$436K<0.01%-4,61513F-HRTimeline
Orion Porfolio Solutions, LLC5,901$430K<0.01%-13613F-HRTimeline
Orion Portfolio Solutions, LLC5,901$430K<0.01%-13613F-HR/ATimeline
J.W. COLE ADVISORS, INC.5,849$427K0.01%new13F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…5,707$416K<0.01%+40313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,693$415K<0.01%+4,07013F-HRTimelineGroup
ProShare Advisors LLC5,685$415K<0.01%-1,88613F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT5,677$414K0.03%-23013F-HRTimeline
Putney Financial Group LLC411,470$411K0.43%-26,46713F-HRTimeline
Police & Firemen's Retirement System of…5,566$406K<0.01%+34713F-HRTimeline
DekaBank Deutsche Girozentrale5,646$406K<0.01%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,461$398K0.01%-40013F-HRTimeline
CIBC WORLD MARKETS CORP5,364$391K<0.01%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC5,097$372K<0.01%-21,73613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,057$369K<0.01%+88613F-HR/ATimelineGroup
Venture Visionary Partners LLC5,000$365K0.02%013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC4,983$364K<0.01%-29013F-HRTimelineGroup
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd4,947$361K0.18%new13F-HRTimelineGroup
HighTower Advisors, LLC4,906$358K<0.01%+17513F-HRTimeline
MML INVESTORS SERVICES, LLC4,793$350K<0.01%new13F-HRTimeline
USAdvisors Wealth Management, LLC607$350K0.12%+16413F-HRTimeline
WEDBUSH SECURITIES INC4,382$320K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,215$307K<0.01%-4813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,185$305K<0.01%new13F-HRTimelineGroup
Mesirow Financial Investment Management…4,302$299K0.01%013F-HRTimeline
Engineers Gate Manager LP4,051$296K<0.01%-7,35813F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$292K0.01%013F-HRTimeline
XPONANCE LLC3,903$285K<0.01%-26413F-HRTimeline
Dynamic Technology Lab Private Ltd3,772$275K0.04%-3,00813F-HRTimeline
Steward Partners Investment Advisory, L…3,644$266K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,511$256K<0.01%+77313F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…3,503$256K<0.01%new13F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…3,473$253K<0.01%-29113F-HR/ATimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…3,300$241K<0.01%+44213F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO3,238$236K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,217$235K0.01%new13F-HRTimelineGroup
Schechter Investment Advisors, LLC3,180$232K0.02%013F-HRTimeline
Atria Investments, Inc3,115$227K<0.01%-23713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,079$225K<0.01%-8713F-HRTimeline
TWO SIGMA SECURITIES, LLC3,037$222K0.03%-1,63713F-HRTimeline
ALTFEST L J & CO INC3,014$220K0.03%013F-HRTimeline
South Dakota Investment Council2,502$183K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,503$183K0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,110$154K<0.01%+813F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC2,034$148K<0.01%013F-HRTimeline
Vestcor Inc1,690$123K<0.01%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO1,687$123K0.01%-7113F-HRTimeline