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Disclosery

CASH PATHWARD FINANCIAL INC

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COM (common), issuer CIK 907471

268 managers (276 13F filers) reported a position in CASH shares at 2025-06-30, 21,005,671 shares in all. 45 filers opened a position and 22 filers sold out during the quarter.

Managers
268
13F filers
276
New
45
Added
87
Reduced
100
Sold out
22
Shares held by filers
21,005,671

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BlackRock, Inc.in group BlackRock, Inc.3,380,355$267M0.01%-77,11013F-HRTimelineGroup
FMR LLCin group FMR LLC2,170,249$172M0.01%+33,59113F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,843,215$146M<0.01%+89,08613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,410,283$112M<0.01%-117,25413F-HRTimelineGroup
Vinva Investment Management Ltd152,023$112M2.9%+38,83513F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,174,424$92.9M0.02%-118,57213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC726,051$57.4M0.03%+39,62813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC699,801$55.4M<0.01%-16,54613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY480,855$38M<0.01%+59,15013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO437,902$34.6M<0.01%-12,56813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding383,577$30.3M+3,889Timeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding308,763$24.4M-42,128Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co294,993$23.3M<0.01%-20,81013F-HRTimelineGroup
Nuveen, LLCin group TIAA287,114$22.7M0.01%-25,36413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.261,551$20.7M<0.01%-45,71013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP255,825$20.2M<0.01%-11,27113F-HRTimelineGroup
Mawer Investment Management Ltd.254,995$20.2M0.1%-32,64913F-HRTimeline
Austin Asset Management Co Inc0$19.5M3.79%013F-HRTimelineAmount filed as zero, left out of ratios.
Driehaus Capital Management LLC245,761$19.4M0.16%-1,53813F-HRTimeline
Franklin Resourcesgroup of 3 filers holding228,685$18.1M+123,006Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…209,369$17.3M0.03%-25,63613F-HRTimeline
NEUMEIER POMA INVESTMENT COUNSEL LLC215,135$17M1.59%+82,45513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp186,387$14.7M<0.01%-4,28513F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…178,198$14.1M<0.01%+513F-HRTimelineGroup
Elgethun Capital Management175,215$13.9M2.79%+1,25613F-HRTimeline
PANAGORA ASSET MANAGEMENT INC166,137$13.1M0.06%+1,45613F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD163,769$13M0.11%+8,50013F-HRTimelineGroup
Phocas Financial Corp.163,365$12.9M1.86%+2413F-HRTimeline
Qube Research & Technologies Ltd160,369$12.7M0.02%+3,42313F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…15,485$11.8M8.05%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC148,959$11.8M<0.01%-31,99113F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding145,310$11.5M+26,440Timeline
Moody Aldrich Partners LLC134,307$10.6M2.06%-2,04813F-HRTimeline
Aptus Capital Advisors, LLC123,495$9.77M0.1%+10,97913F-HRTimeline
ALGERT GLOBAL LLC114,062$9.02M0.19%+11,41513F-HR/ATimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …107,216$8.74M0.01%+28,77913F-HRTimelineGroup
CSM Advisors, LLC106,955$8.46M0.25%new13F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC97,713$7.73M0.18%-2,70413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP95,055$7.52M0.01%+44,41313F-HRTimelineGroup
Public Sector Pension Investment Board94,370$7.47M0.03%-20,56113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC93,857$7.43M0.07%+39,57713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD90,920$7.19M0.02%-4,30513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding83,243$6.59M+14,097Timeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC82,425$6.52M0.02%-40,07513F-HRTimeline
Paragon Capital Management Ltd0$6.49M1.18%013F-HRTimelineAmount filed as zero, left out of ratios.
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/71,014$5.62M<0.01%+17,81713F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC69,290$5.48M0.01%-5,02013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc68,549$5.42M<0.01%+1,93813F-HRTimelineGroup
RHUMBLINE ADVISERS66,070$5.23M<0.01%-1,33713F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC64,401$5.1M0.12%-8,00013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC63,530$5.03M0.15%new13F-HRTimeline
F/m Investments LLC63,408$5.02M0.18%+30913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC62,781$4.97M<0.01%+22,09013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.58,953$4.66M<0.01%-3,83813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC58,479$4.63M<0.01%+15,76613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC55,346$4.38M<0.01%-1,07213F-HRTimelineGroup
COMERICA BANK53,690$4.25M0.02%+26,99413F-HRTimeline
Rosenthal | Henry Capital Advisors, Inc.52,684$4.17M4.2%-53313F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.52,626$4.16M0.26%+35,07813F-HRTimelineGroup
DENALI ADVISORS LLC48,370$3.83M0.4%013F-HRTimeline
Swiss National Bank45,500$3.6M<0.01%-1,20013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC45,366$3.59M<0.01%-6,15113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS44,103$3.49M<0.01%+10,33413F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC43,567$3.45M0.04%+1,21013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding41,136$3.25M+6,819Timeline
RMR Capital Management, LLC40,091$3.17M2.27%+1,50313F-HRTimeline
Epoch Investment Partners, Inc.33,272$2.63M0.01%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co32,809$2.6M<0.01%-1,42513F-HRTimelineGroup
Rafferty Asset Management, LLC32,205$2.55M0.01%+2,25013F-HRTimeline
AXA S.A.in group AXA S.A.31,583$2.5M0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,347$2.48M<0.01%+26,29013F-HR/ATimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND31,216$2.47M<0.01%-20913F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC30,737$2.43M0.01%-1,94213F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP30,692$2.43M0.1%+9,42113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\29,617$2.34M<0.01%+9,45313F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers28,475$2.25M<0.01%+1,35413F-HRTimelineGroup
HRT FINANCIAL LP27,928$2.21M0.01%-5,63113F-HRTimeline
ALLIANCEBERNSTEIN L.P.27,807$2.2M<0.01%-23,34013F-HRTimeline
Chou Associates Management Inc.27,389$2.17M1.19%013F-HRTimeline
PMC FIG Opportunities LLC27,231$2.15M3.21%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC26,832$2.12M<0.01%-101,81313F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…26,229$2.08M<0.01%-16113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…25,084$1.98M<0.01%+69213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,485$1.94M<0.01%-16,22113F-HRTimelineGroup
TEALWOOD ASSET MANAGEMENT INC23,042$1.82M0.81%-17213F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…22,993$1.82M<0.01%+22113F-HRTimeline
Sippican Capital Advisors21,995$1.74M1.26%+2513F-HRTimeline
Van Hulzen Asset Management, LLC21,629$1.71M0.14%-2,87113F-HRTimeline
AlphaQuest LLC20,119$1.59M0.16%new13F-HRTimeline
MACKENZIE FINANCIAL CORP19,986$1.58M<0.01%new13F-HRTimeline
NFJ INVESTMENT GROUP, LLC19,886$1.57M0.05%-12413F-HRTimeline
Orchard Capital Management, LLC19,766$1.56M1.73%-96,42913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO19,290$1.53M<0.01%-16,40413F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson19,218$1.52M<0.01%-12,30313F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/18,789$1.49M<0.01%+2,12613F-HRTimeline
Glenmede Investment Management, LP17,488$1.38M0.01%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,323$1.37M<0.01%-19213F-HR/ATimelineGroup
Man Group plcin group Man Group plc17,171$1.36M<0.01%-63913F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al17,149$1.36M0.01%013F-HRTimeline
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC16,572$1.31M0.08%013F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC16,190$1.28M0.31%013F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC16,000$1.27M0.6%+6,00013F-HR/ATimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD15,919$1.26M0.01%new13F-HR/ATimelineGroup
Schonfeld Strategic Advisors LLC15,750$1.25M0.01%new13F-HRTimeline
Connor, Clark & Lunn Investment Managem…14,205$1.12M<0.01%+10,70213F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…14,010$1.11M0.01%013F-HRTimelineGroup
State of Alaska, Department of Revenue14,022$1.11M0.01%+80913F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC13,815$1.09M0.02%-70813F-HRTimeline
SummerHaven Investment Management, LLC13,468$1.07M0.7%+19713F-HRTimeline
Illinois Municipal Retirement Fund13,017$1.03M0.01%-51913F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…12,886$1.02M<0.01%-1,52713F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd12,573$995K0.04%-12,27313F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …12,381$980K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,349$977K<0.01%-1,62313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV12,337$976K<0.01%-2,16513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,332$976K<0.01%-15,78713F-HRTimelineGroup
Amundiin group Amundi11,745$970K<0.01%+1,85713F-HRTimelineGroup
BOKF, NAin group BOKF, NA12,242$969K0.02%-1,15213F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …11,882$940K<0.01%+70613F-HRTimelineGroup
DANSKE BANK A/S11,839$937K<0.01%-9,17713F-HRTimeline
Ensign Peak Advisors, Inc11,818$935K<0.01%-2,90013F-HRTimeline
Engineers Gate Manager LP11,424$904K0.01%+7,37313F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS11,383$901K<0.01%-3,13813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC11,316$893K<0.01%-74213F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…11,277$892K<0.01%+3,62413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,087$877K<0.01%+1,93513F-HRTimelineGroup
Louisiana State Employees Retirement Sy…11,000$870K0.02%-20013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,812$855K0.01%-113F-HRTimelineGroup
OP Asset Management Ltd10,776$853K0.01%-1,30913F-HR/ATimeline
Lombard Odier Asset Management (Europe)…10,500$831K0.06%-6,00013F-HRTimeline
Unison Advisors LLC10,200$808K0.09%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC10,192$806K<0.01%+3,51613F-HRTimelineGroup
Sigma Planning Corp10,114$800K0.02%+113F-HRTimeline
Horizon Investments, LLC10,077$797K0.01%new13F-HRTimeline
ROYCE & ASSOCIATES LP9,776$773K0.01%-3,69913F-HRTimeline
Cynosure Group, LLC9,657$764K0.09%+51213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.9,523$753K0.03%+43813F-HRTimeline
Persistent Asset Partners Ltd9,389$743K0.65%new13F-HRTimeline
Quantbot Technologies LP9,347$740K0.02%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC9,236$731K<0.01%+2,02213F-HRTimeline
DIVERSIFIED TRUST CO9,200$728K0.02%+10313F-HRTimeline
Verition Fund Management LLC8,878$702K<0.01%-23,64813F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC8,807$697K0.01%-1713F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…8,655$685K0.01%-75213F-HRTimeline
Nantahala Capital Management, LLCin group Nantahala Capital Management,…8,341$660K0.05%new13F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …8,317$658K<0.01%+30613F-HRTimelineGroup
KLP KAPITALFORVALTNING AS7,800$617K<0.01%013F-HRTimeline
Cambria Investment Management, L.P.7,512$594K0.04%-3213F-HRTimeline
Csenge Advisory Group7,454$582K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,224$572K<0.01%-17813F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…6,984$553K<0.01%+75813F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM6,958$551K<0.01%+6013F-HRTimeline
Maryland State Retirement & Pension Sys…6,954$550K0.01%013F-HRTimeline
Cetera Investment Advisers6,885$545K<0.01%-99513F-HRTimeline
AMALGAMATED BANK6,757$535K<0.01%-8913F-HRTimeline
Clear Harbor Asset Management, LLC6,547$518K0.04%-2,96213F-HRTimeline
MML INVESTORS SERVICES, LLC6,538$517K<0.01%+1,74513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,523$516K0.01%+3,28513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,265$496K<0.01%new13F-HRTimelineGroup
Handelsbanken Fonder AB6,200$491K<0.01%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…6,049$479K<0.01%+34213F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT6,032$477K0.03%+35513F-HRTimeline
State of Tennessee, Department of Treas…5,971$472K<0.01%013F-HRTimeline
USAdvisors Wealth Management, LLC631$466K0.17%+2413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,826$461K<0.01%+13313F-HR/ATimelineGroup
DekaBank Deutsche Girozentrale5,646$454K<0.01%013F-HRTimeline
Police & Firemen's Retirement System of…5,566$440K<0.01%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,361$424K0.01%-10013F-HRTimeline
Orion Porfolio Solutions, LLC5,291$419K<0.01%-61013F-HR/ATimeline
SIMPLEX TRADING, LLC5,270$416K0.01%new13F-HRTimeline
Counterpoint Mutual Funds LLC5,252$416K0.04%new13F-HRTimeline
ProShare Advisors LLC5,249$415K<0.01%-43613F-HRTimeline
J.W. COLE ADVISORS, INC.5,223$413K0.01%-62613F-HRTimeline
Janney Montgomery Scott LLC5,189$411K<0.01%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC5,044$399K<0.01%+6113F-HRTimelineGroup
Venture Visionary Partners LLC5,000$396K0.01%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,934$390K<0.01%new13F-HRTimelineGroup
Aquatic Capital Management LLC4,923$390K0.01%new13F-HRTimeline
HighTower Advisors, LLC4,736$375K<0.01%-17013F-HRTimeline
Campbell & CO Investment Adviser LLC4,720$373K0.02%new13F-HRTimeline
SG Americas Securities, LLC4,551$360K<0.01%-3,29213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,288$339K<0.01%+7313F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management4,056$321K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB4,000$316K0.01%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,928$311K0.03%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,868$306K0.01%+2,99813F-HRTimelineGroup
Versor Investments LP3,700$293K0.05%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,600$285K<0.01%-4413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,552$281K<0.01%+4113F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT3,490$276K0.03%new13F-HRTimeline
WEDBUSH SECURITIES INC3,470$275K0.01%-91213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,445$273K0.01%+22813F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…3,394$269K<0.01%+9413F-HRTimelineGroup
Arax Advisory Partners3,264$258K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,262$258K<0.01%+18313F-HRTimeline
Koshinski Asset Management, Inc.3,261$258K0.02%new13F-HRTimeline
Atria Investments, Inc3,180$252K<0.01%+6513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,154$250K<0.01%-1,94313F-HR/ATimelineGroup
INCEPTIONR LLC3,151$249K0.06%new13F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…3,026$239K<0.01%-44713F-HRTimelineGroup