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Disclosery

CASH PATHWARD FINANCIAL INC

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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
BlackRock, Inc.in group BlackRock, Inc.3,309,943$245M<0.01%-70,41213F-HRTimelineGroup
FMR LLCin group FMR LLC2,073,943$153M0.01%-96,30613F-HRTimelineGroup
Vinva Investment Management Ltd188,804$140M2.74%+36,78113F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,857,345$137M<0.01%+14,13013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,391,656$103M<0.01%-18,62713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,138,033$84.2M0.02%-36,39113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,049,836$77.7M0.04%+323,78513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC699,452$51.8M<0.01%-34913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY444,016$32.9M<0.01%-36,83913F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO392,790$29.1M<0.01%-45,11213F-HR/ATimelineGroup
NEUMEIER POMA INVESTMENT COUNSEL LLC348,590$25.8M2.11%+133,45513F-HRTimeline
Mawer Investment Management Ltd.346,061$25.6M0.13%+91,06613F-HRTimeline
Austin Asset Management Co Inc0$23.2M4.24%013F-HRTimelineAmount filed as zero, left out of ratios.
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding304,112$22.5M-4,651Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co285,330$21.1M<0.01%-9,66313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding279,892$20.7M-103,685Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP271,606$20.1M<0.01%+15,78113F-HRTimelineGroup
Franklin Resourcesgroup of 3 filers holding257,488$19.1M+28,803Timeline
Nuveen, LLCin group TIAA246,498$18.2M<0.01%-40,61613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.209,671$15.5M<0.01%-51,88013F-HRTimelineGroup
Elgethun Capital Management197,231$14.5M2.63%+22,01613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC189,322$14M<0.01%+40,36313F-HRTimelineGroup
Qube Research & Technologies Ltd188,190$13.9M0.02%+27,82113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp179,127$13.3M<0.01%-7,26013F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…174,869$12.9M<0.01%-3,32913F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC166,881$12.4M0.05%+74413F-HRTimeline
Phocas Financial Corp.166,760$12.3M1.6%+3,39513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\154,820$11.5M<0.01%+125,20313F-HRTimelineGroup
Aptus Capital Advisors, LLC142,215$10.5M0.1%+18,72013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…15,726$10.1M6.69%+24113F-HRTimeline
Driehaus Capital Management LLC133,930$9.91M0.07%-111,83113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …133,227$9.81M0.02%+26,01113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…127,708$9.52M0.01%-81,66113F-HRTimeline
CSM Advisors, LLC117,612$8.71M0.24%+10,65713F-HRTimeline
Moody Aldrich Partners LLC111,573$8.26M1.57%-22,73413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding111,307$8.24M-34,003Timeline
KENNEDY CAPITAL MANAGEMENT LLC98,135$7.26M0.16%+42213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.93,003$6.88M0.01%+34,05013F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD90,752$6.72M0.02%-16813F-HRTimeline
Public Sector Pension Investment Board89,517$6.63M0.02%-4,85313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP81,883$6.06M<0.01%-13,17213F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC79,005$5.85M0.02%-3,42013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC77,540$5.74M0.05%-16,31713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/76,346$5.65M<0.01%+5,33213F-HR/ATimelineGroup
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD74,763$5.53M0.05%-89,00613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC72,590$5.37M<0.01%+45,75813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,857$5.1M0.01%+44,37213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding66,060$4.89M-17,183Timeline
Legal & General Group Plcin group Legal & General Group Plc65,052$4.81M<0.01%-3,49713F-HRTimelineGroup
ALGERT GLOBAL LLC64,895$4.8M0.08%-49,16713F-HR/ATimeline
RHUMBLINE ADVISERS64,787$4.79M<0.01%-1,28313F-HRTimeline
Assenagon Asset Management S.A.64,360$4.76M0.01%new13F-HRTimeline
F/m Investments LLC63,096$4.67M0.18%-31213F-HRTimeline
COMERICA BANK62,822$4.65M0.02%+9,13213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS61,010$4.52M<0.01%+16,90713F-HRTimelineGroup
Paragon Capital Management Ltd0$4.49M0.84%013F-HRTimelineAmount filed as zero, left out of ratios.
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC52,674$3.9M<0.01%-2,67213F-HRTimelineGroup
Rosenthal | Henry Capital Advisors, Inc.52,576$3.89M3.74%-10813F-HRTimeline
DENALI ADVISORS LLC48,370$3.58M0.4%013F-HRTimeline
Swiss National Bank46,300$3.43M<0.01%+80013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding42,338$3.13M+1,202Timeline
Guardian Wealth Management, Inc.40,545$3M1.77%new13F-HRTimeline
Man Group plcin group Man Group plc39,973$2.96M0.01%+22,80213F-HRTimelineGroup
Verition Fund Management LLC38,388$2.84M0.02%+29,51013F-HRTimeline
RMR Capital Management, LLC38,169$2.82M1.97%-1,92213F-HRTimeline
Connor, Clark & Lunn Investment Managem…36,795$2.72M0.01%+22,59013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC36,651$2.71M<0.01%-21,82813F-HR/ATimelineGroup
Rafferty Asset Management, LLC34,148$2.53M0.01%+1,94313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC33,901$2.51M<0.01%-11,46513F-HRTimelineGroup
Epoch Investment Partners, Inc.33,272$2.46M0.01%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co32,497$2.43M<0.01%-31213F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers32,478$2.4M<0.01%+4,00313F-HRTimelineGroup
ExodusPoint Capital Management, LP31,833$2.36M0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,329$2.32M<0.01%-1813F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND31,216$2.31M<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…30,495$2.26M<0.01%+5,41113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC30,371$2.25M0.01%-36613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.28,107$2.08M<0.01%+30013F-HRTimeline
Chou Associates Management Inc.27,389$2.03M0.98%013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…26,078$1.93M<0.01%-15113F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …25,786$1.91M<0.01%+17,46913F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.25,489$1.89M<0.01%+24,55913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC25,180$1.86M<0.01%-44,11013F-HRTimelineGroup
Schonfeld Strategic Advisors LLC23,756$1.76M0.01%+8,00613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC23,638$1.75M<0.01%+13,44613F-HRTimelineGroup
Quantbot Technologies LP23,448$1.74M0.05%+14,10113F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…22,994$1.7M<0.01%+113F-HRTimeline
Sippican Capital Advisors21,470$1.59M1.05%-52513F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC21,332$1.58M0.64%-1,71013F-HRTimeline
Van Hulzen Asset Management, LLC20,965$1.55M0.12%-66413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,906$1.55M<0.01%+8,57413F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A20,403$1.51M0.01%13F-HRTimelineGroup
Orchard Capital Management, LLC20,331$1.5M1.99%+56513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/20,193$1.5M<0.01%+1,40413F-HRTimeline
Engineers Gate Manager LP19,230$1.42M0.02%+7,80613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson19,218$1.42M<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP18,570$1.37M0.01%-9,35813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC18,557$1.37M<0.01%+15,40313F-HRTimelineGroup
NFJ INVESTMENT GROUP, LLC18,474$1.37M0.05%-1,41213F-HRTimeline
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC16,572$1.23M0.06%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,560$1.23M<0.01%-76313F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC16,190$1.2M0.26%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO15,855$1.17M<0.01%-3,43513F-HRTimelineGroup
Militia Capital Partners, LPin group Militia Capital Management LLC15,000$1.11M0.52%-1,00013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,853$1.1M<0.01%+2,50413F-HRTimelineGroup
Glenmede Investment Management, LP14,607$1.08M0.01%-2,88113F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …14,225$1.05M<0.01%+1,84413F-HRTimelineGroup
WEDGE CAPITAL MANAGEMENT L L P/NC14,176$1.05M0.02%+36113F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…14,010$1.04M<0.01%013F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al13,849$1.02M0.01%-3,30013F-HRTimeline
MACKENZIE FINANCIAL CORP13,769$1.02M<0.01%-6,21713F-HRTimeline
SG Americas Securities, LLC13,754$1.02M<0.01%+9,20313F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC13,714$1.01M<0.01%-49,06713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,985$961K<0.01%+64813F-HRTimeline
Illinois Municipal Retirement Fund12,835$950K0.01%-18213F-HRTimeline
State of Alaska, Department of Revenue12,498$924K0.01%-1,52413F-HRTimeline
MML INVESTORS SERVICES, LLC12,302$910K<0.01%+5,76413F-HRTimeline
BOKF, NAin group BOKF, NA12,220$904K0.01%-2213F-HRTimelineGroup
Voleon Capital Management LP11,944$884K0.02%new13F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…11,237$832K<0.01%-4013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC11,207$829K<0.01%-10913F-HRTimelineGroup
AlphaQuest LLC11,155$826K0.05%-8,96413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …11,119$823K<0.01%-76313F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…11,004$814K<0.01%-1,88213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,811$800K0.01%-113F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP10,688$791K<0.01%new13F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS10,607$785K<0.01%-77613F-HRTimeline
Louisiana State Employees Retirement Sy…10,600$785K0.01%-40013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,405$770K<0.01%-68213F-HRTimelineGroup
Unison Advisors LLC10,200$755K0.07%013F-HRTimeline
SummerHaven Investment Management, LLC10,151$751K0.44%-3,31713F-HRTimeline
Sigma Planning Corp9,976$738K0.02%-13813F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC9,832$728K<0.01%+59613F-HRTimeline
DIVERSIFIED TRUST CO9,798$725K0.01%+59813F-HRTimeline
Cynosure Group, LLC9,657$715K0.08%013F-HR/ATimeline
HARBOR CAPITAL ADVISORS, INC.9,545$706K0.05%+2213F-HRTimeline
Cambria Investment Management, L.P.9,068$671K0.04%+1,55613F-HR/ATimeline
KLP KAPITALFORVALTNING AS8,500$629K<0.01%+70013F-HRTimeline
Gator Capital Management, LLC8,369$619K0.16%new13F-HRTimeline
DANSKE BANK A/S8,357$619K<0.01%-3,48213F-HR/ATimeline
Nantahala Capital Management, LLCin group Nantahala Capital Management,…8,341$617K0.04%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,170$531K<0.01%+90513F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC7,103$526K0.01%-1,70413F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM7,045$521K<0.01%+8713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,036$521K<0.01%-18813F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…6,984$517K<0.01%013F-HRTimeline
Csenge Advisory Group6,959$515K0.02%-49513F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…6,902$511K<0.01%-1,75313F-HRTimeline
AMALGAMATED BANK6,599$488K<0.01%-15813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,528$483K0.01%+513F-HRTimeline
USAdvisors Wealth Management, LLC658$483K0.17%+2713F-HRTimeline
Police & Firemen's Retirement System of…6,517$482K<0.01%+95113F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management6,379$472K<0.01%+2,32313F-HRTimelineGroup
Handelsbanken Fonder AB6,200$459K<0.01%013F-HRTimeline
State of Tennessee, Department of Treas…5,971$442K<0.01%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…5,846$433K<0.01%-20313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,650$426K<0.01%-17613F-HRTimelineGroup
DekaBank Deutsche Girozentrale5,646$421K<0.01%013F-HRTimeline
NorthCoast Asset Management LLC5,650$418K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC5,220$386K<0.01%-7113F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,161$382K<0.01%-20013F-HRTimeline
Polymer Capital Management (US) LLC5,007$371K0.05%new13F-HRTimeline
Venture Visionary Partners LLC5,000$370K0.01%013F-HRTimeline
AXQ CAPITAL, LP4,985$369K0.14%new13F-HRTimeline
Campbell & CO Investment Adviser LLC4,906$363K0.03%+18613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,890$362K<0.01%-4413F-HRTimelineGroup
TWINBEECH CAPITAL LP4,781$354K0.01%new13F-HRTimeline
AXA Investment Managers S.A.4,740$351K<0.01%13F-HRTimeline
HighTower Advisors, LLC4,732$350K<0.01%-413F-HRTimeline
Cetera Investment Advisers4,703$348K<0.01%-2,18213F-HRTimeline
ROYCE & ASSOCIATES LP4,617$342K<0.01%-5,15913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,589$340K<0.01%+30113F-HRTimelineGroup
ProShare Advisors LLC4,468$331K<0.01%-78113F-HRTimeline
Freestone Grove Partners LP4,322$320K<0.01%new13F-HRTimeline
Amundiin group Amundi4,252$315K<0.01%-7,49313F-HRTimelineGroup
Ensign Peak Advisors, Inc4,168$308K<0.01%-7,65013F-HR/ATimeline
WEDBUSH SECURITIES INC4,109$304K0.01%+63913F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT3,932$291K0.02%-2,10013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,850$285K<0.01%+40513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,731$276K0.01%-1,49213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,520$261K0.03%+3013F-HRTimeline
Dynamic Technology Lab Private Ltd3,428$254K0.04%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…3,394$251K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC3,353$248K<0.01%+3,00913F-HRTimelineGroup
Maryland State Retirement & Pension Sys…3,300$244K0.01%-3,65413F-HRTimeline
Clear Harbor Asset Management, LLC3,290$243K0.02%-3,25713F-HR/ATimeline
Arax Advisory Partners3,275$242K<0.01%+1113F-HRTimeline
Koshinski Asset Management, Inc.3,261$241K0.02%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,151$233K0.02%-77713F-HRTimelineGroup
Atria Investments, Inc3,136$232K<0.01%-4413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,993$222K<0.01%+42213F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…2,979$220K<0.01%new13F-HRTimelineGroup
denkapparat Operations GmbH2,962$219K0.14%new13F-HRTimeline
Quantinno Capital Management LP2,916$216K<0.01%new13F-HRTimeline
LPL Financial LLC2,828$209K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,780$206K<0.01%-82013F-HRTimeline
Financiere des Professionnels - Fonds d…2,551$189K0.01%+59613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,295$170K<0.01%+9113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,281$169K<0.01%+21813F-HRTimelineGroup
South Dakota Investment Council2,102$156K<0.01%-40013F-HRTimeline