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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
BlackRock, Inc.in group BlackRock, Inc.3,273,551$232M<0.01%-36,39213F-HRTimelineGroup
FMR LLCin group FMR LLC1,717,391$122M0.01%-356,55213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,517,110$108M<0.01%-340,23513F-HRTimelineGroup
Pure Financial Advisors, LLC0$100M1.48%new13F-HRTimelineAmount filed as zero, left out of ratios.
STATE STREET CORPin group STATE STREET CORP1,294,836$92M<0.01%-96,82013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,188,365$84.4M0.04%+138,52913F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,104,594$78.4M0.02%-33,43913F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC692,116$49.1M<0.01%-7,33613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO338,026$24M<0.01%-54,76413F-HRTimelineGroup
Austin Asset Management Co Inc0$23.8M3.91%013F-HRTimelineAmount filed as zero, left out of ratios.
MORGAN STANLEYin group MORGAN STANLEY320,213$22.7M<0.01%-123,80313F-HR/ATimelineGroup
Mawer Investment Management Ltd.310,623$22.1M0.12%-35,43813F-HRTimeline
COMERICA BANK295,999$21M0.08%+233,17713F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding291,190$20.7M-12,922Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co274,774$19.5M<0.01%-10,55613F-HRTimelineGroup
NEUMEIER POMA INVESTMENT COUNSEL LLC264,100$18.8M1.55%-84,49013F-HRTimeline
Franklin Resourcesgroup of 3 filers holding254,945$18.1M-2,543Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP249,427$17.7M<0.01%-22,17913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC247,832$17.6M<0.01%+58,51013F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding245,263$17.4M-34,629Timeline
Nuveen, LLCin group TIAA218,506$15.5M<0.01%-27,99213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.215,833$15.3M<0.01%+6,16213F-HRTimelineGroup
Qube Research & Technologies Ltd210,839$15M0.02%+22,64913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC204,437$14.5M0.01%+131,84713F-HRTimelineGroup
Elgethun Capital Management202,782$14.4M2.49%+5,55113F-HRTimeline
PANAGORA ASSET MANAGEMENT INC174,251$12.4M0.04%+7,37013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp167,310$11.9M<0.01%-11,81713F-HRTimelineGroup
Phocas Financial Corp.166,353$11.8M1.54%-40713F-HR/ATimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …159,673$11.5M0.02%+26,44613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…151,991$10.8M<0.01%-22,87813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\145,843$10.4M<0.01%-8,97713F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…144,941$10.3M0.03%+108,14613F-HRTimeline
Paragon Capital Management Ltd0$10.3M2.05%013F-HRTimelineAmount filed as zero, left out of ratios.
Aptus Capital Advisors, LLC142,813$10.1M0.09%+59813F-HRTimeline
Nantahala Capital Management, LLCin group Nantahala Capital Management,…131,608$9.34M0.56%+123,26713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC119,497$8.48M0.01%new13F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…115,505$8.2M0.16%+112,52613F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.112,264$7.97M0.01%+19,26113F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding108,900$7.73M-2,407Timeline
Moody Aldrich Partners LLC106,445$7.56M1.41%-5,12813F-HRTimeline
Public Sector Pension Investment Board103,117$7.32M0.02%+13,60013F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC100,393$7.13M0.03%+21,38813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,510$7.01M0.01%-1,47513F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC97,763$6.94M0.15%-37213F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD95,505$6.78M0.02%+4,75313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC75,685$5.37M0.05%-1,85513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC70,897$5.03M0.13%new13F-HRTimeline
ALGERT GLOBAL LLC64,895$4.61M0.07%013F-HR/ATimeline
Legal & General Group Plcin group Legal & General Group Plc63,192$4.49M<0.01%-1,86013F-HRTimelineGroup
RHUMBLINE ADVISERS61,821$4.39M<0.01%-2,96613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP59,933$4.26M<0.01%-21,95013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding59,605$4.23M-6,455Timeline
CSM Advisors, LLC58,363$4.14M0.11%-59,24913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,170$3.92M<0.01%+34,26413F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.53,281$3.78M0.01%+27,79213F-HRTimelineGroup
Rosenthal | Henry Capital Advisors, Inc.52,576$3.73M3.46%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management51,892$3.68M0.01%+45,51313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,666$3.53M<0.01%-19,19113F-HRTimelineGroup
DENALI ADVISORS LLC48,370$3.43M0.38%013F-HRTimeline
Guardian Wealth Management, Inc.48,229$3.42M2.01%+7,68413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding47,487$3.37M+5,149Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC46,992$3.34M<0.01%-5,68213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/45,060$3.2M<0.01%-31,28613F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC45,019$3.2M<0.01%+8,36813F-HRTimelineGroup
Swiss National Bank45,000$3.19M<0.01%-1,30013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.44,892$3.19M0.17%new13F-HRTimelineGroup
AlphaQuest LLC41,018$2.91M0.16%+29,86313F-HRTimeline
RMR Capital Management, LLC38,169$2.71M1.96%013F-HRTimeline
ExodusPoint Capital Management, LP36,843$2.62M0.03%+5,01013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …36,271$2.61M<0.01%+10,48513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS33,346$2.37M<0.01%-27,66413F-HRTimelineGroup
Epoch Investment Partners, Inc.33,116$2.35M0.01%-15613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC32,694$2.32M<0.01%-1,20713F-HRTimelineGroup
Verition Fund Management LLC31,452$2.23M0.01%-6,93613F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND31,046$2.2M<0.01%-17013F-HRTimeline
F/m Investments LLC30,395$2.16M0.08%-32,70113F-HRTimeline
HRT FINANCIAL LP29,605$2.1M0.01%+11,03513F-HRTimeline
PMC FIG Opportunities LLC28,816$2.05M3.21%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28,569$2.03M<0.01%-1,92613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.28,107$2M<0.01%013F-HRTimeline
Rafferty Asset Management, LLC27,425$1.95M0.01%-6,72313F-HRTimeline
Chou Associates Management Inc.27,389$1.94M0.96%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,831$1.93M<0.01%-101,87713F-HRTimeline
Numerai GP LLC26,795$1.9M0.23%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,120$1.78M<0.01%+10,26713F-HRTimelineGroup
Engineers Gate Manager LP23,891$1.7M0.02%+4,66113F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC23,817$1.69M<0.01%+17913F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…23,557$1.67M<0.01%-2,52113F-HRTimeline
Vestmark Advisory Solutions, Inc.22,669$1.61M0.02%new13F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC22,179$1.57M0.59%+7,17913F-HR/ATimelineGroup
Campbell & CO Investment Adviser LLC21,928$1.56M0.07%+17,02213F-HRTimeline
Sippican Capital Advisors21,640$1.54M0.99%+17013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…21,596$1.53M<0.01%-1,39813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/21,352$1.52M<0.01%+1,15913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC21,048$1.52M<0.01%-4,13213F-HRTimelineGroup
Orchard Capital Management, LLC20,901$1.48M1.29%+57013F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC20,848$1.48M0.66%-48413F-HRTimeline
Man Group plcin group Man Group plc20,560$1.46M<0.01%-19,41313F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC19,736$1.4M0.31%+3,54613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson19,218$1.36M<0.01%013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co19,164$1.36M<0.01%-13,33313F-HRTimelineGroup
Van Hulzen Asset Management, LLC19,036$1.35M0.1%-1,92913F-HRTimeline
Quantbot Technologies LP18,579$1.32M0.04%-4,86913F-HRTimeline
Y-Intercept (Hong Kong) Ltd17,669$1.25M0.03%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA17,163$1.22M0.01%13F-HRTimelineGroup
State of Alaska, Department of Revenue16,844$1.2M0.01%+4,34613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC16,730$1.19M0.01%new13F-HRTimelineGroup
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC16,572$1.18M0.06%013F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…16,300$1.16M<0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,648$1.11M<0.01%-91213F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al15,449$1.1M0.01%+1,60013F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC14,472$1.03M0.02%+29613F-HRTimeline
SG Americas Securities, LLC13,736$975K<0.01%-1813F-HRTimeline
Amundiin group Amundi13,147$933K<0.01%+8,89513F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…12,905$916K<0.01%-1,10513F-HRTimelineGroup
State of Tennessee, Department of Treas…9,734$879K<0.01%+3,76313F-HRTimeline
BOKF, NAin group BOKF, NA12,156$863K0.01%-6413F-HRTimelineGroup
Illinois Municipal Retirement Fund11,899$845K0.01%-93613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,777$836K<0.01%-20,70113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,518$818K<0.01%-18,85313F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …11,507$817K<0.01%-2,71813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,294$802K<0.01%-1,00813F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…11,237$798K<0.01%013F-HRTimeline
Cambria Investment Management, L.P.11,173$793K0.05%+2,10513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,809$767K<0.01%-213F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…10,525$747K<0.01%-47913F-HRTimelineGroup
Louisiana State Employees Retirement Sy…10,400$738K0.01%-20013F-HRTimeline
Voleon Capital Management LP10,368$736K0.02%-1,57613F-HRTimeline
Persistent Asset Partners Ltd10,287$730K0.35%new13F-HRTimeline
DIVERSIFIED TRUST CO10,239$727K0.01%+44113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …10,169$722K<0.01%-95013F-HRTimelineGroup
SummerHaven Investment Management, LLC10,151$721K0.41%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.9,940$706K0.05%+39513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC9,238$656K<0.01%new13F-HRTimelineGroup
ROYCE & ASSOCIATES LP9,142$649K0.01%+4,52513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,134$648K0.01%+5,28413F-HRTimelineGroup
Schonfeld Strategic Advisors LLC8,994$639K<0.01%-14,76213F-HRTimeline
Horizon Investments, LLC8,493$603K0.01%new13F-HRTimeline
Gator Capital Management, LLC8,369$594K0.12%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC8,232$584K<0.01%-10,32513F-HRTimelineGroup
KLP KAPITALFORVALTNING AS8,000$568K<0.01%-50013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC7,985$568K<0.01%new13F-HR/ATimelineGroup
Entropy Technologies, LP7,818$555K0.03%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,561$537K<0.01%-8,29413F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…7,501$533K<0.01%+51713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,439$528K<0.01%-2,96613F-HRTimelineGroup
AMALGAMATED BANK6,641$472K<0.01%+4213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,533$464K0.01%+513F-HRTimeline
Police & Firemen's Retirement System of…6,517$463K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,459$459K<0.01%-71113F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC6,174$458K0.01%-92913F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM6,300$447K<0.01%-74513F-HRTimeline
Handelsbanken Fonder AB6,200$440K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,194$440K0.01%new13F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC6,083$432K<0.01%-7,63113F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…5,979$424K<0.01%-92313F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD5,900$419K<0.01%new13F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…5,638$400K<0.01%-20813F-HRTimeline
Freestone Grove Partners LP5,466$388K<0.01%+1,14413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,273$374K<0.01%+38313F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT5,267$374K0.04%+1,74713F-HRTimeline
USAdvisors Wealth Management, LLC559$369K0.12%-9913F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,161$366K<0.01%013F-HRTimeline
Venture Visionary Partners LLC5,000$355K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC4,825$343K<0.01%-39513F-HRTimeline
Cetera Investment Advisers4,816$342K<0.01%+11313F-HRTimeline
Polymer Capital Management (US) LLC4,796$341K0.04%-21113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,793$340K<0.01%-85713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,729$335K<0.01%-26,60013F-HRTimelineGroup
HighTower Advisors, LLC4,682$332K<0.01%-5013F-HRTimeline
DekaBank Deutsche Girozentrale5,646$318K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,472$318K<0.01%-2,56413F-HRTimelineGroup
ProShare Advisors LLC4,417$314K<0.01%-5113F-HRTimeline
CAXTON ASSOCIATES LLP4,343$308K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,258$302K<0.01%-33113F-HRTimelineGroup
Aquatic Capital Management LLC4,045$287K0.01%new13F-HRTimeline
Arcus Capital Partners, LLC3,803$270K0.1%new13F-HRTimeline
Sigma Planning Corp3,536$251K0.01%-6,44013F-HRTimeline
GSA CAPITAL PARTNERS LLP3,501$249K0.02%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…3,394$241K<0.01%013F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS3,326$236K<0.01%-7,28113F-HRTimeline
DRW Securities, LLC3,319$236K0.02%new13F-HRTimeline
Maryland State Retirement & Pension Sys…3,300$234K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,301$234K<0.01%-5213F-HRTimelineGroup
Clear Harbor Asset Management, LLC3,290$234K0.02%013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…3,091$219K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,030$215K<0.01%+25013F-HRTimeline
denkapparat Operations GmbH2,962$210K0.11%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,930$208K0.01%-1,00213F-HRTimeline
Koshinski Asset Management, Inc.2,859$203K0.01%-40213F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,450$174K<0.01%+2,16113F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC2,277$162K<0.01%-1813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,110$150K<0.01%-17113F-HRTimelineGroup
SageView Advisory Group, LLC2,005$142K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,845$131K<0.01%-14313F-HRTimelineGroup
South Dakota Investment Council1,802$128K<0.01%-30013F-HRTimeline
State of Wyoming1,718$122K0.01%+80213F-HRTimeline
City State Bank1,670$119K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,587$113K<0.01%-30113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,372$97.4K<0.01%013F-HRTimelineGroup