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Pathward Financial, Inc. · 13F filings

CASH Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns Pathward Financial, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 283 funds reported holding CASH at Jun 30, 2026, together owning 99.6% of the company.

← CASH stock page

Fund sentiment
Bullish
Strongly bearishNeutralStrongly bullish
  • ▲140 buying vs 120 selling
  • ●Held by funds +0.1 pts
  • ▲Funds holding +7
  • ▲Superinvestors: 3 added, 1 cut
  • ●Put/call not meaningful

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding283+7 vs Q1 2026
Held by funds99.6%+0.1 pts
Value held$1.8B20.7M shares
Put/call ratio–market makers left out

Funds holding and ownership

8 quarters
Q3 2024: 252 fundsQ3 '24Q4 2024: 245 fundsQ4 '24Q1 2025: 251 fundsQ1 '25Q2 2025: 272 fundsQ2 '25Q3 2025: 264 fundsQ3 '25Q4 2025: 262 fundsQ4 '25Q1 2026: 276 fundsQ1 '26Q2 2026: 283 fundsQ2 '2699.6% owned
Funds holdingHeld by funds %

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding283276+2.5%
In funds' top 1045−20.0%
13F shares20.7M20.7M+0.1%
Held by funds99.6%99.5%+0.1 pts
New positions3242−23.8%
Increased10887+24.1%
Reduced95101−5.9%
Sold out2530−16.7%
Calls (shares)00–
Puts (shares)00–
Put/call ratio–––

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 92 buyingQ4 2024: 131 sellingQ4 '24Q1 2025: 103 buyingQ1 2025: 129 sellingQ1 '25Q2 2025: 128 buyingQ2 2025: 122 sellingQ2 '25Q3 2025: 116 buyingQ3 2025: 136 sellingQ3 '25Q4 2025: 103 buyingQ4 2025: 149 sellingQ4 '25Q1 2026: 129 buyingQ1 2026: 131 sellingQ1 '26Q2 2026: 140 buyingQ2 2026: 120 sellingQ2 '26
Buying 140Selling 120latest quarter

Superinvestors in CASH

All superinvestors →

Who owns CASH

share of fund held shares
  • Index and passive funds40.6%
  • Active managers and hedge funds46.4%
  • Banks and brokers10.1%
  • Pensions, insurers and other3.0%

The top 10 holders own 55.6% of all CASH shares that funds reported. Groups are our own grouping of filers by name.

Filed so far for Q3 2026

52 funds changed their position

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1BlackRock, Inc.14.94%3.1M$270M−55K
2Fmr LLC8.68%1.8M$157M−153K
3State Street Corp6.93%1.4M$125M+110K
4American Century Companies Inc6.11%1.3M$111M+132K
5Dimensional Fund Advisors LP5.13%1.1M$92.7M−28K
6Geode Capital Management, LLC3.53%733K$63.8M+33K
7Vanguard Capital Management LLC3.51%729K$63.5M−21K
8Earnest Partners LLC2.74%569K$49.5M−4,589
9Vanguard Portfolio Management LLC2.13%443K$38.6M+6,556
10Neumeier Poma Investment Counsel LLC1.69%352K$30.6M−4,330
🔒 15 more top holders. Create a free account or sign in to see them.

CASH institutional ownership FAQ

Who owns the most CASH stock?

In Q2 2026 13F filings the largest holder of CASH was BlackRock, Inc., followed by Fmr LLC and State Street Corp. Index fund managers are usually the biggest holders of large companies.

What percentage of CASH is owned by institutions?

Funds that file 13F reports held 99.6% of CASH's shares at Jun 30, 2026, compared with 99.5% a quarter earlier. That counts every manager with more than $100 million in US stocks.

Are hedge funds buying CASH?

In Q2 2026, 140 funds bought CASH (32 of them new positions) and 120 sold (25 sold out completely). Among well known investors, 3 added and 1 cut. Our fund sentiment for CASH is bullish.

What is CASH's institutional put/call ratio?

Too few option positions were reported for a meaningful ratio.

How current is this CASH ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.