PATHWARD FINANCIAL, INC. - COMMON STOCK (CASH)

CUSIP: 59100U108

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / COMMON STOCK
Shares outstanding
22,324,759
Total 13F shares
20,911,783
Share change
+37,537
Total reported value
$1,655,675,398
Put/Call ratio
38%
Price per share
$79.12
Number of holders
268
Value change
+$3,755,605
Number of buys
128
Number of sells
120

Security key

59100U108

Report period

Q2 2025

Institutions

268

Top holders

10

Ownership snapshot

Top shareholders of CASH - PATHWARD FINANCIAL, INC. - COMMON STOCK (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
DIMENSIONAL FUND ADVISORS LP
13D/G signal
DIMENSIONAL FUND ADVISORS LP
Evidence rows
50
Latest as of
31 Mar 2025
13F 13D/G Lead comparable stake: 4.9% 13D/G row: DIMENSIONAL FUND ADVISORS LP Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
DIMENSIONAL FUND ADVISORS LP
13F 13D/G
Company
4.9%
from 13D/G
$94,322,441
1,292,996 shares
31 Mar 2025
BlackRock, Inc.
13F
Company
13F
15%
$252,222,072
3,457,465 shares
31 Mar 2025
FMR LLC
13F
Company
13F
9.6%
$155,869,186
2,136,658 shares
31 Mar 2025
VANGUARD GROUP INC
13F
Company
13F
7.9%
$127,963,710
1,754,129 shares
31 Mar 2025
STATE STREET CORP
13F
Company
13F
6.8%
$111,509,806
1,527,537 shares
31 Mar 2025
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
3.2%
$52,267,054
716,347 shares
31 Mar 2025
AMERICAN CENTURY COMPANIES INC
13F
Company
13F
3.1%
$50,074,558
686,423 shares
31 Mar 2025
JPMORGAN CHASE & CO
13F
Company
13F
2%
$32,861,787
450,470 shares
31 Mar 2025
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
1.9%
$30,763,509
421,705 shares
31 Mar 2025
Putney Financial Group LLC
13F
Company
13F
1.8%
$411,470
411,470 shares
31 Mar 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
1.4%
$23,037,829
315,803 shares
31 Mar 2025
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
13F
1.4%
$22,816,208
312,765 shares
31 Mar 2025
Nuveen, LLC
13F
Company
13F
1.4%
$22,795,269
312,478 shares
31 Mar 2025
Invesco Ltd.
13F
Company
13F
1.4%
$22,414,690
307,261 shares
31 Mar 2025
Mawer Investment Management Ltd.
13F
Company
13F
1.3%
$20,983,630
287,644 shares
31 Mar 2025
NORTHERN TRUST CORP
13F
Company
13F
1.2%
$19,484,653
267,096 shares
31 Mar 2025
DRIEHAUS CAPITAL MANAGEMENT LLC
13F
Company
13F
1.1%
$18,040,462
247,299 shares
31 Mar 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
Company
13F
1.1%
$17,143,616
235,005 shares
31 Mar 2025
TWO SIGMA INVESTMENTS, LP
13F
Company
13F
0.94%
$15,296,958
209,691 shares
31 Mar 2025
Bank of New York Mellon Corp
13F
Company
13F
0.85%
$13,909,496
190,672 shares
31 Mar 2025
GOLDMAN SACHS GROUP INC
13F
Company
13F
0.81%
$13,200,302
180,950 shares
31 Mar 2025
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
0.8%
$12,999,179
178,193 shares
31 Mar 2025
Foundry Partners, LLC
13F
Company
13F
0.79%
$12,883,408
176,606 shares
31 Mar 2025
Elgethun Capital Management
13F
Company
13F
0.78%
$12,690,318
173,959 shares
31 Mar 2025
PANAGORA ASSET MANAGEMENT INC
13F
Company
13F
0.74%
$12,013,479
164,681 shares
31 Mar 2025
Phocas Financial Corp.
13F
Company
13F
0.73%
$11,915,726
163,341 shares
31 Mar 2025
Qube Research & Technologies Ltd
13F
Company
13F
0.7%
$11,449,211
156,946 shares
31 Mar 2025
JUPITER ASSET MANAGEMENT LTD
13F
Company
13F
0.7%
$11,326,873
155,269 shares
31 Mar 2025
TWO SIGMA ADVISERS, LP
13F
Company
13F
0.63%
$10,300,540
141,200 shares
31 Mar 2025
MOODY ALDRICH PARTNERS LLC
13F
Company
13F
0.61%
$9,947,097
136,355 shares
31 Mar 2025
NEUMEIER POMA INVESTMENT COUNSEL LLC
13F
Company
13F
0.59%
$9,679,006
132,680 shares
31 Mar 2025
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
0.58%
$9,384,653
128,645 shares
31 Mar 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
13F
0.55%
$8,936,375
122,500 shares
31 Mar 2025
PRINCIPAL FINANCIAL GROUP INC
13F
Company
13F
0.53%
$8,670,034
118,849 shares
31 Mar 2025
Orchard Capital Management, LLC
13F
Company
13F
0.52%
$8,476,425
116,195 shares
31 Mar 2025
PUBLIC SECTOR PENSION INVESTMENT BOARD
13F
Company
13F
0.51%
$8,384,216
114,931 shares
31 Mar 2025
Vinva Investment Management Ltd
13F
Company
13F
0.51%
$65,280,047
113,188 shares
31 Mar 2025
Aptus Capital Advisors, LLC
13F
Company
13F
0.5%
$8,208,042
112,516 shares
31 Mar 2025
ALGERT GLOBAL LLC
13F
Company
13F
0.46%
$7,488,000
102,647 shares
31 Mar 2025
KENNEDY CAPITAL MANAGEMENT LLC
13F
Company
13F
0.45%
$7,325,420
100,417 shares
31 Mar 2025
STATE OF WISCONSIN INVESTMENT BOARD
13F
Company
13F
0.43%
$6,946,664
95,225 shares
31 Mar 2025
Allspring Global Investments Holdings, LLC
13F
Company
13F
0.35%
$5,798,848
78,437 shares
31 Mar 2025
PRUDENTIAL FINANCIAL INC
13F
Company
13F
0.33%
$5,420,915
74,310 shares
31 Mar 2025
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.32%
$5,281,653
72,401 shares
31 Mar 2025
RHUMBLINE ADVISERS
13F
Company
13F
0.3%
$4,917,321
67,407 shares
31 Mar 2025
UBS Group AG
13F
Company
13F
0.3%
$4,882,033
66,923 shares
31 Mar 2025
Legal & General Group Plc
13F
Company
13F
0.3%
$4,859,272
66,611 shares
31 Mar 2025
F/m Investments LLC
13F
Company
13F
0.28%
$4,603,072
63,099 shares
31 Mar 2025
D. E. Shaw & Co., Inc.
13F
Company
13F
0.28%
$4,580,603
62,791 shares
31 Mar 2025
Brandywine Global Investment Management, LLC
13F
Company
13F
0.26%
$4,278,372
58,648 shares
31 Mar 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
268
Shares
20,911,783
Rows loaded
268
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
247
Q2 2025 holders
268
Holder diff
21
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 value Q2 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .