Security record · archived quarter
CASH
Pathward Financial, Inc. · Financial Services · Banks - Regional
92Tracked holders
-1Δ holders
16.16MShares held
$1.15BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -1.1% ·
share flow -6.9% ·
net new positions -1.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 100 | +1 | 16.28M | $1.42B | +4 | −3 |
| Q1 2026 | 102 | +10 | 16.20M | $1.45B | +12 | −2 |
| Q4 2025 | 92 | -1 | 16.16M | $1.15B | — | −1 |
| Q3 2025 | 17 | +1 | 11.35M | $839.86M | +1 | — |
| Q2 2025 | 13 | 0 | 10.01M | $792.08M | +1 | −1 |
| Q1 2025 | 10 | 0 | 2.88M | $210.28M | +2 | −2 |
| Q4 2024 | 10 | 0 | 2.76M | $202.86M | +1 | −1 |
| Q3 2024 | 9 | 0 | 1.29M | $85.03M | — | — |
| Q2 2024 | 9 | — | 1.19M | $67.35M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.27M | -1.1% | $232.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.27M | -1.1% | $232.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.27M | -1.1% | $232.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.27M | -1.1% | $232.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.27M | -1.1% | $232.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.27M | -1.1% | $232.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.27M | -1.1% | $232.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.27M | -1.1% | $232.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.27M | -1.1% | $232.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.27M | -1.1% | $232.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.27M | -1.1% | $232.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.27M | -1.1% | $232.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 1.72M | -17.2% | $121.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 1.72M | -17.2% | $121.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 1.72M | -17.2% | $121.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 1.72M | -17.2% | $121.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 1.52M | -18.3% | $107.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 1.52M | -18.3% | $107.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 1.52M | -18.3% | $107.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 1.52M | -18.3% | $107.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passive) | 1.52M | -18.3% | $107.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passive) | 1.29M | -7.0% | $92.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | American Century Companies Inc | 1.19M | — | $84.37M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 1.10M | — | $78.43M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 1.10M | — | $78.43M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 1.10M | — | $78.43M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 1.10M | — | $78.43M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Dimensional Fund Advisors Lp | 1.10M | — | $78.43M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passive) | 692.12K | -1.1% | $49.15M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 30 | Geode Capital Management ✦ (passive) | 692.12K | -1.1% | $49.15M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 338.03K | -57.0% | $24.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 338.03K | -57.0% | $24.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 338.03K | -57.0% | $24.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 338.03K | -57.0% | $24.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 320.21K | -27.9% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 320.21K | -27.9% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 320.21K | -27.9% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 320.21K | -27.9% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 320.21K | -27.9% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 320.21K | -27.9% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 320.21K | -27.9% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 320.21K | -27.9% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 320.21K | -27.9% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 320.21K | -27.9% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 320.21K | -27.9% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 320.21K | -27.9% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Charles Schwab Investment… | 274.77K | — | $19.51M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Northern Trust Corp | 249.43K | — | $17.71M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Northern Trust Corp | 249.43K | — | $17.71M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Northern Trust Corp | 249.43K | — | $17.71M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Northern Trust Corp | 249.43K | — | $17.71M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Northern Trust Corp | 249.43K | — | $17.71M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Northern Trust Corp | 249.43K | — | $17.71M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Northern Trust Corp | 249.43K | — | $17.71M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 247.83K | +30.9% | $17.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 247.83K | +30.9% | $17.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Nuveen, LLC | 218.51K | — | $15.51M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Nuveen, LLC | 218.51K | — | $15.51M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Nuveen, LLC | 218.51K | — | $15.51M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Invesco Ltd. | 215.83K | — | $15.32M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Invesco Ltd. | 215.83K | — | $15.32M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Invesco Ltd. | 215.83K | — | $15.32M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Invesco Ltd. | 215.83K | — | $15.32M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Invesco Ltd. | 215.83K | — | $15.32M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Qube Research & Technologies Ltd | 210.84K | — | $14.97M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Millennium Management ✦ | 204.44K | +181.6% | $14.52M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 67 | Two Sigma Investments ✦ | 187.99K | +5.2% | $13.35M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 167.31K | — | $11.88M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 167.31K | — | $11.88M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 167.31K | — | $11.88M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 167.31K | — | $11.88M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 167.31K | — | $11.88M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 167.31K | — | $11.88M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 167.31K | — | $11.88M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Allspring Global Investments… | 159.67K | — | $11.48M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Allspring Global Investments… | 159.67K | — | $11.48M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Allspring Global Investments… | 159.67K | — | $11.48M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Clearbridge Investments, LLC | 155.24K | — | $11.02M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Wellington Management ✦ | 151.99K | -13.1% | $10.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 80 | UBS AM, a distinct business unit of… | 151.77K | — | $10.78M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | UBS AM, a distinct business unit of… | 151.77K | — | $10.78M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | UBS AM, a distinct business unit of… | 151.77K | — | $10.78M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | UBS AM, a distinct business unit of… | 151.77K | — | $10.78M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | UBS AM, a distinct business unit of… | 151.77K | — | $10.78M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | UBS AM, a distinct business unit of… | 151.77K | — | $10.78M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | UBS AM, a distinct business unit of… | 151.77K | — | $10.78M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | UBS AM, a distinct business unit of… | 151.77K | — | $10.78M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | UBS AM, a distinct business unit of… | 151.77K | — | $10.78M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Deutsche Bank Ag\ | 145.84K | — | $10.35M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Deutsche Bank Ag\ | 145.84K | — | $10.35M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Deutsche Bank Ag\ | 145.84K | — | $10.35M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Connor, Clark & Lunn Investment… | 144.94K | — | $10.29M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Cerity Partners LLC | 119.50K | — | $8.48M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Cerity Partners LLC | 119.50K | — | $8.48M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Cerity Partners LLC | 119.50K | — | $8.48M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | D. E. Shaw & Co. ✦ | 112.26K | +20.7% | $7.97M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 97 | Principal Financial Group Inc | 108.90K | — | $7.73M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Principal Financial Group Inc | 108.90K | — | $7.73M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Mercer Global Advisors Inc /Adv | 11.51K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | State Of Wisconsin Investment Board | 95.50K | — | $6.78M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Marshall Wace | $791,018 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 275 holders, 20.38M shares, $1.88B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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