CASH Institutional Ownership
Pathward Financial, Inc.
1W: +0.2%
1M: -9.6%
3M: -17.8%
YTD: +2.9%
1Y: +0.5%
3Y: +64.2%
5Y: +45.6%
$73.96
+0.24 (+0.33%)
Weekly Expected Move ±3.2%
$69
$72
$74
$76
$79
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Institutional Ownership — CASH
311
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
39
New Positions
110
Increased
118
Reduced
24
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (337 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,104,464 | $230M | -55,195 | -1.7% | 8Q | SEC ↗ |
| 2 | FMR LLC | 1,803,772 | $133M | -152,743 | -7.8% | 24Q | SEC ↗ |
| 3 | STATE STREET CORP | 1,438,880 | $106M | +110,092 | +8.3% | 46Q | SEC ↗ |
| 4 | AMERICAN CENTURY COMPANIES INC | 1,269,975 | $94M | +131,514 | +11.6% | 15Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1,064,854 | $79M | -28,484 | -2.6% | 86Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 733,095 | $54M | +33,350 | +4.8% | 56Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 729,199 | $54M | -20,965 | -2.8% | 2Q | SEC ↗ |
| 8 | EARNEST PARTNERS LLC | 568,923 | $42M | -4,589 | -0.8% | 2Q | SEC ↗ |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 443,000 | $33M | +6,556 | +1.5% | 2Q | SEC ↗ |
| 10 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 351,870 | $26M | -4,330 | -1.2% | 6Q | SEC ↗ |
| 11 | Allspring Global Investments Holdings, | 339,293 | $25M | +106,463 | +45.7% | 19Q | SEC ↗ |
| 12 | Qube Research & Technologies Ltd | 297,329 | $22M | +242,120 | +438.6% | 12Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 285,040 | $21M | +10,080 | +3.7% | 45Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 279,600 | $21M | -22,903 | -7.6% | 15Q | SEC ↗ |
| 15 | Mawer Investment Management Ltd. | 271,655 | $20M | +3,112 | +1.2% | 9Q | SEC ↗ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 268,911 | $20M | +1,474 | +0.6% | 15Q | SEC ↗ |
| 17 | Sixth Street Partners Management Compa NEW | 268,911 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND | 264,013 | $20M | +100 | +0.0% | 45Q | SEC ↗ |
| 19 | D. E. Shaw & Co., Inc. | 256,026 | $19M | +123,619 | +93.4% | 22Q | SEC ↗ |
| 20 | MORGAN STANLEY | 245,918 | $18M | +7,964 | +3.3% | 53Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 236,711 | $18M | -20,424 | -7.9% | 86Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 228,064 | $17M | +28,329 | +14.2% | 15Q | SEC ↗ |
| 23 | Elgethun Capital Management | 210,540 | $16M | +6,777 | +3.3% | 30Q | SEC ↗ |
| 24 | Clearbridge Investments, LLC | 208,621 | $15M | -598 | -0.3% | 5Q | SEC ↗ |
| 25 | PANAGORA ASSET MANAGEMENT INC | 180,973 | $13M | +6,197 | +3.5% | 14Q | SEC ↗ |
| 26 | MILLENNIUM MANAGEMENT LLC | 166,532 | $12M | +77,533 | +87.1% | 23Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 159,872 | $12M | +699 | +0.4% | 53Q | SEC ↗ |
| 28 | UBS Group AG | 154,947 | $11M | +36,911 | +31.3% | 47Q | SEC ↗ |
| 29 | PRINCIPAL FINANCIAL GROUP INC | 152,260 | $11M | +368 | +0.2% | 39Q | SEC ↗ |
| 30 | DEUTSCHE BANK AG | 148,115 | $11M | +4,550 | +3.2% | 52Q | SEC ↗ |
| 31 | Aptus Capital Advisors, LLC | 145,145 | $11M | +872 | +0.6% | 7Q | SEC ↗ |
| 32 | TWO SIGMA INVESTMENTS, LP | 144,359 | $11M | -125,602 | -46.5% | 18Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 142,654 | $11M | -4,003 | -2.7% | 2Q | SEC ↗ |
| 34 | SEI INVESTMENTS CO | 138,462 | $10M | +7,091 | +5.4% | 12Q | SEC ↗ |
| 35 | UBS AM, a distinct business unit of UB | 138,067 | $10M | -17,220 | -11.1% | 14Q | SEC ↗ |
| 36 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 130,340 | $10M | +22,280 | +20.6% | 2Q | SEC ↗ |
| 37 | Nuveen, LLC | 128,568 | $10M | -58,321 | -31.2% | 6Q | SEC ↗ |
| 38 | Phocas Financial Corp. | 123,662 | $9M | -6,463 | -5.0% | 33Q | SEC ↗ |
| 39 | Cerity Partners LLC | 116,665 | $9M | +11,155 | +10.6% | 3Q | SEC ↗ |
| 40 | Invesco Ltd. | 113,998 | $8M | -24,917 | -17.9% | 51Q | SEC ↗ |
| 41 | WELLS FARGO & COMPANY/MN | 104,005 | $8M | +10,793 | +11.6% | 49Q | SEC ↗ |
| 42 | Empowered Funds, LLC | 101,634 | $8M | +4,458 | +4.6% | 2Q | SEC ↗ |
| 43 | Public Sector Pension Investment Board | 101,379 | $7M | +1,163 | +1.2% | 36Q | SEC ↗ |
| 44 | CITADEL ADVISORS LLC | 98,349 | $7M | +54,355 | +123.6% | 17Q | SEC ↗ |
| 45 | Moody Aldrich Partners LLC | 92,961 | $7M | -12,375 | -11.7% | 12Q | SEC ↗ |
| 46 | STATE OF WISCONSIN INVESTMENT BOARD | 91,086 | $7M | +3,286 | +3.7% | 15Q | SEC ↗ |
| 47 | ENVESTNET ASSET MANAGEMENT INC | 88,352 | $7M | +12,965 | +17.2% | 15Q | SEC ↗ |
| 48 | WELLINGTON MANAGEMENT GROUP LLP | 85,691 | $6M | -62,006 | -42.0% | 6Q | SEC ↗ |
| 49 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 70,040 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 50 | FRANKLIN RESOURCES INC | 69,455 | $5M | +443 | +0.6% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 268,911 | $20M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 70,040 | $5M |
| Curated Wealth Partners LLC | 55,000 | $4M |
| TUDOR INVESTMENT CORP ET AL | 48,951 | $4M |
| Trexquant Investment LP | 37,412 | $3M |
| Jupiter Topco LLC | 20,055 | $1M |
| Point72 Asset Management, L.P. | 18,980 | $1M |
| Aquatic Capital Management LLC | 11,695 | $865K |
| Freestone Grove Partners LP | 10,445 | $773K |
| Campbell & CO Investment Adviser LL | 10,056 | $744K |
| Jain Global LLC | 8,452 | $625K |
| MIRABELLA FINANCIAL SERVICES LLP | 8,224 | $608K |
| Quadrature Capital Ltd | 7,346 | $543K |
| DRW Securities, LLC | 6,043 | $447K |
| GSA CAPITAL PARTNERS LLP | 5,548 | $410K |
| Sequoia Financial Advisors, LLC | 3,870 | $286K |
| PRINCIPAL SECURITIES, INC. | 3,733 | $276K |
| ALLSTATE CORP | 3,380 | $250K |
| Axxion S.A. | 2,971 | $220K |
| HANCOCK WHITNEY CORP | 2,953 | $218K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 163,225 | $12M |
| Nantahala Capital Management, LLC | 131,608 | $10M |
| ALGERT GLOBAL LLC | 64,895 | $5M |
| BOOTHBAY FUND MANAGEMENT, LLC | 64,731 | $5M |
| CSM Advisors, LLC | 64,051 | $5M |
| ExodusPoint Capital Management, LP | 36,843 | $3M |
| Epoch Investment Partners, Inc. | 33,116 | $2M |
| Verition Fund Management LLC | 31,452 | $2M |
| F/m Investments LLC | 30,395 | $2M |
| PMC FIG Opportunities LLC | 26,195 | $2M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 16,300 | $1M |
| Susquehanna Portfolio Strategies, L | 11,050 | $817K |
| ROYCE & ASSOCIATES LP | 11,014 | $815K |
| Horizon Investments, LLC | 10,878 | $805K |
| HARBOR CAPITAL ADVISORS, INC. | 9,940 | $735K |
| Persistent Asset Partners Ltd | 9,354 | $692K |
| DekaBank Deutsche Girozentrale | 5,646 | $418K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 5,158 | $381K |
| Voleon Capital Management LP | 4,873 | $360K |
| Polymer Capital Management (US) LLC | 4,796 | $355K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Qube Research & Technologies Ltd | +242,120 | +438.6% | 297,329 |
| AMERICAN CENTURY COMPANIES INC | +131,514 | +11.6% | 1,269,975 |
| D. E. Shaw & Co., Inc. | +123,619 | +93.4% | 256,026 |
| STATE STREET CORP | +110,092 | +8.3% | 1,438,880 |
| Allspring Global Investments Holdin | +106,463 | +45.7% | 339,293 |
| MILLENNIUM MANAGEMENT LLC | +77,533 | +87.1% | 166,532 |
| CITADEL ADVISORS LLC | +54,355 | +123.6% | 98,349 |
| SG Americas Securities, LLC | +45,128 | +630.4% | 52,287 |
| UBS Group AG | +36,911 | +31.3% | 154,947 |
| GEODE CAPITAL MANAGEMENT, LLC | +33,350 | +4.8% | 733,095 |
| GOLDMAN SACHS GROUP INC | +28,329 | +14.2% | 228,064 |
| RAYMOND JAMES FINANCIAL INC | +23,918 | +74.0% | 56,254 |
| Numerai GP LLC | +23,304 | +221.2% | 33,839 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +22,280 | +20.6% | 130,340 |
| Engineers Gate Manager LP | +19,911 | +178.1% | 31,090 |
| Man Group plc | +14,413 | +97.1% | 29,250 |
| XTX Topco Ltd | +13,604 | +44.9% | 43,890 |
| ENVESTNET ASSET MANAGEMENT INC | +12,965 | +17.2% | 88,352 |
| Y-Intercept (Hong Kong) Ltd | +11,892 | +205.4% | 17,683 |
| MARSHALL WACE, LLP | +11,388 | +153.9% | 18,788 |