CASH NASDAQ
Pathward Financial, Inc.
1W: +1.8%
1M: -16.1%
3M: -13.7%
YTD: +15.0%
1Y: +2.6%
3Y: +84.7%
5Y: +68.3%
$82.74
+0.09 (+0.11%)
Weekly Expected Move ±6.2%
$70
$75
$80
$85
$90
Overview
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Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — CASH
304
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
42
New Positions
77
Increased
148
Reduced
65
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (336 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,159,659 | $$261M | -113,892 | -3.5% | 7Q | SEC ↗ |
| 2 | FMR LLC | 1,956,515 | $$162M | +239,124 | +13.9% | 13Q | SEC ↗ |
| 3 | VANGUARD GROUP INC | 1,517,110 | $$126M | -340,235 | -18.3% | 12Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 1,500,328 | $$124M | — | +0.0% | 1Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,328,788 | $$110M | +33,952 | +2.6% | 13Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 1,138,461 | $$94M | -49,904 | -4.2% | 13Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1,093,338 | $$90M | -11,256 | -1.0% | 13Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 699,745 | $$58M | +7,629 | +1.1% | 13Q | SEC ↗ |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 436,444 | $$36M | — | +0.0% | 1Q | SEC ↗ |
| 10 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 356,200 | $$29M | +92,100 | +34.9% | 5Q | SEC ↗ |
| 11 | MORGAN STANLEY | 320,213 | $$26M | -123,803 | -27.9% | 12Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 302,503 | $$25M | +257,443 | +571.3% | 13Q | SEC ↗ |
| 13 | COMERICA BANK | 295,999 | $$24M | +233,177 | +371.2% | 10Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 274,960 | $$23M | -63,066 | -18.7% | 13Q | SEC ↗ |
| 15 | Mawer Investment Management Ltd. | 268,543 | $$22M | -42,080 | -13.5% | 8Q | SEC ↗ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 267,437 | $$22M | -7,337 | -2.7% | 13Q | SEC ↗ |
| 17 | NEW YORK STATE COMMON RETIREMENT FUND | 263,913 | $$22M | +232,867 | +750.1% | 13Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 257,135 | $$21M | +7,708 | +3.1% | 13Q | SEC ↗ |
| 19 | Allspring Global Investments Holdings, | 232,830 | $$19M | +73,157 | +45.8% | 13Q | SEC ↗ |
| 20 | Clearbridge Investments, LLC | 209,219 | $$17M | +53,976 | +34.8% | 4Q | SEC ↗ |
| 21 | MILLENNIUM MANAGEMENT LLC | 204,437 | $$17M | +131,847 | +181.6% | 12Q | SEC ↗ |
| 22 | Elgethun Capital Management | 203,763 | $$17M | +981 | +0.5% | 13Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 199,735 | $$17M | -295,929 | -59.7% | 13Q | SEC ↗ |
| 24 | TWO SIGMA INVESTMENTS, LP | 187,990 | $$16M | +9,278 | +5.2% | 12Q | SEC ↗ |
| 25 | Nuveen, LLC | 186,889 | $$15M | -31,617 | -14.5% | 5Q | SEC ↗ |
| 26 | PANAGORA ASSET MANAGEMENT INC | 174,776 | $$14M | +525 | +0.3% | 13Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC | 163,225 | $$14M | +113,559 | +228.6% | 13Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 159,173 | $$13M | -8,137 | -4.9% | 13Q | SEC ↗ |
| 29 | UBS AM, a distinct business unit of UB | 155,287 | $$13M | +3,519 | +2.3% | 13Q | SEC ↗ |
| 30 | PRINCIPAL FINANCIAL GROUP INC | 151,892 | $$13M | +42,992 | +39.5% | 13Q | SEC ↗ |
| 31 | WELLINGTON MANAGEMENT GROUP LLP | 147,697 | $$12M | -4,294 | -2.8% | 5Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO NEW | 146,657 | $$12M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Connor, Clark & Lunn Investment Manage | 144,941 | $$12M | +108,146 | +293.9% | 4Q | SEC ↗ |
| 34 | Aptus Capital Advisors, LLC | 144,273 | $$12M | +1,460 | +1.0% | 6Q | SEC ↗ |
| 35 | DEUTSCHE BANK AG | 143,565 | $$12M | -2,278 | -1.6% | 13Q | SEC ↗ |
| 36 | Invesco Ltd. | 138,915 | $$11M | -76,918 | -35.6% | 13Q | SEC ↗ |
| 37 | Nantahala Capital Management, LLC | 131,608 | $$11M | +123,267 | +1477.8% | 3Q | SEC ↗ |
| 38 | SEI INVESTMENTS CO | 131,371 | $$11M | +123,810 | +1637.5% | 11Q | SEC ↗ |
| 39 | Phocas Financial Corp. | 130,125 | $$11M | -202,581 | -60.9% | 13Q | SEC ↗ |
| 40 | UBS Group AG | 118,036 | $$10M | +24,541 | +26.2% | 13Q | SEC ↗ |
| 41 | Brevan Howard Capital Management LP | 115,505 | $$10M | +112,526 | +3777.3% | 2Q | SEC ↗ |
| 42 | D. E. Shaw & Co., Inc. | 112,264 | $$9M | +19,261 | +20.7% | 12Q | SEC ↗ |
| 43 | BRIDGEWAY CAPITAL MANAGEMENT, LLC NEW | 108,060 | $$9M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Balyasny Asset Management L.P. | 107,793 | $$9M | +55,901 | +107.7% | 4Q | SEC ↗ |
| 45 | Cerity Partners LLC | 105,510 | $$9M | -13,987 | -11.7% | 2Q | SEC ↗ |
| 46 | Moody Aldrich Partners LLC | 105,336 | $$9M | -1,109 | -1.0% | 11Q | SEC ↗ |
| 47 | TWO SIGMA ADVISERS, LP | 103,200 | $$9M | -22,200 | -17.7% | 12Q | SEC ↗ |
| 48 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 100,393 | $$8M | +21,388 | +27.1% | 12Q | SEC ↗ |
| 49 | Public Sector Pension Investment Board | 100,216 | $$8M | -2,901 | -2.8% | 13Q | SEC ↗ |
| 50 | Empowered Funds, LLC NEW | 97,176 | $$8M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 1,500,328 | $$124M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 436,444 | $$36M |
| VANGUARD FIDUCIARY TRUST CO | 146,657 | $$12M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 108,060 | $$9M |
| Empowered Funds, LLC | 97,176 | $$8M |
| WCM INVESTMENT MANAGEMENT, LLC | 62,463 | $$5M |
| RENAISSANCE TECHNOLOGIES LLC | 46,058 | $$4M |
| Vident Advisory, LLC | 31,673 | $$3M |
| PMC FIG Opportunities LLC | 28,816 | $$2M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 27,522 | $$2M |
| Numerai GP LLC | 26,795 | $$2M |
| GLENMEDE TRUST CO NA | 17,163 | $$1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 15,136 | $$1M |
| Quantinno Capital Management LP | 12,341 | $$1M |
| OP Asset Management Ltd | 10,382 | $$859K |
| GUGGENHEIM CAPITAL LLC | 9,238 | $$764K |
| Atria Investments, Inc | 8,934 | $$739K |
| Horizon Investments, LLC | 8,493 | $$703K |
| Vanguard Global Advisers, LLC | 8,234 | $$681K |
| &PARTNERS | 6,931 | $$573K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Seros Financial, LLC | 6,499,163 | $$538M |
| Vinva Investment Management Ltd | 188,804 | $$16M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 133,930 | $$11M |
| JUPITER ASSET MANAGEMENT LTD | 74,763 | $$6M |
| ALGERT GLOBAL LLC | 64,895 | $$5M |
| Assenagon Asset Management S.A. | 64,360 | $$5M |
| ExodusPoint Capital Management, LP | 36,843 | $$3M |
| Epoch Investment Partners, Inc. | 33,116 | $$3M |
| Verition Fund Management LLC | 31,452 | $$3M |
| DARK FOREST CAPITAL MANAGEMENT LP | 30,692 | $$3M |
| Campbell & CO Investment Adviser LL | 21,928 | $$2M |
| CREDIT AGRICOLE S A | 20,403 | $$2M |
| Cynosure Group, LLC | 19,314 | $$2M |
| NFJ INVESTMENT GROUP, LLC | 18,474 | $$2M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 16,300 | $$1M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIAB | 15,726 | $$1M |
| MACKENZIE FINANCIAL CORP | 13,769 | $$1M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 11,507 | $$952K |
| LAZARD ASSET MANAGEMENT LLC | 11,207 | $$927K |
| MARSHALL WACE, LLP | 10,688 | $$884K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +257,443 | +571.3% | 302,503 |
| FMR LLC | +239,124 | +13.9% | 1,956,515 |
| COMERICA BANK | +233,177 | +371.2% | 295,999 |
| NEW YORK STATE COMMON RETIREMENT FU | +232,867 | +750.1% | 263,913 |
| MILLENNIUM MANAGEMENT LLC | +131,847 | +181.6% | 204,437 |
| SEI INVESTMENTS CO | +123,810 | +1637.5% | 131,371 |
| Nantahala Capital Management, LLC | +123,267 | +1477.8% | 131,608 |
| JANE STREET GROUP, LLC | +113,559 | +228.6% | 163,225 |
| Brevan Howard Capital Management LP | +112,526 | +3777.3% | 115,505 |
| Connor, Clark & Lunn Investment Man | +108,146 | +293.9% | 144,941 |
| NEUMEIER POMA INVESTMENT COUNSEL LL | +92,100 | +34.9% | 356,200 |
| Allspring Global Investments Holdin | +73,157 | +45.8% | 232,830 |
| Balyasny Asset Management L.P. | +55,901 | +107.7% | 107,793 |
| Clearbridge Investments, LLC | +53,976 | +34.8% | 209,219 |
| PRINCIPAL FINANCIAL GROUP INC | +42,992 | +39.5% | 151,892 |
| ENVESTNET ASSET MANAGEMENT INC | +34,415 | +84.0% | 75,387 |
| CITADEL ADVISORS LLC | +34,264 | +163.9% | 55,170 |
| STATE STREET CORP | +33,952 | +2.6% | 1,328,788 |
| AlphaQuest LLC | +29,863 | +267.7% | 41,018 |
| FEDERATED HERMES, INC. | +27,792 | +109.0% | 53,281 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VANGUARD GROUP INC | -340,235 | -18.3% | 1,517,110 |
| GOLDMAN SACHS GROUP INC | -295,929 | -59.7% | 199,735 |
| Phocas Financial Corp. | -202,581 | -60.9% | 130,125 |
| Qube Research & Technologies Ltd | -155,630 | -73.8% | 55,209 |
| MORGAN STANLEY | -123,803 | -27.9% | 320,213 |
| BlackRock, Inc. | -113,892 | -3.5% | 3,159,659 |
| Invesco Ltd. | -76,918 | -35.6% | 138,915 |
| JPMORGAN CHASE & CO | -63,066 | -18.7% | 274,960 |
| AMERICAN CENTURY COMPANIES INC | -49,904 | -4.2% | 1,138,461 |
| Mawer Investment Management Ltd. | -42,080 | -13.5% | 268,543 |
| KENNEDY CAPITAL MANAGEMENT LLC | -39,352 | -40.3% | 58,411 |
| MEEDER ASSET MANAGEMENT INC | -34,801 | -77.5% | 10,091 |
| F/m Investments LLC | -32,701 | -51.8% | 30,395 |
| Nuveen, LLC | -31,617 | -14.5% | 186,889 |
| BARCLAYS PLC | -28,962 | -64.3% | 16,057 |
| TWO SIGMA ADVISERS, LP | -22,200 | -17.7% | 103,200 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -20,673 | -80.0% | 5,158 |
| Man Group plc | -19,413 | -48.6% | 20,560 |
| INTECH INVESTMENT MANAGEMENT LLC | -17,005 | -22.5% | 58,680 |
| VOYA INVESTMENT MANAGEMENT LLC | -15,005 | -63.0% | 8,812 |