Pathward Financial, Inc.
CASH- 交易所
- Nasdaq
- 產業
- National Commercial Banks
- SEC CIK
- 0000907471
近 90 天，Pathward Financial, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 288 家機構在 13F 申報持有，市值合計 $19.1 億；大師中只有Chou Associates持有。
2025 年第 4 季 13F 持有人
Pathward Financial, Inc. 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 265
- 較 2025 年第 3 季 +2 家
- 持有股數
- 2,013 萬
- 較 2025 年第 3 季 −73.9 萬 (−3.5%)
- 總市值
- $15.6 億
- 較 2025 年第 3 季 +$595.2 萬 (+0.4%)
- 新進機構
- 39
- 另有 72 家加碼
- 清倉機構
- 37
- 另有 112 家減碼
另有 3 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CASH 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 288 | $19.1 億 |
| 2026 年第 1 季 | 278 | $19.3 億 |
| 2025 年第 4 季 | 265 | $15.6 億 |
| 2025 年第 3 季 | 266 | $15.6 億 |
| 2025 年第 2 季 | 275 | $16.8 億 |
| 2025 年第 1 季 | 254 | $15.6 億 |
| 2024 年第 4 季 | 249 | $16.7 億 |
| 2024 年第 3 季 | 255 | $15.1 億 |
| 2024 年第 2 季 | 229 | $12.6 億 |
| 2024 年第 1 季 | 232 | $11.6 億 |
| 2023 年第 4 季 | 221 | $12.5 億 |
| 2023 年第 3 季 | 209 | $11.1 億 |
| 2023 年第 2 季 | 195 | $10.7 億 |
| 2023 年第 1 季 | 194 | $10.0 億 |
| 2022 年第 4 季 | 182 | $10.5 億 |
| 2022 年第 3 季 | 187 | $8.89 億 |
| 2022 年第 2 季 | 196 | $10.1 億 |
| 2022 年第 1 季 | 205 | $14.0 億 |
| 2021 年第 4 季 | 202 | $15.6 億 |
| 2021 年第 3 季 | 198 | $13.5 億 |
| 2021 年第 2 季 | 185 | $13.0 億 |
| 2021 年第 1 季 | 163 | $11.3 億 |
2025 年第 4 季持有機構
每家機構持有 Pathward Financial, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 46,992 | $333.7 萬 | 0.00% | −5,682−10.8% | 減碼 |
| Franklin Resources Inc | 47,463 | $337.0 萬 | 0.00% | +1,736+3.8% | 加碼 |
| Guardian Wealth Management, Inc. | 48,229 | $342.4 萬 | 2.01% | +7,684+19.0% | 加碼 |
| Denali Advisors LLC | 48,370 | $343.4 萬 | 0.38% | 00.0% | 不變 |
| Jane Street Group, LLC | 49,666 | $352.6 萬 | 0.00% | −19,191−27.9% | 減碼 |
| Balyasny Asset Management LLC | 51,892 | $368.4 萬 | 0.01% | +45,513+713.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 52,239 | $370.9 萬 | 0.02% | −2,100−3.9% | 減碼 |
| John W. Rosenthal Capital Management, Inc. | 52,576 | $373.3 萬 | 3.46% | 00.0% | 不變 |
| Federated Hermes, Inc. | 53,281 | $378.3 萬 | 0.01% | +27,792+109.0% | 加碼 |
| Citadel Advisors LLC | 55,170 | $391.7 萬 | 0.00% | +34,264+163.9% | 加碼 |
| CSM Advisors, LLC | 58,363 | $414.2 萬 | 0.11% | −59,249−50.4% | 減碼 |
| First Trust Advisors LP | 59,933 | $425.5 萬 | 0.00% | −21,950−26.8% | 減碼 |
| Rhumbline Advisers | 61,821 | $438.9 萬 | 0.00% | −2,966−4.6% | 減碼 |
| Legal & General Group Plc | 63,192 | $448.7 萬 | 0.00% | −1,860−2.9% | 減碼 |
| Algert Global LLC | 64,895 | $460.8 萬 | 0.07% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 70,897 | $503.4 萬 | 0.13% | +70,897 | 新進 |
| Intech Investment Management LLC | 75,685 | $537.4 萬 | 0.05% | −1,855−2.4% | 減碼 |
| UBS Group AG | 93,495 | $663.8 萬 | 0.00% | +13,954+17.5% | 加碼 |
| State of Wisconsin Investment Board | 95,505 | $678.1 萬 | 0.02% | +4,753+5.2% | 加碼 |
| Kennedy Capital Management, Inc. | 97,763 | $694.1 萬 | 0.15% | −372−0.4% | 減碼 |
| Voloridge Investment Management, LLC | 100,393 | $712.8 萬 | 0.03% | +21,388+27.1% | 加碼 |
| Public Sector Pension Investment Board | 103,117 | $732.1 萬 | 0.02% | +13,600+15.2% | 加碼 |
| Two Sigma Advisers, LP | 103,200 | $732.7 萬 | 0.01% | −22,200−17.7% | 減碼 |
| Moody Aldrich Partners LLC | 106,445 | $755.8 萬 | 1.41% | −5,128−4.6% | 減碼 |
| Principal Financial Group Inc | 108,900 | $773.2 萬 | 0.00% | −2,146−1.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 112,264 | $797.1 萬 | 0.01% | +19,261+20.7% | 加碼 |
| Brevan Howard Capital Management LP | 115,505 | $820.1 萬 | 0.16% | +112,526+3,777.3% | 加碼 |
| Cerity Partners LLC | 119,497 | $848.4 萬 | 0.01% | +119,497 | 新進 |
| Nantahala Capital Management, LLC | 131,608 | $934.4 萬 | 0.56% | +123,267+1,477.8% | 加碼 |
| Aptus Capital Advisors, LLC | 142,813 | $1,014 萬 | 0.09% | +598+0.4% | 加碼 |
| Paragon Capital Management Ltd | 0 | $1,028 萬 | 2.05% | 0 | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 144,941 | $1,029 萬 | 0.03% | +108,146+293.9% | 加碼 |
| Deutsche Bank AG | 145,843 | $1,035 萬 | 0.00% | −8,977−5.8% | 減碼 |
| UBS Asset Management Americas Inc | 151,768 | $1,078 萬 | 0.00% | −48,583−24.2% | 減碼 |
| Wellington Management Group LLP | 151,991 | $1,079 萬 | 0.00% | −22,878−13.1% | 減碼 |
| Clearbridge Investments, LLC | 155,243 | $1,102 萬 | 0.01% | −2,179−1.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 159,673 | $1,148 萬 | 0.02% | +26,446+19.9% | 加碼 |
| Phocas Financial Corp. | 166,353 | $1,181 萬 | 1.54% | −407−0.2% | 減碼 |
| Bank of New York Mellon Corp | 167,310 | $1,188 萬 | 0.00% | −11,817−6.6% | 減碼 |
| Panagora Asset Management Inc | 174,251 | $1,237 萬 | 0.04% | +7,370+4.4% | 加碼 |
| Two Sigma Investments, LP | 187,990 | $1,335 萬 | 0.02% | +9,278+5.2% | 加碼 |
| Elgethun Capital Management | 202,782 | $1,440 萬 | 2.49% | +5,551+2.8% | 加碼 |
| Millennium Management LLC | 204,437 | $1,452 萬 | 0.01% | +131,847+181.6% | 加碼 |
| Qube Research & Technologies Ltd | 210,839 | $1,497 萬 | 0.02% | +22,649+12.0% | 加碼 |
| Invesco Ltd. | 215,833 | $1,532 萬 | 0.00% | +6,162+2.9% | 加碼 |
| Nuveen, LLC | 218,506 | $1,551 萬 | 0.00% | −27,992−11.4% | 減碼 |
| Goldman Sachs Group Inc | 247,832 | $1,760 萬 | 0.00% | +58,510+30.9% | 加碼 |
| Northern Trust Corp | 249,427 | $1,771 萬 | 0.00% | −22,179−8.2% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 264,100 | $1,875 萬 | 1.55% | −84,490−24.2% | 減碼 |
| Charles Schwab Investment Management Inc | 274,774 | $1,951 萬 | 0.00% | −10,556−3.7% | 減碼 |
| Comerica Bank | 295,999 | $2,102 萬 | 0.08% | +233,177+371.2% | 加碼 |
| Mawer Investment Management Ltd. | 310,623 | $2,205 萬 | 0.12% | −35,438−10.2% | 減碼 |
| Morgan Stanley | 320,213 | $2,274 萬 | 0.00% | −123,803−27.9% | 減碼 |
| Austin Asset Management Co Inc | 0 | $2,377 萬 | 3.91% | 0 | 不變 |
| JPMorgan Chase & Co | 338,026 | $2,400 萬 | 0.00% | −54,764−13.9% | 減碼 |
| Geode Capital Management, LLC | 692,116 | $4,915 萬 | 0.00% | −7,336−1.0% | 減碼 |
| Dimensional Fund Advisors LP | 1,104,594 | $7,843 萬 | 0.02% | −33,439−2.9% | 減碼 |
| American Century Companies Inc | 1,188,365 | $8,437 萬 | 0.04% | +138,529+13.2% | 加碼 |
| State Street Corp | 1,294,836 | $9,200 萬 | 0.00% | −96,820−7.0% | 減碼 |
| Pure Financial Advisors, Inc. | 0 | $1.00 億 | 1.48% | 0 | 新進 |
| Vanguard Group Inc | 1,517,110 | $1.08 億 | 0.00% | −340,235−18.3% | 減碼 |
| FMR LLC | 1,717,391 | $1.22 億 | 0.01% | −356,552−17.2% | 減碼 |
| BlackRock, Inc. | 3,273,551 | $2.32 億 | 0.00% | −36,392−1.1% | 減碼 |
| Mercer Global Advisors Inc | 11,510 | – | – | −1,475−11.4% | 減碼 |
| USAdvisors Wealth Management, LLC | 559 | – | – | −99−15.0% | 減碼 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −133,930−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −74,763−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −64,360−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −20,403−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −18,474−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −13,769−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −11,207−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,688−100.0% | 清倉 |
| Unison Advisors LLC | 0 | $0 | 0.00% | −10,200−100.0% | 清倉 |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −9,657−100.0% | 清倉 |
| Danske Bank A/S | 0 | $0 | 0.00% | −8,357−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −6,959−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −5,650−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,985−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,781−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −4,109−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −3,731−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,428−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,275−100.0% | 清倉 |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −3,151−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,136−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −2,993−100.0% | 清倉 |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −2,916−100.0% | 清倉 |
| LPL Financial LLC | 0 | $0 | 0.00% | −2,828−100.0% | 清倉 |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −2,551−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −1,690−100.0% | 清倉 |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −261−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −87−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −63−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | 清倉 |