CASH

Pathward Financial Inc$92.88 2.21%
FinancialsUSCUSIP 59100U108· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
208
+21 QoQ
13F Value (tracked)
$1.7B
Insider Net · 180d
-$2.7M
0↑ 5↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)35 adding · 16 trimming
Insider net (180d)-$2.7M

Price & smart-money activity

$92.88 2.21%5Y +92.3%
$26.61$46.30$65.98$85.67$105.362021202220232024202520262924223359263235246935301838573024183736274332934344436239432394440454524451444475336047254
Hover for who · click for detailEnd-of-day closing prices52w $66.47 – $99.93
Build

Ask your agent what changed in CASH

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CASH/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CASH.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

208 tracked 13F filers
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$281.9M
3.2M
−3.5%
Reduced · −114K sh
Q1 2026
2FMR LLC
$174.6M
2.0M
+14%
Added · +239K sh
Q1 2026
3STATE STREET CORP
$118.6M
1.3M
+2.6%
Added · +34K sh
Q1 2026
4AMERICAN CENTURY COMPANIES INC
$101.6M
1.1M
−4.2%
Reduced · −50K sh
Q1 2026
5DIMENSIONAL FUND ADVISORS LP
$97.6M
1.1M
−1.0%
Reduced · −11K sh
Q1 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$66.9M
750K
New
+750K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$62.4M
700K
+1.1%
Added · +8K sh
Q1 2026
8EARNEST PARTNERS LLC
$51.2M
574K
New
+574K sh
Q1 2026
9VANGUARD PORTFOLIO MANAGEMENT LLC
$38.9M
436K
New
+436K sh
Q1 2026
10BANK OF AMERICA CORP /DE/
$27.0M
303K
+571%
Added · +257K sh
Q1 2026
11JPMORGAN CHASE & CO
$24.2M
275K
−19%
Reduced · −63K sh
Q1 2026
12TWO SIGMA INVESTMENTS, LP
$24.1M
270K
+44%
Added · +82K sh
Q1 2026
13Mawer Investment Management Ltd.
$24.0M
269K
−14%
Reduced · −42K sh
Q1 2026
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$23.9M
267K
−2.7%
Reduced · −7K sh
Q1 2026
15NEW YORK STATE COMMON RETIREMENT FUND
$23.5M
264K
+750%
Added · +233K sh
Q1 2026
16NORTHERN TRUST CORP
$22.9M
257K
+3.1%
Added · +8K sh
Q1 2026
17MORGAN STANLEY
$21.2M
238K
−26%
Reduced · −82K sh
Q1 2026
18Allspring Global Investments Holdings, LLC
$21.0M
233K
+46%
Added · +73K sh
Q1 2026
19Clearbridge Investments, LLC
$18.7M
209K
+35%
Added · +54K sh
Q1 2026
20GOLDMAN SACHS GROUP INC
$17.8M
200K
−19%
Reduced · −48K sh
Q1 2026
21Nuveen, LLC
$16.7M
187K
−14%
Reduced · −32K sh
Q1 2026
22PANAGORA ASSET MANAGEMENT INC
$15.6M
175K
+0.3%
Added · +525 sh
Q1 2026
23JANE STREET GROUP, LLC
$14.6M
163K
+229%
Added · +114K sh
Q1 2026
24Bank of New York Mellon Corp
$14.2M
159K
−4.9%
Reduced · −8K sh
Q1 2026
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$13.9M
155K
+2.3%
Added · +4K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
7
funds
Added
28
funds
Reduced
16
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$2.7M
5 insiders
Net
-$2.7M
5 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 7, 2026Ferri Eric AnthonyEVP, Chief Risk OfficerGrant (A)9K$0
May 29, 2026Hoople Elizabeth G.DirectorSell (S)5K$370K
Apr 29, 2026Hajek Douglas J.DirectorSell (S)5K$432K
Feb 24, 2026SHULMAN BECKY SDirectorGrant (A)2K$0
Feb 24, 2026MCCRAY RONALD DDirectorGrant (A)2K$0
Feb 24, 2026Zlatkus Lizabeth HDirectorGrant (A)2K$0
Feb 24, 2026Perretta ChristopherDirectorGrant (A)2K$0
Feb 24, 2026Hajek Douglas J.DirectorGrant (A)2K$0
Feb 24, 2026Hoople Elizabeth G.DirectorGrant (A)2K$0
Feb 24, 2026Stork Kendall EDirectorGrant (A)2K$0
Feb 24, 2026Mehta NeerajDirectorGrant (A)2K$0
Feb 23, 2026Pharr Brett L.Chief Executive Officer, DirectorSell (S)16K$1.5M

Institutional ownership over time

208 funds+40 since Q3 2024
0104208Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $1.7B

Funds that own CASH also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA96 funds$61.9B
MICROSOFT CORPMSFT96 funds$45.4B
BROADCOM INCAVGO96 funds$22.9B
ELI LILLY & COLLY96 funds$12.1B
COSTCO WHOLESALE CORPCOST96 funds$7.9B
LAM RESEARCH CORPLRCX96 funds$5.5B
TJX COMPANIES INCTJX96 funds$4.1B
AUTOMATIC DATA PROCESSINGADP96 funds$1.7B
APPLE INCAAPL95 funds$51.7B
AMAZON.COM INCAMZN95 funds$31.9B
ALPHABET INC-CL AGOOGL95 funds$28.8B
META PLATFORMS INC-CLASS AMETA95 funds$19.5B

Ranked by how many of CASH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CASH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.