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Jeff Yass’s Pathward Financial CASH Stock Holding History

Jeff Yass’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$505K Buy
5,800
+1,000
+21% +$86.5K ﹤0.01% 9905
2026
Q1 		$428K Buy
4,800
+1,700
+55% +$148K ﹤0.01% 10043
2025
Q4 		$220K Sell
3,100
-2,700
-47% -$194K ﹤0.01% 10673
2025
Q3 		$429K Sell
5,800
-2,400
-29% -$187K ﹤0.01% 9314
2025
Q2 		$649K Buy
8,200
+4,200
+105% +$321K ﹤0.01% 8564
2025
Q1 		$292K Sell
4,000
-5,400
-57% -$412K ﹤0.01% 10118
2024
Q4 		$692K Sell
9,400
-6,200
-40% -$472K ﹤0.01% 7847
2024
Q3 		$1.03M Sell
15,600
-5,900
-27% -$379K ﹤0.01% 6722
2024
Q2 		$1.22M Buy
21,500
+3,700
+21% +$195K ﹤0.01% 6123
2024
Q1 		$899K Buy
17,800
+9,700
+120% +$492K ﹤0.01% 7159
2023
Q4 		$429K Buy
8,100
+2,800
+53% +$138K ﹤0.01% 9041
2023
Q3 		$244K Sell
5,300
-16,700
-76% -$831K ﹤0.01% 9795
2023
Q2 		$1.02M Buy
22,000
+8,900
+68% +$399K ﹤0.01% 6629
2023
Q1 		$544K Sell
13,100
-18,500
-59% -$871K ﹤0.01% 8382
2022
Q4 		$1.36M Buy
31,600
+5,900
+23% +$242K ﹤0.01% 5499
2022
Q3 		$847K Buy
25,700
+20,400
+385% +$733K ﹤0.01% 7067
2022
Q2 		$205K Buy
+5,300
New +$226K ﹤0.01% 10564
2022
Q1 		– Sell
-5,500
Closed -$328K – 13032
2021
Q4 		$328K Sell
5,500
-23,000
-81% -$1.37M ﹤0.01% 10259
2021
Q3 		$1.5M Buy
28,500
+9,200
+48% +$458K ﹤0.01% 6488
2021
Q2 		$977K Sell
19,300
-1,900
-9% -$94.3K ﹤0.01% 7834
2021
Q1 		$961K Buy
21,200
+14,200
+203% +$606K ﹤0.01% 7845
2020
Q4 		$256K Sell
7,000
-105,500
-94% -$3.21M ﹤0.01% 9589
2020
Q3 		$2.16M Buy
+112,500
New +$2.12M ﹤0.01% 4464
2018
Q3 		– Sell
-18,600
Closed -$604K – 9255
2018
Q2 		$604K Buy
18,600
+12,300
+195% +$446K ﹤0.01% 6411
2018
Q1 		$229K Buy
+6,300
New +$225K ﹤0.01% 8098

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jeff Yass's CASH Position: Q2 2026 in Review

Jeff Yass reduced its Pathward Financial (CASH) stake by 83% in Q2 2026, selling an estimated $1.99M and leaving 4,781 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #10326.

Jeff Yass first reported a position in CASH in Q4 2015 and has held it in 33 quarters since. The position peaked at $3.8M in Q2 2025. 280 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Jeff Yass held 4,781 shares of Pathward Financial worth $416K as of Q2 2026.
  • Jeff Yass sold 23,038 Pathward Financial shares in Q2 2026, an estimated $1.99M.
  • Pathward Financial made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10326 holding.
  • Jeff Yass first reported a position in Pathward Financial in Q4 2015 and has held it in 33 quarters since.
  • Jeff Yass's Pathward Financial position peaked at $3.8M in Q2 2025.
  • 280 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.