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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 		$357K Buy
+4,100
New +$355K ﹤0.01% 10667
2025
Q4 		– Sell
-77,500
Closed -$5.74M – 12430
2025
Q3 		$5.74M Buy
+77,500
New +$6.04M ﹤0.01% 3863
2025
Q2 		– Sell
-5,000
Closed -$365K – 12712
2025
Q1 		$365K Buy
+5,000
New +$381K ﹤0.01% 9624
2024
Q3 		– Sell
-5,100
Closed -$289K – 12054
2024
Q2 		$289K Sell
5,100
-22,500
-82% -$1.18M ﹤0.01% 9536
2024
Q1 		$1.39M Sell
27,600
-4,200
-13% -$213K ﹤0.01% 6168
2023
Q4 		$1.68M Buy
31,800
+20,500
+181% +$1.01M ﹤0.01% 5728
2023
Q3 		$521K Sell
11,300
-2,000
-15% -$99.5K ﹤0.01% 8133
2023
Q2 		$617K Buy
13,300
+7,800
+142% +$350K ﹤0.01% 7822
2023
Q1 		$228K Sell
5,500
-7,900
-59% -$372K ﹤0.01% 10310
2022
Q4 		$577K Buy
13,400
+1,700
+15% +$69.7K ﹤0.01% 7479
2022
Q3 		$386K Sell
11,700
-2,800
-19% -$101K ﹤0.01% 9146
2022
Q2 		$561K Buy
+14,500
New +$618K ﹤0.01% 7980
2021
Q1 		– Sell
-7,700
Closed -$282K – 12265
2020
Q4 		$282K Sell
7,700
-3,400
-31% -$104K ﹤0.01% 9385
2020
Q3 		$213K Sell
11,100
-8,500
-43% -$160K ﹤0.01% 9354
2020
Q2 		$356K Buy
+19,600
New +$344K ﹤0.01% 8040
2020
Q1 		– Sell
-5,500
Closed -$201K – 10261
2019
Q4 		$201K Buy
+5,500
New +$187K ﹤0.01% 8760
2018
Q4 		– Sell
-8,700
Closed -$240K – 8978
2018
Q3 		$240K Sell
8,700
-33,600
-79% -$1.01M ﹤0.01% 7901
2018
Q2 		$1.37M Buy
+42,300
New +$1.54M ﹤0.01% 4715

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.