Voloridge Investment Management
CASH icon

Voloridge Investment Management’s Pathward Financial CASH Stock Holding History

Voloridge Investment Management’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 		$3.63M Sell
41,679
-25,743
-38% -$2.23M 0.02% 590
2026
Q1 		$6.02M Sell
67,422
-32,971
-33% -$2.87M 0.02% 633
2025
Q4 		$7.13M Buy
100,393
+21,388
+27% +$1.53M 0.03% 668
2025
Q3 		$5.85M Sell
79,005
-3,420
-4% -$266K 0.02% 699
2025
Q2 		$6.52M Sell
82,425
-40,075
-33% -$3.07M 0.02% 676
2025
Q1 		$8.94M Sell
122,500
-15,584
-11% -$1.19M 0.03% 596
2024
Q4 		$10.2M Sell
138,084
-8,399
-6% -$640K 0.04% 569
2024
Q3 		$9.67M Buy
146,483
+8,039
+6% +$517K 0.04% 594
2024
Q2 		$7.83M Buy
138,444
+62,436
+82% +$3.28M 0.03% 631
2024
Q1 		$3.84M Buy
76,008
+21,135
+39% +$1.07M 0.01% 712
2023
Q4 		$2.9M Sell
54,873
-9,923
-15% -$488K 0.01% 740
2023
Q3 		$2.99M Sell
64,796
-12,593
-16% -$627K 0.01% 813
2023
Q2 		$3.59M Sell
77,389
-25,925
-25% -$1.16M 0.02% 791
2023
Q1 		$4.29M Buy
103,314
+43,514
+73% +$2.05M 0.02% 721
2022
Q4 		$2.57M Sell
59,800
-42,005
-41% -$1.72M 0.01% 904
2022
Q3 		$3.35M Sell
101,805
-15,010
-13% -$539K 0.02% 797
2022
Q2 		$4.52M Buy
116,815
+21,486
+23% +$916K 0.02% 716
2022
Q1 		$5.24M Buy
95,329
+75,235
+374% +$4.27M 0.03% 619
2021
Q4 		$1.2M Buy
20,094
+6,693
+50% +$400K 0.01% 1226
2021
Q3 		$703K Sell
13,401
-32,154
-71% -$1.6M ﹤0.01% 1376
2021
Q2 		$2.31M Sell
45,555
-11,643
-20% -$578K 0.02% 942
2021
Q1 		$2.59M Buy
57,198
+6,281
+12% +$268K 0.02% 729
2020
Q4 		$1.86M Sell
50,917
-19,050
-27% -$580K 0.02% 769
2020
Q3 		$1.34M Sell
69,967
-1,668
-2% -$31.5K 0.01% 847
2020
Q2 		$1.3M Buy
+71,635
New +$1.26M 0.01% 759
2019
Q4 		– Sell
-15,006
Closed -$489K – 1099
2019
Q3 		$489K Buy
+15,006
New +$452K 0.01% 812

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 $3.38T AUM 44.17% 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

Voloridge Investment Management's CASH Position: Q2 2026 in Review

Voloridge Investment Management reduced its Pathward Financial (CASH) stake by 38% in Q2 2026, selling an estimated $2.23M and leaving 41,679 shares worth $3.63M. The position accounts for 0.02% of the portfolio, ranked #590.

Voloridge Investment Management first reported a position in CASH in Q3 2019 and has held it in 26 quarters since. The position peaked at $10.2M in Q4 2024. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Voloridge Investment Management held 41,679 shares of Pathward Financial worth $3.63M as of Q2 2026.
  • Voloridge Investment Management sold 25,743 Pathward Financial shares in Q2 2026, an estimated $2.23M.
  • Pathward Financial made up 0.02% of Voloridge Investment Management's portfolio in Q2 2026, its #590 holding.
  • Voloridge Investment Management first reported a position in Pathward Financial in Q3 2019 and has held it in 26 quarters since.
  • Voloridge Investment Management's Pathward Financial position peaked at $10.2M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.