Voloridge Investment Management
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voloridge Investment Management's CASH Position: Q1 2026 in Review

Voloridge Investment Management reduced its Pathward Financial (CASH) stake by 33% in Q1 2026, selling an estimated $2.87M and leaving 67,422 shares worth $6.02M. The position accounts for 0.02% of the portfolio, ranked #633.

Voloridge Investment Management first reported a position in CASH in Q3 2019 and has held it in 25 quarters since. The position peaked at $10.2M in Q4 2024. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Voloridge Investment Management held 67,422 shares of Pathward Financial worth $6.02M as of Q1 2026.
  • Voloridge Investment Management sold 32,971 Pathward Financial shares in Q1 2026, an estimated $2.87M.
  • Pathward Financial made up 0.02% of Voloridge Investment Management's portfolio in Q1 2026, its #633 holding.
  • Voloridge Investment Management first reported a position in Pathward Financial in Q3 2019 and has held it in 25 quarters since.
  • Voloridge Investment Management's Pathward Financial position peaked at $10.2M in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.