Pathward Financial
CASH
275 hedge funds and large institutions have $1.93B invested in Pathward Financial in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 30 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
67% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 30
23% more capital invested
Capital invested by funds: $1.57B → $1.93B (+$357M)
5% more funds holding
Funds holding: 261 → 275 (+14)
4.87% more ownership
Funds ownership: 90.1% → 94.96% (+4.9%)
12% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$49.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$22.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.8M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$20.3M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$13.6M |
| 2 |
Millennium Management
New York
|
-$10.1M |
| 3 |
BlackRock
New York
|
-$9.92M |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$9.34M |
| 5 |
Morgan Stanley
New York
|
-$7.16M |
CASH Hedge Fund Activity: Q1 2026 in Review
275 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q1 2026, worth a combined $1.93B — up 23% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new CASH positions and 30 closed out — a net gain of 20 holders — while 88 added to existing stakes and 100 trimmed.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $49.9M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $13.6M.
- 275 institutional investors held Pathward Financial (CASH) as of Q1 2026, up from 261 in Q4 2025.
- Funds reported $1.93B of Pathward Financial stock for Q1 2026, up 23% quarter-over-quarter.
- 50 funds opened new Pathward Financial positions in Q1 2026 and 30 closed out, a net change of +20 holders.
- The largest Pathward Financial buyer in Q1 2026 was EARNEST Partners, an estimated $49.9M added.
- The largest Pathward Financial seller in Q1 2026 was Qube Research & Technologies (QRT), an estimated $13.6M sold.
Based on aggregated 13F filings for Q1 2026.