CASH US Equity

PATHWARD FINANCIAL, INC.

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Financials · National Commercial Banks · CIK 907471 · FYE 0930

$88.64

+2.49 (+2.89%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding CASH · 2026-Q1 methodology → sources →

276 holders

% of shares outstanding held

97.8%

Shares held (13F)

20,654,073

Reporting holders

276

Top holders

largest 100 of 276 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	3,159,6593.2M	$282M	14.97%	TRIM -3%
2	FMR LLC	1,956,5152.0M	$175M	9.27%	ADD 14%
3	STATE STREET CORP	1,328,7881.3M	$119M	6.29%	ADD 3%
4	AMERICAN CENTURY COMPANIES INC	1,138,4611.1M	$102M	5.39%	TRIM -4%
5	DIMENSIONAL FUND ADVISORS LP	1,093,3381.1M	$98M	5.18%	—
6	VANGUARD CAPITAL MANAGEMENT LLC	750,164750,164	$67M	3.55%	NEW†
7	Pure Financial Advisors, LLC	00	$66M	—	EXIT
8	GEODE CAPITAL MANAGEMENT, LLC	699,745699,745	$62M	3.31%	—
9	EARNEST PARTNERS LLC	573,512573,512	$51M	2.72%	NEW†
10	VANGUARD PORTFOLIO MANAGEMENT LLC	436,444436,444	$39M	2.07%	NEW†
11	NEUMEIER POMA INVESTMENT COUNSEL LLC	356,200356,200	$32M	1.69%	ADD 35%
12	BANK OF AMERICA CORP /DE/	302,503302,503	$27M	1.43%	ADD 571%
13	JPMORGAN CHASE & CO	274,960274,960	$24M	1.30%	TRIM -19%
14	TWO SIGMA INVESTMENTS, LP	269,961269,961	$24M	1.28%	ADD 44%
15	Mawer Investment Management Ltd.	268,543268,543	$24M	1.27%	TRIM -14%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	267,437267,437	$24M	1.27%	TRIM -3%
17	NEW YORK STATE COMMON RETIREMENT FUND	263,913263,913	$24M	1.25%	ADD 750%
18	NORTHERN TRUST CORP	257,135257,135	$23M	1.22%	ADD 3%
19	MORGAN STANLEY	237,954237,954	$21M	1.13%	TRIM -26%
20	Allspring Global Investments Holdings, LLC	232,830232,830	$21M	1.10%	ADD 46%
21	Clearbridge Investments, LLC	209,219209,219	$19M	0.99%	ADD 35%
22	Elgethun Capital Management	203,763203,763	$18M	0.97%	—
23	GOLDMAN SACHS GROUP INC	199,735199,735	$18M	0.95%	TRIM -19%
24	Nuveen, LLC	186,889186,889	$17M	0.89%	TRIM -14%
25	PANAGORA ASSET MANAGEMENT INC	174,776174,776	$16M	0.83%	—
26	Austin Asset Management Co Inc	00	$16M	—	EXIT
27	JANE STREET GROUP, LLC	163,225163,225	$15M	0.77%	ADD 229%
28	Bank of New York Mellon Corp	159,173159,173	$14M	0.75%	TRIM -5%
29	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	155,287155,287	$14M	0.74%	ADD 2%
30	PRINCIPAL FINANCIAL GROUP INC	151,892151,892	$14M	0.72%	ADD 39%
31	WELLINGTON MANAGEMENT GROUP LLP	147,697147,697	$13M	0.70%	TRIM -3%
32	VANGUARD FIDUCIARY TRUST CO	146,657146,657	$13M	0.69%	NEW
33	Aptus Capital Advisors, LLC	144,273144,273	$13M	0.68%	—
34	DEUTSCHE BANK AG\	143,565143,565	$13M	0.68%	—
35	Invesco Ltd.	138,915138,915	$12M	0.66%	TRIM -36%
36	D. E. Shaw & Co., Inc.	132,407132,407	$12M	0.63%	ADD 18%
37	SEI INVESTMENTS CO	131,371131,371	$12M	0.62%	ADD 1637%
38	Phocas Financial Corp.	130,125130,125	$12M	0.62%	TRIM -22%
39	UBS Group AG	118,036118,036	$11M	0.56%	ADD 26%
40	BRIDGEWAY CAPITAL MANAGEMENT, LLC	108,060108,060	$10M	0.51%	NEW
41	Balyasny Asset Management L.P.	107,793107,793	$10M	0.51%	ADD 108%
42	Brevan Howard Capital Management LP	105,867105,867	$9M	0.50%	TRIM -8%
43	Cerity Partners LLC	105,510105,510	$9M	0.50%	TRIM -12%
44	Moody Aldrich Partners LLC	105,336105,336	$9M	0.50%	—
45	Public Sector Pension Investment Board	100,216100,216	$9M	0.47%	TRIM -3%
46	Empowered Funds, LLC	97,17697,176	$9M	0.46%	NEW
47	Connor, Clark & Lunn Investment Management Ltd.	96,55596,555	$9M	0.46%	TRIM -33%
48	WELLS FARGO & COMPANY/MN	93,21293,212	$8M	0.44%	ADD 271%
49	MILLENNIUM MANAGEMENT LLC	88,99988,999	$8M	0.42%	TRIM -56%
50	STATE OF WISCONSIN INVESTMENT BOARD	87,80087,800	$8M	0.42%	TRIM -8%
51	FIRST TRUST ADVISORS LP	85,41185,411	$8M	0.40%	ADD 43%
52	ENVESTNET ASSET MANAGEMENT INC	75,38775,387	$7M	0.36%	ADD 84%
53	FRANKLIN RESOURCES INC	69,01269,012	$6M	0.33%	ADD 45%
54	VOLORIDGE INVESTMENT MANAGEMENT, LLC	67,42267,422	$6M	0.32%	TRIM -33%
55	BOOTHBAY FUND MANAGEMENT, LLC	64,73164,731	$6M	0.31%	TRIM -9%
56	CSM Advisors, LLC	64,05164,051	$6M	0.30%	ADD 10%
57	WCM INVESTMENT MANAGEMENT, LLC	62,46362,463	$5M	0.30%	NEW
58	RHUMBLINE ADVISERS	60,38360,383	$5M	0.29%	TRIM -2%
59	INTECH INVESTMENT MANAGEMENT LLC	58,68058,680	$5M	0.28%	TRIM -22%
60	KENNEDY CAPITAL MANAGEMENT LLC	58,41158,411	$5M	0.28%	TRIM -40%
61	Legal & General Group Plc	55,75755,757	$5M	0.26%	TRIM -12%
62	Guardian Wealth Management, Inc.	55,43655,436	$5M	0.26%	ADD 15%
63	Qube Research & Technologies Ltd	55,20955,209	$5M	0.26%	TRIM -74%
64	FEDERATED HERMES, INC.	54,28154,281	$5M	0.26%	—
65	Rosenthal \| Henry Capital Advisors, Inc.	52,57652,576	$5M	0.25%	—
66	Universal- Beteiligungs- und Servicegesellschaft mbH	51,45151,451	$5M	0.24%	ADD 42%
67	DENALI ADVISORS LLC	48,37048,370	$4M	0.23%	—
68	RENAISSANCE TECHNOLOGIES LLC	46,05846,058	$4M	0.22%	NEW
69	CITADEL ADVISORS LLC	43,99443,994	$4M	0.21%	TRIM -20%
70	Swiss National Bank	43,90043,900	$4M	0.21%	TRIM -2%
71	AMERIPRISE FINANCIAL INC	40,69440,694	$4M	0.19%	TRIM -13%
72	RMR Capital Management, LLC	39,07739,077	$3M	0.19%	ADD 2%
73	BNP PARIBAS FINANCIAL MARKETS	37,63937,639	$3M	0.18%	ADD 13%
74	Quantbot Technologies LP	33,08233,082	$3M	0.16%	ADD 78%
75	RAYMOND JAMES FINANCIAL INC	32,33632,336	$3M	0.15%	ADD 401%
76	Vident Advisory, LLC	31,67331,673	$3M	0.15%	NEW
77	Emerald Investment Advisers, LLC	30,31630,316	$3M	0.14%	NEW
78	XTX Topco Ltd	30,28630,286	$3M	0.14%	ADD 389%
79	CITIGROUP INC	29,43229,432	$3M	0.14%	TRIM -10%
80	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	28,60428,604	$3M	0.14%	ADD 32%
81	Russell Investments Group, Ltd.	28,19028,190	$3M	0.13%	—
82	SUSQUEHANNA INTERNATIONAL GROUP, LLP	27,81927,819	$2M	0.13%	ADD 13%
83	OPPENHEIMER ASSET MANAGEMENT INC.	27,52227,522	$2M	0.13%	NEW
84	Chou Associates Management Inc.	27,38927,389	$2M	0.13%	—
85	PMC FIG Opportunities LLC	26,19526,195	$2M	0.12%	TRIM -9%
86	Rafferty Asset Management, LLC	24,95624,956	$2M	0.12%	TRIM -9%
87	PRICE T ROWE ASSOCIATES INC /MD/	24,88524,885	$2M	0.12%	ADD 17%
88	ROYAL BANK OF CANADA	24,34824,348	$2M	0.12%	ADD 415%
89	ALLIANCEBERNSTEIN L.P.	28,40728,407	$2M	0.13%	—
90	PRUDENTIAL FINANCIAL INC	22,17822,178	$2M	0.11%	ADD 5%
91	Jump Financial, LLC	22,08022,080	$2M	0.10%	ADD 32%
92	HRT FINANCIAL LP	21,97421,974	$2M	0.10%	TRIM -26%
93	EMERALD MUTUAL FUND ADVISERS TRUST	21,45021,450	$2M	0.10%	ADD 29%
94	LOS ANGELES CAPITAL MANAGEMENT LLC	20,96220,962	$2M	0.10%	ADD 8491%
95	Orchard Capital Management, LLC	20,90120,901	$2M	0.10%	—
96	TEALWOOD ASSET MANAGEMENT INC	20,60720,607	$2M	0.10%	—
97	Squarepoint Ops LLC	20,50020,500	$2M	0.10%	ADD 149%
98	Sippican Capital Advisors	20,18520,185	$2M	0.10%	TRIM -7%
99	JANUS HENDERSON GROUP PLC	20,05520,055	$2M	0.10%	ADD 4%
100	Pacific Ridge Capital Partners, LLC	19,74019,740	$2M	0.09%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

3.6M

3.5M

3.4M

3.3M

3.2M

$282M

FMR LLC

2.2M

2.1M

2.2M

2.1M

1.7M

2.0M

$175M

STATE STREET CORP

1.7M

1.5M

1.4M

1.3M

$119M

AMERICAN CENTURY COMPANIES INC

643K

686K

726K

1.0M

1.2M

1.1M

$102M

DIMENSIONAL FUND ADVISORS LP

1.4M

1.3M

1.2M

1.1M

$98M

VANGUARD CAPITAL MANAGEMENT LLC

—

750K

$67M

Pure Financial Advisors, LLC

—

$66M

GEODE CAPITAL MANAGEMENT, LLC

712K

716K

700K

699K

692K

700K

$62M

EARNEST PARTNERS LLC

—

574K

$51M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

436K

$39M

NEUMEIER POMA INVESTMENT COUNSEL LLC

—

133K

215K

349K

264K

356K

$32M

BANK OF AMERICA CORP /DE/

50K

53K

71K

76K

45K

303K

$27M

JPMORGAN CHASE & CO

569K

450K

438K

786K

338K

275K

$24M

TWO SIGMA INVESTMENTS, LP

151K

210K

188K

179K

188K

270K

$24M

Mawer Investment Management Ltd.

259K

288K

255K

346K

311K

269K

$24M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	276	20,654,073	97.8%	$1.9B
2025-Q4	264	20,142,727

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · CASH

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
STATE STREET CORP	5.8%	QII	2025-12-31	SEC →
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	5.3%	QII	2025-12-31	SEC →
DIMENSIONAL FUND ADVISORS LP	5%	QII	2026-03-31	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding CASH · 2026-Q1 methodology → sources →

276 holders

% of shares outstanding held

97.8%

Shares held (13F)

20,654,073

Reporting holders

276

Top holders

largest 100 of 276 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	3,159,6593.2M	$282M	14.97%	TRIM -3%
2	FMR LLC	1,956,5152.0M	$175M	9.27%	ADD 14%
3	STATE STREET CORP	1,328,7881.3M	$119M	6.29%	ADD 3%
4	AMERICAN CENTURY COMPANIES INC	1,138,4611.1M	$102M	5.39%	TRIM -4%
5	DIMENSIONAL FUND ADVISORS LP	1,093,3381.1M	$98M	5.18%	—
6	VANGUARD CAPITAL MANAGEMENT LLC	750,164750,164	$67M	3.55%	NEW†
7	Pure Financial Advisors, LLC	00	$66M	—	EXIT
8	GEODE CAPITAL MANAGEMENT, LLC	699,745699,745	$62M	3.31%	—
9	EARNEST PARTNERS LLC	573,512573,512	$51M	2.72%	NEW†
10	VANGUARD PORTFOLIO MANAGEMENT LLC	436,444436,444	$39M	2.07%	NEW†
11	NEUMEIER POMA INVESTMENT COUNSEL LLC	356,200356,200	$32M	1.69%	ADD 35%
12	BANK OF AMERICA CORP /DE/	302,503302,503	$27M	1.43%	ADD 571%
13	JPMORGAN CHASE & CO	274,960274,960	$24M	1.30%	TRIM -19%
14	TWO SIGMA INVESTMENTS, LP	269,961269,961	$24M	1.28%	ADD 44%
15	Mawer Investment Management Ltd.	268,543268,543	$24M	1.27%	TRIM -14%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	267,437267,437	$24M	1.27%	TRIM -3%
17	NEW YORK STATE COMMON RETIREMENT FUND	263,913263,913	$24M	1.25%	ADD 750%
18	NORTHERN TRUST CORP	257,135257,135	$23M	1.22%	ADD 3%
19	MORGAN STANLEY	237,954237,954	$21M	1.13%	TRIM -26%
20	Allspring Global Investments Holdings, LLC	232,830232,830	$21M	1.10%	ADD 46%
21	Clearbridge Investments, LLC	209,219209,219	$19M	0.99%	ADD 35%
22	Elgethun Capital Management	203,763203,763	$18M	0.97%	—
23	GOLDMAN SACHS GROUP INC	199,735199,735	$18M	0.95%	TRIM -19%
24	Nuveen, LLC	186,889186,889	$17M	0.89%	TRIM -14%
25	PANAGORA ASSET MANAGEMENT INC	174,776174,776	$16M	0.83%	—
26	Austin Asset Management Co Inc	00	$16M	—	EXIT
27	JANE STREET GROUP, LLC	163,225163,225	$15M	0.77%	ADD 229%
28	Bank of New York Mellon Corp	159,173159,173	$14M	0.75%	TRIM -5%
29	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	155,287155,287	$14M	0.74%	ADD 2%
30	PRINCIPAL FINANCIAL GROUP INC	151,892151,892	$14M	0.72%	ADD 39%
31	WELLINGTON MANAGEMENT GROUP LLP	147,697147,697	$13M	0.70%	TRIM -3%
32	VANGUARD FIDUCIARY TRUST CO	146,657146,657	$13M	0.69%	NEW
33	Aptus Capital Advisors, LLC	144,273144,273	$13M	0.68%	—
34	DEUTSCHE BANK AG\	143,565143,565	$13M	0.68%	—
35	Invesco Ltd.	138,915138,915	$12M	0.66%	TRIM -36%
36	D. E. Shaw & Co., Inc.	132,407132,407	$12M	0.63%	ADD 18%
37	SEI INVESTMENTS CO	131,371131,371	$12M	0.62%	ADD 1637%
38	Phocas Financial Corp.	130,125130,125	$12M	0.62%	TRIM -22%
39	UBS Group AG	118,036118,036	$11M	0.56%	ADD 26%
40	BRIDGEWAY CAPITAL MANAGEMENT, LLC	108,060108,060	$10M	0.51%	NEW
41	Balyasny Asset Management L.P.	107,793107,793	$10M	0.51%	ADD 108%
42	Brevan Howard Capital Management LP	105,867105,867	$9M	0.50%	TRIM -8%
43	Cerity Partners LLC	105,510105,510	$9M	0.50%	TRIM -12%
44	Moody Aldrich Partners LLC	105,336105,336	$9M	0.50%	—
45	Public Sector Pension Investment Board	100,216100,216	$9M	0.47%	TRIM -3%
46	Empowered Funds, LLC	97,17697,176	$9M	0.46%	NEW
47	Connor, Clark & Lunn Investment Management Ltd.	96,55596,555	$9M	0.46%	TRIM -33%
48	WELLS FARGO & COMPANY/MN	93,21293,212	$8M	0.44%	ADD 271%
49	MILLENNIUM MANAGEMENT LLC	88,99988,999	$8M	0.42%	TRIM -56%
50	STATE OF WISCONSIN INVESTMENT BOARD	87,80087,800	$8M	0.42%	TRIM -8%
51	FIRST TRUST ADVISORS LP	85,41185,411	$8M	0.40%	ADD 43%
52	ENVESTNET ASSET MANAGEMENT INC	75,38775,387	$7M	0.36%	ADD 84%
53	FRANKLIN RESOURCES INC	69,01269,012	$6M	0.33%	ADD 45%
54	VOLORIDGE INVESTMENT MANAGEMENT, LLC	67,42267,422	$6M	0.32%	TRIM -33%
55	BOOTHBAY FUND MANAGEMENT, LLC	64,73164,731	$6M	0.31%	TRIM -9%
56	CSM Advisors, LLC	64,05164,051	$6M	0.30%	ADD 10%
57	WCM INVESTMENT MANAGEMENT, LLC	62,46362,463	$5M	0.30%	NEW
58	RHUMBLINE ADVISERS	60,38360,383	$5M	0.29%	TRIM -2%
59	INTECH INVESTMENT MANAGEMENT LLC	58,68058,680	$5M	0.28%	TRIM -22%
60	KENNEDY CAPITAL MANAGEMENT LLC	58,41158,411	$5M	0.28%	TRIM -40%
61	Legal & General Group Plc	55,75755,757	$5M	0.26%	TRIM -12%
62	Guardian Wealth Management, Inc.	55,43655,436	$5M	0.26%	ADD 15%
63	Qube Research & Technologies Ltd	55,20955,209	$5M	0.26%	TRIM -74%
64	FEDERATED HERMES, INC.	54,28154,281	$5M	0.26%	—
65	Rosenthal \| Henry Capital Advisors, Inc.	52,57652,576	$5M	0.25%	—
66	Universal- Beteiligungs- und Servicegesellschaft mbH	51,45151,451	$5M	0.24%	ADD 42%
67	DENALI ADVISORS LLC	48,37048,370	$4M	0.23%	—
68	RENAISSANCE TECHNOLOGIES LLC	46,05846,058	$4M	0.22%	NEW
69	CITADEL ADVISORS LLC	43,99443,994	$4M	0.21%	TRIM -20%
70	Swiss National Bank	43,90043,900	$4M	0.21%	TRIM -2%
71	AMERIPRISE FINANCIAL INC	40,69440,694	$4M	0.19%	TRIM -13%
72	RMR Capital Management, LLC	39,07739,077	$3M	0.19%	ADD 2%
73	BNP PARIBAS FINANCIAL MARKETS	37,63937,639	$3M	0.18%	ADD 13%
74	Quantbot Technologies LP	33,08233,082	$3M	0.16%	ADD 78%
75	RAYMOND JAMES FINANCIAL INC	32,33632,336	$3M	0.15%	ADD 401%
76	Vident Advisory, LLC	31,67331,673	$3M	0.15%	NEW
77	Emerald Investment Advisers, LLC	30,31630,316	$3M	0.14%	NEW
78	XTX Topco Ltd	30,28630,286	$3M	0.14%	ADD 389%
79	CITIGROUP INC	29,43229,432	$3M	0.14%	TRIM -10%
80	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	28,60428,604	$3M	0.14%	ADD 32%
81	Russell Investments Group, Ltd.	28,19028,190	$3M	0.13%	—
82	SUSQUEHANNA INTERNATIONAL GROUP, LLP	27,81927,819	$2M	0.13%	ADD 13%
83	OPPENHEIMER ASSET MANAGEMENT INC.	27,52227,522	$2M	0.13%	NEW
84	Chou Associates Management Inc.	27,38927,389	$2M	0.13%	—
85	PMC FIG Opportunities LLC	26,19526,195	$2M	0.12%	TRIM -9%
86	Rafferty Asset Management, LLC	24,95624,956	$2M	0.12%	TRIM -9%
87	PRICE T ROWE ASSOCIATES INC /MD/	24,88524,885	$2M	0.12%	ADD 17%
88	ROYAL BANK OF CANADA	24,34824,348	$2M	0.12%	ADD 415%
89	ALLIANCEBERNSTEIN L.P.	28,40728,407	$2M	0.13%	—
90	PRUDENTIAL FINANCIAL INC	22,17822,178	$2M	0.11%	ADD 5%
91	Jump Financial, LLC	22,08022,080	$2M	0.10%	ADD 32%
92	HRT FINANCIAL LP	21,97421,974	$2M	0.10%	TRIM -26%
93	EMERALD MUTUAL FUND ADVISERS TRUST	21,45021,450	$2M	0.10%	ADD 29%
94	LOS ANGELES CAPITAL MANAGEMENT LLC	20,96220,962	$2M	0.10%	ADD 8491%
95	Orchard Capital Management, LLC	20,90120,901	$2M	0.10%	—
96	TEALWOOD ASSET MANAGEMENT INC	20,60720,607	$2M	0.10%	—
97	Squarepoint Ops LLC	20,50020,500	$2M	0.10%	ADD 149%
98	Sippican Capital Advisors	20,18520,185	$2M	0.10%	TRIM -7%
99	JANUS HENDERSON GROUP PLC	20,05520,055	$2M	0.10%	ADD 4%
100	Pacific Ridge Capital Partners, LLC	19,74019,740	$2M	0.09%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

3.6M

3.5M

3.4M

3.3M

3.2M

$282M

FMR LLC

2.2M

2.1M

2.2M

2.1M

1.7M

2.0M

$175M

STATE STREET CORP

1.7M

1.5M

1.4M

1.3M

$119M

AMERICAN CENTURY COMPANIES INC

643K

686K

726K

1.0M

1.2M

1.1M

$102M

DIMENSIONAL FUND ADVISORS LP

1.4M

1.3M

1.2M

1.1M

$98M

VANGUARD CAPITAL MANAGEMENT LLC

—

750K

$67M

Pure Financial Advisors, LLC

—

$66M

GEODE CAPITAL MANAGEMENT, LLC

712K

716K

700K

699K

692K

700K

$62M

EARNEST PARTNERS LLC

—

574K

$51M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

436K

$39M

NEUMEIER POMA INVESTMENT COUNSEL LLC

—

133K

215K

349K

264K

356K

$32M

BANK OF AMERICA CORP /DE/

50K

53K

71K

76K

45K

303K

$27M

JPMORGAN CHASE & CO

569K

450K

438K

786K

338K

275K

$24M

TWO SIGMA INVESTMENTS, LP

151K

210K

188K

179K

188K

270K

$24M

Mawer Investment Management Ltd.

259K

288K

255K

346K

311K

269K

$24M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	276	20,654,073	97.8%	$1.9B
2025-Q4	264	20,142,727

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · CASH

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
STATE STREET CORP	5.8%	QII	2025-12-31	SEC →
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	5.3%	QII	2025-12-31	SEC →
DIMENSIONAL FUND ADVISORS LP	5%	QII	2026-03-31	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

CASH US Equity☆

Institutional ownership· 13F filers holding CASH · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · CASH

Institutional ownership· 13F filers holding CASH · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · CASH

CASH US Equity