CASH PATHWARD FINANCIAL INC

Ownership history in JUPITER ASSET MANAGEMENT LTD  ·  11 quarters on record

This page tracks every 13F SEC filing in which JUPITER ASSET MANAGEMENT LTD reported a position in PATHWARD FINANCIAL INC (CASH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q1)
Avg. % of fund
0.08%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 74,763 -89,006 -54.3% 0.05% $5.5M $73.92
2025 Q2 ADDED 163,769 +8,500 +5.5% 0.11% $13.0M $78.97
2025 Q1 ADDED 155,269 +54,924 +54.7% 0.11% $11.3M $72.76
2024 Q4 REDUCED 100,345 -17,456 -14.8% 0.07% $7.4M $73.34
2024 Q3 REDUCED 117,801 -6,653 -5.3% 0.07% $7.8M $65.76
2024 Q2 REDUCED 124,454 -63,345 -33.7% 0.07% $7.0M $56.31
2024 Q1 UNCHANGED 187,799 0% 0.09% $9.5M $50.20
2023 Q4 ADDED 187,799 +3,083 +1.7% 0.10% $9.9M $52.59
2023 Q3 ADDED 184,716 +49,418 +36.5% 0.09% $8.5M $45.75
2023 Q2 UNCHANGED 135,298 0% 0.07% $6.3M $45.97
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CASH price (monthly, adj. close)
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