Cliff Asness's CASH Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 10,405 shares of Pathward Financial, Inc. (CASH) worth $770,078, representing 0.00% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in CASH, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 25,815 shares. Largest reduction occurred in Q4 2017, reducing 31,488 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Pathward Financial (CASH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Pathward Financial (CASH) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +16,362 | New Buy | 16,362 | $14.97 |
| Q2 2014 | +6,300 | Add 38.50% | 22,662 | $13.33 |
| Q3 2014 | +2,100 | Add 9.27% | 24,762 | $11.75 |
| Q1 2015 | -2,700 | Reduce 10.90% | 22,062 | $13.24 |
| Q3 2015 | +19,164 | Add 86.86% | 41,226 | $13.92 |
| Q4 2015 | +5,409 | Add 13.12% | 46,635 | $15.31 |
| Q1 2016 | +25,815 | Add 55.36% | 72,450 | $15.20 |
| Q2 2016 | +14,193 | Add 19.59% | 86,643 | $16.98 |
| Q3 2016 | +13,377 | Add 15.44% | 100,020 | $20.21 |
| Q4 2016 | -1,479 | Reduce 1.48% | 98,541 | $34.30 |
| Q1 2017 | +405 | Add 0.41% | 98,946 | $29.50 |
| Q2 2017 | -7,392 | Reduce 7.47% | 91,554 | $29.67 |
| Q3 2017 | +5,253 | Add 5.74% | 96,807 | $26.13 |
| Q4 2017 | -31,488 | Reduce 32.53% | 65,319 | $30.88 |
| Q1 2018 | -11,139 | Reduce 17.05% | 54,180 | $36.40 |
| Q2 2018 | +2,301 | Add 4.25% | 56,481 | $32.47 |
| Q3 2018 | -14,220 | Reduce 25.18% | 42,261 | $27.54 |
| Q4 2018 | -42,261 | Sold Out | 42,261 | $0.00 |
| Q4 2019 | +20,023 | New Buy | 20,023 | $36.51 |
| Q1 2020 | +1,370 | Add 6.84% | 21,393 | $21.74 |
| Q3 2020 | -21,393 | Sold Out | 21,393 | $0.00 |
| Q3 2021 | +9,816 | New Buy | 9,816 | $52.47 |
| Q4 2021 | +5,466 | Add 55.68% | 15,282 | $59.68 |
| Q2 2022 | -2,906 | Reduce 19.02% | 12,376 | $38.70 |
| Q3 2022 | -1,569 | Reduce 12.68% | 10,807 | $32.94 |
| Q4 2022 | -4,774 | Reduce 44.18% | 6,033 | $43.05 |
| Q1 2023 | -6,033 | Sold Out | 6,033 | $0.00 |
| Q1 2024 | +4,037 | New Buy | 4,037 | $50.48 |
| Q2 2024 | +5,902 | Add 146.20% | 9,939 | $56.57 |
| Q3 2024 | -2,943 | Reduce 29.61% | 6,996 | $66.01 |
| Q4 2024 | -1,323 | Reduce 18.91% | 5,673 | $73.58 |
| Q1 2025 | +3,479 | Add 61.33% | 9,152 | $72.95 |
| Q2 2025 | +1,935 | Add 21.14% | 11,087 | $79.12 |
| Q3 2025 | -682 | Reduce 6.15% | 10,405 | $74.01 |
Cliff Asness's Pathward Financial Investment FAQs
Cliff Asness first purchased Pathward Financial, Inc. (CASH) in Q1 2014, acquiring 16,362 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Pathward Financial, Inc. (CASH) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Pathward Financial, Inc. (CASH) was in Q1 2016, adding 72,450 shares worth $1.1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 10,405 shares of Pathward Financial, Inc. (CASH), valued at approximately $770,078. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Pathward Financial, Inc. (CASH) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Pathward Financial, Inc. (CASH) was 100,020 shares, as reported at the end of Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.