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Pathward Financial, Inc.

CASH
Exchange
Nasdaq
Industry
National Commercial Banks
SEC CIK
0000907471

No open-market purchases or sales by Pathward Financial, Inc. insiders were filed in the last 90 days; 288 institutions reported holding it in 13F filings for Q2 2026, worth $1.91B in total; Chou Associates is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Pathward Financial, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
163
No complete 13F data for Q4 2020
Shares held
25.3M
No complete 13F data for Q4 2020
Total value
$1.13B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CASH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 163 institutions
Q1 2021: 163 institutionsQ2 2021: 185 institutionsQ3 2021: 198 institutionsQ4 2021: 202 institutionsQ1 2022: 205 institutionsQ2 2022: 196 institutionsQ3 2022: 187 institutionsQ4 2022: 182 institutionsQ1 2023: 194 institutionsQ2 2023: 195 institutionsQ3 2023: 209 institutionsQ4 2023: 221 institutionsQ1 2024: 232 institutionsQ2 2024: 229 institutionsQ3 2024: 255 institutionsQ4 2024: 249 institutionsQ1 2025: 254 institutionsQ2 2025: 275 institutionsQ3 2025: 266 institutionsQ4 2025: 265 institutionsQ1 2026: 278 institutionsQ2 2026: 288 institutions
Value heldQ1 2021: $1.13B
Q1 2021: $1.13BQ2 2021: $1.30BQ3 2021: $1.35BQ4 2021: $1.57BQ1 2022: $1.40BQ2 2022: $1.02BQ3 2022: $896.2MQ4 2022: $1.05BQ1 2023: $1.08BQ2 2023: $1.09BQ3 2023: $1.13BQ4 2023: $1.38BQ1 2024: $1.26BQ2 2024: $1.37BQ3 2024: $1.60BQ4 2024: $1.74BQ1 2025: $1.63BQ2 2025: $1.80BQ3 2025: $1.74BQ4 2025: $1.57BQ1 2026: $1.93BQ2 2026: $1.91B
Institutions holding CASH and their total value by quarter
QuarterHoldersValue
Q2 2026288$1.91B
Q1 2026278$1.93B
Q4 2025265$1.57B
Q3 2025266$1.74B
Q2 2025275$1.80B
Q1 2025254$1.63B
Q4 2024249$1.74B
Q3 2024255$1.60B
Q2 2024229$1.37B
Q1 2024232$1.26B
Q4 2023221$1.38B
Q3 2023209$1.13B
Q2 2023195$1.09B
Q1 2023194$1.08B
Q4 2022182$1.05B
Q3 2022187$896.2M
Q2 2022196$1.02B
Q1 2022205$1.40B
Q4 2021202$1.57B
Q3 2021198$1.35B
Q2 2021185$1.30B
Q1 2021163$1.13B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Pathward Financial, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CASH in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,771,868$216.2M0.01%––
Vanguard Group Inc2,046,626$92.7M0.00%––
Dimensional Fund Advisors LP1,672,355$75.8M0.03%––
Goldman Sachs Group Inc1,403,662$63.6M0.02%––
FMR LLC1,352,011$61.3M0.01%––
State Street Corp997,841$45.3M0.00%––
Nantahala Capital Management, LLC987,784$44.8M2.55%––
Patriot Financial Partners GP, LP729,578$33.1M10.83%––
Geode Capital Management, LLC559,556$25.4M0.00%––
Brookside Equity Partners LLC498,895$22.6M3.95%––
Driehaus Capital Management LLC458,190$20.8M0.31%––
Loomis Sayles & Co L P435,278$19.7M0.03%––
Public Sector Pension Investment Board407,535$18.5M0.12%––
Northern Trust Corp380,088$17.2M0.00%––
Bank of New York Mellon Corp357,206$16.2M0.00%––
Osterweis Capital Management Inc344,960$15.6M0.85%––
Healthcare of Ontario Pension Plan Trust Fund317,400$14.4M0.04%––
Orchard Capital Managment, LLC271,320$12.3M3.87%––
Ziegler Capital Management, LLC254,445$11.5M0.36%––
Phocas Financial Corp.240,719$10.9M1.44%––
Ararat Capital Management, LP235,949$10.7M5.89%––
Wellington Management Group LLP235,174$10.7M0.00%––
Invesco Ltd.229,506$10.4M0.00%––
Principal Financial Group Inc221,651$10.0M0.01%––
Charles Schwab Investment Management Inc217,074$9.84M0.00%––
Canada Pension Plan Investment Board196,000$8.88M0.01%––
John W. Rosenthal Capital Management, Inc.187,780$8.51M6.87%––
BNP Paribas Arbitrage, SA179,900$8.15M0.02%––
Silvercrest Asset Management Group LLC177,992$8.06M0.05%––
Elgethun Capital Management175,032$7.93M3.09%––
Cranbrook Wealth Management, LLC170,822$7.74M1.87%––
Maltese Capital Management LLC160,530$7.27M0.95%––
JPMorgan Chase & Co157,909$7.16M0.00%––
Nuveen Asset Management, LLC153,357$6.95M0.00%––
Deutsche Bank AG150,892$6.84M0.00%––
Bridgeway Capital Management, LLC150,365$6.81M0.13%––
Ameriprise Financial Inc148,341$6.72M0.00%––
Bank of America Corp129,640$5.87M0.00%––
Morgan Stanley115,697$5.24M0.00%––
Prudential Financial Inc114,324$5.18M0.01%––
Eaton Vance Management110,056$4.99M0.01%––
Rhumbline Advisers104,441$4.73M0.01%––
Citadel Advisors LLC101,224$4.59M0.00%––
Legal & General Group Plc91,119$4.13M0.00%––
Putnam Investments LLC86,100$3.90M0.01%––
Baird Financial Group, Inc.78,266$3.55M0.01%––
South Dakota Investment Council72,709$3.29M0.05%––
Roubaix Capital, LLC72,552$3.29M2.22%––
UBS Group AG70,942$3.21M0.00%––
Swiss National Bank70,600$3.20M0.00%––
Second Curve Capital LLC70,032$3.17M4.47%––
NFJ Investment Group, LLC69,334$3.14M0.06%––
California Public Employees Retirement System68,100$3.09M0.00%––
Parametric Portfolio Associates LLC59,621$2.70M0.00%––
D. E. Shaw & Co., Inc.59,565$2.70M0.00%––
New York State Common Retirement Fund57,502$2.60M0.00%––
Voloridge Investment Management, LLC57,198$2.59M0.02%––
Sage Capital Advisors,llc51,926$2.35M1.05%––
Alliancebernstein L.P.51,219$2.32M0.00%––
California State Teachers Retirement System46,838$2.12M0.00%––
Wells Fargo & Company46,368$2.10M0.00%––
American Century Companies Inc42,153$1.91M0.00%––
Credit Suisse AG41,140$1.86M0.00%––
Sigma Planning Corp40,309$1.83M0.06%––
Barclays PLC39,533$1.79M0.00%––
Pacific Ridge Capital Partners, LLC37,040$1.68M0.32%––
New York State Teachers Retirement System36,183$1.64M0.00%––
Ensign Peak Advisors, Inc36,000$1.63M0.00%––
Globeflex Capital L P34,069$1.54M0.28%––
Boothbay Fund Management, LLC33,411$1.51M0.08%––
Comerica Bank32,515$1.49M0.01%––
Natixis32,000$1.45M0.00%––
Arrowstreet Capital, Limited Partnership29,457$1.33M0.00%––
Great West Life Assurance Co27,720$1.25M0.00%––
Jackson Creek Investment Advisors LLC27,156$1.23M0.43%––
Victory Capital Management Inc27,124$1.23M0.00%––
Thrivent Financial for Lutherans26,491$1.20M0.00%––
UBS Asset Management Americas Inc26,379$1.20M0.00%––
Russell Investments Group, Ltd.25,377$1.15M0.00%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,870$1.13M0.01%––
Texas Permanent School Fund24,093$1.09M0.01%––
Ergoteles LLC23,450$1.06M0.03%––
Citigroup Inc23,385$1.06M0.00%––
Two Sigma Investments, LP23,403$1.06M0.00%––
Cubist Systematic Strategies, LLC23,169$1.05M0.01%––
State of Tennessee, Treasury Department22,606$1.02M0.00%––
State of Alaska, Department of Revenue21,831$989.0K0.01%––
American International Group, Inc.20,778$941.0K0.00%––
HRT Financial LP19,380$878.0K0.01%––
QS Investors, LLC19,300$875.0K0.01%––
Hancock Whitney Corp18,228$826.0K0.03%––
Manufacturers Life Insurance Company, The17,743$804.0K0.00%––
Sippican Capital Advisors17,688$801.0K0.74%––
Raymond James Financial Services Advisors, Inc.17,429$790.0K0.00%––
Venture Visionary Partners LLC17,400$788.0K0.07%––
Engineers Gate Manager LP16,296$738.0K0.04%––
Fullerton Fund Management Co Ltd.16,061$728.0K0.06%––
Mercer Global Advisors Inc15,954$723.0K0.01%––
First Trust Advisors LP15,927$722.0K0.00%––
Guggenheim Capital LLC15,141$686.0K0.00%––