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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: $1.56BQ1 2022: $1.40BQ2 2022: $1.01BQ3 2022: $888.6MQ4 2022: $1.05BQ1 2023: $1.00BQ2 2023: $1.07BQ3 2023: $1.11BQ4 2023: $1.25BQ1 2024: $1.16BQ2 2024: $1.26BQ3 2024: $1.51BQ4 2024: $1.67BQ1 2025: $1.56BQ2 2025: $1.68BQ3 2025: $1.56BQ4 2025: $1.56BQ1 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$1.56B
Q3 2025266$1.56B
Q2 2025275$1.68B
Q1 2025254$1.56B
Q4 2024249$1.67B
Q3 2024255$1.51B
Q2 2024229$1.26B
Q1 2024232$1.16B
Q4 2023221$1.25B
Q3 2023209$1.11B
Q2 2023195$1.07B
Q1 2023194$1.00B
Q4 2022182$1.05B
Q3 2022187$888.6M
Q2 2022196$1.01B
Q1 2022205$1.40B
Q4 2021202$1.56B
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
Credit Suisse AG41,140$1.86M0.00%––
American Century Companies Inc42,153$1.91M0.00%––
Wells Fargo & Company46,368$2.10M0.00%––
California State Teachers Retirement System46,838$2.12M0.00%––
Alliancebernstein L.P.51,219$2.32M0.00%––
Sage Capital Advisors,llc51,926$2.35M1.05%––
Voloridge Investment Management, LLC57,198$2.59M0.02%––
New York State Common Retirement Fund57,502$2.60M0.00%––
D. E. Shaw & Co., Inc.59,565$2.70M0.00%––
Parametric Portfolio Associates LLC59,621$2.70M0.00%––
California Public Employees Retirement System68,100$3.09M0.00%––
NFJ Investment Group, LLC69,334$3.14M0.06%––
Second Curve Capital LLC70,032$3.17M4.47%––
Swiss National Bank70,600$3.20M0.00%––
UBS Group AG70,942$3.21M0.00%––
Roubaix Capital, LLC72,552$3.29M2.22%––
South Dakota Investment Council72,709$3.29M0.05%––
Baird Financial Group, Inc.78,266$3.55M0.01%––
Putnam Investments LLC86,100$3.90M0.01%––
Legal & General Group Plc91,119$4.13M0.00%––
Citadel Advisors LLC101,224$4.59M0.00%––
Rhumbline Advisers104,441$4.73M0.01%––
Eaton Vance Management110,056$4.99M0.01%––
Prudential Financial Inc114,324$5.18M0.01%––
Morgan Stanley115,697$5.24M0.00%––
Bank of America Corp129,640$5.87M0.00%––
Ameriprise Financial Inc148,341$6.72M0.00%––
Bridgeway Capital Management, LLC150,365$6.81M0.13%––
Deutsche Bank AG150,892$6.84M0.00%––
Nuveen Asset Management, LLC153,357$6.95M0.00%––
JPMorgan Chase & Co157,909$7.16M0.00%––
Maltese Capital Management LLC160,530$7.27M0.95%––
Cranbrook Wealth Management, LLC170,822$7.74M1.87%––
Elgethun Capital Management175,032$7.93M3.09%––
Silvercrest Asset Management Group LLC177,992$8.06M0.05%––
BNP Paribas Arbitrage, SA179,900$8.15M0.02%––
John W. Rosenthal Capital Management, Inc.187,780$8.51M6.87%––
Canada Pension Plan Investment Board196,000$8.88M0.01%––
Charles Schwab Investment Management Inc217,074$9.84M0.00%––
Principal Financial Group Inc221,651$10.0M0.01%––
Invesco Ltd.229,506$10.4M0.00%––
Wellington Management Group LLP235,174$10.7M0.00%––
Ararat Capital Management, LP235,949$10.7M5.89%––
Phocas Financial Corp.240,719$10.9M1.44%––
Ziegler Capital Management, LLC254,445$11.5M0.36%––
Orchard Capital Managment, LLC271,320$12.3M3.87%––
Healthcare of Ontario Pension Plan Trust Fund317,400$14.4M0.04%––
Osterweis Capital Management Inc344,960$15.6M0.85%––
Bank of New York Mellon Corp357,206$16.2M0.00%––
Northern Trust Corp380,088$17.2M0.00%––
Public Sector Pension Investment Board407,535$18.5M0.12%––
Loomis Sayles & Co L P435,278$19.7M0.03%––
Driehaus Capital Management LLC458,190$20.8M0.31%––
Brookside Equity Partners LLC498,895$22.6M3.95%––
Geode Capital Management, LLC559,556$25.4M0.00%––
Patriot Financial Partners GP, LP729,578$33.1M10.83%––
Nantahala Capital Management, LLC987,784$44.8M2.55%––
State Street Corp997,841$45.3M0.00%––
FMR LLC1,352,011$61.3M0.01%––
Goldman Sachs Group Inc1,403,662$63.6M0.02%––
Dimensional Fund Advisors LP1,672,355$75.8M0.03%––
Vanguard Group Inc2,046,626$92.7M0.00%––
BlackRock Inc.4,771,868$216.2M0.01%––