Skip to main content

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, Q4 2021

Institutional positions in Pathward Financial, Inc. as of Dec 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
202
+6 vs. Q3 2021
Shares held
34.4M
+8.77M (+34.2%) vs. Q3 2021
Total value
$1.56B
+$214.5M (+15.9%) vs. Q3 2021
New holders
33
58 more added
Sold out
27
86 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

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 holdersQ4 2021: 202 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 heldQ4 2021: $1.56B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q3 2021.

Institutions holding CASH in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC2,746,289$163.8M0.01%−123,333−4.3%Reduced
BlackRock Inc.4,447,312$265.3M0.01%−256,645−5.5%Reduced
Arrowstreet Capital, Limited Partnership0$00.00%−232,053−100.0%Sold out
Brookside Equity Partners LLC0$00.00%−157,642−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−100,700−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−58,961−100.0%Sold out
Two Sigma Investments, LP0$00.00%−39,875−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−32,622−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−24,462−100.0%Sold out
Franklin Resources Inc0$00.00%−19,342−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−16,000−100.0%Sold out
DuPont Capital Management Corp0$00.00%−15,260−100.0%Sold out
Engineers Gate Manager LP0$00.00%−13,033−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−12,800−100.0%Sold out
Renaissance Technologies LLC0$00.00%−11,500−100.0%Sold out
HRT Financial LP0$00.00%−10,651−100.0%Sold out
Sphinx Trading, LP0$00.00%−10,000−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−8,858−100.0%Sold out
Penserra Capital Management LLC0$00.00%−7,794−100.0%Sold out
Norges Bank0$00.00%−7,300−100.0%Sold out
TD Asset Management Inc0$00.00%−7,200−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−7,028−100.0%Sold out
Jump Financial, LLC0$00.00%−4,100−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−3,800−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−1,628−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,382−100.0%Sold out
Bessemer Group Inc0$00.00%−169−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−58−100.0%Sold out
Harbour Investments, Inc.0$00.00%−11−100.0%Sold out
BBVA USA––––Not filed
Berman Capital Advisors, LLC––––Not filed