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 2022
Institutional positions in Pathward Financial, Inc. as of Mar 31, 2022. 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
- 205
- +5 vs. Q4 2021
- Shares held
- 25.0M
- −9.33M (−27.2%) vs. Q4 2021
- Total value
- $1.40B
- −$159.2M (−10.2%) vs. Q4 2021
- New holders
- 32
- 55 more added
- Sold out
- 27
- 89 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 288 | $1.91B |
| Q1 2026 | 278 | $1.93B |
| Q4 2025 | 265 | $1.57B |
| Q3 2025 | 266 | $1.74B |
| Q2 2025 | 275 | $1.80B |
| Q1 2025 | 254 | $1.63B |
| Q4 2024 | 249 | $1.74B |
| Q3 2024 | 255 | $1.60B |
| Q2 2024 | 229 | $1.37B |
| Q1 2024 | 232 | $1.26B |
| Q4 2023 | 221 | $1.38B |
| Q3 2023 | 209 | $1.13B |
| Q2 2023 | 195 | $1.09B |
| Q1 2023 | 194 | $1.08B |
| Q4 2022 | 182 | $1.05B |
| Q3 2022 | 187 | $896.2M |
| Q2 2022 | 196 | $1.02B |
| Q1 2022 | 205 | $1.40B |
| Q4 2021 | 202 | $1.57B |
| Q3 2021 | 198 | $1.35B |
| Q2 2021 | 185 | $1.30B |
| Q1 2021 | 163 | $1.13B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,407,934 | $242.1M | 0.01% | −39,378−0.9% | Reduced |
| FMR LLC | 2,512,250 | $138.0M | 0.01% | −234,039−8.5% | Reduced |
| Vanguard Group Inc | 1,676,586 | $92.1M | 0.00% | −332,784−16.6% | Reduced |
| State Street Corp | 1,619,290 | $89.0M | 0.00% | +134,591+9.1% | Added |
| Dimensional Fund Advisors LP | 1,467,053 | $80.6M | 0.02% | +7,854+0.5% | Added |
| Goldman Sachs Group Inc | 1,075,290 | $59.1M | 0.01% | −59,968−5.3% | Reduced |
| Nantahala Capital Management, LLC | 869,993 | $47.8M | 3.30% | −25,799−2.9% | Reduced |
| Epoch Investment Partners, Inc. | 649,715 | $35.7M | 0.17% | +33,984+5.5% | Added |
| Geode Capital Management, LLC | 574,578 | $31.6M | 0.00% | +2,954+0.5% | Added |
| Austin Asset Management Co Inc | 0 | $28.0M | 8.90% | 0 | Unchanged |
| UBS Asset Management Americas Inc | 422,418 | $23.2M | 0.01% | +38,528+10.0% | Added |
| Driehaus Capital Management LLC | 417,477 | $22.9M | 0.28% | −8,029−1.9% | Reduced |
| Public Sector Pension Investment Board | 405,265 | $22.3M | 0.14% | −97,790−19.4% | Reduced |
| Loomis Sayles & Co L P | 386,548 | $21.2M | 0.03% | −17,739−4.4% | Reduced |
| Northern Trust Corp | 383,384 | $21.1M | 0.00% | −36,503−8.7% | Reduced |
| Nuveen Asset Management, LLC | 361,617 | $19.8M | 0.01% | +4,671+1.3% | Added |
| Orchard Capital Managment, LLC | 307,615 | $16.9M | 4.80% | +16,200+5.6% | Added |
| Bank of New York Mellon Corp | 289,472 | $15.9M | 0.00% | −18,193−5.9% | Reduced |
| Ararat Capital Management, LP | 274,113 | $15.1M | 4.81% | +77,069+39.1% | Added |
| Ziegler Capital Management, LLC | 261,030 | $14.3M | 0.61% | +21,059+8.8% | Added |
| Charles Schwab Investment Management Inc | 228,261 | $12.5M | 0.00% | +4,381+2.0% | Added |
| Principal Financial Group Inc | 226,605 | $12.4M | 0.01% | −30,052−11.7% | Reduced |
| Phocas Financial Corp. | 222,125 | $12.2M | 1.54% | −3,700−1.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 218,000 | $12.0M | 0.04% | −131,000−37.5% | Reduced |
| Canada Pension Plan Investment Board | 210,000 | $11.5M | 0.02% | −88,600−29.7% | Reduced |
| JPMorgan Chase & Co | 208,865 | $11.5M | 0.00% | −46,760−18.3% | Reduced |
| Invesco Ltd. | 192,136 | $10.6M | 0.00% | −40,000−17.2% | Reduced |
| Bridgeway Capital Management, LLC | 170,365 | $9.36M | 0.18% | 00.0% | Unchanged |
| Morgan Stanley | 167,741 | $9.21M | 0.00% | −8,050−4.6% | Reduced |
| BNP Paribas Arbitrage, SA | 161,027 | $8.84M | 0.02% | −24,402−13.2% | Reduced |
| Basswood Capital Management, L.L.C. | 160,961 | $8.84M | 0.42% | +160,961 | New |
| Silvercrest Asset Management Group LLC | 146,154 | $8.03M | 0.05% | +1,330+0.9% | Added |
| Ameriprise Financial Inc | 140,702 | $7.73M | 0.00% | −1,478−1.0% | Reduced |
| Man Group plc | 136,480 | $7.50M | 0.03% | +60,806+80.4% | Added |
| State of Wisconsin Investment Board | 134,500 | $7.39M | 0.02% | +128,700+2,219.0% | Added |
| Assenagon Asset Management S.A. | 131,395 | $7.22M | 0.02% | +79,217+151.8% | Added |
| Elgethun Capital Management | 129,234 | $7.10M | 2.41% | +2,770+2.2% | Added |
| Bank of America Corp | 127,927 | $7.03M | 0.00% | +15,792+14.1% | Added |
| Kennedy Capital Management, Inc. | 121,080 | $6.65M | 0.16% | −24,884−17.0% | Reduced |
| National Bank of Canada | 119,058 | $6.54M | 0.03% | −81,000−40.5% | Reduced |
| Eaton Vance Management | 110,121 | $6.05M | 0.01% | −550.0% | Reduced |
| American Century Companies Inc | 104,433 | $5.74M | 0.00% | +21,438+25.8% | Added |
| Voloridge Investment Management, LLC | 95,329 | $5.24M | 0.03% | +75,235+374.4% | Added |
| First Trust Advisors LP | 92,388 | $5.07M | 0.01% | −17,110−15.6% | Reduced |
| Osterweis Capital Management Inc | 89,333 | $4.91M | 0.27% | −22,540−20.1% | Reduced |
| HRT Financial LP | 84,637 | $4.65M | 0.03% | +84,637 | New |
| Barclays PLC | 80,708 | $4.43M | 0.00% | −39,499−32.9% | Reduced |
| Rhumbline Advisers | 78,657 | $4.32M | 0.01% | +106+0.1% | Added |
| John W. Rosenthal Capital Management, Inc. | 78,180 | $4.29M | 3.37% | 00.0% | Unchanged |
| HSBC Holdings PLC | 74,014 | $4.09M | 0.01% | +15,399+26.3% | Added |
| Legal & General Group Plc | 72,452 | $3.98M | 0.00% | −4,778−6.2% | Reduced |
| Swiss National Bank | 68,700 | $3.77M | 0.00% | +1,900+2.8% | Added |
| Deutsche Bank AG | 67,593 | $3.71M | 0.00% | −64,809−48.9% | Reduced |
| Parametric Portfolio Associates LLC | 66,478 | $3.65M | 0.00% | +4,421+7.1% | Added |
| Emerald Mutual Fund Advisers Trust | 63,160 | $3.47M | 0.15% | +12,960+25.8% | Added |
| NFJ Investment Group, LLC | 50,292 | $2.76M | 0.06% | −114−0.2% | Reduced |
| New York State Common Retirement Fund | 49,867 | $2.74M | 0.00% | −890−1.8% | Reduced |
| Sage Capital Advisors,llc | 54,460 | $2.71M | 1.10% | +70.0% | Added |
| Cranbrook Wealth Management, LLC | 44,167 | $2.43M | 0.53% | 00.0% | Unchanged |
| Raymond James & Associates | 43,841 | $2.41M | 0.00% | +3,757+9.4% | Added |
| Ergoteles LLC | 43,800 | $2.40M | 0.09% | +43,800 | New |
| Los Angeles Capital Management LLC | 43,663 | $2.40M | 0.01% | +32,943+307.3% | Added |
| Alliancebernstein L.P. | 43,586 | $2.39M | 0.00% | −9,117−17.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 38,968 | $2.14M | 0.04% | +38,968 | New |
| California State Teachers Retirement System | 37,289 | $2.05M | 0.00% | −5,493−12.8% | Reduced |
| Credit Suisse AG | 37,271 | $2.05M | 0.00% | −1,262−3.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 35,725 | $1.96M | 0.74% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 34,579 | $1.90M | 0.01% | +6,932+25.1% | Added |
| Putnam Investments LLC | 34,027 | $1.87M | 0.00% | +7,935+30.4% | Added |
| Citigroup Inc | 32,762 | $1.80M | 0.00% | −1,762−5.1% | Reduced |
| New York State Teachers Retirement System | 32,577 | $1.79M | 0.00% | −982−2.9% | Reduced |
| UBS Group AG | 32,302 | $1.77M | 0.00% | −2,702−7.7% | Reduced |
| Pinz Capital Management, LP | 31,842 | $1.75M | 1.09% | +31,842 | New |
| Prudential Financial Inc | 31,323 | $1.72M | 0.00% | −22,787−42.1% | Reduced |
| State of Tennessee, Treasury Department | 30,696 | $1.69M | 0.01% | +9,950+48.0% | Added |
| Tealwood Asset Management Inc | 28,473 | $1.56M | 0.66% | −456−1.6% | Reduced |
| Yousif Capital Management, LLC | 28,456 | $1.56M | 0.02% | −750−2.6% | Reduced |
| Pacific Ridge Capital Partners, LLC | 27,620 | $1.52M | 0.29% | −5,990−17.8% | Reduced |
| Great West Life Assurance Co | 26,175 | $1.48M | 0.00% | −1,079−4.0% | Reduced |
| Guggenheim Capital LLC | 26,774 | $1.47M | 0.01% | +272+1.0% | Added |
| Wells Fargo & Company | 25,960 | $1.43M | 0.00% | −11,569−30.8% | Reduced |
| Russell Investments Group, Ltd. | 25,774 | $1.41M | 0.00% | +5,599+27.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,734 | $1.41M | 0.01% | +1,798+7.5% | Added |
| Voya Investment Management LLC | 25,139 | $1.38M | 0.00% | −690−2.7% | Reduced |
| Natixis | 25,000 | $1.37M | 0.00% | +11,600+86.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,389 | $1.34M | 0.00% | +2,808+13.0% | Added |
| Thrivent Financial for Lutherans | 24,300 | $1.33M | 0.00% | −1,473−5.7% | Reduced |
| Millennium Management LLC | 24,035 | $1.32M | 0.00% | −46,632−66.0% | Reduced |
| Comerica Bank | 26,237 | $1.30M | 0.01% | −1,270−4.6% | Reduced |
| Texas Permanent School Fund | 21,162 | $1.16M | 0.02% | −1,665−7.3% | Reduced |
| State of Alaska, Department of Revenue | 20,764 | $1.14M | 0.01% | −1,660−7.4% | Reduced |
| Sigma Planning Corp | 19,838 | $1.09M | 0.03% | −377−1.9% | Reduced |
| Schechter Investment Advisors, LLC | 19,585 | $1.07M | 0.10% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 18,288 | $1.00M | 0.00% | +2,410+15.2% | Added |
| Panagora Asset Management Inc | 18,152 | $997.0K | 0.01% | 00.0% | Unchanged |
| Sippican Capital Advisors | 17,976 | $987.0K | 0.82% | +863+5.0% | Added |
| American International Group, Inc. | 16,879 | $927.0K | 0.01% | −2,260−11.8% | Reduced |
| MetLife Investment Management | 16,505 | $906.5K | 0.01% | +5,857+55.0% | Added |
| South Dakota Investment Council | 16,228 | $891.0K | 0.02% | −1,825−10.1% | Reduced |
| Engineers Gate Manager LP | 15,900 | $873.0K | 0.03% | +15,900 | New |