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 | $1.56B |
| Q3 2025 | 266 | $1.56B |
| Q2 2025 | 275 | $1.68B |
| Q1 2025 | 254 | $1.56B |
| Q4 2024 | 249 | $1.67B |
| Q3 2024 | 255 | $1.51B |
| Q2 2024 | 229 | $1.26B |
| Q1 2024 | 232 | $1.16B |
| Q4 2023 | 221 | $1.25B |
| Q3 2023 | 209 | $1.11B |
| Q2 2023 | 195 | $1.07B |
| Q1 2023 | 194 | $1.00B |
| Q4 2022 | 182 | $1.05B |
| Q3 2022 | 187 | $888.6M |
| Q2 2022 | 196 | $1.01B |
| Q1 2022 | 205 | $1.40B |
| Q4 2021 | 202 | $1.56B |
| 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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 14,810 | $813.0K | 0.00% | 00.0% | Unchanged |
| Riverwater Partners LLC | 15,008 | $824.0K | 1.36% | +15,008 | New |
| Two Sigma Investments, LP | 15,204 | $835.0K | 0.00% | +15,204 | New |
| Mercer Global Advisors Inc | 15,242 | $837.0K | 0.00% | −98−0.6% | Reduced |
| AQR Capital Management LLC | 15,282 | $839.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 15,900 | $873.0K | 0.03% | +15,900 | New |
| South Dakota Investment Council | 16,228 | $891.0K | 0.02% | −1,825−10.1% | Reduced |
| MetLife Investment Management | 16,505 | $906.5K | 0.01% | +5,857+55.0% | Added |
| American International Group, Inc. | 16,879 | $927.0K | 0.01% | −2,260−11.8% | Reduced |
| Sippican Capital Advisors | 17,976 | $987.0K | 0.82% | +863+5.0% | Added |
| Panagora Asset Management Inc | 18,152 | $997.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 18,288 | $1.00M | 0.00% | +2,410+15.2% | Added |
| Schechter Investment Advisors, LLC | 19,585 | $1.07M | 0.10% | 00.0% | Unchanged |
| Sigma Planning Corp | 19,838 | $1.09M | 0.03% | −377−1.9% | Reduced |
| State of Alaska, Department of Revenue | 20,764 | $1.14M | 0.01% | −1,660−7.4% | Reduced |
| Texas Permanent School Fund | 21,162 | $1.16M | 0.02% | −1,665−7.3% | Reduced |
| Comerica Bank | 26,237 | $1.30M | 0.01% | −1,270−4.6% | Reduced |
| Millennium Management LLC | 24,035 | $1.32M | 0.00% | −46,632−66.0% | Reduced |
| Thrivent Financial for Lutherans | 24,300 | $1.33M | 0.00% | −1,473−5.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,389 | $1.34M | 0.00% | +2,808+13.0% | Added |
| Natixis | 25,000 | $1.37M | 0.00% | +11,600+86.6% | Added |
| Voya Investment Management LLC | 25,139 | $1.38M | 0.00% | −690−2.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,734 | $1.41M | 0.01% | +1,798+7.5% | Added |
| Russell Investments Group, Ltd. | 25,774 | $1.41M | 0.00% | +5,599+27.8% | Added |
| Wells Fargo & Company | 25,960 | $1.43M | 0.00% | −11,569−30.8% | Reduced |
| Guggenheim Capital LLC | 26,774 | $1.47M | 0.01% | +272+1.0% | Added |
| Great West Life Assurance Co | 26,175 | $1.48M | 0.00% | −1,079−4.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 27,620 | $1.52M | 0.29% | −5,990−17.8% | Reduced |
| Yousif Capital Management, LLC | 28,456 | $1.56M | 0.02% | −750−2.6% | Reduced |
| Tealwood Asset Management Inc | 28,473 | $1.56M | 0.66% | −456−1.6% | Reduced |
| State of Tennessee, Treasury Department | 30,696 | $1.69M | 0.01% | +9,950+48.0% | Added |
| Prudential Financial Inc | 31,323 | $1.72M | 0.00% | −22,787−42.1% | Reduced |
| Pinz Capital Management, LP | 31,842 | $1.75M | 1.09% | +31,842 | New |
| UBS Group AG | 32,302 | $1.77M | 0.00% | −2,702−7.7% | Reduced |
| New York State Teachers Retirement System | 32,577 | $1.79M | 0.00% | −982−2.9% | Reduced |
| Citigroup Inc | 32,762 | $1.80M | 0.00% | −1,762−5.1% | Reduced |
| Putnam Investments LLC | 34,027 | $1.87M | 0.00% | +7,935+30.4% | Added |
| Rafferty Asset Management, LLC | 34,579 | $1.90M | 0.01% | +6,932+25.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 35,725 | $1.96M | 0.74% | 00.0% | Unchanged |
| Credit Suisse AG | 37,271 | $2.05M | 0.00% | −1,262−3.3% | Reduced |
| California State Teachers Retirement System | 37,289 | $2.05M | 0.00% | −5,493−12.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 38,968 | $2.14M | 0.04% | +38,968 | New |
| Alliancebernstein L.P. | 43,586 | $2.39M | 0.00% | −9,117−17.3% | Reduced |
| Los Angeles Capital Management LLC | 43,663 | $2.40M | 0.01% | +32,943+307.3% | Added |
| Ergoteles LLC | 43,800 | $2.40M | 0.09% | +43,800 | New |
| Raymond James & Associates | 43,841 | $2.41M | 0.00% | +3,757+9.4% | Added |
| Cranbrook Wealth Management, LLC | 44,167 | $2.43M | 0.53% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 54,460 | $2.71M | 1.10% | +70.0% | Added |
| New York State Common Retirement Fund | 49,867 | $2.74M | 0.00% | −890−1.8% | Reduced |
| NFJ Investment Group, LLC | 50,292 | $2.76M | 0.06% | −114−0.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 63,160 | $3.47M | 0.15% | +12,960+25.8% | Added |
| Parametric Portfolio Associates LLC | 66,478 | $3.65M | 0.00% | +4,421+7.1% | Added |
| Deutsche Bank AG | 67,593 | $3.71M | 0.00% | −64,809−48.9% | Reduced |
| Swiss National Bank | 68,700 | $3.77M | 0.00% | +1,900+2.8% | Added |
| Legal & General Group Plc | 72,452 | $3.98M | 0.00% | −4,778−6.2% | Reduced |
| HSBC Holdings PLC | 74,014 | $4.09M | 0.01% | +15,399+26.3% | Added |
| John W. Rosenthal Capital Management, Inc. | 78,180 | $4.29M | 3.37% | 00.0% | Unchanged |
| Rhumbline Advisers | 78,657 | $4.32M | 0.01% | +106+0.1% | Added |
| Barclays PLC | 80,708 | $4.43M | 0.00% | −39,499−32.9% | Reduced |
| HRT Financial LP | 84,637 | $4.65M | 0.03% | +84,637 | New |
| Osterweis Capital Management Inc | 89,333 | $4.91M | 0.27% | −22,540−20.1% | Reduced |
| First Trust Advisors LP | 92,388 | $5.07M | 0.01% | −17,110−15.6% | Reduced |
| Voloridge Investment Management, LLC | 95,329 | $5.24M | 0.03% | +75,235+374.4% | Added |
| American Century Companies Inc | 104,433 | $5.74M | 0.00% | +21,438+25.8% | Added |
| Eaton Vance Management | 110,121 | $6.05M | 0.01% | −550.0% | Reduced |
| National Bank of Canada | 119,058 | $6.54M | 0.03% | −81,000−40.5% | Reduced |
| Kennedy Capital Management, Inc. | 121,080 | $6.65M | 0.16% | −24,884−17.0% | Reduced |
| Bank of America Corp | 127,927 | $7.03M | 0.00% | +15,792+14.1% | Added |
| Elgethun Capital Management | 129,234 | $7.10M | 2.41% | +2,770+2.2% | Added |
| Assenagon Asset Management S.A. | 131,395 | $7.22M | 0.02% | +79,217+151.8% | Added |
| State of Wisconsin Investment Board | 134,500 | $7.39M | 0.02% | +128,700+2,219.0% | Added |
| Man Group plc | 136,480 | $7.50M | 0.03% | +60,806+80.4% | Added |
| Ameriprise Financial Inc | 140,702 | $7.73M | 0.00% | −1,478−1.0% | Reduced |
| Silvercrest Asset Management Group LLC | 146,154 | $8.03M | 0.05% | +1,330+0.9% | Added |
| Basswood Capital Management, L.L.C. | 160,961 | $8.84M | 0.42% | +160,961 | New |
| BNP Paribas Arbitrage, SA | 161,027 | $8.84M | 0.02% | −24,402−13.2% | Reduced |
| Morgan Stanley | 167,741 | $9.21M | 0.00% | −8,050−4.6% | Reduced |
| Bridgeway Capital Management, LLC | 170,365 | $9.36M | 0.18% | 00.0% | Unchanged |
| Invesco Ltd. | 192,136 | $10.6M | 0.00% | −40,000−17.2% | Reduced |
| JPMorgan Chase & Co | 208,865 | $11.5M | 0.00% | −46,760−18.3% | Reduced |
| Canada Pension Plan Investment Board | 210,000 | $11.5M | 0.02% | −88,600−29.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 218,000 | $12.0M | 0.04% | −131,000−37.5% | Reduced |
| Phocas Financial Corp. | 222,125 | $12.2M | 1.54% | −3,700−1.6% | Reduced |
| Principal Financial Group Inc | 226,605 | $12.4M | 0.01% | −30,052−11.7% | Reduced |
| Charles Schwab Investment Management Inc | 228,261 | $12.5M | 0.00% | +4,381+2.0% | Added |
| Ziegler Capital Management, LLC | 261,030 | $14.3M | 0.61% | +21,059+8.8% | Added |
| Ararat Capital Management, LP | 274,113 | $15.1M | 4.81% | +77,069+39.1% | Added |
| Bank of New York Mellon Corp | 289,472 | $15.9M | 0.00% | −18,193−5.9% | Reduced |
| Orchard Capital Managment, LLC | 307,615 | $16.9M | 4.80% | +16,200+5.6% | Added |
| Nuveen Asset Management, LLC | 361,617 | $19.8M | 0.01% | +4,671+1.3% | Added |
| Northern Trust Corp | 383,384 | $21.1M | 0.00% | −36,503−8.7% | Reduced |
| Loomis Sayles & Co L P | 386,548 | $21.2M | 0.03% | −17,739−4.4% | Reduced |
| Public Sector Pension Investment Board | 405,265 | $22.3M | 0.14% | −97,790−19.4% | Reduced |
| Driehaus Capital Management LLC | 417,477 | $22.9M | 0.28% | −8,029−1.9% | Reduced |
| UBS Asset Management Americas Inc | 422,418 | $23.2M | 0.01% | +38,528+10.0% | Added |
| Austin Asset Management Co Inc | 0 | $28.0M | 8.90% | 0 | Unchanged |
| Geode Capital Management, LLC | 574,578 | $31.6M | 0.00% | +2,954+0.5% | Added |
| Epoch Investment Partners, Inc. | 649,715 | $35.7M | 0.17% | +33,984+5.5% | Added |
| Nantahala Capital Management, LLC | 869,993 | $47.8M | 3.30% | −25,799−2.9% | Reduced |
| Goldman Sachs Group Inc | 1,075,290 | $59.1M | 0.01% | −59,968−5.3% | Reduced |