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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,467,053 | $80.6M | 0.03% | +7,854+0.5% | Added |
| State Street Corp | 1,619,290 | $89.0M | 0.00% | +134,591+9.1% | Added |
| Vanguard Group Inc | 1,676,586 | $92.1M | 0.00% | −332,784−16.6% | Reduced |
| FMR LLC | 2,512,250 | $138.0M | 0.01% | −234,039−8.5% | Reduced |
| BlackRock Inc. | 4,407,934 | $242.1M | 0.01% | −39,378−0.9% | Reduced |
| Mariner, LLC | 0 | $0 | 0.00% | −8,698,505−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −85,999−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −66,404−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −44,695−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −11,293−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −7,313−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −6,113−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −6,059−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −5,360−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,554−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,777−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −3,762−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,298−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,283−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,029−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −1,934−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Second Curve Capital LLC | – | – | – | – | Not filed |
| 6 Meridian | – | – | – | – | Not filed |