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, Q2 2022
Institutional positions in Pathward Financial, Inc. as of Jun 30, 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
- 196
- −2 vs. Q1 2022
- Shares held
- 25.0M
- +227.9K (+0.9%) vs. Q1 2022
- Total value
- $1.02B
- −$367.0M (−26.5%) vs. Q1 2022
- New holders
- 30
- 64 more added
- Sold out
- 32
- 72 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,283,868 | $165.7M | 0.01% | −124,066−2.8% | Reduced |
| FMR LLC | 2,606,514 | $100.8M | 0.01% | +94,264+3.8% | Added |
| Vanguard Group Inc | 1,940,696 | $75.0M | 0.00% | +264,110+15.8% | Added |
| Dimensional Fund Advisors LP | 1,473,458 | $57.0M | 0.02% | +6,405+0.4% | Added |
| State Street Corp | 1,451,036 | $56.2M | 0.00% | −168,254−10.4% | Reduced |
| Goldman Sachs Group Inc | 1,076,890 | $41.6M | 0.01% | +1,600+0.1% | Added |
| Nantahala Capital Management, LLC | 985,459 | $38.1M | 3.30% | +115,466+13.3% | Added |
| Epoch Investment Partners, Inc. | 617,675 | $23.9M | 0.14% | −32,040−4.9% | Reduced |
| Geode Capital Management, LLC | 612,318 | $23.7M | 0.00% | +37,740+6.6% | Added |
| Austin Asset Management Co Inc | 0 | $22.8M | 8.13% | 0 | Unchanged |
| Ararat Capital Management, LP | 499,599 | $19.3M | 6.94% | +225,486+82.3% | Added |
| UBS Asset Management Americas Inc | 473,171 | $18.3M | 0.01% | +50,753+12.0% | Added |
| Public Sector Pension Investment Board | 403,909 | $15.6M | 0.14% | −1,356−0.3% | Reduced |
| Northern Trust Corp | 376,281 | $14.6M | 0.00% | −7,103−1.9% | Reduced |
| Loomis Sayles & Co L P | 372,664 | $14.4M | 0.03% | −13,884−3.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 364,900 | $14.1M | 0.07% | +146,900+67.4% | Added |
| Morgan Stanley | 312,650 | $12.1M | 0.00% | +144,909+86.4% | Added |
| Pure Financial Advisors, Inc. | 0 | $12.0M | 0.74% | 0 | New |
| Nuveen Asset Management, LLC | 296,258 | $11.5M | 0.00% | −65,359−18.1% | Reduced |
| Orchard Capital Managment, LLC | 315,915 | $10.7M | 3.35% | +8,300+2.7% | Added |
| Bank of New York Mellon Corp | 276,308 | $10.7M | 0.00% | −13,164−4.5% | Reduced |
| Redpoint Investment Management Pty Ltd | 59,648 | $9.62M | 1.14% | +59,648 | New |
| Charles Schwab Investment Management Inc | 243,836 | $9.43M | 0.00% | +15,575+6.8% | Added |
| Phocas Financial Corp. | 219,650 | $8.49M | 1.27% | −2,475−1.1% | Reduced |
| Ziegler Capital Management, LLC | 216,582 | $8.38M | 0.34% | −44,448−17.0% | Reduced |
| JPMorgan Chase & Co | 214,630 | $8.30M | 0.00% | +5,765+2.8% | Added |
| Principal Financial Group Inc | 212,657 | $8.22M | 0.01% | −13,948−6.2% | Reduced |
| Philosophy Capital Management LLC | 183,293 | $7.09M | 1.97% | +183,293 | New |
| Man Group plc | – | $6.68M | 0.03% | – | – |
| Bridgeway Capital Management, LLC | 170,365 | $6.59M | 0.15% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 163,598 | $6.33M | 0.01% | +2,571+1.6% | Added |
| Invesco Ltd. | 156,726 | $6.06M | 0.00% | −35,410−18.4% | Reduced |
| State of Wisconsin Investment Board | 141,916 | $5.49M | 0.01% | +7,416+5.5% | Added |
| Silvercrest Asset Management Group LLC | 139,938 | $5.41M | 0.04% | −6,216−4.3% | Reduced |
| Algebris (UK) Ltd | 135,124 | $5.22M | 1.81% | +135,124 | New |
| Lombard Odier Asset Management (Europe) Ltd | 135,000 | $5.22M | 0.26% | +135,000 | New |
| American Century Companies Inc | 132,785 | $5.13M | 0.00% | +28,352+27.1% | Added |
| Elgethun Capital Management | 131,895 | $5.12M | 1.99% | +2,661+2.1% | Added |
| Ameriprise Financial Inc | 131,513 | $5.09M | 0.00% | −9,189−6.5% | Reduced |
| Assenagon Asset Management S.A. | 129,422 | $5.00M | 0.02% | −1,973−1.5% | Reduced |
| Deutsche Bank AG | 127,761 | $4.94M | 0.00% | +60,168+89.0% | Added |
| Marshall & Sullivan Inc | 0 | $4.71M | 2.86% | 0 | New |
| Basswood Capital Management, L.L.C. | 121,593 | $4.70M | 0.30% | −39,368−24.5% | Reduced |
| National Bank of Canada | 119,058 | $4.60M | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 117,407 | $4.54M | 0.00% | −10,520−8.2% | Reduced |
| Voloridge Investment Management, LLC | 116,815 | $4.52M | 0.02% | +21,486+22.5% | Added |
| NFJ Investment Group, LLC | 114,472 | $4.43M | 0.11% | +64,180+127.6% | Added |
| Eaton Vance Management | 108,324 | $4.19M | 0.01% | −1,797−1.6% | Reduced |
| Driehaus Capital Management LLC | 87,899 | $3.40M | 0.06% | −329,578−78.9% | Reduced |
| Rhumbline Advisers | 80,007 | $3.09M | 0.00% | +1,350+1.7% | Added |
| First Trust Advisors LP | 76,247 | $2.95M | 0.00% | −16,141−17.5% | Reduced |
| Engineers Gate Manager LP | 74,982 | $2.90M | 0.11% | +59,082+371.6% | Added |
| Legal & General Group Plc | 71,396 | $2.76M | 0.00% | −1,056−1.5% | Reduced |
| Swiss National Bank | 70,300 | $2.72M | 0.00% | +1,600+2.3% | Added |
| Emerald Mutual Fund Advisers Trust | 63,160 | $2.44M | 0.14% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 61,003 | $2.36M | 0.01% | +45,799+301.2% | Added |
| Sage Capital Advisors,llc | 54,460 | $2.11M | 1.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 49,291 | $1.91M | 0.00% | −576−1.2% | Reduced |
| Los Angeles Capital Management LLC | 43,597 | $1.69M | 0.01% | −66−0.2% | Reduced |
| Russell Investments Group, Ltd. | 42,174 | $1.63M | 0.00% | +16,400+63.6% | Added |
| Alliancebernstein L.P. | 40,680 | $1.57M | 0.00% | −2,906−6.7% | Reduced |
| Cubist Systematic Strategies, LLC | 40,678 | $1.57M | 0.01% | +26,387+184.6% | Added |
| Guggenheim Capital LLC | 39,674 | $1.53M | 0.01% | +12,900+48.2% | Added |
| California State Teachers Retirement System | 37,828 | $1.46M | 0.00% | +539+1.4% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 35,725 | $1.38M | 0.63% | 00.0% | Unchanged |
| Western Standard LLC | 35,254 | $1.36M | 1.03% | +35,254 | New |
| Raymond James & Associates | 34,676 | $1.34M | 0.00% | −9,165−20.9% | Reduced |
| Victory Capital Management Inc | 34,469 | $1.33M | 0.00% | +21,661+169.1% | Added |
| Putnam Investments LLC | 33,610 | $1.30M | 0.00% | −417−1.2% | Reduced |
| Credit Suisse AG | 33,219 | $1.28M | 0.00% | −4,052−10.9% | Reduced |
| Thrivent Financial for Lutherans | 32,047 | $1.24M | 0.00% | +7,747+31.9% | Added |
| State of Tennessee, Treasury Department | 31,665 | $1.23M | 0.01% | +969+3.2% | Added |
| Versor Investments LP | 31,576 | $1.22M | 0.05% | +27,179+618.1% | Added |
| Prudential Financial Inc | 30,115 | $1.17M | 0.00% | −1,208−3.9% | Reduced |
| New York State Teachers Retirement System | 29,077 | $1.12M | 0.00% | −3,500−10.7% | Reduced |
| Cranbrook Wealth Management, LLC | 29,024 | $1.12M | 0.28% | −15,143−34.3% | Reduced |
| Great West Life Assurance Co | 29,024 | $1.12M | 0.00% | +2,849+10.9% | Added |
| Tealwood Asset Management Inc | 28,188 | $1.09M | 0.54% | −285−1.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 27,510 | $1.06M | 0.25% | −110−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,769 | $1.03M | 0.01% | +1,035+4.0% | Added |
| Comerica Bank | 24,992 | $1.03M | 0.01% | −1,245−4.7% | Reduced |
| Yousif Capital Management, LLC | 26,516 | $1.02M | 0.01% | −1,940−6.8% | Reduced |
| Kennedy Capital Management, Inc. | 25,285 | $978.0K | 0.03% | −95,795−79.1% | Reduced |
| State of Alaska, Department of Revenue | 22,214 | $859.0K | 0.01% | +1,450+7.0% | Added |
| Texas Permanent School Fund | 21,281 | $823.0K | 0.01% | +119+0.6% | Added |
| Sippican Capital Advisors | 20,843 | $806.0K | 0.80% | +2,867+15.9% | Added |
| D. E. Shaw & Co., Inc. | 20,480 | $792.0K | 0.00% | +12,772+165.7% | Added |
| Bokf, NA | 20,226 | $782.0K | 0.01% | +20,226 | New |
| Rafferty Asset Management, LLC | 19,937 | $771.0K | 0.01% | −14,642−42.3% | Reduced |
| Sigma Planning Corp | 19,843 | $767.0K | 0.03% | +50.0% | Added |
| Schechter Investment Advisors, LLC | 19,580 | $757.0K | 0.07% | −50.0% | Reduced |
| Citigroup Inc | 19,544 | $756.0K | 0.00% | −13,218−40.3% | Reduced |
| Csenge Advisory Group | 19,203 | $743.0K | 0.06% | +15,100+368.0% | Added |
| Voya Investment Management LLC | 19,113 | $739.0K | 0.00% | −6,026−24.0% | Reduced |
| Barclays PLC | 19,058 | $737.0K | 0.00% | −61,650−76.4% | Reduced |
| South Dakota Investment Council | 18,488 | $715.0K | 0.02% | +2,260+13.9% | Added |
| Panagora Asset Management Inc | 18,152 | $702.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 17,235 | $666.0K | 0.18% | +17,235 | New |
| UBS Group AG | 16,748 | $648.0K | 0.00% | −15,554−48.2% | Reduced |
| Two Sigma Advisers, LP | 16,700 | $646.0K | 0.00% | +16,700 | New |