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
- $1.01B
- −$377.2M (−27.3%) 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 | $1.56B |
| 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, 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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 19,113 | $739.0K | 0.00% | −6,026−24.0% | Reduced |
| Csenge Advisory Group | 19,203 | $743.0K | 0.06% | +15,100+368.0% | Added |
| Citigroup Inc | 19,544 | $756.0K | 0.00% | −13,218−40.3% | Reduced |
| Schechter Investment Advisors, LLC | 19,580 | $757.0K | 0.07% | −50.0% | Reduced |
| Sigma Planning Corp | 19,843 | $767.0K | 0.03% | +50.0% | Added |
| Rafferty Asset Management, LLC | 19,937 | $771.0K | 0.01% | −14,642−42.3% | Reduced |
| Bokf, NA | 20,226 | $782.0K | 0.01% | +20,226 | New |
| D. E. Shaw & Co., Inc. | 20,480 | $792.0K | 0.00% | +12,772+165.7% | Added |
| Sippican Capital Advisors | 20,843 | $806.0K | 0.80% | +2,867+15.9% | Added |
| Texas Permanent School Fund | 21,281 | $823.0K | 0.01% | +119+0.6% | Added |
| State of Alaska, Department of Revenue | 22,214 | $859.0K | 0.01% | +1,450+7.0% | Added |
| Kennedy Capital Management, Inc. | 25,285 | $978.0K | 0.03% | −95,795−79.1% | Reduced |
| Yousif Capital Management, LLC | 26,516 | $1.02M | 0.01% | −1,940−6.8% | Reduced |
| Comerica Bank | 24,992 | $1.03M | 0.01% | −1,245−4.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,769 | $1.03M | 0.01% | +1,035+4.0% | Added |
| Pacific Ridge Capital Partners, LLC | 27,510 | $1.06M | 0.25% | −110−0.4% | Reduced |
| Tealwood Asset Management Inc | 28,188 | $1.09M | 0.54% | −285−1.0% | 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 |
| New York State Teachers Retirement System | 29,077 | $1.12M | 0.00% | −3,500−10.7% | Reduced |
| Prudential Financial Inc | 30,115 | $1.17M | 0.00% | −1,208−3.9% | Reduced |
| Versor Investments LP | 31,576 | $1.22M | 0.05% | +27,179+618.1% | Added |
| State of Tennessee, Treasury Department | 31,665 | $1.23M | 0.01% | +969+3.2% | Added |
| Thrivent Financial for Lutherans | 32,047 | $1.24M | 0.00% | +7,747+31.9% | Added |
| Credit Suisse AG | 33,219 | $1.28M | 0.00% | −4,052−10.9% | Reduced |
| Putnam Investments LLC | 33,610 | $1.30M | 0.00% | −417−1.2% | Reduced |
| Victory Capital Management Inc | 34,469 | $1.33M | 0.00% | +21,661+169.1% | Added |
| Raymond James & Associates | 34,676 | $1.34M | 0.00% | −9,165−20.9% | Reduced |
| Western Standard LLC | 35,254 | $1.36M | 1.03% | +35,254 | New |
| Norman Fields, Gottscho Capital Management, LLC | 35,725 | $1.38M | 0.63% | 00.0% | Unchanged |
| California State Teachers Retirement System | 37,828 | $1.46M | 0.00% | +539+1.4% | Added |
| Guggenheim Capital LLC | 39,674 | $1.53M | 0.01% | +12,900+48.2% | 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 |
| Russell Investments Group, Ltd. | 42,174 | $1.63M | 0.00% | +16,400+63.6% | Added |
| Los Angeles Capital Management LLC | 43,597 | $1.69M | 0.01% | −66−0.2% | Reduced |
| New York State Common Retirement Fund | 49,291 | $1.91M | 0.00% | −576−1.2% | Reduced |
| Sage Capital Advisors,llc | 54,460 | $2.11M | 1.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 61,003 | $2.36M | 0.01% | +45,799+301.2% | Added |
| Emerald Mutual Fund Advisers Trust | 63,160 | $2.44M | 0.14% | 00.0% | Unchanged |
| Swiss National Bank | 70,300 | $2.72M | 0.00% | +1,600+2.3% | Added |
| Legal & General Group Plc | 71,396 | $2.76M | 0.00% | −1,056−1.5% | Reduced |
| Engineers Gate Manager LP | 74,982 | $2.90M | 0.11% | +59,082+371.6% | Added |
| First Trust Advisors LP | 76,247 | $2.95M | 0.00% | −16,141−17.5% | Reduced |
| Rhumbline Advisers | 80,007 | $3.09M | 0.00% | +1,350+1.7% | Added |
| Driehaus Capital Management LLC | 87,899 | $3.40M | 0.06% | −329,578−78.9% | Reduced |
| Eaton Vance Management | 108,324 | $4.19M | 0.01% | −1,797−1.6% | Reduced |
| NFJ Investment Group, LLC | 114,472 | $4.43M | 0.11% | +64,180+127.6% | Added |
| Voloridge Investment Management, LLC | 116,815 | $4.52M | 0.02% | +21,486+22.5% | Added |
| Bank of America Corp | 117,407 | $4.54M | 0.00% | −10,520−8.2% | Reduced |
| National Bank of Canada | 119,058 | $4.60M | 0.02% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 121,593 | $4.70M | 0.30% | −39,368−24.5% | Reduced |
| Marshall & Sullivan Inc | 0 | $4.71M | 2.86% | 0 | New |
| Deutsche Bank AG | 127,761 | $4.94M | 0.00% | +60,168+89.0% | Added |
| Assenagon Asset Management S.A. | 129,422 | $5.00M | 0.02% | −1,973−1.5% | Reduced |
| Ameriprise Financial Inc | 131,513 | $5.09M | 0.00% | −9,189−6.5% | Reduced |
| Elgethun Capital Management | 131,895 | $5.12M | 1.99% | +2,661+2.1% | Added |
| American Century Companies Inc | 132,785 | $5.13M | 0.00% | +28,352+27.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 135,000 | $5.22M | 0.26% | +135,000 | New |
| Algebris (UK) Ltd | 135,124 | $5.22M | 2.10% | +135,124 | New |
| Silvercrest Asset Management Group LLC | 139,938 | $5.41M | 0.04% | −6,216−4.3% | Reduced |
| State of Wisconsin Investment Board | 141,916 | $5.49M | 0.01% | +7,416+5.5% | Added |
| Invesco Ltd. | 156,726 | $6.06M | 0.00% | −35,410−18.4% | Reduced |
| BNP Paribas Arbitrage, SA | 163,598 | $6.33M | 0.01% | +2,571+1.6% | Added |
| Bridgeway Capital Management, LLC | 170,365 | $6.59M | 0.15% | 00.0% | Unchanged |
| Man Group plc | – | $6.68M | 0.03% | – | – |
| Philosophy Capital Management LLC | 183,293 | $7.09M | 1.97% | +183,293 | New |
| Principal Financial Group Inc | 212,657 | $8.22M | 0.01% | −13,948−6.2% | Reduced |
| JPMorgan Chase & Co | 214,630 | $8.30M | 0.00% | +5,765+2.8% | Added |
| Ziegler Capital Management, LLC | 216,582 | $8.38M | 0.34% | −44,448−17.0% | Reduced |
| Phocas Financial Corp. | 219,650 | $8.49M | 1.27% | −2,475−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 243,836 | $9.43M | 0.00% | +15,575+6.8% | Added |
| Bank of New York Mellon Corp | 276,308 | $10.7M | 0.00% | −13,164−4.5% | Reduced |
| Orchard Capital Managment, LLC | 315,915 | $10.7M | 3.35% | +8,300+2.7% | Added |
| Nuveen Asset Management, LLC | 296,258 | $11.5M | 0.00% | −65,359−18.1% | Reduced |
| Pure Financial Advisors, Inc. | 0 | $12.0M | 0.74% | 0 | New |
| Morgan Stanley | 312,650 | $12.1M | 0.00% | +144,909+86.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 364,900 | $14.1M | 0.07% | +146,900+67.4% | Added |
| Loomis Sayles & Co L P | 372,664 | $14.4M | 0.03% | −13,884−3.6% | Reduced |
| Northern Trust Corp | 376,281 | $14.6M | 0.00% | −7,103−1.9% | Reduced |
| Public Sector Pension Investment Board | 403,909 | $15.6M | 0.14% | −1,356−0.3% | Reduced |
| UBS Asset Management Americas Inc | 473,171 | $18.3M | 0.01% | +50,753+12.0% | Added |
| Ararat Capital Management, LP | 499,599 | $19.3M | 6.94% | +225,486+82.3% | Added |
| Austin Asset Management Co Inc | 0 | $22.8M | 8.13% | 0 | Unchanged |
| Geode Capital Management, LLC | 612,318 | $23.7M | 0.00% | +37,740+6.6% | Added |
| Epoch Investment Partners, Inc. | 617,675 | $23.9M | 0.14% | −32,040−4.9% | Reduced |
| Nantahala Capital Management, LLC | 985,459 | $38.1M | 3.30% | +115,466+13.3% | Added |
| Goldman Sachs Group Inc | 1,076,890 | $41.6M | 0.01% | +1,600+0.1% | Added |
| State Street Corp | 1,451,036 | $56.2M | 0.00% | −168,254−10.4% | Reduced |
| Dimensional Fund Advisors LP | 1,473,458 | $57.0M | 0.02% | +6,405+0.4% | Added |
| Vanguard Group Inc | 1,940,696 | $75.0M | 0.00% | +264,110+15.8% | Added |
| FMR LLC | 2,606,514 | $100.8M | 0.01% | +94,264+3.8% | Added |
| BlackRock Inc. | 4,283,868 | $165.7M | 0.01% | −124,066−2.8% | Reduced |
| IFP Advisors, Inc | 377 | – | – | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,237 | – | – | +3,237 | New |
| Redpoint Investment Management Pty Ltd | 59,648 | – | – | +59,648 | New |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −89,333−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −84,637−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −43,800−100.0% | Sold out |