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, Q3 2022
Institutional positions in Pathward Financial, Inc. as of Sep 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
- 187
- −8 vs. Q2 2022
- Shares held
- 24.7M
- −301.7K (−1.2%) vs. Q2 2022
- Total value
- $888.6M
- −$117.3M (−11.7%) vs. Q2 2022
- New holders
- 26
- 66 more added
- Sold out
- 34
- 65 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −18,152−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −16,273−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −11,899−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,672−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,625−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −8,040−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −7,238−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −6,190−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,261−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,093−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −83,793−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Exane Derivatives | – | – | – | – | Not filed |