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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.

Q4 2022 vs. Q3 2022

How the institutions holding Pathward Financial, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of CASH: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1873182−2
Shares24.7M154.0K26.1M+1.54M (+6.3%)
Value$888.6M$3.47M$1.05B+$166.5M (+18.8%)

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Pathward Financial, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to CASH in Q4 2022
InstitutionSharesValue% of portfolio
Alta Fox Capital Management, LLC754,178$32.5M25.74%
Hillsdale Investment Management Inc.85,603$3.69M0.31%
Assenagon Asset Management S.A.74,291$3.20M0.01%
Vectors Research Management, LLC2,409,969$2.41M0.62%
Allianz Asset Management GmbH26,000$1.12M0.00%
KMG Fiduciary Partners, LLC25,917$1.12M0.18%
AXA S.A.24,500$1.05M0.00%
PDT Partners, LLC16,461$708.6K0.11%
TD Asset Management Inc16,200$697.4K0.00%
Maryland State Retirement & Pension System11,850$510.1K0.01%
HighTower Advisors, LLC8,866$382.0K0.00%
Envestnet Asset Management Inc5,546$238.8K0.00%
Raymond James Financial Services Advisors, Inc.4,753$204.7K0.00%
Group One Trading, L.P.3,605$155.2K0.01%
Counterpoint Mutual Funds LLC2,452$105.6K0.11%
Simplex Trading, LLC1,578$67.0K0.00%
Coppell Advisory Solutions LLC133$5.73K0.00%
Coppell Advisory Solutions Corp.133$5.73K0.00%
US Bancorp97$4.18K0.00%
GWM Advisors LLC68$2.93K0.00%
RFP Financial Group LLC54$2.33K0.00%
Massmutual Trust Co FSB35$2.00K0.00%
Ronald Blue Trust, Inc.47$2.00K0.00%
Johnson Financial Group, Inc.33$1.42K0.00%
Bell Investment Advisors, Inc25$1.08K0.00%
Advisory Services Network, LLC21$9040.00%

Sold out (28)

Institutions that held Pathward Financial, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (3)

Institutions that held Pathward Financial, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CASH in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management105,139$3.46M
American Portfolios Advisors212$6.99K
Redpoint Investment Management Pty Ltd48,632–