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, Q4 2022
Institutional positions in Pathward Financial, Inc. as of Dec 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
- 182
- −2 vs. Q3 2022
- Shares held
- 26.1M
- +1.54M (+6.3%) vs. Q3 2022
- Total value
- $1.05B
- +$166.5M (+18.8%) vs. Q3 2022
- New holders
- 26
- 46 more added
- Sold out
- 28
- 77 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,702−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −291,264−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,947−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,117−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,818−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −2,901−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,614−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −3,376−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |