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.
Q2 2023 vs. Q1 2023
How the institutions holding Pathward Financial, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 194 | 195 | +1 |
| Shares | 23.8M | 22.7M | −1.15M (−4.8%) |
| Value | $1.00B | $1.07B | +$69.4M (+6.9%) |
New holders (21)
Institutions that held Pathward Financial, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Paragon Capital Management Ltd | 0 | $4.16M | 0.90% |
| Cubist Systematic Strategies, LLC | 67,499 | $3.13M | 0.03% |
| Empowered Funds, LLC | 67,180 | $3.11M | 0.11% |
| EA Series Trust | 67,180 | $3.11M | 0.11% |
| Pure Financial Advisors, Inc. | 0 | $2.99M | 0.13% |
| Jackson Creek Investment Advisors LLC | 21,008 | $974.0K | 0.39% |
| Franklin Resources Inc | 13,242 | $613.9K | 0.00% |
| Arrowstreet Capital, Limited Partnership | 12,292 | $570.0K | 0.00% |
| ExodusPoint Capital Management, LP | 4,614 | $214.0K | 0.00% |
| HighTower Advisors, LLC | 4,591 | $212.0K | 0.00% |
| Handelsbanken Fonder AB | 4,500 | $209.0K | 0.00% |
| Aquatic Capital Management LLC | 3,300 | $153.0K | 0.01% |
| Point72 Middle East FZE | 1,964 | $91.1K | 0.01% |
| Lazard Asset Management LLC | 1,523 | $70.0K | 0.00% |
| Point72 Asset Management, L.P. | 1,022 | $47.4K | 0.00% |
| Quarry LP | 762 | $35.3K | 0.02% |
| Coppell Advisory Solutions LLC | 133 | $6.19K | 0.00% |
| Bessemer Group Inc | 26 | $1.00K | 0.00% |
| Parallel Advisors, LLC | 8 | $371 | 0.00% |
| Allianz Asset Management GmbH | 6,400 | $297 | 0.00% |
| Lodestone Wealth Management LLC | 3,460 | – | – |
Sold out (20)
Institutions that held Pathward Financial, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Foundry Partners, LLC | 86,188 | $3.58M |
| KMG Fiduciary Partners, LLC | 25,917 | $1.08M |
| SG Americas Securities, LLC | 17,038 | $707.0K |
| Graham Capital Management, L.P. | 7,451 | $309.1K |
| Susquehanna Fundamental Investments, LLC | 6,564 | $272.3K |
| Virtu Financial LLC | 6,343 | $263.0K |
| AE Wealth Management LLC | 5,684 | $235.8K |
| Squarepoint Ops LLC | 5,361 | $222.4K |
| Meeder Asset Management Inc | 4,436 | $184.1K |
| Walleye Capital LLC | 2,491 | $103.4K |
| Simplex Trading, LLC | 1,409 | $58.0K |
| Capital Analysts, LLC | 1,125 | $47.0K |
| WealthPLAN Partners, LLC | 215 | $8.92K |
| US Bancorp | 97 | $4.03K |
| Toronto Dominion Bank | 13 | $1.00K |
| Advisory Services Network, LLC | 21 | $871 |
| Private Trust Co NA | 6 | $249 |
| Zacks Investment Management | 26 | – |
| Cerity Partners LLC | 372 | – |
| Synergy Financial Management, LLC | 36,575 | – |