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 2023
Institutional positions in Pathward Financial, Inc. as of Jun 30, 2023. 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
- 195
- +1 vs. Q1 2023
- Shares held
- 22.7M
- −1.15M (−4.8%) vs. Q1 2023
- Total value
- $1.07B
- +$69.4M (+6.9%) vs. Q1 2023
- New holders
- 21
- 45 more added
- Sold out
- 20
- 96 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,343−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −5,684−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,361−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,436−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,491−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,409−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −36,575−100.0% | Sold out |