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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.

Q3 2023 vs. Q2 2023

How the institutions holding Pathward Financial, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of CASH: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1951209+15
Shares22.7M67.2K23.3M+697.8K (+3.1%)
Value$1.07B$3.11M$1.11B+$40.9M (+3.8%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Pathward Financial, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to CASH in Q3 2023
InstitutionSharesValue% of portfolio
Financial Insights, Inc.0$10.2M3.65%
Moody Aldrich Partners LLC90,200$4.16M0.79%
Brandywine Global Investment Management, LLC76,349$3.52M0.03%
Vident Advisory, LLC38,998$1.80M0.06%
Winton Group Ltd28,820$1.33M0.11%
Skandinaviska Enskilda Banken AB (publ)21,000$968.0K0.01%
Qube Research & Technologies Ltd20,848$960.9K0.00%
SG Americas Securities, LLC16,617$766.0K0.01%
Squarepoint Ops LLC16,366$754.3K0.00%
Illinois Municipal Retirement Fund15,705$724.0K0.01%
Trexquant Investment LP13,565$625.2K0.02%
SEI Investments Co13,220$609.3K0.00%
US Bancorp12,861$592.8K0.00%
Comerica Bank12,687$584.7K0.00%
Glenmede Trust Co NA10,517$484.7K0.00%
West Tower Group, LLC8,405$387.4K0.20%
Alps Advisors Inc6,890$317.6K0.00%
Diversified Trust Co6,866$316.5K0.01%
Walleye Capital LLC6,475$298.4K0.00%
Verition Fund Management LLC6,436$296.6K0.00%
Marshall Wace, LLP6,400$295.0K0.00%
Campbell & CO Investment Adviser LLC5,951$274.3K0.03%
Versor Investments LP4,770$219.8K0.04%
Brinker Capital Investments, LLC4,662$214.9K0.00%
Orion Portfolio Solutions, LLC4,662$214.9K0.00%
DekaBank Deutsche Girozentrale3,316$152.0K0.00%
Vestcor Inc1,954$90.0K0.00%
Carmel Capital Partners, LLC775$35.7K0.02%
LGT Financial Advisors LLC308$14.2K0.02%

Sold out (14)

Institutions that held Pathward Financial, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of CASH in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Ararat Capital Management, LP178,863$8.29M
Cubist Systematic Strategies, LLC67,499$3.13M
Pure Financial Advisors, Inc.0$2.99M
HSBC Holdings PLC24,781$1.16M
Engineers Gate Manager LP7,530$349.1K
Ergoteles LLC7,214$334.4K
Quantbot Technologies LP4,844$224.6K
Walleye Trading LLC3,722$172.6K
Aquatic Capital Management LLC3,300$153.0K
Point72 Middle East FZE1,964$91.1K
Point72 Asset Management, L.P.1,022$47.4K
Quarry LP762$35.3K
Bessemer Group Inc26$1.00K
Allianz Asset Management GmbH6,400$297

Not filed for Q3 2023 yet (1)

Institutions that held Pathward Financial, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CASH in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
EA Series Trust67,180$3.11M