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, Q1 2024
Institutional positions in Pathward Financial, Inc. as of Mar 31, 2024. 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
- 232
- +13 vs. Q4 2023
- Shares held
- 22.4M
- −705.1K (−3.0%) vs. Q4 2023
- Total value
- $1.16B
- −$85.6M (−6.9%) vs. Q4 2023
- New holders
- 34
- 60 more added
- Sold out
- 21
- 99 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Corsair Capital Management, L.P. | 9,866 | $498.0K | 0.14% | +9,866 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $520.9K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 10,344 | $522.2K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,387 | $524.3K | 0.01% | +10,387 | New |
| Raymond James & Associates | 10,458 | $527.9K | 0.00% | −364−3.4% | Reduced |
| Summit Global Investments | 10,609 | $536.0K | 0.04% | −13,806−56.5% | Reduced |
| Bokf, NA | 11,283 | $565.5K | 0.01% | +6,423+132.2% | Added |
| Yousif Capital Management, LLC | 11,582 | $584.7K | 0.01% | −2,643−18.6% | Reduced |
| Glenmede Trust Co NA | 11,858 | $598.6K | 0.00% | −2,921−19.8% | Reduced |
| United Capital Financial Advisers, LLC | 12,017 | $606.6K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12,182 | $614.9K | 0.00% | −3,391−21.8% | Reduced |
| Manufacturers Life Insurance Company, The | 12,488 | $630.4K | 0.00% | −30−0.2% | Reduced |
| Susquehanna International Group, LLP | 12,597 | $635.9K | 0.00% | −28,928−69.7% | Reduced |
| Louisiana State Employees Retirement System | 12,600 | $636.0K | 0.01% | −500−3.8% | Reduced |
| MetLife Investment Management | 12,891 | $650.7K | 0.00% | −858−6.2% | Reduced |
| Boothbay Fund Management, LLC | 12,949 | $653.7K | 0.02% | +12,949 | New |
| Campbell & CO Investment Adviser LLC | 12,981 | $655.3K | 0.06% | −23,531−64.4% | Reduced |
| Cynosure Management, LLC | 13,046 | $658.6K | 0.12% | +13,046 | New |
| Deutsche Bank AG | 13,297 | $671.2K | 0.00% | −1,227−8.4% | Reduced |
| American International Group, Inc. | 14,045 | $709.0K | 0.00% | −157−1.1% | Reduced |
| SummerHaven Investment Management, LLC | 14,440 | $728.9K | 0.46% | +181+1.3% | Added |
| Squarepoint Ops LLC | 14,649 | $739.5K | 0.00% | −30,892−67.8% | Reduced |
| Ensign Peak Advisors, Inc | 14,718 | $743.0K | 0.00% | −742−4.8% | Reduced |
| Illinois Municipal Retirement Fund | 14,900 | $752.0K | 0.01% | +212+1.4% | Added |
| TD Asset Management Inc | 14,900 | $752.2K | 0.00% | +700+4.9% | Added |
| Mercer Global Advisors Inc | 15,092 | $762.0K | 0.00% | +5,912+64.4% | Added |
| Quantbot Technologies LP | 15,196 | $767.1K | 0.04% | +14,610+2,493.2% | Added |
| State of Alaska, Department of Revenue | 15,559 | $785.0K | 0.01% | −550−3.4% | Reduced |
| SEI Investments Co | 15,615 | $788.2K | 0.00% | −4,240−21.4% | Reduced |
| Tudor Investment Corp Et Al | 15,656 | $790.3K | 0.01% | +7,446+90.7% | Added |
| Boston Partners | 16,392 | $827.5K | 0.00% | +16,392 | New |
| Emerald Mutual Fund Advisers Trust | 16,572 | $836.6K | 0.04% | 00.0% | Unchanged |
| AXA S.A. | 17,000 | $858.2K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 18,462 | $932.0K | 0.02% | +10,530+132.8% | Added |
| Russell Investments Group, Ltd. | 19,380 | $978.3K | 0.00% | −6,848−26.1% | Reduced |
| Semanteon Capital Management, LP | 20,798 | $1.05M | 0.67% | +20,798 | New |
| Jackson Creek Investment Advisors LLC | 20,949 | $1.06M | 0.38% | −42−0.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,531 | $1.09M | 0.05% | +21,531 | New |
| Pacific Ridge Capital Partners, LLC | 21,848 | $1.10M | 0.24% | −5,675−20.6% | Reduced |
| Marshall Wace, LLP | 22,073 | $1.11M | 0.00% | +12,486+130.2% | Added |
| Sippican Capital Advisors | 22,290 | $1.13M | 0.88% | −1,330−5.6% | Reduced |
| Texas Permanent School Fund | 22,309 | $1.13M | 0.01% | −310−1.4% | Reduced |
| HRT Financial LP | 23,051 | $1.16M | 0.01% | +295+1.3% | Added |
| Tealwood Asset Management Inc | 24,198 | $1.22M | 0.55% | −259−1.1% | Reduced |
| Credit Suisse AG | 24,436 | $1.23M | 0.00% | +803+3.4% | Added |
| Martingale Asset Management L P | 25,997 | $1.31M | 0.03% | +7,209+38.4% | Added |
| California State Teachers Retirement System | 26,005 | $1.31M | 0.00% | −1,674−6.0% | Reduced |
| BNP Paribas Arbitrage, SA | 26,317 | $1.33M | 0.00% | +14,181+116.9% | Added |
| Janus Henderson Group PLC | 27,484 | $1.39M | 0.00% | −1,746−6.0% | Reduced |
| New York State Teachers Retirement System | 27,620 | $1.39M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 28,520 | $1.44M | 0.00% | −6,950−19.6% | Reduced |
| UBS Group AG | 30,083 | $1.52M | 0.00% | −4,380−12.7% | Reduced |
| Jane Street Group, LLC | 31,081 | $1.57M | 0.00% | −12,079−28.0% | Reduced |
| Man Group plc | 31,600 | $1.60M | 0.00% | −51,575−62.0% | Reduced |
| Teacher Retirement System of Texas | 32,497 | $1.64M | 0.01% | +7,898+32.1% | Added |
| Gsa Capital Partners LLP | 32,878 | $1.66M | 0.13% | +17,111+108.5% | Added |
| Great West Life Assurance Co | 36,353 | $1.83M | 0.00% | +1,572+4.5% | Added |
| New York State Common Retirement Fund | 36,756 | $1.86M | 0.00% | +466+1.3% | Added |
| ExodusPoint Capital Management, LP | 37,030 | $1.87M | 0.02% | +37,030 | New |
| RMR Capital Management, LLC | 38,617 | $1.95M | 1.94% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 39,635 | $2.00M | 0.00% | −3,607−8.3% | Reduced |
| Pathstone Holdings, LLC | 40,475 | $2.04M | 0.01% | +40,475 | New |
| Franklin Resources Inc | 40,517 | $2.05M | 0.00% | +27,275+206.0% | Added |
| Rafferty Asset Management, LLC | 40,749 | $2.06M | 0.01% | −1,621−3.8% | Reduced |
| Sage Capital Advisors,llc | 41,018 | $2.07M | 0.60% | +70.0% | Added |
| Comerica Bank | 41,088 | $2.07M | 0.01% | −1,535−3.6% | Reduced |
| Balyasny Asset Management LLC | 41,304 | $2.09M | 0.01% | +22,735+122.4% | Added |
| Anthracite Investment Company, Inc. | 41,564 | $2.10M | 1.06% | +41,564 | New |
| Bank of America Corp | 41,609 | $2.10M | 0.00% | −15,306−26.9% | Reduced |
| Thrivent Financial for Lutherans | 42,699 | $2.16M | 0.00% | +19,367+83.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 43,000 | $2.17M | 0.14% | −7,000−14.0% | Reduced |
| Algert Global LLC | 43,901 | $2.22M | 0.09% | +31,787+262.4% | Added |
| D. E. Shaw & Co., Inc. | 46,669 | $2.36M | 0.00% | +40.0% | Added |
| Prudential Financial Inc | 49,016 | $2.47M | 0.00% | −1,074−2.1% | Reduced |
| Barclays PLC | 49,102 | $2.48M | 0.00% | −15,603−24.1% | Reduced |
| Citigroup Inc | 49,776 | $2.51M | 0.00% | +5,814+13.2% | Added |
| Swiss National Bank | 51,300 | $2.59M | 0.00% | −400−0.8% | Reduced |
| Two Sigma Advisers, LP | 53,800 | $2.72M | 0.01% | +32,200+149.1% | Added |
| John W. Rosenthal Capital Management, Inc. | 54,149 | $2.73M | 3.67% | −1,146−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 64,377 | $3.25M | 0.04% | +14,344+28.7% | Added |
| Trexquant Investment LP | 65,868 | $3.33M | 0.07% | +45,846+229.0% | Added |
| Brandywine Global Investment Management, LLC | 68,670 | $3.47M | 0.03% | −503−0.7% | Reduced |
| NFJ Investment Group, LLC | 69,419 | $3.50M | 0.10% | −193−0.3% | Reduced |
| Legal & General Group Plc | 70,907 | $3.58M | 0.00% | −1,095−1.5% | Reduced |
| First Trust Advisors LP | 72,416 | $3.66M | 0.00% | +10,237+16.5% | Added |
| Assenagon Asset Management S.A. | 73,351 | $3.70M | 0.01% | +51,304+232.7% | Added |
| Voloridge Investment Management, LLC | 76,008 | $3.84M | 0.01% | +21,135+38.5% | Added |
| Citadel Advisors LLC | 77,083 | $3.89M | 0.00% | +32,447+72.7% | Added |
| Rhumbline Advisers | 77,965 | $3.94M | 0.00% | −1,678−2.1% | Reduced |
| Ameriprise Financial Inc | 80,103 | $4.04M | 0.00% | −7,057−8.1% | Reduced |
| Western Standard LLC | 80,519 | $4.06M | 3.83% | −7,845−8.9% | Reduced |
| Two Sigma Investments, LP | 89,191 | $4.50M | 0.01% | +47,941+116.2% | Added |
| Moody Aldrich Partners LLC | 100,555 | $5.08M | 0.86% | −26,761−21.0% | Reduced |
| Paragon Capital Management Ltd | 0 | $5.40M | 0.96% | 0 | Unchanged |
| Qube Research & Technologies Ltd | 112,329 | $5.67M | 0.01% | +53,402+90.6% | Added |
| State of Wisconsin Investment Board | 116,259 | $5.87M | 0.02% | −14,202−10.9% | Reduced |
| Invesco Ltd. | 116,632 | $5.89M | 0.00% | −83,586−41.7% | Reduced |
| Principal Financial Group Inc | 132,617 | $6.69M | 0.00% | −21,868−14.2% | Reduced |
| Bridgeway Capital Management, LLC | 133,103 | $6.72M | 0.14% | −90,239−40.4% | Reduced |
| Millennium Management LLC | 139,278 | $7.03M | 0.01% | +83,833+151.2% | Added |