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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 155,243 | $7.84M | 0.04% | −7,908−4.8% | Reduced |
| Jupiter Asset Management Ltd | 187,799 | $9.48M | 0.09% | 00.0% | Unchanged |
| Phocas Financial Corp. | 188,672 | $9.52M | 1.39% | −5,271−2.7% | Reduced |
| Elgethun Capital Management | 190,066 | $9.57M | 2.41% | −878−0.5% | Reduced |
| Orchard Capital Managment, LLC | 190,003 | $9.59M | 2.81% | +2,540+1.4% | Added |
| Grizzlyrock Capital, LLC | 193,800 | $9.78M | 8.03% | +400+0.2% | Added |
| Ziegler Capital Management, LLC | 208,076 | $10.5M | 0.40% | +123,807+146.9% | Added |
| Financial Insights, Inc. | 0 | $10.5M | 2.93% | 0 | New |
| Bank of New York Mellon Corp | 242,316 | $12.2M | 0.00% | −15,588−6.0% | Reduced |
| UBS Asset Management Americas Inc | 247,307 | $12.5M | 0.00% | −75,035−23.3% | Reduced |
| Nuveen Asset Management, LLC | 257,198 | $13.0M | 0.00% | −1,944−0.8% | Reduced |
| Northern Trust Corp | 266,125 | $13.4M | 0.00% | −11,255−4.1% | Reduced |
| Epoch Investment Partners, Inc. | 269,425 | $13.6M | 0.06% | +19,539+7.8% | Added |
| Austin Asset Management Co Inc | 0 | $15.6M | 3.32% | 0 | Unchanged |
| Charles Schwab Investment Management Inc | 315,146 | $15.9M | 0.00% | +7,769+2.5% | Added |
| Public Sector Pension Investment Board | 327,804 | $16.5M | 0.12% | −2,090−0.6% | Reduced |
| Morgan Stanley | 338,093 | $17.1M | 0.00% | −41,693−11.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 352,990 | $17.8M | 0.05% | +352,990 | New |
| American Century Companies Inc | 419,142 | $21.2M | 0.01% | +79,088+23.3% | Added |
| Philosophy Capital Management LLC | 430,191 | $21.7M | 4.25% | −7,715−1.8% | Reduced |
| JPMorgan Chase & Co | 490,663 | $24.8M | 0.00% | −80,676−14.1% | Reduced |
| Geode Capital Management, LLC | 657,248 | $33.2M | 0.00% | +21,380+3.4% | Added |
| Goldman Sachs Group Inc | 682,998 | $34.5M | 0.01% | −900,604−56.9% | Reduced |
| Nantahala Capital Management, LLC | 1,021,727 | $51.6M | 5.05% | −38,139−3.6% | Reduced |
| State Street Corp | 1,276,720 | $64.5M | 0.00% | −3,677−0.3% | Reduced |
| Dimensional Fund Advisors LP | 1,511,797 | $76.3M | 0.02% | −16,426−1.1% | Reduced |
| FMR LLC | 1,857,885 | $93.8M | 0.01% | +109,555+6.3% | Added |
| Vanguard Group Inc | 2,019,576 | $101.9M | 0.00% | −50,188−2.4% | Reduced |
| BlackRock Inc. | 3,781,283 | $190.9M | 0.00% | −8,751−0.2% | Reduced |
| Cottage Street Advisors LLC | 1,914 | – | – | −200−9.5% | Reduced |
| Lodestone Wealth Management LLC | 3,430 | – | – | −26−0.8% | Reduced |
| Vinva Investment Management Ltd | 85,300 | – | – | +6,573+8.3% | Added |
| Greenwich Investment Management, Inc. | 0 | $0 | 0.00% | −129,622−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −115,020−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −50,058−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −38,640−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −34,711−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −25,700−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −20,643−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −20,942−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −14,547−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −9,481−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −8,140−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −7,965−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −6,708−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −5,146−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,955−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,383−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,826−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Kennicott Capital Management LLC | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |