Pathward Financial, Inc.

CASH

Exchange: Nasdaq
Industry: National Commercial Banks
SEC CIK: 0000907471

SEC filings (opens in a new tab)

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 2024 vs. Q2 2024

How the institutions holding Pathward Financial, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of CASH: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	229	3	255	+29
Shares	22.1M	3.69M	22.5M	+4.09M (+22.2%)
Value	$1.26B	$208.7M	$1.51B	+$458.4M (+43.5%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held Pathward Financial, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to CASH in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	3,666,470	$242.0M	0.01%
Driehaus Capital Management LLC	204,970	$13.5M	0.12%
Financial Insights, Inc.	0	$9.65M	3.05%
Denali Advisors LLC	48,370	$3.19M	0.34%
Paragon Capital Management Ltd	0	$2.76M	0.54%
Vident Advisory, LLC	36,543	$2.41M	0.06%
Cubist Systematic Strategies, LLC	20,746	$1.37M	0.02%
Credit Agricole S A	20,403	$1.35M	0.01%
Canada Pension Plan Investment Board	19,800	$1.31M	0.00%
Wedge Capital Management L L P	13,393	$884.1K	0.02%
Danske Bank A/S	11,573	$763.9K	0.00%
Toroso Investments, LLC	10,984	$725.1K	0.01%
Dynamic Technology Lab Private Ltd	10,879	$718.0K	0.08%
Unison Advisors LLC	10,200	$673.3K	0.08%
Sherbrooke Park Advisers LLC	7,879	$520.1K	0.12%
Quantedge Capital Pte Ltd	7,400	$488.5K	0.15%
Allianz Asset Management GmbH	7,300	$481.9K	0.00%
Los Angeles Capital Management LLC	7,214	$476.2K	0.00%
HSBC Holdings PLC	7,112	$472.6K	0.00%
Inspire Advisors, LLC	4,935	$325.8K	0.04%
Brevan Howard Capital Management LP	4,574	$301.9K	0.01%
Mesirow Financial Investment Management, Inc.	4,249	$280.5K	0.01%
Entropy Technologies, LP	4,149	$273.9K	0.03%
Bryn Mawr Trust Co	4,000	$264.0K	0.00%
O'Shaughnessy Asset Management, LLC	3,049	$224.8K	0.00%
Envestnet Portfolio Solutions, Inc.	3,354	$221.4K	0.00%
Schechter Investment Advisors, LLC	3,180	$209.9K	0.02%
LMR Partners LLP	3,122	$206.1K	0.00%
Shell Asset Management Co	1,758	$116.0K	0.01%
Point72 Asia (Singapore) Pte. Ltd.	1,421	$93.8K	0.02%
nVerses Capital, LLC	1,200	$79.2K	0.04%
Disciplina Capital Management LLC	948	$62.6K	0.01%
USA Financial Portformulas Corp	846	$55.8K	0.01%
Acadian Asset Management LLC	531	$35.0K	0.00%
Point72 (DIFC) Ltd	530	$35.0K	0.00%
Financial Management Professionals, Inc.	438	$29.0K	0.00%
Federation des caisses Desjardins du Quebec	350	$23.1K	0.00%
Northwestern Mutual Wealth Management Co	200	$13.2K	0.00%
Simplex Trading, LLC	167	$11.0K	0.00%
Sterling Capital Management LLC	71	$4.69K	0.00%
Bessemer Group Inc	40	$3.00K	0.00%
Capital Performance Advisors LLP	30	$1.98K	0.00%
Jones Financial Companies LLLP	25	$1.63K	0.00%
Concord Wealth Partners	17	$1.12K	0.00%
Mendota Financial Group, LLC	1	$67	0.00%
USAdvisors Wealth Management, LLC	485	–	–

Sold out (17)

Institutions that held Pathward Financial, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of CASH in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Assenagon Asset Management S.A.	149,143	$8.44M
Western Standard LLC	80,869	$4.57M
Campbell & CO Investment Adviser LLC	15,977	$903.8K
ExodusPoint Capital Management, LP	15,795	$894.0K
TD Asset Management Inc	12,500	$707.1K
Janney Montgomery Scott LLC	9,503	$538.0K
Connor, Clark & Lunn Investment Management Ltd.	8,472	$479.3K
Gsa Capital Partners LLP	7,594	$430.0K
XTX Topco Ltd	7,329	$414.6K
Walleye Capital LLC	3,685	$208.5K
Opal Wealth Advisors, LLC	450	$25.5K
Dunhill Financial, LLC	184	$10.4K
JNBA Financial Advisors	75	$4.24K
Farther Finance Advisors, LLC	8	$458
Camelot Portfolios, LLC	1	$28
Arbor Capital Management Inc	3,212	–
Cottage Street Advisors LLC	2,258	–

Not filed for Q3 2024 yet (3)

Institutions that held Pathward Financial, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CASH in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	3,666,484	$207.4M
Susquehanna Fundamental Investments, LLC	22,768	$1.29M
Institutional & Family Asset Management, LLC	450	$25.5K