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, Q3 2024
Institutional positions in Pathward Financial, Inc. as of Sep 30, 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
- 255
- +29 vs. Q2 2024
- Shares held
- 22.5M
- +4.09M (+22.2%) vs. Q2 2024
- Total value
- $1.51B
- +$458.4M (+43.5%) vs. Q2 2024
- New holders
- 46
- 81 more added
- Sold out
- 17
- 96 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 7,300 | $481.9K | 0.00% | +7,300 | New |
| Quantedge Capital Pte Ltd | 7,400 | $488.5K | 0.15% | +7,400 | New |
| Amalgamated Bank | 7,451 | $492.0K | 0.00% | −299−3.9% | Reduced |
| Harbor Capital Advisors, Inc. | 7,493 | $495.0K | 0.02% | +74+1.0% | Added |
| Raymond James & Associates | 7,554 | $498.7K | 0.00% | −2,153−22.2% | Reduced |
| Stifel Financial Corp | 7,612 | $502.4K | 0.00% | −1,920−20.1% | Reduced |
| State Board of Administration of Florida Retirement System | 7,653 | $505.2K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,879 | $520.1K | 0.12% | +7,879 | New |
| Schonfeld Strategic Advisors LLC | 7,970 | $526.1K | 0.00% | −1,520−16.0% | Reduced |
| Citadel Advisors LLC | 8,140 | $537.3K | 0.00% | −89,664−91.7% | Reduced |
| Diversified Trust Co | 8,144 | $537.6K | 0.01% | −23−0.3% | Reduced |
| Quadrature Capital Ltd | 8,167 | $539.0K | 0.01% | −8,142−49.9% | Reduced |
| Voya Investment Management LLC | 8,210 | $541.9K | 0.00% | −370−4.3% | Reduced |
| Csenge Advisory Group | 7,444 | $550.7K | 0.03% | −2,275−23.4% | Reduced |
| Maryland State Retirement & Pension System | 8,434 | $556.7K | 0.01% | −377−4.3% | Reduced |
| US Bancorp | 8,896 | $587.2K | 0.00% | +2,518+39.5% | Added |
| Sigma Planning Corp | 9,151 | $604.1K | 0.02% | −31−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,407 | $621.0K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,770 | $644.9K | 0.01% | −405−4.0% | Reduced |
| Unison Advisors LLC | 10,200 | $673.3K | 0.08% | +10,200 | New |
| Trexquant Investment LP | 10,208 | $673.8K | 0.01% | −45,751−81.8% | Reduced |
| Clear Harbor Asset Management, LLC | 10,354 | $683.5K | 0.06% | +30+0.3% | Added |
| Verition Fund Management LLC | 10,361 | $683.9K | 0.00% | −370−3.4% | Reduced |
| United Capital Financial Advisers, LLC | 10,814 | $713.8K | 0.01% | −1,200−10.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,879 | $718.0K | 0.08% | +10,879 | New |
| Cynosure Management, LLC | 10,892 | $719.0K | 0.10% | −3,242−22.9% | Reduced |
| Toroso Investments, LLC | 10,984 | $725.1K | 0.01% | +10,984 | New |
| Wells Fargo & Company | 11,016 | $727.2K | 0.00% | +200+1.8% | Added |
| Intech Investment Management LLC | 11,453 | $756.0K | 0.01% | +579+5.3% | Added |
| Quantbot Technologies LP | 11,571 | $763.8K | 0.03% | +1,070+10.2% | Added |
| Danske Bank A/S | 11,573 | $763.9K | 0.00% | +11,573 | New |
| Quest Partners LLC | 11,597 | $765.5K | 0.07% | +5,246+82.6% | Added |
| Lazard Asset Management LLC | 11,943 | $786.0K | 0.00% | +892+8.1% | Added |
| Louisiana State Employees Retirement System | 12,100 | $798.7K | 0.01% | −600−4.7% | Reduced |
| Susquehanna International Group, LLP | 12,133 | $800.9K | 0.00% | −1,801−12.9% | Reduced |
| Manufacturers Life Insurance Company, The | 12,419 | $819.8K | 0.00% | −384−3.0% | Reduced |
| Royce & Associates LP | 12,614 | $832.6K | 0.01% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 13,090 | $864.1K | 0.53% | −1,638−11.1% | Reduced |
| Engineers Gate Manager LP | 13,305 | $878.3K | 0.02% | −14,444−52.1% | Reduced |
| Wedge Capital Management L L P | 13,393 | $884.1K | 0.02% | +13,393 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 13,759 | $908.2K | 0.00% | +743+5.7% | Added |
| Illinois Municipal Retirement Fund | 13,858 | $914.8K | 0.01% | +217+1.6% | Added |
| MetLife Investment Management | 14,209 | $937.9K | 0.01% | −107−0.7% | Reduced |
| Price T Rowe Associates Inc | 14,214 | $939.0K | 0.00% | +4,525+46.7% | Added |
| State of Alaska, Department of Revenue | 14,273 | $942.0K | 0.01% | −565−3.8% | Reduced |
| Corebridge Financial, Inc. | 14,424 | $952.1K | 0.01% | −385−2.6% | Reduced |
| Comerica Bank | 14,566 | $961.5K | 0.00% | +3,746+34.6% | Added |
| Ensign Peak Advisors, Inc | 14,718 | $971.5K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 15,083 | $973.4K | 0.00% | +27+0.2% | Added |
| Bokf, NA | 15,492 | $1.00M | 0.02% | +5,093+49.0% | Added |
| Pacific Ridge Capital Partners, LLC | 16,317 | $1.08M | 0.26% | −5,560−25.4% | Reduced |
| Glenmede Trust Co NA | 16,351 | $1.08M | 0.01% | +4,335+36.1% | Added |
| Envestnet Asset Management Inc | 16,549 | $1.09M | 0.00% | +2,878+21.1% | Added |
| Emerald Mutual Fund Advisers Trust | 16,572 | $1.09M | 0.06% | 00.0% | Unchanged |
| Marshall Wace, LLP | 17,196 | $1.14M | 0.00% | −75,931−81.5% | Reduced |
| CenterBook Partners LP | 17,946 | $1.18M | 0.07% | +9,606+115.2% | Added |
| Boothbay Fund Management, LLC | 18,435 | $1.22M | 0.04% | +10,003+118.6% | Added |
| Jump Financial, LLC | 19,352 | $1.28M | 0.03% | +1,225+6.8% | Added |
| Thrivent Financial for Lutherans | 19,614 | $1.29M | 0.00% | −1,365−6.5% | Reduced |
| Canada Pension Plan Investment Board | 19,800 | $1.31M | 0.00% | +19,800 | New |
| Credit Agricole S A | 20,403 | $1.35M | 0.01% | +20,403 | New |
| Balyasny Asset Management LLC | 20,503 | $1.35M | 0.00% | −5,666−21.7% | Reduced |
| Cubist Systematic Strategies, LLC | 20,746 | $1.37M | 0.02% | +20,746 | New |
| Lombard Odier Asset Management (Europe) Ltd | 21,000 | $1.39M | 0.06% | −19,000−47.5% | Reduced |
| Sippican Capital Advisors | 22,170 | $1.46M | 1.02% | −120−0.5% | Reduced |
| Victory Capital Management Inc | 23,572 | $1.56M | 0.00% | +18,708+384.6% | Added |
| California State Teachers Retirement System | 23,898 | $1.58M | 0.00% | −999−4.0% | Reduced |
| Tealwood Asset Management Inc | 24,028 | $1.59M | 0.69% | −65−0.3% | Reduced |
| Russell Investments Group, Ltd. | 24,763 | $1.63M | 0.00% | −410−1.6% | Reduced |
| Janus Henderson Group PLC | 24,863 | $1.64M | 0.00% | −1,248−4.8% | Reduced |
| SEI Investments Co | 26,448 | $1.75M | 0.00% | +15,263+136.5% | Added |
| Jackson Creek Investment Advisors LLC | 26,762 | $1.77M | 0.52% | +5,852+28.0% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $1.81M | 1.15% | 00.0% | Unchanged |
| Martingale Asset Management L P | 27,599 | $1.82M | 0.04% | +1,101+4.2% | Added |
| Seizert Capital Partners, LLC | 28,855 | $1.90M | 0.09% | −288−1.0% | Reduced |
| New York State Teachers Retirement System | 29,475 | $1.95M | 0.00% | +1,855+6.7% | Added |
| UBS Group AG | 29,579 | $1.95M | 0.00% | −2,617−8.1% | Reduced |
| Man Group plc | 29,680 | $1.96M | 0.01% | −2,285−7.1% | Reduced |
| Alliancebernstein L.P. | 30,380 | $2.01M | 0.00% | −210−0.7% | Reduced |
| New York State Common Retirement Fund | 31,692 | $2.09M | 0.00% | −3,685−10.4% | Reduced |
| Pathstone Holdings, LLC | 32,783 | $2.16M | 0.01% | −4,562−12.2% | Reduced |
| Rafferty Asset Management, LLC | 35,304 | $2.33M | 0.01% | −16,149−31.4% | Reduced |
| Vident Advisory, LLC | 36,543 | $2.41M | 0.06% | +36,543 | New |
| Teacher Retirement System of Texas | 38,106 | $2.52M | 0.01% | +3,037+8.7% | Added |
| Great West Life Assurance Co | 38,096 | $2.52M | 0.00% | −2,847−7.0% | Reduced |
| RMR Capital Management, LLC | 38,617 | $2.55M | 2.17% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 0 | $2.76M | 0.54% | 0 | New |
| BNP Paribas Arbitrage, SA | 44,047 | $2.91M | 0.00% | +17,431+65.5% | Added |
| Millennium Management LLC | 45,430 | $3.00M | 0.00% | −3,860−7.8% | Reduced |
| HRT Financial LP | 46,986 | $3.10M | 0.02% | +30,104+178.3% | Added |
| Franklin Resources Inc | 42,069 | $3.10M | 0.00% | −46−0.1% | Reduced |
| Denali Advisors LLC | 48,370 | $3.19M | 0.34% | +48,370 | New |
| NFJ Investment Group, LLC | 48,646 | $3.21M | 0.09% | −13,171−21.3% | Reduced |
| Jane Street Group, LLC | 48,713 | $3.22M | 0.01% | +18,675+62.2% | Added |
| Swiss National Bank | 49,400 | $3.26M | 0.00% | −800−1.6% | Reduced |
| Bank of America Corp | 52,098 | $3.44M | 0.00% | +110.0% | Added |
| Citigroup Inc | 52,328 | $3.45M | 0.00% | −3,900−6.9% | Reduced |
| Epoch Investment Partners, Inc. | 53,121 | $3.51M | 0.02% | +4,197+8.6% | Added |
| Deutsche Bank AG | 54,559 | $3.60M | 0.00% | +43,146+378.0% | Added |
| John W. Rosenthal Capital Management, Inc. | 54,849 | $3.62M | 3.63% | +700+1.3% | Added |