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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 55,710 | $3.68M | 0.01% | +4,819+9.5% | Added |
| Barclays PLC | 56,327 | $3.72M | 0.00% | +25,570+83.1% | Added |
| First Trust Advisors LP | 60,226 | $3.98M | 0.00% | −18,940−23.9% | Reduced |
| Tudor Investment Corp Et Al | 66,111 | $4.36M | 0.05% | +56,044+556.7% | Added |
| Ameriprise Financial Inc | 68,837 | $4.54M | 0.00% | −8,743−11.3% | Reduced |
| Legal & General Group Plc | 69,841 | $4.61M | 0.00% | −621−0.9% | Reduced |
| Brandywine Global Investment Management, LLC | 63,662 | $4.69M | 0.03% | −1,800−2.7% | Reduced |
| Rhumbline Advisers | 72,290 | $4.77M | 0.00% | −3,897−5.1% | Reduced |
| State of Wisconsin Investment Board | 92,054 | $6.08M | 0.02% | +1,485+1.6% | Added |
| Bridgeway Capital Management, LLC | 96,703 | $6.38M | 0.14% | −36,400−27.3% | Reduced |
| Algert Global LLC | 113,484 | $7.49M | 0.20% | +33,108+41.2% | Added |
| Jupiter Asset Management Ltd | 117,801 | $7.78M | 0.07% | −6,653−5.3% | Reduced |
| Principal Financial Group Inc | 117,915 | $7.78M | 0.00% | −7,036−5.6% | Reduced |
| D. E. Shaw & Co., Inc. | 123,092 | $8.13M | 0.01% | +28,507+30.1% | Added |
| Moody Aldrich Partners LLC | 124,117 | $8.19M | 1.49% | +29,876+31.7% | Added |
| Two Sigma Advisers, LP | 124,800 | $8.24M | 0.02% | +20,600+19.8% | Added |
| Grizzlyrock Capital, LLC | 127,953 | $8.45M | 7.28% | −58,500−31.4% | Reduced |
| Foundry Partners, LLC | 131,458 | $8.68M | 0.43% | +48,917+59.3% | Added |
| Financial Insights, Inc. | 0 | $9.65M | 3.05% | 0 | New |
| Voloridge Investment Management, LLC | 146,483 | $9.67M | 0.04% | +8,039+5.8% | Added |
| Two Sigma Investments, LP | 154,757 | $10.2M | 0.02% | +40,548+35.5% | Added |
| Alta Fox Capital Management, LLC | 157,154 | $10.4M | 5.30% | −188,570−54.5% | Reduced |
| Orchard Capital Managment, LLC | 165,081 | $10.8M | 3.71% | −22,382−11.9% | Reduced |
| Panagora Asset Management Inc | 165,723 | $10.9M | 0.05% | +1,527+0.9% | Added |
| Phocas Financial Corp. | 174,307 | $11.5M | 1.66% | −10,863−5.9% | Reduced |
| Qube Research & Technologies Ltd | 183,115 | $12.1M | 0.02% | +72,257+65.2% | Added |
| F/M Investments LLC | 189,869 | $12.5M | 0.43% | −762−0.4% | Reduced |
| Elgethun Capital Management | 194,116 | $12.8M | 3.01% | +369+0.2% | Added |
| Driehaus Capital Management LLC | 204,970 | $13.5M | 0.12% | +204,970 | New |
| Bank of New York Mellon Corp | 211,358 | $14.0M | 0.00% | −27,296−11.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 218,271 | $14.4M | 0.01% | +177,415+434.2% | Added |
| Mawer Investment Management Ltd. | 225,815 | $14.9M | 0.07% | +7,049+3.2% | Added |
| Public Sector Pension Investment Board | 225,956 | $14.9M | 0.08% | −2,600−1.1% | Reduced |
| Philosophy Capital Management LLC | 234,606 | $15.5M | 2.15% | −119,056−33.7% | Reduced |
| Nantahala Capital Management, LLC | 264,203 | $17.4M | 1.47% | −277,230−51.2% | Reduced |
| Northern Trust Corp | 265,162 | $17.5M | 0.00% | −5,465−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 290,009 | $19.1M | 0.04% | −39,039−11.9% | Reduced |
| Invesco Ltd. | 320,295 | $21.1M | 0.00% | +47,313+17.3% | Added |
| UBS Asset Management Americas Inc | 324,849 | $21.4M | 0.01% | −28,395−8.0% | Reduced |
| Charles Schwab Investment Management Inc | 328,413 | $21.7M | 0.00% | +1,733+0.5% | Added |
| Austin Asset Management Co Inc | 0 | $22.6M | 4.41% | 0 | Unchanged |
| Nuveen Asset Management, LLC | 367,296 | $24.2M | 0.01% | +94,696+34.7% | Added |
| JPMorgan Chase & Co | 373,907 | $24.7M | 0.00% | −17,668−4.5% | Reduced |
| Morgan Stanley | 548,764 | $36.2M | 0.00% | +152,364+38.4% | Added |
| American Century Companies Inc | 580,219 | $38.3M | 0.02% | +75,511+15.0% | Added |
| Geode Capital Management, LLC | 699,884 | $46.2M | 0.00% | +18,936+2.8% | Added |
| Goldman Sachs Group Inc | 772,530 | $51.0M | 0.01% | +273,507+54.8% | Added |
| State Street Corp | 1,274,851 | $84.2M | 0.00% | +17,004+1.4% | Added |
| Dimensional Fund Advisors LP | 1,467,035 | $96.8M | 0.02% | −33,835−2.3% | Reduced |
| Vanguard Group Inc | 1,867,118 | $123.2M | 0.00% | −57,544−3.0% | Reduced |
| FMR LLC | 2,052,287 | $135.5M | 0.01% | +132,067+6.9% | Added |
| BlackRock, Inc. | 3,666,470 | $242.0M | 0.01% | +3,666,470 | New |
| USAdvisors Wealth Management, LLC | 485 | – | – | +485 | New |
| Lodestone Wealth Management LLC | 3,423 | – | – | +10.0% | Added |
| Vinva Investment Management Ltd | 104,508 | – | – | +12,118+13.1% | Added |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −149,143−100.0% | Sold out |
| Western Standard LLC | 0 | $0 | 0.00% | −80,869−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,977−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,795−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −9,503−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,472−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,594−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,329−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Arbor Capital Management Inc | 0 | $0 | 0.00% | −3,212−100.0% | Sold out |
| Cottage Street Advisors LLC | 0 | $0 | 0.00% | −2,258−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |