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.

Q4 2024 vs. Q3 2024

How the institutions holding Pathward Financial, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of CASH: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	255	1	249	−5
Shares	22.5M	7.55K	23.4M	+897.1K (+4.0%)
Value	$1.51B	$498.7K	$1.67B	+$162.0M (+10.7%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Pathward Financial, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to CASH in Q4 2024
Institution	Shares	Value	% of portfolio
Assenagon Asset Management S.A.	147,660	$10.9M	0.02%
Aptus Capital Advisors, LLC	99,794	$7.34M	0.09%
EAM Investors, LLC	47,121	$3.47M	0.49%
Kennedy Capital Management, Inc.	25,707	$1.89M	0.04%
Susquehanna Fundamental Investments, LLC	24,400	$1.80M	0.03%
Natixis Advisors, L.P.	23,640	$1.74M	0.00%
XTX Topco Ltd	12,470	$917.5K	0.08%
Persistent Asset Partners Ltd	10,558	$841.8K	0.72%
CWM Advisors, LLC	11,088	$815.9K	0.09%
Kovitz Investment Group Partners, LLC	568,780	$674.4K	0.00%
KLP Kapitalforvaltning AS	8,600	$633.1K	0.00%
AdvisorShares Investments LLC	6,040	$444.4K	0.09%
Putney Financial Group LLC	437,937	$437.9K	0.39%
Meritage Portfolio Management	5,907	$434.6K	0.03%
Renaissance Technologies LLC	5,600	$412.0K	0.00%
Police & Firemen's Retirement System of New Jersey	5,219	$384.0K	0.00%
Profund Advisors LLC	4,753	$349.7K	0.01%
Two Sigma Securities, LLC	4,674	$343.9K	0.06%
Xponance, Inc.	4,167	$306.6K	0.00%
Raymond James Financial Inc	3,789	$278.8K	0.00%
Virtu Financial LLC	3,760	$277.0K	0.01%
Altfest L J & Co Inc	3,014	$221.8K	0.03%
Pictet Asset Management Holding SA	2,858	$210.3K	0.00%
AXA S.A.	2,760	$203.1K	0.00%
Bank of Montreal	2,738	$201.5K	0.00%
Versant Capital Management, Inc	150	$11.0K	0.00%
Caitong International Asset Management Co., Ltd	131	$9.64K	0.01%
Bogart Wealth, LLC	56	$4.12K	0.00%
Pinnacle Wealth Planning Services, Inc.	55	$4.05K	0.00%
Parallel Advisors, LLC	45	$3.31K	0.00%
Assetmark, Inc	43	$3.16K	0.00%
EverSource Wealth Advisors, LLC	11	$809	0.00%
IFP Advisors, Inc	0	$221	0.00%

Sold out (38)

Institutions that held Pathward Financial, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of CASH in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Philosophy Capital Management LLC	234,606	$15.5M
Alta Fox Capital Management, LLC	157,154	$10.4M
Seizert Capital Partners, LLC	28,855	$1.90M
Cubist Systematic Strategies, LLC	20,746	$1.37M
Canada Pension Plan Investment Board	19,800	$1.31M
Boothbay Fund Management, LLC	18,435	$1.22M
Marshall Wace, LLP	17,196	$1.14M
Quantbot Technologies LP	11,571	$763.8K
Toroso Investments, LLC	10,984	$725.1K
Schonfeld Strategic Advisors LLC	7,970	$526.1K
Sherbrooke Park Advisers LLC	7,879	$520.1K
Quantedge Capital Pte Ltd	7,400	$488.5K
Everence Capital Management Inc	6,750	$446.0K
West Tower Group, LLC	5,990	$395.4K
Corsair Capital Management, L.P.	5,797	$382.7K
Inspire Advisors, LLC	4,935	$325.8K
Carmel Capital Partners, LLC	4,708	$310.8K
Brevan Howard Capital Management LP	4,574	$301.9K
Entropy Technologies, LP	4,149	$273.9K
SageView Advisory Group, LLC	4,134	$272.9K
Envestnet Portfolio Solutions, Inc.	3,354	$221.4K
Centiva Capital, LP	3,221	$212.6K
SG Americas Securities, LLC	3,211	$212.0K
LMR Partners LLP	3,122	$206.1K
Point72 Asia (Singapore) Pte. Ltd.	1,421	$93.8K
nVerses Capital, LLC	1,200	$79.2K
Catalyst Funds Management Pty Ltd	800	$52.8K
Harvest Fund Management Co., Ltd	729	$48.0K
Acadian Asset Management LLC	531	$35.0K
Point72 (DIFC) Ltd	530	$35.0K
Quarry LP	394	$26.0K
Gladius Capital Management LP	381	$25.1K
Northwestern Mutual Wealth Management Co	200	$13.2K
Simplex Trading, LLC	167	$11.0K
Coppell Advisory Solutions LLC	133	$8.67K
Capital Performance Advisors LLP	30	$1.98K
Mendota Financial Group, LLC	1	$67
Lodestone Wealth Management LLC	3,423	–

Not filed for Q4 2024 yet (1)

Institutions that held Pathward Financial, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CASH in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James & Associates	7,554	$498.7K