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, Q4 2024
Institutional positions in Pathward Financial, Inc. as of Dec 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
- 249
- −5 vs. Q3 2024
- Shares held
- 23.4M
- +897.1K (+4.0%) vs. Q3 2024
- Total value
- $1.67B
- +$162.0M (+10.7%) vs. Q3 2024
- New holders
- 33
- 69 more added
- Sold out
- 38
- 93 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 62,176 | $4.57M | 0.00% | −6,661−9.7% | Reduced |
| F/M Investments LLC | 62,846 | $4.62M | 0.17% | −127,023−66.9% | Reduced |
| Citadel Advisors LLC | 67,832 | $4.99M | 0.00% | +59,692+733.3% | Added |
| Legal & General Group Plc | 69,525 | $5.12M | 0.00% | −316−0.5% | Reduced |
| Rhumbline Advisers | 71,684 | $5.27M | 0.00% | −606−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 82,400 | $6.06M | 0.01% | −40,692−33.1% | Reduced |
| Tudor Investment Corp Et Al | 87,016 | $6.40M | 0.07% | +20,905+31.6% | Added |
| Bridgeway Capital Management, LLC | 87,131 | $6.41M | 0.14% | −9,572−9.9% | Reduced |
| State of Wisconsin Investment Board | 97,391 | $7.17M | 0.02% | +5,337+5.8% | Added |
| Aptus Capital Advisors, LLC | 99,794 | $7.34M | 0.09% | +99,794 | New |
| Jupiter Asset Management Ltd | 100,345 | $7.38M | 0.07% | −17,456−14.8% | Reduced |
| Algert Global LLC | 114,977 | $8.46M | 0.20% | +1,493+1.3% | Added |
| Principal Financial Group Inc | 120,731 | $8.88M | 0.00% | +2,816+2.4% | Added |
| Two Sigma Advisers, LP | 130,400 | $9.59M | 0.02% | +5,600+4.5% | Added |
| Voloridge Investment Management, LLC | 138,084 | $10.2M | 0.04% | −8,399−5.7% | Reduced |
| Moody Aldrich Partners LLC | 138,409 | $10.2M | 1.89% | +14,292+11.5% | Added |
| Financial Insights, Inc. | 0 | $10.6M | 3.93% | 0 | Unchanged |
| Assenagon Asset Management S.A. | 147,660 | $10.9M | 0.02% | +147,660 | New |
| Two Sigma Investments, LP | 150,519 | $11.1M | 0.03% | −4,238−2.7% | Reduced |
| Orchard Capital Managment, LLC | 155,831 | $11.6M | 4.56% | −9,250−5.6% | Reduced |
| Panagora Asset Management Inc | 164,406 | $12.1M | 0.06% | −1,317−0.8% | Reduced |
| Elgethun Capital Management | 166,489 | $12.3M | 2.97% | −27,627−14.2% | Reduced |
| Qube Research & Technologies Ltd | 168,785 | $12.4M | 0.02% | −14,330−7.8% | Reduced |
| Phocas Financial Corp. | 172,777 | $12.7M | 1.70% | −1,530−0.9% | Reduced |
| Foundry Partners, LLC | 174,213 | $12.8M | 0.64% | +42,755+32.5% | Added |
| Nantahala Capital Management, LLC | 191,343 | $14.1M | 0.98% | −72,860−27.6% | Reduced |
| Bank of New York Mellon Corp | 203,556 | $15.0M | 0.00% | −7,802−3.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 228,700 | $16.8M | 0.03% | −61,309−21.1% | Reduced |
| Invesco Ltd. | 234,719 | $17.3M | 0.00% | −85,576−26.7% | Reduced |
| Public Sector Pension Investment Board | 234,937 | $17.3M | 0.07% | +8,981+4.0% | Added |
| Driehaus Capital Management LLC | 248,219 | $18.3M | 0.15% | +43,249+21.1% | Added |
| Mawer Investment Management Ltd. | 258,815 | $19.0M | 0.09% | +33,000+14.6% | Added |
| Northern Trust Corp | 268,016 | $19.7M | 0.00% | +2,854+1.1% | Added |
| Austin Asset Management Co Inc | 0 | $22.8M | 4.53% | 0 | Unchanged |
| UBS Asset Management Americas Inc | 318,931 | $23.5M | 0.01% | −5,918−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 331,455 | $24.4M | 0.00% | +3,042+0.9% | Added |
| Nuveen Asset Management, LLC | 383,036 | $28.2M | 0.01% | +15,740+4.3% | Added |
| Morgan Stanley | 464,938 | $34.2M | 0.00% | −83,826−15.3% | Reduced |
| JPMorgan Chase & Co | 569,238 | $41.9M | 0.00% | +195,331+52.2% | Added |
| American Century Companies Inc | 643,150 | $47.3M | 0.03% | +62,931+10.8% | Added |
| Geode Capital Management, LLC | 711,538 | $52.4M | 0.00% | +11,654+1.7% | Added |
| Goldman Sachs Group Inc | 830,726 | $61.1M | 0.01% | +58,196+7.5% | Added |
| Dimensional Fund Advisors LP | 1,419,745 | $104.5M | 0.03% | −47,290−3.2% | Reduced |
| State Street Corp | 1,652,736 | $121.7M | 0.00% | +377,885+29.6% | Added |
| Vanguard Group Inc | 1,778,947 | $130.9M | 0.00% | −88,171−4.7% | Reduced |
| FMR LLC | 2,203,603 | $162.1M | 0.01% | +151,316+7.4% | Added |
| BlackRock, Inc. | 3,565,529 | $262.4M | 0.01% | −100,941−2.8% | Reduced |
| USAdvisors Wealth Management, LLC | 443 | – | – | −42−8.7% | Reduced |
| Vinva Investment Management Ltd | 110,809 | – | – | +6,301+6.0% | Added |
| Philosophy Capital Management LLC | 0 | $0 | 0.00% | −234,606−100.0% | Sold out |
| Alta Fox Capital Management, LLC | 0 | $0 | 0.00% | −157,154−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −28,855−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −20,746−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −18,435−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −17,196−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,571−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −10,984−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,970−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −7,879−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −6,750−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −5,990−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −5,797−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −4,935−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −4,708−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,574−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,149−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −4,134−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −3,354−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,211−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,421−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lodestone Wealth Management LLC | 0 | $0 | 0.00% | −3,423−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |