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.

Q1 2025 vs. Q4 2024

How the institutions holding Pathward Financial, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of CASH: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	249	2	254	+7
Shares	23.4M	383.0K	21.6M	−1.43M (−6.2%)
Value	$1.67B	$28.2M	$1.56B	−$82.6M (−5.0%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Pathward Financial, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to CASH in Q1 2025
Institution	Shares	Value	% of portfolio
Nuveen, LLC	312,478	$22.8M	0.01%
Wellington Management Group LLP	178,193	$13.0M	0.00%
Neumeier Poma Investment Counsel LLC	132,680	$9.68M	1.04%
Van Hulzen Asset Management, LLC	24,500	$1.79M	0.16%
Dark Forest Capital Management LP	21,271	$1.55M	0.07%
Militia Capital Partners, LP	20,000	$1.46M	0.59%
Meeder Asset Management Inc	17,548	$1.28M	0.09%
Virginia Retirement Systems Et Al	17,149	$1.25M	0.01%
OP Asset Management Ltd	12,085	$881.6K	0.01%
Universal- Beteiligungs- und Servicegesellschaft mbH	8,011	$584.4K	0.00%
SG Americas Securities, LLC	7,843	$572.0K	0.00%
J.W. Cole Advisors, Inc.	5,849	$426.7K	0.01%
CIBC World Markets Corp	5,364	$391.3K	0.00%
ISAM Funds (UK) Ltd	4,947	$360.9K	0.18%
MML Investors Services, LLC	4,793	$350.0K	0.00%
Wedbush Securities Inc	4,382	$320.0K	0.01%
Marshall Wace, LLP	4,185	$305.3K	0.00%
Connor, Clark & Lunn Investment Management Ltd.	3,503	$255.5K	0.00%
First Citizens Bank & Trust Co	3,238	$236.2K	0.01%
Concurrent Investment Advisors, LLC	3,217	$234.7K	0.01%
Envestnet Portfolio Solutions, Inc.	3,003	$219.1K	0.00%
Vestcor Inc	1,690	$123.0K	0.00%
Opal Wealth Advisors, LLC	486	$35.5K	0.01%
Aster Capital Management (DIFC) Ltd	422	$32.7K	0.01%
Coldstream Capital Management Inc	284	$20.7K	0.00%
Farther Finance Advisors, LLC	196	$14.5K	0.00%
Boston Private Wealth LLC	70	$5.11K	0.00%
Creative Financial Designs Inc	53	$3.87K	0.00%
TD Private Client Wealth LLC	48	$3.50K	0.00%
Colonial Trust Co	37	$2.70K	0.00%
Skopos Labs, Inc.	28	$2.04K	0.00%
Cullen/Frost Bankers, Inc.	18	$1.31K	0.00%
True Wealth Design, LLC	17	$1.24K	0.00%
SBI Securities Co., Ltd.	4	$292	0.00%
Hantz Financial Services, Inc.	4	$0	0.00%

Sold out (28)

Institutions that held Pathward Financial, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of CASH in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nantahala Capital Management, LLC	191,343	$14.1M
Financial Insights, Inc.	0	$10.6M
Tudor Investment Corp Et Al	87,016	$6.40M
CenterBook Partners LP	30,468	$2.24M
Arrowstreet Capital, Limited Partnership	28,664	$2.11M
Martingale Asset Management L P	27,539	$2.03M
Jackson Creek Investment Advisors LLC	25,947	$1.91M
Persistent Asset Partners Ltd	10,558	$841.8K
CWM Advisors, LLC	11,088	$815.9K
Kovitz Investment Group Partners, LLC	568,780	$674.4K
Balyasny Asset Management LLC	7,371	$542.4K
Renaissance Technologies LLC	5,600	$412.0K
Aquatic Capital Management LLC	5,333	$392.4K
Profund Advisors LLC	4,753	$349.7K
Allianz Asset Management GmbH	4,100	$301.7K
Raymond James Financial Inc	3,789	$278.8K
Virtu Financial LLC	3,760	$277.0K
Quest Partners LLC	3,178	$233.8K
Proequities, Inc.	1,440	$111.3K
Disciplina Capital Management LLC	948	$69.8K
RMR Wealth Builders	40,406	$61.1K
USA Financial Portformulas Corp	744	$54.7K
Financial Management Professionals, Inc.	438	$32.2K
Picton Mahoney Asset Management	396	$29.0K
LGT Financial Advisors LLC	293	$21.6K
Pinnacle Wealth Planning Services, Inc.	55	$4.05K
Parallel Advisors, LLC	45	$3.31K
Concord Wealth Partners	17	$1.25K

Not filed for Q1 2025 yet (2)

Institutions that held Pathward Financial, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CASH in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	383,036	$28.2M
Global Retirement Partners, LLC	4	$294