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, Q1 2025
Institutional positions in Pathward Financial, Inc. as of Mar 31, 2025. 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
- 254
- +7 vs. Q4 2024
- Shares held
- 21.6M
- −1.43M (−6.2%) vs. Q4 2024
- Total value
- $1.56B
- −$82.6M (−5.0%) vs. Q4 2024
- New holders
- 35
- 69 more added
- Sold out
- 28
- 105 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 6,256 | $457.2K | 0.01% | +2,925+87.8% | Added |
| Voya Investment Management LLC | 6,676 | $487.0K | 0.00% | −881−11.7% | Reduced |
| Amalgamated Bank | 6,846 | $499.0K | 0.00% | −406−5.6% | Reduced |
| Arizona State Retirement System | 6,898 | $503.2K | 0.00% | −352−4.9% | Reduced |
| Maryland State Retirement & Pension System | 6,954 | $507.3K | 0.01% | −1,480−17.5% | Reduced |
| Csenge Advisory Group | 7,454 | $524.3K | 0.03% | +10+0.1% | Added |
| Los Angeles Capital Management LLC | 7,214 | $526.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,402 | $540.0K | 0.00% | +81+1.1% | Added |
| Cambria Investment Management, L.P. | 7,544 | $550.3K | 0.04% | +1,844+32.4% | Added |
| State Board of Administration of Florida Retirement System | 7,653 | $558.3K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,800 | $569.3K | 0.00% | −800−9.3% | Reduced |
| SG Americas Securities, LLC | 7,843 | $572.0K | 0.00% | +7,843 | New |
| Cetera Investment Advisers | 7,880 | $574.9K | 0.00% | +1,773+29.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,011 | $584.4K | 0.00% | +8,011 | New |
| Grizzlyrock Capital, LLC | 8,600 | $627.4K | 0.57% | −21,700−71.6% | Reduced |
| Yousif Capital Management, LLC | 8,824 | $643.7K | 0.01% | −614−6.5% | Reduced |
| Harbor Capital Advisors, Inc. | 9,085 | $663.0K | 0.03% | +2,419+36.3% | Added |
| Diversified Trust Co | 9,097 | $663.6K | 0.02% | +166+1.9% | Added |
| Cynosure Management, LLC | 9,145 | $667.1K | 0.09% | +1,034+12.7% | Added |
| AQR Capital Management LLC | 9,152 | $667.6K | 0.00% | +3,479+61.3% | Added |
| Teachers Retirement System of the State of Kentucky | 9,407 | $687.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 9,888 | $689.1K | 0.00% | −2,719−21.6% | Reduced |
| Clear Harbor Asset Management, LLC | 9,509 | $693.7K | 0.06% | −55−0.6% | Reduced |
| Sigma Planning Corp | 10,113 | $737.8K | 0.02% | +1,094+12.1% | Added |
| Trexquant Investment LP | 10,146 | $740.2K | 0.01% | −2,508−19.8% | Reduced |
| Unison Advisors LLC | 10,200 | $744.6K | 0.09% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,813 | $788.8K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11,176 | $815.3K | 0.00% | −743−6.2% | Reduced |
| Louisiana State Employees Retirement System | 11,200 | $817.0K | 0.02% | −800−6.7% | Reduced |
| Lazard Asset Management LLC | 12,058 | $878.0K | 0.00% | +990+8.9% | Added |
| OP Asset Management Ltd | 12,085 | $881.6K | 0.01% | +12,085 | New |
| Corebridge Financial, Inc. | 12,613 | $920.1K | 0.01% | −763−5.7% | Reduced |
| State of Alaska, Department of Revenue | 13,213 | $963.0K | 0.01% | −956−6.7% | Reduced |
| SummerHaven Investment Management, LLC | 13,271 | $968.1K | 0.68% | +181+1.4% | Added |
| Bokf, NA | 13,394 | $977.1K | 0.02% | −383−2.8% | Reduced |
| Royce & Associates LP | 13,475 | $983.0K | 0.01% | −3,139−18.9% | Reduced |
| Illinois Municipal Retirement Fund | 13,536 | $987.5K | 0.01% | −37−0.3% | Reduced |
| Wells Fargo & Company | 13,972 | $1.02M | 0.00% | −144−1.0% | Reduced |
| MetLife Investment Management | 14,010 | $1.02M | 0.01% | −1,207−7.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,413 | $1.05M | 0.00% | +111+0.8% | Added |
| Mercer Global Advisors Inc | 14,502 | $1.06M | 0.00% | −6,262−30.2% | Reduced |
| Teacher Retirement System of Texas | 14,521 | $1.06M | 0.00% | −30,949−68.1% | Reduced |
| Wedge Capital Management L L P | 14,523 | $1.06M | 0.02% | +2,035+16.3% | Added |
| Ensign Peak Advisors, Inc | 14,718 | $1.07M | 0.00% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 16,190 | $1.18M | 0.31% | −127−0.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 16,500 | $1.20M | 0.10% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 16,572 | $1.21M | 0.09% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,663 | $1.22M | 0.00% | +969+6.2% | Added |
| Virginia Retirement Systems Et Al | 17,149 | $1.25M | 0.01% | +17,149 | New |
| Thrivent Financial for Lutherans | 17,515 | $1.28M | 0.00% | −1,690−8.8% | Reduced |
| Meeder Asset Management Inc | 17,548 | $1.28M | 0.09% | +17,548 | New |
| Glenmede Trust Co NA | 17,641 | $1.29M | 0.01% | −257−1.4% | Reduced |
| Man Group plc | 17,810 | $1.30M | 0.00% | +6,140+52.6% | Added |
| Militia Capital Partners, LP | 20,000 | $1.46M | 0.59% | +20,000 | New |
| NFJ Investment Group, LLC | 20,010 | $1.46M | 0.05% | −26,370−56.9% | Reduced |
| Deutsche Bank AG | 20,164 | $1.47M | 0.00% | −1,907−8.6% | Reduced |
| Assenagon Asset Management S.A. | 20,314 | $1.48M | 0.00% | −127,346−86.2% | Reduced |
| Credit Agricole S A | 20,403 | $1.49M | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 21,016 | $1.53M | 0.00% | +2,368+12.7% | Added |
| Dark Forest Capital Management LP | 21,271 | $1.55M | 0.07% | +21,271 | New |
| Sippican Capital Advisors | 21,970 | $1.60M | 1.21% | −100−0.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,974 | $1.60M | 0.03% | −2,426−9.9% | Reduced |
| California State Teachers Retirement System | 22,772 | $1.66M | 0.00% | −589−2.5% | Reduced |
| Tealwood Asset Management Inc | 23,214 | $1.69M | 0.78% | −731−3.1% | Reduced |
| Russell Investments Group, Ltd. | 24,392 | $1.78M | 0.00% | −385−1.6% | Reduced |
| Van Hulzen Asset Management, LLC | 24,500 | $1.79M | 0.16% | +24,500 | New |
| XTX Topco Ltd | 24,846 | $1.81M | 0.09% | +12,376+99.2% | Added |
| New York State Teachers Retirement System | 26,390 | $1.93M | 0.00% | −3,085−10.5% | Reduced |
| Comerica Bank | 26,696 | $1.95M | 0.01% | +12,632+89.8% | Added |
| Natixis Advisors, L.P. | 27,121 | $1.98M | 0.00% | +3,481+14.7% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $2.00M | 1.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 28,119 | $2.05M | 0.00% | −39,713−58.5% | Reduced |
| Rafferty Asset Management, LLC | 29,955 | $2.19M | 0.01% | −5,226−14.9% | Reduced |
| Envestnet Asset Management Inc | 31,314 | $2.28M | 0.00% | +13,252+73.4% | Added |
| New York State Common Retirement Fund | 31,425 | $2.29M | 0.00% | −267−0.8% | Reduced |
| Janus Henderson Group PLC | 31,521 | $2.29M | 0.00% | +8,572+37.4% | Added |
| AXA S.A. | 31,583 | $2.30M | 0.01% | +28,823+1,044.3% | Added |
| Verition Fund Management LLC | 32,526 | $2.37M | 0.01% | +13,879+74.4% | Added |
| Pathstone Holdings, LLC | 32,679 | $2.38M | 0.01% | +793+2.5% | Added |
| Epoch Investment Partners, Inc. | 33,272 | $2.43M | 0.01% | −21,741−39.5% | Reduced |
| HRT Financial LP | 33,559 | $2.45M | 0.02% | +9,217+37.9% | Added |
| BNP Paribas Arbitrage, SA | 33,769 | $2.46M | 0.00% | +5,044+17.6% | Added |
| Great West Life Assurance Co | 34,234 | $2.50M | 0.00% | −2,912−7.8% | Reduced |
| SEI Investments Co | 35,694 | $2.60M | 0.00% | −1,411−3.8% | Reduced |
| EAM Investors, LLC | 36,919 | $2.69M | 0.47% | −10,202−21.7% | Reduced |
| RMR Capital Management, LLC | 38,588 | $2.81M | 2.03% | −29−0.1% | Reduced |
| Victory Capital Management Inc | 40,691 | $2.97M | 0.00% | −1,037−2.5% | Reduced |
| Jane Street Group, LLC | 40,706 | $2.97M | 0.01% | −872−2.1% | Reduced |
| Vident Advisory, LLC | 42,357 | $3.09M | 0.05% | +6,354+17.6% | Added |
| Barclays PLC | 42,713 | $3.12M | 0.00% | −15,062−26.1% | Reduced |
| Swiss National Bank | 46,700 | $3.41M | 0.00% | −2,400−4.9% | Reduced |
| Franklin Resources Inc | 47,031 | $3.43M | 0.00% | +5,328+12.8% | Added |
| Susquehanna International Group, LLP | 47,172 | $3.44M | 0.01% | +31,107+193.6% | Added |
| Denali Advisors LLC | 48,370 | $3.53M | 0.40% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 0 | $3.66M | 0.75% | 0 | Unchanged |
| First Trust Advisors LP | 50,642 | $3.69M | 0.00% | −7,651−13.1% | Reduced |
| Alliancebernstein L.P. | 51,147 | $3.73M | 0.00% | +4,735+10.2% | Added |
| Citigroup Inc | 51,517 | $3.76M | 0.00% | −4,856−8.6% | Reduced |
| HSBC Holdings PLC | 51,587 | $3.76M | 0.00% | +38,548+295.6% | Added |
| Bank of America Corp | 53,197 | $3.88M | 0.00% | +2,736+5.4% | Added |