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 |
|---|---|---|---|---|---|
| John W. Rosenthal Capital Management, Inc. | 53,217 | $3.88M | 3.92% | −1,632−3.0% | Reduced |
| Intech Investment Management LLC | 54,280 | $3.96M | 0.04% | +22,182+69.1% | Added |
| Ameriprise Financial Inc | 56,418 | $4.12M | 0.00% | −5,758−9.3% | Reduced |
| Brandywine Global Investment Management, LLC | 58,648 | $4.28M | 0.03% | −2,210−3.6% | Reduced |
| D. E. Shaw & Co., Inc. | 62,791 | $4.58M | 0.01% | −19,609−23.8% | Reduced |
| F/M Investments LLC | 63,099 | $4.60M | 0.18% | +253+0.4% | Added |
| Legal & General Group Plc | 66,611 | $4.86M | 0.00% | −2,914−4.2% | Reduced |
| UBS Group AG | 66,923 | $4.88M | 0.00% | +16,981+34.0% | Added |
| Rhumbline Advisers | 67,407 | $4.92M | 0.00% | −4,277−6.0% | Reduced |
| Bridgeway Capital Management, LLC | 72,401 | $5.28M | 0.13% | −14,730−16.9% | Reduced |
| Prudential Financial Inc | 74,310 | $5.42M | 0.01% | +14,060+23.3% | Added |
| Allspring Global Investments Holdings, LLC | 78,437 | $5.80M | 0.01% | +71,458+1,023.9% | Added |
| State of Wisconsin Investment Board | 95,225 | $6.95M | 0.02% | −2,166−2.2% | Reduced |
| Kennedy Capital Management, Inc. | 100,417 | $7.33M | 0.17% | +74,710+290.6% | Added |
| Algert Global LLC | 102,647 | $7.49M | 0.19% | −12,330−10.7% | Reduced |
| Aptus Capital Advisors, LLC | 112,516 | $8.21M | 0.09% | +12,722+12.7% | Added |
| Public Sector Pension Investment Board | 114,931 | $8.38M | 0.04% | −120,006−51.1% | Reduced |
| Orchard Capital Managment, LLC | 116,195 | $8.48M | 5.80% | −39,636−25.4% | Reduced |
| Principal Financial Group Inc | 118,849 | $8.67M | 0.00% | −1,882−1.6% | Reduced |
| Voloridge Investment Management, LLC | 122,500 | $8.94M | 0.03% | −15,584−11.3% | Reduced |
| Millennium Management LLC | 128,645 | $9.38M | 0.01% | +93,308+264.1% | Added |
| Neumeier Poma Investment Counsel LLC | 132,680 | $9.68M | 1.04% | +132,680 | New |
| Moody Aldrich Partners LLC | 136,355 | $9.95M | 2.08% | −2,054−1.5% | Reduced |
| Two Sigma Advisers, LP | 141,200 | $10.3M | 0.02% | +10,800+8.3% | Added |
| Jupiter Asset Management Ltd | 155,269 | $11.3M | 0.11% | +54,924+54.7% | Added |
| Qube Research & Technologies Ltd | 156,946 | $11.4M | 0.02% | −11,839−7.0% | Reduced |
| Phocas Financial Corp. | 163,341 | $11.9M | 1.83% | −9,436−5.5% | Reduced |
| Panagora Asset Management Inc | 164,681 | $12.0M | 0.06% | +275+0.2% | Added |
| Elgethun Capital Management | 173,959 | $12.7M | 2.84% | +7,470+4.5% | Added |
| Foundry Partners, LLC | 176,606 | $12.9M | 0.68% | +2,393+1.4% | Added |
| Wellington Management Group LLP | 178,193 | $13.0M | 0.00% | +178,193 | New |
| Goldman Sachs Group Inc | 180,950 | $13.2M | 0.00% | −649,776−78.2% | Reduced |
| Bank of New York Mellon Corp | 190,672 | $13.9M | 0.00% | −12,884−6.3% | Reduced |
| Two Sigma Investments, LP | 209,691 | $15.3M | 0.03% | +59,172+39.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 235,005 | $17.1M | 0.03% | +6,305+2.8% | Added |
| Driehaus Capital Management LLC | 247,299 | $18.0M | 0.17% | −920−0.4% | Reduced |
| Northern Trust Corp | 267,096 | $19.5M | 0.00% | −920−0.3% | Reduced |
| Mawer Investment Management Ltd. | 287,644 | $21.0M | 0.10% | +28,829+11.1% | Added |
| Invesco Ltd. | 307,261 | $22.4M | 0.00% | +72,542+30.9% | Added |
| Nuveen, LLC | 312,478 | $22.8M | 0.01% | +312,478 | New |
| UBS Asset Management Americas Inc | 312,765 | $22.8M | 0.01% | −6,166−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 315,803 | $23.0M | 0.00% | −15,652−4.7% | Reduced |
| Austin Asset Management Co Inc | 0 | $23.6M | 4.91% | 0 | Unchanged |
| Morgan Stanley | 421,705 | $30.8M | 0.00% | −43,233−9.3% | Reduced |
| JPMorgan Chase & Co | 450,470 | $32.9M | 0.00% | −118,768−20.9% | Reduced |
| American Century Companies Inc | 686,423 | $50.1M | 0.03% | +43,273+6.7% | Added |
| Geode Capital Management, LLC | 716,347 | $52.3M | 0.00% | +4,809+0.7% | Added |
| Dimensional Fund Advisors LP | 1,292,996 | $94.3M | 0.02% | −126,749−8.9% | Reduced |
| State Street Corp | 1,527,537 | $111.5M | 0.00% | −125,199−7.6% | Reduced |
| Vanguard Group Inc | 1,754,129 | $128.0M | 0.00% | −24,818−1.4% | Reduced |
| FMR LLC | 2,136,658 | $155.9M | 0.01% | −66,945−3.0% | Reduced |
| BlackRock, Inc. | 3,457,465 | $252.2M | 0.01% | −108,064−3.0% | Reduced |
| USAdvisors Wealth Management, LLC | 607 | – | – | +164+37.0% | Added |
| Vinva Investment Management Ltd | 113,188 | – | – | +2,379+2.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Nantahala Capital Management, LLC | 0 | $0 | 0.00% | −191,343−100.0% | Sold out |
| Financial Insights, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −87,016−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −30,468−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −28,664−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −27,539−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −25,947−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −10,558−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −11,088−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −568,780−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −7,371−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,333−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −3,789−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,178−100.0% | Sold out |
| Disciplina Capital Management LLC | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −40,406−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |