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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.

Q2 2025 vs. Q1 2025

How the institutions holding Pathward Financial, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of CASH: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2545275+26
Shares21.6M223.7K21.0M−331.3K (−1.6%)
Value$1.56B$16.3M$1.68B+$129.8M (+8.4%)

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Pathward Financial, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to CASH in Q2 2025
InstitutionSharesValue% of portfolio
Clearbridge Investments, LLC126,987$10.0M0.01%
CSM Advisors, LLC106,955$8.46M0.25%
Boothbay Fund Management, LLC63,530$5.03M0.16%
PMC FIG Opportunities LLC27,231$2.15M3.21%
Quest Partners LLC20,119$1.59M0.16%
Mackenzie Financial Corp19,986$1.58M0.00%
Glenmede Investment Management, LP17,488$1.38M0.01%
Susquehanna Portfolio Strategies, LLC16,763$1.33M0.03%
Nomura Holdings Inc15,919$1.26M0.01%
Schonfeld Strategic Advisors LLC15,750$1.25M0.01%
Arrowstreet Capital, Limited Partnership12,381$979.6K0.00%
Horizon Investments, LLC10,077$797.3K0.01%
Persistent Asset Partners Ltd9,389$742.9K0.65%
Quantbot Technologies LP9,347$739.5K0.02%
Nantahala Capital Management, LLC8,341$659.9K0.05%
Raymond James Financial Inc6,265$495.7K0.00%
Simplex Trading, LLC5,270$416.0K0.01%
Counterpoint Mutual Funds LLC5,252$415.5K0.04%
Janney Montgomery Scott LLC5,189$411.0K0.00%
Toroso Investments, LLC4,934$390.4K0.00%
Aquatic Capital Management LLC4,923$389.5K0.01%
Campbell & CO Investment Adviser LLC4,720$373.4K0.02%
Balyasny Asset Management LLC4,056$320.9K0.00%
Inspire Advisors, LLC3,928$310.8K0.03%
Versor Investments LP3,700$292.7K0.05%
Sheets Smith Wealth Management3,490$276.1K0.03%
SRS Capital Advisors, Inc.3,264$258.2K0.01%
Koshinski Asset Management, Inc.3,261$258.0K0.02%
Inceptionr LLC3,151$249.3K0.06%
Corton Capital Inc.2,929$231.7K0.27%
Wiley Bros.-Aintree Capital, LLC2,859$226.2K0.00%
Commonwealth Equity Services, LLC2,815$223.0K0.00%
Profund Advisors LLC2,653$209.9K0.01%
Neuberger Berman Group LLC2,571$203.4K0.00%
Financiere des Professionnels - Fonds d,investissement inc.1,955$154.7K0.01%
State of Wyoming582$46.0K0.01%
Maseco LLP389$30.8K0.00%
Hughes Financial Services, LLC400$29.5K0.01%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.281$22.0K0.00%
Lido Advisors, LLC165$13.1K0.00%
Quarry LP64$5.06K0.00%
Twin Peaks Wealth Advisors, LLC31$2.33K0.00%
Northwestern Mutual Wealth Management Co18$1.42K0.00%
Advisors Asset Management, Inc.11$8700.00%
MAI Capital Management9$7130.00%
Global Retirement Partners, LLC4$3160.00%
Matthew Goff Investment Advisor, LLC278––
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co15,485––

Sold out (22)

Institutions that held Pathward Financial, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Not filed for Q2 2025 yet (5)

Institutions that held Pathward Financial, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CASH in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Foundry Partners, LLC176,606$12.9M
Credit Agricole S A20,403$1.49M
Glenmede Trust Co NA17,641$1.29M
Orion Portfolio Solutions, LLC5,901$430.5K
Schechter Investment Advisors, LLC3,180$232.0K