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, Q2 2025
Institutional positions in Pathward Financial, Inc. as of Jun 30, 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
- 275
- +26 vs. Q1 2025
- Shares held
- 21.0M
- −331.3K (−1.6%) vs. Q1 2025
- Total value
- $1.68B
- +$129.8M (+8.4%) vs. Q1 2025
- New holders
- 48
- 86 more added
- Sold out
- 22
- 101 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 32,205 | $2.55M | 0.01% | +2,250+7.5% | Added |
| Great West Life Assurance Co | 32,809 | $2.60M | 0.00% | −1,425−4.2% | Reduced |
| Epoch Investment Partners, Inc. | 33,272 | $2.63M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 34,392 | $2.72M | 0.00% | +3,078+9.8% | Added |
| RMR Capital Management, LLC | 40,091 | $3.17M | 2.27% | +1,503+3.9% | Added |
| Vident Advisory, LLC | 43,567 | $3.45M | 0.04% | +1,210+2.9% | Added |
| BNP Paribas Arbitrage, SA | 44,103 | $3.49M | 0.00% | +10,334+30.6% | Added |
| Franklin Resources Inc | 45,250 | $3.58M | 0.00% | −1,781−3.8% | Reduced |
| Citigroup Inc | 45,366 | $3.59M | 0.00% | −6,151−11.9% | Reduced |
| Swiss National Bank | 45,500 | $3.60M | 0.00% | −1,200−2.6% | Reduced |
| Susquehanna International Group, LLP | 47,987 | $3.80M | 0.01% | +815+1.7% | Added |
| Denali Advisors LLC | 48,370 | $3.83M | 0.40% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 52,626 | $4.16M | 0.26% | +35,078+199.9% | Added |
| John W. Rosenthal Capital Management, Inc. | 52,684 | $4.17M | 4.20% | −533−1.0% | Reduced |
| Comerica Bank | 53,690 | $4.25M | 0.02% | +26,994+101.1% | Added |
| Ameriprise Financial Inc | 55,346 | $4.38M | 0.00% | −1,072−1.9% | Reduced |
| Brandywine Global Investment Management, LLC | 56,448 | $4.47M | 0.03% | −2,200−3.8% | Reduced |
| UBS Group AG | 58,399 | $4.62M | 0.00% | −8,524−12.7% | Reduced |
| Barclays PLC | 58,479 | $4.63M | 0.00% | +15,766+36.9% | Added |
| D. E. Shaw & Co., Inc. | 58,953 | $4.66M | 0.00% | −3,838−6.1% | Reduced |
| Victory Capital Management Inc | 62,781 | $4.97M | 0.00% | +22,090+54.3% | Added |
| F/M Investments LLC | 63,408 | $5.02M | 0.18% | +309+0.5% | Added |
| Boothbay Fund Management, LLC | 63,530 | $5.03M | 0.16% | +63,530 | New |
| Bridgeway Capital Management, LLC | 64,401 | $5.10M | 0.12% | −8,000−11.0% | Reduced |
| Rhumbline Advisers | 66,070 | $5.23M | 0.00% | −1,337−2.0% | Reduced |
| Legal & General Group Plc | 68,549 | $5.42M | 0.00% | +1,938+2.9% | Added |
| Prudential Financial Inc | 69,290 | $5.48M | 0.01% | −5,020−6.8% | Reduced |
| Bank of America Corp | 71,014 | $5.62M | 0.00% | +17,817+33.5% | Added |
| Paragon Capital Management Ltd | 0 | $6.49M | 1.18% | 0 | Unchanged |
| Voloridge Investment Management, LLC | 82,425 | $6.52M | 0.02% | −40,075−32.7% | Reduced |
| State of Wisconsin Investment Board | 90,920 | $7.19M | 0.02% | −4,305−4.5% | Reduced |
| Intech Investment Management LLC | 93,857 | $7.43M | 0.07% | +39,577+72.9% | Added |
| Public Sector Pension Investment Board | 94,370 | $7.47M | 0.03% | −20,561−17.9% | Reduced |
| First Trust Advisors LP | 95,055 | $7.52M | 0.01% | +44,413+87.7% | Added |
| Kennedy Capital Management, Inc. | 97,713 | $7.73M | 0.18% | −2,704−2.7% | Reduced |
| CSM Advisors, LLC | 106,955 | $8.46M | 0.25% | +106,955 | New |
| Allspring Global Investments Holdings, LLC | 107,216 | $8.74M | 0.01% | +28,779+36.7% | Added |
| Algert Global LLC | 114,062 | $9.02M | 0.19% | +11,415+11.1% | Added |
| Two Sigma Advisers, LP | 121,000 | $9.57M | 0.02% | −20,200−14.3% | Reduced |
| Aptus Capital Advisors, LLC | 123,495 | $9.77M | 0.10% | +10,979+9.8% | Added |
| Clearbridge Investments, LLC | 126,987 | $10.0M | 0.01% | +126,987 | New |
| Moody Aldrich Partners LLC | 134,307 | $10.6M | 2.06% | −2,048−1.5% | Reduced |
| Principal Financial Group Inc | 145,162 | $11.5M | 0.01% | +26,313+22.1% | Added |
| Goldman Sachs Group Inc | 148,959 | $11.8M | 0.00% | −31,991−17.7% | Reduced |
| Qube Research & Technologies Ltd | 160,369 | $12.7M | 0.02% | +3,423+2.2% | Added |
| Phocas Financial Corp. | 163,365 | $12.9M | 1.86% | +240.0% | Added |
| Jupiter Asset Management Ltd | 163,769 | $13.0M | 0.11% | +8,500+5.5% | Added |
| Panagora Asset Management Inc | 166,137 | $13.1M | 0.06% | +1,456+0.9% | Added |
| Elgethun Capital Management | 175,215 | $13.9M | 2.79% | +1,256+0.7% | Added |
| Wellington Management Group LLP | 178,198 | $14.1M | 0.00% | +50.0% | Added |
| Bank of New York Mellon Corp | 186,387 | $14.7M | 0.00% | −4,285−2.2% | Reduced |
| Two Sigma Investments, LP | 187,763 | $14.9M | 0.03% | −21,928−10.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 215,135 | $17.0M | 1.59% | +82,455+62.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 209,369 | $17.3M | 0.03% | −25,636−10.9% | Reduced |
| Driehaus Capital Management LLC | 245,761 | $19.4M | 0.16% | −1,538−0.6% | Reduced |
| Austin Asset Management Co Inc | 0 | $19.5M | 3.79% | 0 | Unchanged |
| Mawer Investment Management Ltd. | 254,995 | $20.2M | 0.10% | −32,649−11.4% | Reduced |
| Northern Trust Corp | 255,825 | $20.2M | 0.00% | −11,271−4.2% | Reduced |
| Invesco Ltd. | 261,551 | $20.7M | 0.00% | −45,710−14.9% | Reduced |
| Nuveen, LLC | 287,114 | $22.7M | 0.01% | −25,364−8.1% | Reduced |
| Charles Schwab Investment Management Inc | 294,993 | $23.3M | 0.00% | −20,810−6.6% | Reduced |
| UBS Asset Management Americas Inc | 325,178 | $25.7M | 0.01% | +12,413+4.0% | Added |
| JPMorgan Chase & Co | 437,902 | $34.6M | 0.00% | −12,568−2.8% | Reduced |
| Morgan Stanley | 480,855 | $38.0M | 0.00% | +59,150+14.0% | Added |
| Geode Capital Management, LLC | 699,801 | $55.4M | 0.00% | −16,546−2.3% | Reduced |
| American Century Companies Inc | 726,051 | $57.4M | 0.03% | +39,628+5.8% | Added |
| Dimensional Fund Advisors LP | 1,174,424 | $92.9M | 0.02% | −118,572−9.2% | Reduced |
| State Street Corp | 1,410,283 | $111.6M | 0.00% | −117,254−7.7% | Reduced |
| Vanguard Group Inc | 1,843,215 | $145.8M | 0.00% | +89,086+5.1% | Added |
| FMR LLC | 2,170,249 | $171.7M | 0.01% | +33,591+1.6% | Added |
| BlackRock, Inc. | 3,380,355 | $267.5M | 0.01% | −77,110−2.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 278 | – | – | +278 | New |
| USAdvisors Wealth Management, LLC | 631 | – | – | +24+4.0% | Added |
| Vinva Investment Management Ltd | 152,023 | – | – | +38,835+34.3% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 15,485 | – | – | +15,485 | New |
| EAM Investors, LLC | 0 | $0 | 0.00% | −36,919−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −20,314−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −12,613−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,146−100.0% | Sold out |
| Grizzlyrock Capital, LLC | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,256−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −6,040−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,055−100.0% | Sold out |
| Putney Financial Group LLC | 0 | $0 | 0.00% | −411,470−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,947−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,185−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −4,302−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −3,903−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,772−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Promethos Capital, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |