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Livermore
ZHEN

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.

Institutional holdersQ2 2025: 275 institutions
Q1 2021: 163 institutionsQ2 2021: 185 institutionsQ3 2021: 198 institutionsQ4 2021: 202 institutionsQ1 2022: 205 institutionsQ2 2022: 196 institutionsQ3 2022: 187 institutionsQ4 2022: 182 institutionsQ1 2023: 194 institutionsQ2 2023: 195 institutionsQ3 2023: 209 institutionsQ4 2023: 221 institutionsQ1 2024: 232 institutionsQ2 2024: 229 institutionsQ3 2024: 255 institutionsQ4 2024: 249 institutionsQ1 2025: 254 institutionsQ2 2025: 275 institutionsQ3 2025: 266 institutionsQ4 2025: 265 institutionsQ1 2026: 278 institutionsQ2 2026: 288 institutions
Value heldQ2 2025: $1.68B
Q1 2021: $1.13BQ2 2021: $1.30BQ3 2021: $1.35BQ4 2021: $1.56BQ1 2022: $1.40BQ2 2022: $1.01BQ3 2022: $888.6MQ4 2022: $1.05BQ1 2023: $1.00BQ2 2023: $1.07BQ3 2023: $1.11BQ4 2023: $1.25BQ1 2024: $1.16BQ2 2024: $1.26BQ3 2024: $1.51BQ4 2024: $1.67BQ1 2025: $1.56BQ2 2025: $1.68BQ3 2025: $1.56BQ4 2025: $1.56BQ1 2026: $1.93BQ2 2026: $1.91B
Institutions holding CASH and their total value by quarter
QuarterHoldersValue
Q2 2026288$1.91B
Q1 2026278$1.93B
Q4 2025265$1.56B
Q3 2025266$1.56B
Q2 2025275$1.68B
Q1 2025254$1.56B
Q4 2024249$1.67B
Q3 2024255$1.51B
Q2 2024229$1.26B
Q1 2024232$1.16B
Q4 2023221$1.25B
Q3 2023209$1.11B
Q2 2023195$1.07B
Q1 2023194$1.00B
Q4 2022182$1.05B
Q3 2022187$888.6M
Q2 2022196$1.01B
Q1 2022205$1.40B
Q4 2021202$1.56B
Q3 2021198$1.35B
Q2 2021185$1.30B
Q1 2021163$1.13B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q1 2025.

Institutions holding CASH in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Man Group plc17,171$1.36M0.00%−639−3.6%Reduced
Virginia Retirement Systems Et Al17,149$1.36M0.01%00.0%Unchanged
Susquehanna Portfolio Strategies, LLC16,763$1.33M0.03%+16,763New
Emerald Mutual Fund Advisers Trust16,572$1.31M0.08%00.0%Unchanged
Pacific Ridge Capital Partners, LLC16,190$1.28M0.31%00.0%Unchanged
Militia Capital Partners, LP16,000$1.27M0.60%−4,000−20.0%Reduced
Nomura Holdings Inc15,919$1.26M0.01%+15,919New
Schonfeld Strategic Advisors LLC15,750$1.25M0.01%+15,750New
Connor, Clark & Lunn Investment Management Ltd.14,205$1.12M0.00%+10,702+305.5%Added
MetLife Investment Management14,010$1.11M0.01%00.0%Unchanged
State of Alaska, Department of Revenue14,022$1.11M0.01%+809+6.1%Added
Wedge Capital Management L L P13,815$1.09M0.02%−708−4.9%Reduced
SummerHaven Investment Management, LLC13,468$1.07M0.70%+197+1.5%Added
Illinois Municipal Retirement Fund13,017$1.03M0.01%−519−3.8%Reduced
Mirae Asset Global ETFs Holdings Ltd.12,886$1.02M0.00%−1,527−10.6%Reduced
XTX Topco Ltd12,573$994.8K0.04%−12,273−49.4%Reduced
Arrowstreet Capital, Limited Partnership12,381$979.6K0.00%+12,381New
Wells Fargo & Company12,349$977.0K0.00%−1,623−11.6%Reduced
Mercer Global Advisors Inc12,337$976.1K0.00%−2,165−14.9%Reduced
Citadel Advisors LLC12,332$975.7K0.00%−15,787−56.1%Reduced
Amundi11,745$969.9K0.00%+1,857+18.8%Added
Bokf, NA12,242$968.6K0.02%−1,152−8.6%Reduced
Manufacturers Life Insurance Company, The11,882$940.1K0.00%+706+6.3%Added
Danske Bank A/S11,839$936.7K0.00%−9,177−43.7%Reduced
Ensign Peak Advisors, Inc11,818$935.0K0.00%−2,900−19.7%Reduced
Engineers Gate Manager LP11,424$903.9K0.01%+7,373+182.0%Added
Teacher Retirement System of Texas11,383$900.6K0.00%−3,138−21.6%Reduced
Lazard Asset Management LLC11,316$893.0K0.00%−742−6.2%Reduced
State Board of Administration of Florida Retirement System11,277$892.2K0.00%+3,624+47.4%Added
AQR Capital Management LLC11,087$877.2K0.00%+1,935+21.1%Added
Louisiana State Employees Retirement System11,000$870.3K0.02%−200−1.8%Reduced
United Capital Financial Advisers, LLC10,812$855.4K0.01%−10.0%Reduced
OP Asset Management Ltd10,776$852.6K0.01%−1,309−10.8%Reduced
Lombard Odier Asset Management (Europe) Ltd10,500$830.8K0.06%−6,000−36.4%Reduced
Unison Advisors LLC10,200$807.5K0.09%00.0%Unchanged
Voya Investment Management LLC10,192$806.4K0.00%+3,516+52.7%Added
Sigma Planning Corp10,114$800.2K0.02%+10.0%Added
Horizon Investments, LLC10,077$797.3K0.01%+10,077New
Royce & Associates LP9,776$773.5K0.01%−3,699−27.5%Reduced
Cynosure Management, LLC9,657$764.1K0.09%+512+5.6%Added
Harbor Capital Advisors, Inc.9,523$753.0K0.03%+438+4.8%Added
Persistent Asset Partners Ltd9,389$742.9K0.65%+9,389New
Quantbot Technologies LP9,347$739.5K0.02%+9,347New
Los Angeles Capital Management LLC9,236$730.8K0.00%+2,022+28.0%Added
Diversified Trust Co9,200$727.9K0.02%+103+1.1%Added
Verition Fund Management LLC8,878$702.4K0.00%−23,648−72.7%Reduced
Yousif Capital Management, LLC8,807$696.8K0.01%−17−0.2%Reduced
Teachers Retirement System of the State of Kentucky8,655$685.0K0.01%−752−8.0%Reduced
Nantahala Capital Management, LLC8,341$659.9K0.05%+8,341New
Universal- Beteiligungs- und Servicegesellschaft mbH8,317$658.0K0.00%+306+3.8%Added
KLP Kapitalforvaltning AS7,800$617.5K0.00%00.0%Unchanged
Cambria Investment Management, L.P.7,512$594.3K0.04%−32−0.4%Reduced
Csenge Advisory Group7,454$581.8K0.03%00.0%Unchanged
Stifel Financial Corp7,224$571.6K0.00%−178−2.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)6,984$552.6K0.00%+758+12.2%Added
Arizona State Retirement System6,958$550.5K0.00%+60+0.9%Added
Maryland State Retirement & Pension System6,954$550.2K0.01%00.0%Unchanged
Cetera Investment Advisers6,885$544.8K0.00%−995−12.6%Reduced
Amalgamated Bank6,757$535.0K0.00%−89−1.3%Reduced
Envestnet Portfolio Solutions, Inc.6,744$533.6K0.00%+3,741+124.6%Added
Clear Harbor Asset Management, LLC6,547$518.0K0.04%−2,962−31.1%Reduced
MML Investors Services, LLC6,538$517.0K0.00%+1,745+36.4%Added
First Citizens Bank & Trust Co6,523$516.1K0.01%+3,285+101.5%Added
Raymond James Financial Inc6,265$495.7K0.00%+6,265New
Handelsbanken Fonder AB6,200$491.0K0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys6,049$478.6K0.00%+342+6.0%Added
Meritage Portfolio Management6,032$477.3K0.03%+355+6.3%Added
State of Tennessee, Treasury Department5,971$472.4K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.5,826$461.0K0.00%+133+2.3%Added
DekaBank Deutsche Girozentrale5,646$454.0K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey5,566$440.4K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund5,361$424.2K0.01%−100−1.8%Reduced
Brinker Capital Investments, LLC5,291$418.6K0.00%−610−10.3%Reduced
Simplex Trading, LLC5,270$416.0K0.01%+5,270New
Counterpoint Mutual Funds LLC5,252$415.5K0.04%+5,252New
ProShare Advisors LLC5,249$415.3K0.00%−436−7.7%Reduced
J.W. Cole Advisors, Inc.5,223$413.2K0.01%−626−10.7%Reduced
Janney Montgomery Scott LLC5,189$411.0K0.00%+5,189New
Alps Advisors Inc5,044$399.1K0.00%+61+1.2%Added
Venture Visionary Partners LLC5,000$395.6K0.01%00.0%Unchanged
Toroso Investments, LLC4,934$390.4K0.00%+4,934New
Aquatic Capital Management LLC4,923$389.5K0.01%+4,923New
HighTower Advisors, LLC4,736$374.7K0.00%−170−3.5%Reduced
Campbell & CO Investment Adviser LLC4,720$373.4K0.02%+4,720New
SG Americas Securities, LLC4,551$360.0K0.00%−3,292−42.0%Reduced
US Bancorp4,288$339.3K0.00%+73+1.7%Added
Balyasny Asset Management LLC4,056$320.9K0.00%+4,056New
Bryn Mawr Trust Co4,000$316.5K0.01%00.0%Unchanged
Inspire Advisors, LLC3,928$310.8K0.03%+3,928New
Tower Research Capital LLC (TRC)3,868$306.0K0.01%+2,998+344.6%Added
Versor Investments LP3,700$292.7K0.05%+3,700New
Steward Partners Investment Advisory, LLC3,600$284.8K0.00%−44−1.2%Reduced
Bank of Montreal3,552$281.0K0.00%+41+1.2%Added
Sheets Smith Wealth Management3,490$276.1K0.03%+3,490New
Wedbush Securities Inc3,470$275.0K0.01%−912−20.8%Reduced
Concurrent Investment Advisors, LLC3,445$272.6K0.01%+228+7.1%Added
Pictet Asset Management Holding SA3,394$268.5K0.00%+94+2.8%Added
SRS Capital Advisors, Inc.3,264$258.2K0.01%+3,264New
O'Shaughnessy Asset Management, LLC3,262$258.1K0.00%+183+5.9%Added
Koshinski Asset Management, Inc.3,261$258.0K0.02%+3,261New