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, Q3 2025
Institutional positions in Pathward Financial, Inc. as of Sep 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
- 266
- −8 vs. Q2 2025
- Shares held
- 20.9M
- −108.8K (−0.5%) vs. Q2 2025
- Total value
- $1.56B
- −$116.6M (−7.0%) vs. Q2 2025
- New holders
- 29
- 88 more added
- Sold out
- 37
- 104 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 5,650 | $418.2K | 0.00% | +5,650 | New |
| DekaBank Deutsche Girozentrale | 5,646 | $421.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,650 | $425.7K | 0.00% | −176−3.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,846 | $432.7K | 0.00% | −203−3.4% | Reduced |
| State of Tennessee, Treasury Department | 5,971 | $441.9K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,200 | $459.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 6,379 | $472.1K | 0.00% | +2,323+57.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,441 | $476.7K | 0.00% | −303−4.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,517 | $482.3K | 0.00% | +951+17.1% | Added |
| First Citizens Bank & Trust Co | 6,528 | $483.1K | 0.01% | +5+0.1% | Added |
| Amalgamated Bank | 6,599 | $488.0K | 0.00% | −158−2.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,902 | $511.0K | 0.00% | −1,753−20.3% | Reduced |
| Csenge Advisory Group | 6,959 | $515.0K | 0.02% | −495−6.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,984 | $516.9K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,036 | $520.7K | 0.00% | −188−2.6% | Reduced |
| Arizona State Retirement System | 7,045 | $521.4K | 0.00% | +87+1.3% | Added |
| Yousif Capital Management, LLC | 7,103 | $525.7K | 0.01% | −1,704−19.3% | Reduced |
| Raymond James Financial Inc | 7,170 | $530.6K | 0.00% | +905+14.4% | Added |
| Nantahala Capital Management, LLC | 8,341 | $617.3K | 0.04% | 00.0% | Unchanged |
| Danske Bank A/S | 8,357 | $618.5K | 0.00% | −3,482−29.4% | Reduced |
| Gator Capital Management, LLC | 8,369 | $619.4K | 0.16% | +8,369 | New |
| KLP Kapitalforvaltning AS | 8,500 | $629.4K | 0.00% | +700+9.0% | Added |
| Cambria Investment Management, L.P. | 9,068 | $671.1K | 0.04% | +1,556+20.7% | Added |
| Harbor Capital Advisors, Inc. | 9,545 | $706.0K | 0.05% | +22+0.2% | Added |
| Cynosure Management, LLC | 9,657 | $714.7K | 0.08% | 00.0% | Unchanged |
| Diversified Trust Co | 9,798 | $725.1K | 0.01% | +598+6.5% | Added |
| Los Angeles Capital Management LLC | 9,832 | $727.7K | 0.00% | +596+6.5% | Added |
| Sigma Planning Corp | 9,976 | $738.3K | 0.02% | −138−1.4% | Reduced |
| SummerHaven Investment Management, LLC | 10,151 | $751.3K | 0.44% | −3,317−24.6% | Reduced |
| Unison Advisors LLC | 10,200 | $755.4K | 0.07% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,405 | $770.1K | 0.00% | −682−6.2% | Reduced |
| Louisiana State Employees Retirement System | 10,600 | $784.5K | 0.01% | −400−3.6% | Reduced |
| Teacher Retirement System of Texas | 10,607 | $785.0K | 0.00% | −776−6.8% | Reduced |
| Marshall Wace, LLP | 10,688 | $791.0K | 0.00% | +10,688 | New |
| United Capital Financial Advisers, LLC | 10,811 | $800.1K | 0.01% | −10.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,004 | $814.4K | 0.00% | −1,882−14.6% | Reduced |
| Manufacturers Life Insurance Company, The | 11,119 | $822.9K | 0.00% | −763−6.4% | Reduced |
| Quest Partners LLC | 11,155 | $825.6K | 0.05% | −8,964−44.6% | Reduced |
| Lazard Asset Management LLC | 11,207 | $829.4K | 0.00% | −109−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 11,237 | $831.6K | 0.00% | −40−0.4% | Reduced |
| Voleon Capital Management LP | 11,944 | $884.0K | 0.02% | +11,944 | New |
| Bokf, NA | 12,220 | $904.4K | 0.01% | −22−0.2% | Reduced |
| MML Investors Services, LLC | 12,302 | $910.5K | 0.00% | +5,764+88.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 12,316 | $911.5K | 0.01% | −4,447−26.5% | Reduced |
| State of Alaska, Department of Revenue | 12,498 | $924.0K | 0.01% | −1,524−10.9% | Reduced |
| Illinois Municipal Retirement Fund | 12,835 | $949.9K | 0.01% | −182−1.4% | Reduced |
| Mercer Global Advisors Inc | 12,985 | $961.0K | 0.00% | +648+5.3% | Added |
| Victory Capital Management Inc | 13,714 | $1.01M | 0.00% | −49,067−78.2% | Reduced |
| SG Americas Securities, LLC | 13,754 | $1.02M | 0.00% | +9,203+202.2% | Added |
| Mackenzie Financial Corp | 13,769 | $1.02M | 0.00% | −6,217−31.1% | Reduced |
| Virginia Retirement Systems Et Al | 13,849 | $1.02M | 0.01% | −3,300−19.2% | Reduced |
| MetLife Investment Management | 14,010 | $1.04M | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 14,176 | $1.05M | 0.02% | +361+2.6% | Added |
| Arrowstreet Capital, Limited Partnership | 14,225 | $1.05M | 0.00% | +1,844+14.9% | Added |
| Glenmede Investment Management, LP | 14,607 | $1.08M | 0.01% | −2,881−16.5% | Reduced |
| Wells Fargo & Company | 14,853 | $1.10M | 0.00% | +2,504+20.3% | Added |
| Militia Capital Partners, LP | 15,000 | $1.11M | 0.52% | −1,000−6.3% | Reduced |
| SEI Investments Co | 15,855 | $1.17M | 0.00% | −3,435−17.8% | Reduced |
| Pacific Ridge Capital Partners, LLC | 16,190 | $1.20M | 0.26% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 16,560 | $1.23M | 0.00% | −763−4.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 16,572 | $1.23M | 0.06% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 18,474 | $1.37M | 0.05% | −1,412−7.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,493 | $1.37M | 0.05% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 18,557 | $1.37M | 0.00% | +15,403+488.4% | Added |
| HRT Financial LP | 18,570 | $1.37M | 0.01% | −9,358−33.5% | Reduced |
| Janus Henderson Group PLC | 19,218 | $1.42M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 19,230 | $1.42M | 0.02% | +7,806+68.3% | Added |
| Price T Rowe Associates Inc | 20,193 | $1.50M | 0.00% | +1,404+7.5% | Added |
| Orchard Capital Managment, LLC | 20,331 | $1.50M | 1.99% | +565+2.9% | Added |
| Credit Agricole S A | 20,403 | $1.51M | 0.01% | +20,403 | New |
| Citadel Advisors LLC | 20,906 | $1.55M | 0.00% | +8,574+69.5% | Added |
| Van Hulzen Asset Management, LLC | 20,965 | $1.55M | 0.12% | −664−3.1% | Reduced |
| Tealwood Asset Management Inc | 21,332 | $1.58M | 0.64% | −1,710−7.4% | Reduced |
| Sippican Capital Advisors | 21,470 | $1.59M | 1.05% | −525−2.4% | Reduced |
| California State Teachers Retirement System | 22,994 | $1.70M | 0.00% | +10.0% | Added |
| Quantbot Technologies LP | 23,448 | $1.74M | 0.05% | +14,101+150.9% | Added |
| Voya Investment Management LLC | 23,638 | $1.75M | 0.00% | +13,446+131.9% | Added |
| Schonfeld Strategic Advisors LLC | 23,756 | $1.76M | 0.01% | +8,006+50.8% | Added |
| Prudential Financial Inc | 25,180 | $1.86M | 0.00% | −44,110−63.7% | Reduced |
| Federated Hermes, Inc. | 25,489 | $1.89M | 0.00% | +24,559+2,640.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,786 | $1.91M | 0.00% | +17,469+210.0% | Added |
| New York State Teachers Retirement System | 26,078 | $1.93M | 0.00% | −151−0.6% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $2.03M | 0.98% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 28,107 | $2.08M | 0.00% | +300+1.1% | Added |
| Pathstone Holdings, LLC | 30,371 | $2.25M | 0.01% | −366−1.2% | Reduced |
| Russell Investments Group, Ltd. | 30,495 | $2.26M | 0.00% | +5,411+21.6% | Added |
| New York State Common Retirement Fund | 31,216 | $2.31M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 31,329 | $2.32M | 0.00% | −18−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 31,833 | $2.36M | 0.03% | +31,833 | New |
| Natixis Advisors, L.P. | 32,478 | $2.40M | 0.00% | +4,003+14.1% | Added |
| Great West Life Assurance Co | 32,497 | $2.43M | 0.00% | −312−1.0% | Reduced |
| Epoch Investment Partners, Inc. | 33,272 | $2.46M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 33,901 | $2.51M | 0.00% | −11,465−25.3% | Reduced |
| Rafferty Asset Management, LLC | 34,148 | $2.53M | 0.01% | +1,943+6.0% | Added |
| Susquehanna International Group, LLP | 35,251 | $2.61M | 0.00% | −12,736−26.5% | Reduced |
| Envestnet Asset Management Inc | 35,897 | $2.66M | 0.00% | +1,505+4.4% | Added |
| Barclays PLC | 36,651 | $2.71M | 0.00% | −21,828−37.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 36,795 | $2.72M | 0.01% | +22,590+159.0% | Added |
| RMR Capital Management, LLC | 38,169 | $2.82M | 1.97% | −1,922−4.8% | Reduced |
| Verition Fund Management LLC | 38,388 | $2.84M | 0.02% | +29,510+332.4% | Added |