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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.

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.

Institutional holdersQ3 2025: 266 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 heldQ3 2025: $1.56B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 2025.

Institutions holding CASH in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Susquehanna Fundamental Investments, LLC18,493$1.37M0.05%00.0%Unchanged
NFJ Investment Group, LLC18,474$1.37M0.05%−1,412−7.1%Reduced
Emerald Mutual Fund Advisers Trust16,572$1.23M0.06%00.0%Unchanged
Thrivent Financial for Lutherans16,560$1.23M0.00%−763−4.4%Reduced
Pacific Ridge Capital Partners, LLC16,190$1.20M0.26%00.0%Unchanged
SEI Investments Co15,855$1.17M0.00%−3,435−17.8%Reduced
Militia Capital Partners, LP15,000$1.11M0.52%−1,000−6.3%Reduced
Wells Fargo & Company14,853$1.10M0.00%+2,504+20.3%Added
Glenmede Investment Management, LP14,607$1.08M0.01%−2,881−16.5%Reduced
Arrowstreet Capital, Limited Partnership14,225$1.05M0.00%+1,844+14.9%Added
Wedge Capital Management L L P14,176$1.05M0.02%+361+2.6%Added
MetLife Investment Management14,010$1.04M0.00%00.0%Unchanged
Virginia Retirement Systems Et Al13,849$1.02M0.01%−3,300−19.2%Reduced
Mackenzie Financial Corp13,769$1.02M0.00%−6,217−31.1%Reduced
SG Americas Securities, LLC13,754$1.02M0.00%+9,203+202.2%Added
Victory Capital Management Inc13,714$1.01M0.00%−49,067−78.2%Reduced
Mercer Global Advisors Inc12,985$961.0K0.00%+648+5.3%Added
Illinois Municipal Retirement Fund12,835$949.9K0.01%−182−1.4%Reduced
State of Alaska, Department of Revenue12,498$924.0K0.01%−1,524−10.9%Reduced
Susquehanna Portfolio Strategies, LLC12,316$911.5K0.01%−4,447−26.5%Reduced
MML Investors Services, LLC12,302$910.5K0.00%+5,764+88.2%Added
Bokf, NA12,220$904.4K0.01%−22−0.2%Reduced
Voleon Capital Management LP11,944$884.0K0.02%+11,944New
State Board of Administration of Florida Retirement System11,237$831.6K0.00%−40−0.4%Reduced
Lazard Asset Management LLC11,207$829.4K0.00%−109−1.0%Reduced
Quest Partners LLC11,155$825.6K0.05%−8,964−44.6%Reduced
Manufacturers Life Insurance Company, The11,119$822.9K0.00%−763−6.4%Reduced
Mirae Asset Global ETFs Holdings Ltd.11,004$814.4K0.00%−1,882−14.6%Reduced
United Capital Financial Advisers, LLC10,811$800.1K0.01%−10.0%Reduced
Marshall Wace, LLP10,688$791.0K0.00%+10,688New
Teacher Retirement System of Texas10,607$785.0K0.00%−776−6.8%Reduced
Louisiana State Employees Retirement System10,600$784.5K0.01%−400−3.6%Reduced
AQR Capital Management LLC10,405$770.1K0.00%−682−6.2%Reduced
Unison Advisors LLC10,200$755.4K0.07%00.0%Unchanged
SummerHaven Investment Management, LLC10,151$751.3K0.44%−3,317−24.6%Reduced
Sigma Planning Corp9,976$738.3K0.02%−138−1.4%Reduced
Los Angeles Capital Management LLC9,832$727.7K0.00%+596+6.5%Added
Diversified Trust Co9,798$725.1K0.01%+598+6.5%Added
Cynosure Management, LLC9,657$714.7K0.08%00.0%Unchanged
Harbor Capital Advisors, Inc.9,545$706.0K0.05%+22+0.2%Added
Cambria Investment Management, L.P.9,068$671.1K0.04%+1,556+20.7%Added
KLP Kapitalforvaltning AS8,500$629.4K0.00%+700+9.0%Added
Gator Capital Management, LLC8,369$619.4K0.16%+8,369New
Danske Bank A/S8,357$618.5K0.00%−3,482−29.4%Reduced
Nantahala Capital Management, LLC8,341$617.3K0.04%00.0%Unchanged
Raymond James Financial Inc7,170$530.6K0.00%+905+14.4%Added
Yousif Capital Management, LLC7,103$525.7K0.01%−1,704−19.3%Reduced
Arizona State Retirement System7,045$521.4K0.00%+87+1.3%Added
Stifel Financial Corp7,036$520.7K0.00%−188−2.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)6,984$516.9K0.00%00.0%Unchanged
Csenge Advisory Group6,959$515.0K0.02%−495−6.6%Reduced
Teachers Retirement System of the State of Kentucky6,902$511.0K0.00%−1,753−20.3%Reduced
Amalgamated Bank6,599$488.0K0.00%−158−2.3%Reduced
First Citizens Bank & Trust Co6,528$483.1K0.01%+5+0.1%Added
Police & Firemen's Retirement System of New Jersey6,517$482.3K0.00%+951+17.1%Added
Envestnet Portfolio Solutions, Inc.6,441$476.7K0.00%−303−4.5%Reduced
Balyasny Asset Management LLC6,379$472.1K0.00%+2,323+57.3%Added
Handelsbanken Fonder AB6,200$459.0K0.00%00.0%Unchanged
State of Tennessee, Treasury Department5,971$441.9K0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys5,846$432.7K0.00%−203−3.4%Reduced
Advisor Group Holdings, Inc.5,650$425.7K0.00%−176−3.0%Reduced
DekaBank Deutsche Girozentrale5,646$421.0K0.00%00.0%Unchanged
Kovitz Investment Group Partners, LLC5,650$418.2K0.00%+5,650New
Brinker Capital Investments, LLC5,220$386.4K0.00%−71−1.3%Reduced
Oregon Public Employees Retirement Fund5,161$382.0K0.00%−200−3.7%Reduced
Polymer Capital Management (US) LLC5,007$370.6K0.05%+5,007New
Venture Visionary Partners LLC5,000$370.1K0.01%00.0%Unchanged
Axq Capital, LP4,985$368.9K0.14%+4,985New
Campbell & CO Investment Adviser LLC4,906$363.1K0.03%+186+3.9%Added
Toroso Investments, LLC4,890$361.9K0.00%−44−0.9%Reduced
Twinbeech Capital LP4,781$353.8K0.01%+4,781New
AXA Investment Managers S.A.4,740$350.8K0.00%+4,740New
HighTower Advisors, LLC4,732$350.2K0.00%−4−0.1%Reduced
Cetera Investment Advisers4,703$348.1K0.00%−2,182−31.7%Reduced
Royce & Associates LP4,617$341.7K0.00%−5,159−52.8%Reduced
US Bancorp4,589$339.6K0.00%+301+7.0%Added
ProShare Advisors LLC4,468$330.7K0.00%−781−14.9%Reduced
Freestone Grove Partners LP4,322$319.9K0.00%+4,322New
Amundi4,252$314.6K0.00%−7,493−63.8%Reduced
Ensign Peak Advisors, Inc4,168$308.5K0.00%−7,650−64.7%Reduced
Wedbush Securities Inc4,109$304.0K0.01%+639+18.4%Added
Meritage Portfolio Management3,932$291.0K0.02%−2,100−34.8%Reduced
Concurrent Investment Advisors, LLC3,850$284.9K0.00%+405+11.8%Added
J.W. Cole Advisors, Inc.3,731$276.2K0.01%−1,492−28.6%Reduced
Sheets Smith Wealth Management3,520$260.5K0.03%+30+0.9%Added
Dynamic Technology Lab Private Ltd3,428$254.0K0.04%+3,428New
Pictet Asset Management Holding SA3,394$251.2K0.00%00.0%Unchanged
Bessemer Group Inc3,353$248.0K0.00%+3,009+874.7%Added
Maryland State Retirement & Pension System3,300$244.2K0.01%−3,654−52.5%Reduced
Clear Harbor Asset Management, LLC3,290$243.5K0.02%−3,257−49.7%Reduced
SRS Capital Advisors, Inc.3,275$242.4K0.00%+11+0.3%Added
Koshinski Asset Management, Inc.3,261$241.3K0.02%00.0%Unchanged
Inspire Advisors, LLC3,151$233.2K0.02%−777−19.8%Reduced
Atria Investments LLC3,136$232.1K0.00%−44−1.4%Reduced
Neuberger Berman Group LLC2,993$221.5K0.00%+422+16.4%Added
Brevan Howard Capital Management LP2,979$220.5K0.00%+2,979New
denkapparat Operations GmbH2,962$219.2K0.14%+2,962New
Quantinno Capital Management LP2,916$215.8K0.00%+2,916New
LPL Financial LLC2,828$209.3K0.00%+2,828New
Steward Partners Investment Advisory, LLC2,780$205.7K0.00%−820−22.8%Reduced