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, Q4 2025
Institutional positions in Pathward Financial, Inc. as of Dec 31, 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
- 265
- +2 vs. Q3 2025
- Shares held
- 20.2M
- −1.14M (−5.4%) vs. Q3 2025
- Total value
- $1.57B
- −$167.4M (−9.6%) vs. Q3 2025
- New holders
- 39
- 71 more added
- Sold out
- 37
- 113 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $1.57B |
| Q3 2025 | 266 | $1.74B |
| Q2 2025 | 275 | $1.80B |
| Q1 2025 | 254 | $1.63B |
| Q4 2024 | 249 | $1.74B |
| Q3 2024 | 255 | $1.60B |
| Q2 2024 | 229 | $1.37B |
| Q1 2024 | 232 | $1.26B |
| Q4 2023 | 221 | $1.38B |
| Q3 2023 | 209 | $1.13B |
| Q2 2023 | 195 | $1.09B |
| Q1 2023 | 194 | $1.08B |
| Q4 2022 | 182 | $1.05B |
| Q3 2022 | 187 | $896.2M |
| Q2 2022 | 196 | $1.02B |
| Q1 2022 | 205 | $1.40B |
| Q4 2021 | 202 | $1.57B |
| Q3 2021 | 198 | $1.35B |
| Q2 2021 | 185 | $1.30B |
| Q1 2021 | 163 | $1.13B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,273,551 | $232.4M | 0.00% | −36,392−1.1% | Reduced |
| FMR LLC | 1,717,391 | $121.9M | 0.01% | −356,552−17.2% | Reduced |
| Vanguard Group Inc | 1,517,110 | $107.7M | 0.00% | −340,235−18.3% | Reduced |
| Pure Financial Advisors, Inc. | 0 | $100.1M | 1.48% | 0 | New |
| State Street Corp | 1,294,836 | $92.0M | 0.00% | −96,820−7.0% | Reduced |
| American Century Companies Inc | 1,188,365 | $84.4M | 0.04% | +138,529+13.2% | Added |
| Dimensional Fund Advisors LP | 1,104,594 | $78.4M | 0.02% | −33,439−2.9% | Reduced |
| Geode Capital Management, LLC | 692,116 | $49.1M | 0.00% | −7,336−1.0% | Reduced |
| JPMorgan Chase & Co | 338,026 | $24.0M | 0.00% | −447,554−57.0% | Reduced |
| Austin Asset Management Co Inc | 0 | $23.8M | 3.91% | 0 | Unchanged |
| Morgan Stanley | 320,213 | $22.7M | 0.00% | −123,803−27.9% | Reduced |
| Mawer Investment Management Ltd. | 310,623 | $22.1M | 0.12% | −35,438−10.2% | Reduced |
| Comerica Bank | 295,999 | $21.0M | 0.08% | +233,177+371.2% | Added |
| Charles Schwab Investment Management Inc | 274,774 | $19.5M | 0.00% | −10,556−3.7% | Reduced |
| Neumeier Poma Investment Counsel LLC | 264,100 | $18.8M | 1.55% | −84,490−24.2% | Reduced |
| Northern Trust Corp | 249,427 | $17.7M | 0.00% | −22,179−8.2% | Reduced |
| Goldman Sachs Group Inc | 247,832 | $17.6M | 0.00% | +58,510+30.9% | Added |
| Nuveen, LLC | 218,506 | $15.5M | 0.00% | −27,992−11.4% | Reduced |
| Invesco Ltd. | 215,833 | $15.3M | 0.00% | +6,162+2.9% | Added |
| Qube Research & Technologies Ltd | 210,839 | $15.0M | 0.02% | +22,649+12.0% | Added |
| Millennium Management LLC | 204,437 | $14.5M | 0.01% | +131,847+181.6% | Added |
| Elgethun Capital Management | 202,782 | $14.4M | 2.49% | +5,551+2.8% | Added |
| Two Sigma Investments, LP | 187,990 | $13.3M | 0.02% | +9,278+5.2% | Added |
| Panagora Asset Management Inc | 174,251 | $12.4M | 0.04% | +7,370+4.4% | Added |
| Bank of New York Mellon Corp | 167,310 | $11.9M | 0.00% | −11,817−6.6% | Reduced |
| Phocas Financial Corp. | 166,353 | $11.8M | 1.54% | −407−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 159,673 | $11.5M | 0.02% | +26,446+19.9% | Added |
| Clearbridge Investments, LLC | 155,243 | $11.0M | 0.01% | −2,179−1.4% | Reduced |
| Wellington Management Group LLP | 151,991 | $10.8M | 0.00% | −22,878−13.1% | Reduced |
| UBS Asset Management Americas Inc | 151,768 | $10.8M | 0.00% | −48,583−24.2% | Reduced |
| Deutsche Bank AG | 145,843 | $10.4M | 0.00% | −8,977−5.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 144,941 | $10.3M | 0.03% | +108,146+293.9% | Added |
| Paragon Capital Management Ltd | 0 | $10.3M | 2.05% | 0 | Unchanged |
| Aptus Capital Advisors, LLC | 142,813 | $10.1M | 0.09% | +598+0.4% | Added |
| Nantahala Capital Management, LLC | 131,608 | $9.34M | 0.56% | +123,267+1,477.8% | Added |
| Cerity Partners LLC | 119,497 | $8.48M | 0.01% | +119,497 | New |
| Brevan Howard Capital Management LP | 115,505 | $8.20M | 0.16% | +112,526+3,777.3% | Added |
| D. E. Shaw & Co., Inc. | 112,264 | $7.97M | 0.01% | +19,261+20.7% | Added |
| Principal Financial Group Inc | 108,900 | $7.73M | 0.00% | −2,146−1.9% | Reduced |
| Moody Aldrich Partners LLC | 106,445 | $7.56M | 1.41% | −5,128−4.6% | Reduced |
| Two Sigma Advisers, LP | 103,200 | $7.33M | 0.01% | −22,200−17.7% | Reduced |
| Public Sector Pension Investment Board | 103,117 | $7.32M | 0.02% | +13,600+15.2% | Added |
| Voloridge Investment Management, LLC | 100,393 | $7.13M | 0.03% | +21,388+27.1% | Added |
| Mercer Global Advisors Inc | 11,510 | $7.01M | 0.01% | −1,475−11.4% | Reduced |
| Kennedy Capital Management, Inc. | 97,763 | $6.94M | 0.15% | −372−0.4% | Reduced |
| State of Wisconsin Investment Board | 95,505 | $6.78M | 0.02% | +4,753+5.2% | Added |
| UBS Group AG | 93,495 | $6.64M | 0.00% | +13,954+17.5% | Added |
| Intech Investment Management LLC | 75,685 | $5.37M | 0.05% | −1,855−2.4% | Reduced |
| Boothbay Fund Management, LLC | 70,897 | $5.03M | 0.13% | +70,897 | New |
| Algert Global LLC | 64,895 | $4.61M | 0.07% | 00.0% | Unchanged |
| Legal & General Group Plc | 63,192 | $4.49M | 0.00% | −1,860−2.9% | Reduced |
| Rhumbline Advisers | 61,821 | $4.39M | 0.00% | −2,966−4.6% | Reduced |
| First Trust Advisors LP | 59,933 | $4.26M | 0.00% | −21,950−26.8% | Reduced |
| CSM Advisors, LLC | 58,363 | $4.14M | 0.11% | −59,249−50.4% | Reduced |
| Citadel Advisors LLC | 55,170 | $3.92M | 0.00% | +34,264+163.9% | Added |
| Federated Hermes, Inc. | 53,281 | $3.78M | 0.01% | +27,792+109.0% | Added |
| John W. Rosenthal Capital Management, Inc. | 52,576 | $3.73M | 3.46% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 52,239 | $3.71M | 0.02% | −2,100−3.9% | Reduced |
| Balyasny Asset Management LLC | 51,892 | $3.68M | 0.01% | +45,513+713.5% | Added |
| Jane Street Group, LLC | 49,666 | $3.53M | 0.00% | −19,191−27.9% | Reduced |
| Denali Advisors LLC | 48,370 | $3.43M | 0.38% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 48,229 | $3.42M | 2.01% | +7,684+19.0% | Added |
| Franklin Resources Inc | 47,463 | $3.37M | 0.00% | +1,736+3.8% | Added |
| Ameriprise Financial Inc | 46,992 | $3.34M | 0.00% | −5,682−10.8% | Reduced |
| Bank of America Corp | 45,060 | $3.20M | 0.00% | −31,286−41.0% | Reduced |
| Barclays PLC | 45,019 | $3.20M | 0.00% | +8,368+22.8% | Added |
| Swiss National Bank | 45,000 | $3.19M | 0.00% | −1,300−2.8% | Reduced |
| Meeder Asset Management Inc | 44,892 | $3.19M | 0.17% | +44,892 | New |
| Militia Capital Partners, LP | 44,358 | $3.15M | 0.60% | −642−1.4% | Reduced |
| Quest Partners LLC | 41,018 | $2.91M | 0.16% | +29,863+267.7% | Added |
| Envestnet Asset Management Inc | 40,972 | $2.91M | 0.00% | +5,075+14.1% | Added |
| RMR Capital Management, LLC | 38,169 | $2.71M | 1.96% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 36,843 | $2.62M | 0.03% | +5,010+15.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 36,271 | $2.61M | 0.00% | +10,485+40.7% | Added |
| BNP Paribas Arbitrage, SA | 33,346 | $2.37M | 0.00% | −27,664−45.3% | Reduced |
| Epoch Investment Partners, Inc. | 33,116 | $2.35M | 0.01% | −156−0.5% | Reduced |
| Citigroup Inc | 32,694 | $2.32M | 0.00% | −1,207−3.6% | Reduced |
| Verition Fund Management LLC | 31,452 | $2.23M | 0.01% | −6,936−18.1% | Reduced |
| New York State Common Retirement Fund | 31,046 | $2.20M | 0.00% | −170−0.5% | Reduced |
| F/M Investments LLC | 30,395 | $2.16M | 0.08% | −32,701−51.8% | Reduced |
| HRT Financial LP | 29,605 | $2.10M | 0.01% | +11,035+59.4% | Added |
| PMC FIG Opportunities LLC | 28,816 | $2.05M | 3.21% | +28,816 | New |
| Russell Investments Group, Ltd. | 28,569 | $2.03M | 0.00% | −1,926−6.3% | Reduced |
| Alliancebernstein L.P. | 28,107 | $2.00M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 27,425 | $1.95M | 0.01% | −6,723−19.7% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $1.94M | 0.96% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 25,831 | $1.93M | 0.00% | −101,877−79.8% | Reduced |
| Numerai GP LLC | 26,795 | $1.90M | 0.23% | +26,795 | New |
| Wells Fargo & Company | 25,120 | $1.78M | 0.00% | +10,267+69.1% | Added |
| Susquehanna International Group, LLP | 24,718 | $1.75M | 0.00% | −10,533−29.9% | Reduced |
| Engineers Gate Manager LP | 23,891 | $1.70M | 0.02% | +4,661+24.2% | Added |
| Susquehanna Fundamental Investments, LLC | 23,837 | $1.69M | 0.06% | +5,344+28.9% | Added |
| Voya Investment Management LLC | 23,817 | $1.69M | 0.00% | +179+0.8% | Added |
| New York State Teachers Retirement System | 23,557 | $1.67M | 0.00% | −2,521−9.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 22,669 | $1.61M | 0.02% | +22,669 | New |
| Campbell & CO Investment Adviser LLC | 21,928 | $1.56M | 0.07% | +17,022+347.0% | Added |
| Sippican Capital Advisors | 21,640 | $1.54M | 0.99% | +170+0.8% | Added |
| California State Teachers Retirement System | 21,596 | $1.53M | 0.00% | −1,398−6.1% | Reduced |
| Price T Rowe Associates Inc | 21,352 | $1.52M | 0.00% | +1,159+5.7% | Added |
| Prudential Financial Inc | 21,048 | $1.52M | 0.00% | −4,132−16.4% | Reduced |