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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.

Q4 2025 vs. Q3 2025

How the institutions holding Pathward Financial, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of CASH: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2663265+2
Shares20.9M19.9K20.1M−739.3K (−3.5%)
Value$1.56B$1.47M$1.56B+$5.95M (+0.4%)

3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Pathward Financial, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to CASH in Q4 2025
InstitutionSharesValue% of portfolio
Pure Financial Advisors, Inc.0$100.1M1.48%
Cerity Partners LLC119,497$8.48M0.01%
Boothbay Fund Management, LLC70,897$5.03M0.13%
Meeder Asset Management Inc44,892$3.19M0.17%
PMC FIG Opportunities LLC28,816$2.05M3.21%
Numerai GP LLC26,795$1.90M0.23%
Vestmark Advisory Solutions, Inc.22,669$1.61M0.02%
Y-Intercept (Hong Kong) Ltd17,669$1.25M0.03%
Glenmede Trust Co NA17,163$1.22M0.01%
Jump Financial, LLC16,730$1.19M0.01%
Healthcare of Ontario Pension Plan Trust Fund16,300$1.16M0.00%
Persistent Asset Partners Ltd10,287$730.4K0.35%
Guggenheim Capital LLC9,238$655.9K0.00%
Horizon Investments, LLC8,493$603.0K0.01%
HSBC Holdings PLC7,985$567.6K0.00%
Entropy Technologies, LP7,818$555.1K0.03%
XTX Topco Ltd6,194$439.8K0.01%
Canada Pension Plan Investment Board5,900$418.9K0.00%
Caxton Associates LLP4,343$308.4K0.01%
Aquatic Capital Management LLC4,045$287.2K0.01%
Arcus Capital Partners, LLC3,803$270.0K0.10%
Gsa Capital Partners LLP3,501$249.0K0.02%
DRW Securities, LLC3,319$235.6K0.02%
Swiss Life Asset Management Ltd3,091$219.5K0.00%
SageView Advisory Group, LLC2,005$142.4K0.00%
Kestra Advisory Services, LLC1,236$87.7K0.00%
New Age Alpha Advisors, LLC1,081$76.8K0.00%
Signature Equity Partners, LLC485$34.5K0.02%
Eurizon Capital SGR S.p.A.175$12.4K0.00%
Ancora Advisors, LLC104$7.38K0.00%
Hilton Head Capital Partners, LLC94$6.68K0.00%
Pinnacle Wealth Planning Services, Inc.94$6.67K0.00%
Sound Income Strategies, LLC48$3.61K0.00%
Signaturefd, LLC50$3.55K0.00%
Allworth Financial LP17$1.21K0.00%
Flagship Harbor Advisors, LLC5$3550.00%
Aster Capital Management (DIFC) Ltd5$3550.00%
Basecamp Wealth Advisors LLC5$3550.00%
Cedar Mountain Advisors, LLC4$2840.00%

Sold out (37)

Institutions that held Pathward Financial, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Not filed for Q4 2025 yet (3)

Institutions that held Pathward Financial, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CASH in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Glenmede Investment Management, LP14,607$1.08M
AXA Investment Managers S.A.4,740$350.8K
Shell Asset Management Co541$40.0K