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
- 20.1M
- −739.3K (−3.5%) vs. Q3 2025
- Total value
- $1.56B
- +$5.95M (+0.4%) vs. Q3 2025
- New holders
- 39
- 72 more added
- Sold out
- 37
- 112 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 | $1.56B |
| 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, 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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 5,900 | $418.9K | 0.00% | +5,900 | New |
| Teachers Retirement System of the State of Kentucky | 5,979 | $424.0K | 0.00% | −923−13.4% | Reduced |
| Victory Capital Management Inc | 6,083 | $431.9K | 0.00% | −7,631−55.6% | Reduced |
| XTX Topco Ltd | 6,194 | $439.8K | 0.01% | +6,194 | New |
| Handelsbanken Fonder AB | 6,200 | $440.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,300 | $447.3K | 0.00% | −745−10.6% | Reduced |
| Yousif Capital Management, LLC | 6,174 | $458.0K | 0.01% | −929−13.1% | Reduced |
| Raymond James Financial Inc | 6,459 | $458.6K | 0.00% | −711−9.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,515 | $462.6K | 0.00% | +74+1.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,517 | $462.7K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 6,533 | $463.8K | 0.01% | +5+0.1% | Added |
| Amalgamated Bank | 6,641 | $472.0K | 0.00% | +42+0.6% | Added |
| AQR Capital Management LLC | 7,439 | $528.2K | 0.00% | −2,966−28.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,501 | $532.6K | 0.00% | +517+7.4% | Added |
| SEI Investments Co | 7,561 | $536.8K | 0.00% | −8,294−52.3% | Reduced |
| Entropy Technologies, LP | 7,818 | $555.1K | 0.03% | +7,818 | New |
| HSBC Holdings PLC | 7,985 | $567.6K | 0.00% | +7,985 | New |
| KLP Kapitalforvaltning AS | 8,000 | $568.3K | 0.00% | −500−5.9% | Reduced |
| Squarepoint Ops LLC | 8,232 | $584.5K | 0.00% | −10,325−55.6% | Reduced |
| Gator Capital Management, LLC | 8,369 | $594.2K | 0.12% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8,493 | $603.0K | 0.01% | +8,493 | New |
| Schonfeld Strategic Advisors LLC | 8,994 | $638.6K | 0.00% | −14,762−62.1% | Reduced |
| Concurrent Investment Advisors, LLC | 9,134 | $648.5K | 0.01% | +5,284+137.2% | Added |
| Royce & Associates LP | 9,142 | $649.1K | 0.01% | +4,525+98.0% | Added |
| Guggenheim Capital LLC | 9,238 | $655.9K | 0.00% | +9,238 | New |
| Harbor Capital Advisors, Inc. | 9,940 | $706.0K | 0.05% | +395+4.1% | Added |
| SummerHaven Investment Management, LLC | 10,151 | $720.7K | 0.41% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,169 | $722.0K | 0.00% | −950−8.5% | Reduced |
| Diversified Trust Co | 10,239 | $727.0K | 0.01% | +441+4.5% | Added |
| Persistent Asset Partners Ltd | 10,287 | $730.4K | 0.35% | +10,287 | New |
| Voleon Capital Management LP | 10,368 | $736.1K | 0.02% | −1,576−13.2% | Reduced |
| Louisiana State Employees Retirement System | 10,400 | $738.4K | 0.01% | −200−1.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,525 | $747.3K | 0.00% | −479−4.4% | Reduced |
| United Capital Financial Advisers, LLC | 10,809 | $767.4K | 0.00% | −20.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 11,050 | $784.5K | 0.01% | −1,266−10.3% | Reduced |
| Cambria Investment Management, L.P. | 11,173 | $793.3K | 0.05% | +2,105+23.2% | Added |
| State Board of Administration of Florida Retirement System | 11,237 | $797.8K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,294 | $801.9K | 0.00% | −1,008−8.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 11,507 | $817.0K | 0.00% | −2,718−19.1% | Reduced |
| Pathstone Holdings, LLC | 11,518 | $817.8K | 0.00% | −18,853−62.1% | Reduced |
| Natixis Advisors, L.P. | 11,777 | $836.0K | 0.00% | −20,701−63.7% | Reduced |
| Illinois Municipal Retirement Fund | 11,899 | $844.8K | 0.01% | −936−7.3% | Reduced |
| Bokf, NA | 12,156 | $863.1K | 0.01% | −64−0.5% | Reduced |
| State of Tennessee, Treasury Department | 9,734 | $878.9K | 0.00% | +3,763+63.0% | Added |
| MetLife Investment Management | 12,905 | $916.3K | 0.00% | −1,105−7.9% | Reduced |
| Amundi | 13,147 | $933.4K | 0.00% | +8,895+209.2% | Added |
| SG Americas Securities, LLC | 13,736 | $975.0K | 0.00% | −18−0.1% | Reduced |
| Wedge Capital Management L L P | 14,472 | $1.03M | 0.02% | +296+2.1% | Added |
| Virginia Retirement Systems Et Al | 15,449 | $1.10M | 0.01% | +1,600+11.6% | Added |
| Thrivent Financial for Lutherans | 15,648 | $1.11M | 0.00% | −912−5.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 16,300 | $1.16M | 0.00% | +16,300 | New |
| Emerald Mutual Fund Advisers Trust | 16,572 | $1.18M | 0.06% | 00.0% | Unchanged |
| Jump Financial, LLC | 16,730 | $1.19M | 0.01% | +16,730 | New |
| State of Alaska, Department of Revenue | 16,844 | $1.20M | 0.01% | +4,346+34.8% | Added |
| Glenmede Trust Co NA | 17,163 | $1.22M | 0.01% | +17,163 | New |
| Y-Intercept (Hong Kong) Ltd | 17,669 | $1.25M | 0.03% | +17,669 | New |
| Quantbot Technologies LP | 18,579 | $1.32M | 0.04% | −4,869−20.8% | Reduced |
| Van Hulzen Asset Management, LLC | 19,036 | $1.35M | 0.10% | −1,929−9.2% | Reduced |
| Great West Life Assurance Co | 19,164 | $1.36M | 0.00% | −13,333−41.0% | Reduced |
| Janus Henderson Group PLC | 19,218 | $1.36M | 0.00% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 19,736 | $1.40M | 0.31% | +3,546+21.9% | Added |
| Man Group plc | 20,560 | $1.46M | 0.00% | −19,413−48.6% | Reduced |
| Tealwood Asset Management Inc | 20,848 | $1.48M | 0.66% | −484−2.3% | Reduced |
| Orchard Capital Managment, LLC | 20,901 | $1.48M | 1.29% | +570+2.8% | Added |
| Prudential Financial Inc | 21,048 | $1.52M | 0.00% | −4,132−16.4% | Reduced |
| Price T Rowe Associates Inc | 21,352 | $1.52M | 0.00% | +1,159+5.7% | Added |
| California State Teachers Retirement System | 21,596 | $1.53M | 0.00% | −1,398−6.1% | Reduced |
| Sippican Capital Advisors | 21,640 | $1.54M | 0.99% | +170+0.8% | Added |
| Campbell & CO Investment Adviser LLC | 21,928 | $1.56M | 0.07% | +17,022+347.0% | Added |
| Militia Capital Partners, LP | 22,179 | $1.57M | 0.59% | +7,179+47.9% | Added |
| Vestmark Advisory Solutions, Inc. | 22,669 | $1.61M | 0.02% | +22,669 | New |
| New York State Teachers Retirement System | 23,557 | $1.67M | 0.00% | −2,521−9.7% | Reduced |
| Voya Investment Management LLC | 23,817 | $1.69M | 0.00% | +179+0.8% | Added |
| Susquehanna Fundamental Investments, LLC | 23,837 | $1.69M | 0.06% | +5,344+28.9% | Added |
| Engineers Gate Manager LP | 23,891 | $1.70M | 0.02% | +4,661+24.2% | Added |
| Susquehanna International Group, LLP | 24,718 | $1.75M | 0.00% | −10,533−29.9% | Reduced |
| Wells Fargo & Company | 25,120 | $1.78M | 0.00% | +10,267+69.1% | Added |
| Numerai GP LLC | 26,795 | $1.90M | 0.23% | +26,795 | New |
| Wealth Enhancement Advisory Services, LLC | 25,831 | $1.93M | 0.00% | −101,877−79.8% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $1.94M | 0.96% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 27,425 | $1.95M | 0.01% | −6,723−19.7% | Reduced |
| Alliancebernstein L.P. | 28,107 | $2.00M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 28,569 | $2.03M | 0.00% | −1,926−6.3% | Reduced |
| PMC FIG Opportunities LLC | 28,816 | $2.05M | 3.21% | +28,816 | New |
| HRT Financial LP | 29,605 | $2.10M | 0.01% | +11,035+59.4% | Added |
| F/M Investments LLC | 30,395 | $2.16M | 0.08% | −32,701−51.8% | Reduced |
| New York State Common Retirement Fund | 31,046 | $2.20M | 0.00% | −170−0.5% | Reduced |
| Verition Fund Management LLC | 31,452 | $2.23M | 0.01% | −6,936−18.1% | Reduced |
| Citigroup Inc | 32,694 | $2.32M | 0.00% | −1,207−3.6% | Reduced |
| Epoch Investment Partners, Inc. | 33,116 | $2.35M | 0.01% | −156−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 33,346 | $2.37M | 0.00% | −27,664−45.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 36,271 | $2.61M | 0.00% | +10,485+40.7% | Added |
| ExodusPoint Capital Management, LP | 36,843 | $2.62M | 0.03% | +5,010+15.7% | Added |
| RMR Capital Management, LLC | 38,169 | $2.71M | 1.96% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 40,972 | $2.91M | 0.00% | +5,075+14.1% | Added |
| Quest Partners LLC | 41,018 | $2.91M | 0.16% | +29,863+267.7% | Added |
| Meeder Asset Management Inc | 44,892 | $3.19M | 0.17% | +44,892 | New |
| Swiss National Bank | 45,000 | $3.19M | 0.00% | −1,300−2.8% | Reduced |
| Barclays PLC | 45,019 | $3.20M | 0.00% | +8,368+22.8% | Added |
| Bank of America Corp | 45,060 | $3.20M | 0.00% | −31,286−41.0% | Reduced |