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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 46,992 | $3.34M | 0.00% | −5,682−10.8% | Reduced |
| Franklin Resources Inc | 47,463 | $3.37M | 0.00% | +1,736+3.8% | Added |
| Guardian Wealth Management, Inc. | 48,229 | $3.42M | 2.01% | +7,684+19.0% | Added |
| Denali Advisors LLC | 48,370 | $3.43M | 0.38% | 00.0% | Unchanged |
| Jane Street Group, LLC | 49,666 | $3.53M | 0.00% | −19,191−27.9% | Reduced |
| Balyasny Asset Management LLC | 51,892 | $3.68M | 0.01% | +45,513+713.5% | Added |
| Brandywine Global Investment Management, LLC | 52,239 | $3.71M | 0.02% | −2,100−3.9% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 52,576 | $3.73M | 3.46% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 53,281 | $3.78M | 0.01% | +27,792+109.0% | Added |
| Citadel Advisors LLC | 55,170 | $3.92M | 0.00% | +34,264+163.9% | Added |
| CSM Advisors, LLC | 58,363 | $4.14M | 0.11% | −59,249−50.4% | Reduced |
| First Trust Advisors LP | 59,933 | $4.26M | 0.00% | −21,950−26.8% | Reduced |
| Rhumbline Advisers | 61,821 | $4.39M | 0.00% | −2,966−4.6% | Reduced |
| Legal & General Group Plc | 63,192 | $4.49M | 0.00% | −1,860−2.9% | Reduced |
| Algert Global LLC | 64,895 | $4.61M | 0.07% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 70,897 | $5.03M | 0.13% | +70,897 | New |
| Intech Investment Management LLC | 75,685 | $5.37M | 0.05% | −1,855−2.4% | Reduced |
| UBS Group AG | 93,495 | $6.64M | 0.00% | +13,954+17.5% | Added |
| State of Wisconsin Investment Board | 95,505 | $6.78M | 0.02% | +4,753+5.2% | Added |
| Kennedy Capital Management, Inc. | 97,763 | $6.94M | 0.15% | −372−0.4% | Reduced |
| Voloridge Investment Management, LLC | 100,393 | $7.13M | 0.03% | +21,388+27.1% | Added |
| Public Sector Pension Investment Board | 103,117 | $7.32M | 0.02% | +13,600+15.2% | Added |
| Two Sigma Advisers, LP | 103,200 | $7.33M | 0.01% | −22,200−17.7% | Reduced |
| Moody Aldrich Partners LLC | 106,445 | $7.56M | 1.41% | −5,128−4.6% | Reduced |
| Principal Financial Group Inc | 108,900 | $7.73M | 0.00% | −2,146−1.9% | Reduced |
| D. E. Shaw & Co., Inc. | 112,264 | $7.97M | 0.01% | +19,261+20.7% | Added |
| Brevan Howard Capital Management LP | 115,505 | $8.20M | 0.16% | +112,526+3,777.3% | Added |
| Cerity Partners LLC | 119,497 | $8.48M | 0.01% | +119,497 | New |
| Nantahala Capital Management, LLC | 131,608 | $9.34M | 0.56% | +123,267+1,477.8% | Added |
| Aptus Capital Advisors, LLC | 142,813 | $10.1M | 0.09% | +598+0.4% | Added |
| Paragon Capital Management Ltd | 0 | $10.3M | 2.05% | 0 | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 144,941 | $10.3M | 0.03% | +108,146+293.9% | Added |
| Deutsche Bank AG | 145,843 | $10.4M | 0.00% | −8,977−5.8% | Reduced |
| UBS Asset Management Americas Inc | 151,768 | $10.8M | 0.00% | −48,583−24.2% | Reduced |
| Wellington Management Group LLP | 151,991 | $10.8M | 0.00% | −22,878−13.1% | Reduced |
| Clearbridge Investments, LLC | 155,243 | $11.0M | 0.01% | −2,179−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 159,673 | $11.5M | 0.02% | +26,446+19.9% | Added |
| Phocas Financial Corp. | 166,353 | $11.8M | 1.54% | −407−0.2% | Reduced |
| Bank of New York Mellon Corp | 167,310 | $11.9M | 0.00% | −11,817−6.6% | Reduced |
| Panagora Asset Management Inc | 174,251 | $12.4M | 0.04% | +7,370+4.4% | Added |
| Two Sigma Investments, LP | 187,990 | $13.3M | 0.02% | +9,278+5.2% | Added |
| Elgethun Capital Management | 202,782 | $14.4M | 2.49% | +5,551+2.8% | Added |
| Millennium Management LLC | 204,437 | $14.5M | 0.01% | +131,847+181.6% | Added |
| Qube Research & Technologies Ltd | 210,839 | $15.0M | 0.02% | +22,649+12.0% | Added |
| Invesco Ltd. | 215,833 | $15.3M | 0.00% | +6,162+2.9% | Added |
| Nuveen, LLC | 218,506 | $15.5M | 0.00% | −27,992−11.4% | Reduced |
| Goldman Sachs Group Inc | 247,832 | $17.6M | 0.00% | +58,510+30.9% | Added |
| Northern Trust Corp | 249,427 | $17.7M | 0.00% | −22,179−8.2% | Reduced |
| Neumeier Poma Investment Counsel LLC | 264,100 | $18.8M | 1.55% | −84,490−24.2% | Reduced |
| Charles Schwab Investment Management Inc | 274,774 | $19.5M | 0.00% | −10,556−3.7% | Reduced |
| Comerica Bank | 295,999 | $21.0M | 0.08% | +233,177+371.2% | Added |
| Mawer Investment Management Ltd. | 310,623 | $22.1M | 0.12% | −35,438−10.2% | Reduced |
| Morgan Stanley | 320,213 | $22.7M | 0.00% | −123,803−27.9% | Reduced |
| Austin Asset Management Co Inc | 0 | $23.8M | 3.91% | 0 | Unchanged |
| JPMorgan Chase & Co | 338,026 | $24.0M | 0.00% | −54,764−13.9% | Reduced |
| Geode Capital Management, LLC | 692,116 | $49.1M | 0.00% | −7,336−1.0% | Reduced |
| Dimensional Fund Advisors LP | 1,104,594 | $78.4M | 0.02% | −33,439−2.9% | Reduced |
| American Century Companies Inc | 1,188,365 | $84.4M | 0.04% | +138,529+13.2% | Added |
| State Street Corp | 1,294,836 | $92.0M | 0.00% | −96,820−7.0% | Reduced |
| Pure Financial Advisors, Inc. | 0 | $100.1M | 1.48% | 0 | New |
| Vanguard Group Inc | 1,517,110 | $107.7M | 0.00% | −340,235−18.3% | Reduced |
| FMR LLC | 1,717,391 | $121.9M | 0.01% | −356,552−17.2% | Reduced |
| BlackRock, Inc. | 3,273,551 | $232.4M | 0.00% | −36,392−1.1% | Reduced |
| Mercer Global Advisors Inc | 11,510 | – | – | −1,475−11.4% | Reduced |
| USAdvisors Wealth Management, LLC | 559 | – | – | −99−15.0% | Reduced |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −133,930−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −74,763−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −64,360−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −20,403−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −18,474−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −13,769−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −11,207−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,688−100.0% | Sold out |
| Unison Advisors LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −9,657−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −8,357−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −6,959−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,985−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,781−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −4,109−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −3,731−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,428−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,136−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −2,993−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −2,916−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |