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 |
|---|---|---|---|---|---|
| Tealwood Asset Management Inc | 20,848 | $1.48M | 0.66% | −484−2.3% | Reduced |
| Man Group plc | 20,560 | $1.46M | 0.00% | −19,413−48.6% | Reduced |
| Pacific Ridge Capital Partners, LLC | 19,736 | $1.40M | 0.31% | +3,546+21.9% | Added |
| Janus Henderson Group PLC | 19,218 | $1.36M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 19,164 | $1.36M | 0.00% | −13,333−41.0% | Reduced |
| Van Hulzen Asset Management, LLC | 19,036 | $1.35M | 0.10% | −1,929−9.2% | Reduced |
| Quantbot Technologies LP | 18,579 | $1.32M | 0.04% | −4,869−20.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,669 | $1.25M | 0.03% | +17,669 | New |
| Glenmede Trust Co NA | 17,163 | $1.22M | 0.01% | +17,163 | New |
| State of Alaska, Department of Revenue | 16,844 | $1.20M | 0.01% | +4,346+34.8% | Added |
| Jump Financial, LLC | 16,730 | $1.19M | 0.01% | +16,730 | New |
| Emerald Mutual Fund Advisers Trust | 16,572 | $1.18M | 0.06% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 16,300 | $1.16M | 0.00% | +16,300 | New |
| Thrivent Financial for Lutherans | 15,648 | $1.11M | 0.00% | −912−5.5% | Reduced |
| Virginia Retirement Systems Et Al | 15,449 | $1.10M | 0.01% | +1,600+11.6% | Added |
| Wedge Capital Management L L P | 14,472 | $1.03M | 0.02% | +296+2.1% | Added |
| SG Americas Securities, LLC | 13,736 | $975.0K | 0.00% | −18−0.1% | Reduced |
| Amundi | 13,147 | $933.4K | 0.00% | +8,895+209.2% | Added |
| MetLife Investment Management | 12,905 | $916.3K | 0.00% | −1,105−7.9% | Reduced |
| State of Tennessee, Treasury Department | 9,734 | $878.9K | 0.00% | +3,763+63.0% | Added |
| Bokf, NA | 12,156 | $863.1K | 0.01% | −64−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 11,899 | $844.8K | 0.01% | −936−7.3% | Reduced |
| Natixis Advisors, L.P. | 11,777 | $836.0K | 0.00% | −20,701−63.7% | Reduced |
| Pathstone Holdings, LLC | 11,518 | $817.8K | 0.00% | −18,853−62.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 11,507 | $817.0K | 0.00% | −2,718−19.1% | Reduced |
| MML Investors Services, LLC | 11,294 | $801.9K | 0.00% | −1,008−8.2% | Reduced |
| State Board of Administration of Florida Retirement System | 11,237 | $797.8K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 11,173 | $793.3K | 0.05% | +2,105+23.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 11,050 | $784.5K | 0.01% | −1,266−10.3% | Reduced |
| United Capital Financial Advisers, LLC | 10,809 | $767.4K | 0.00% | −20.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,525 | $747.3K | 0.00% | −479−4.4% | Reduced |
| Louisiana State Employees Retirement System | 10,400 | $738.4K | 0.01% | −200−1.9% | Reduced |
| Voleon Capital Management LP | 10,368 | $736.1K | 0.02% | −1,576−13.2% | Reduced |
| Persistent Asset Partners Ltd | 10,287 | $730.4K | 0.35% | +10,287 | New |
| Diversified Trust Co | 10,239 | $727.0K | 0.01% | +441+4.5% | Added |
| Manufacturers Life Insurance Company, The | 10,169 | $722.0K | 0.00% | −950−8.5% | Reduced |
| SummerHaven Investment Management, LLC | 10,151 | $720.7K | 0.41% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 9,940 | $706.0K | 0.05% | +395+4.1% | Added |
| Guggenheim Capital LLC | 9,238 | $655.9K | 0.00% | +9,238 | New |
| Royce & Associates LP | 9,142 | $649.1K | 0.01% | +4,525+98.0% | Added |
| Concurrent Investment Advisors, LLC | 9,134 | $648.5K | 0.01% | +5,284+137.2% | Added |
| Schonfeld Strategic Advisors LLC | 8,994 | $638.6K | 0.00% | −14,762−62.1% | Reduced |
| Horizon Investments, LLC | 8,493 | $603.0K | 0.01% | +8,493 | New |
| Gator Capital Management, LLC | 8,369 | $594.2K | 0.12% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,232 | $584.5K | 0.00% | −10,325−55.6% | Reduced |
| KLP Kapitalforvaltning AS | 8,000 | $568.3K | 0.00% | −500−5.9% | Reduced |
| HSBC Holdings PLC | 7,985 | $567.6K | 0.00% | +7,985 | New |
| Entropy Technologies, LP | 7,818 | $555.1K | 0.03% | +7,818 | New |
| SEI Investments Co | 7,561 | $536.8K | 0.00% | −8,294−52.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,501 | $532.6K | 0.00% | +517+7.4% | Added |
| AQR Capital Management LLC | 7,439 | $528.2K | 0.00% | −2,966−28.5% | Reduced |
| Amalgamated Bank | 6,641 | $472.0K | 0.00% | +42+0.6% | Added |
| First Citizens Bank & Trust Co | 6,533 | $463.8K | 0.01% | +5+0.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,517 | $462.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,515 | $462.6K | 0.00% | +74+1.1% | Added |
| Raymond James Financial Inc | 6,459 | $458.6K | 0.00% | −711−9.9% | Reduced |
| Yousif Capital Management, LLC | 6,174 | $458.0K | 0.01% | −929−13.1% | Reduced |
| Arizona State Retirement System | 6,300 | $447.3K | 0.00% | −745−10.6% | Reduced |
| Handelsbanken Fonder AB | 6,200 | $440.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,194 | $439.8K | 0.01% | +6,194 | New |
| Victory Capital Management Inc | 6,083 | $431.9K | 0.00% | −7,631−55.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,979 | $424.0K | 0.00% | −923−13.4% | Reduced |
| Canada Pension Plan Investment Board | 5,900 | $418.9K | 0.00% | +5,900 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,638 | $400.3K | 0.00% | −208−3.6% | Reduced |
| Freestone Grove Partners LP | 5,466 | $388.1K | 0.00% | +1,144+26.5% | Added |
| Toroso Investments, LLC | 5,273 | $374.4K | 0.00% | +383+7.8% | Added |
| Sheets Smith Wealth Management | 5,267 | $373.9K | 0.04% | +1,747+49.6% | Added |
| Oregon Public Employees Retirement Fund | 5,161 | $366.4K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,000 | $355.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,825 | $342.6K | 0.00% | −395−7.6% | Reduced |
| Cetera Investment Advisers | 4,816 | $341.9K | 0.00% | +113+2.4% | Added |
| Polymer Capital Management (US) LLC | 4,796 | $340.5K | 0.04% | −211−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,793 | $340.4K | 0.00% | −857−15.2% | Reduced |
| Royal Bank of Canada | 4,729 | $335.0K | 0.00% | −26,600−84.9% | Reduced |
| HighTower Advisors, LLC | 4,682 | $332.4K | 0.00% | −50−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 5,646 | $318.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,472 | $317.5K | 0.00% | −2,564−36.4% | Reduced |
| ProShare Advisors LLC | 4,417 | $313.6K | 0.00% | −51−1.1% | Reduced |
| Caxton Associates LLP | 4,343 | $308.4K | 0.01% | +4,343 | New |
| US Bancorp | 4,258 | $302.3K | 0.00% | −331−7.2% | Reduced |
| Aquatic Capital Management LLC | 4,045 | $287.2K | 0.01% | +4,045 | New |
| Arcus Capital Partners, LLC | 3,803 | $270.0K | 0.10% | +3,803 | New |
| Sigma Planning Corp | 3,536 | $251.1K | 0.01% | −6,440−64.6% | Reduced |
| Gsa Capital Partners LLP | 3,501 | $249.0K | 0.02% | +3,501 | New |
| Pictet Asset Management Holding SA | 3,394 | $241.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,326 | $236.1K | 0.00% | −7,281−68.6% | Reduced |
| DRW Securities, LLC | 3,319 | $235.6K | 0.02% | +3,319 | New |
| Maryland State Retirement & Pension System | 3,300 | $234.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,301 | $234.0K | 0.00% | −52−1.6% | Reduced |
| Clear Harbor Asset Management, LLC | 3,290 | $233.6K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,091 | $219.5K | 0.00% | +3,091 | New |
| Steward Partners Investment Advisory, LLC | 3,030 | $215.1K | 0.00% | +250+9.0% | Added |
| denkapparat Operations GmbH | 2,962 | $210.3K | 0.11% | 00.0% | Unchanged |
| Meritage Portfolio Management | 2,930 | $208.0K | 0.01% | −1,002−25.5% | Reduced |
| Koshinski Asset Management, Inc. | 2,859 | $203.0K | 0.01% | −402−12.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,450 | $174.0K | 0.00% | +2,161+747.8% | Added |
| Nisa Investment Advisors, LLC | 2,277 | $161.8K | 0.00% | −18−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 2,110 | $149.8K | 0.00% | −171−7.5% | Reduced |
| SageView Advisory Group, LLC | 2,005 | $142.4K | 0.00% | +2,005 | New |
| Ameritas Investment Partners, Inc. | 1,845 | $131.0K | 0.00% | −143−7.2% | Reduced |