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, Q1 2026
Institutional positions in Pathward Financial, Inc. as of Mar 31, 2026. 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
- 278
- +19 vs. Q4 2025
- Shares held
- 20.7M
- +2.42M (+13.3%) vs. Q4 2025
- Total value
- $1.93B
- +$490.3M (+34.1%) vs. Q4 2025
- New holders
- 49
- 89 more added
- Sold out
- 30
- 100 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,159,659 | $281.9M | 0.00% | −113,892−3.5% | Reduced |
| FMR LLC | 1,956,515 | $174.6M | 0.01% | +239,124+13.9% | Added |
| State Street Corp | 1,328,788 | $118.6M | 0.00% | +33,952+2.6% | Added |
| American Century Companies Inc | 1,138,461 | $101.6M | 0.05% | −49,904−4.2% | Reduced |
| Dimensional Fund Advisors LP | 1,093,338 | $97.6M | 0.02% | −11,256−1.0% | Reduced |
| Vanguard Capital Management LLC | 750,164 | $66.9M | 0.00% | +750,164 | New |
| Pure Financial Advisors, Inc. | 0 | $65.9M | 0.95% | 0 | Unchanged |
| Geode Capital Management, LLC | 699,745 | $62.4M | 0.00% | +7,629+1.1% | Added |
| Earnest Partners LLC | 573,512 | $51.2M | 0.21% | +573,512 | New |
| Vanguard Portfolio Management LLC | 436,444 | $38.9M | 0.00% | +436,444 | New |
| Neumeier Poma Investment Counsel LLC | 356,200 | $31.8M | 2.62% | +92,100+34.9% | Added |
| Bank of America Corp | 302,503 | $27.0M | 0.00% | +257,443+571.3% | Added |
| JPMorgan Chase & Co | 274,960 | $24.2M | 0.00% | −63,066−18.7% | Reduced |
| Two Sigma Investments, LP | 269,961 | $24.1M | 0.02% | +81,971+43.6% | Added |
| Mawer Investment Management Ltd. | 268,543 | $24.0M | 0.16% | −42,080−13.5% | Reduced |
| Charles Schwab Investment Management Inc | 267,437 | $23.9M | 0.00% | −7,337−2.7% | Reduced |
| New York State Common Retirement Fund | 263,913 | $23.5M | 0.03% | +232,867+750.1% | Added |
| Northern Trust Corp | 257,135 | $22.9M | 0.00% | +7,708+3.1% | Added |
| Morgan Stanley | 237,954 | $21.2M | 0.00% | −82,259−25.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 232,830 | $21.0M | 0.04% | +73,157+45.8% | Added |
| Clearbridge Investments, LLC | 209,219 | $18.7M | 0.02% | +53,976+34.8% | Added |
| Elgethun Capital Management | 203,763 | $18.2M | 3.01% | +981+0.5% | Added |
| Goldman Sachs Group Inc | 199,735 | $17.8M | 0.00% | −48,097−19.4% | Reduced |
| Nuveen, LLC | 186,889 | $16.7M | 0.00% | −31,617−14.5% | Reduced |
| Panagora Asset Management Inc | 174,776 | $15.6M | 0.06% | +525+0.3% | Added |
| Austin Asset Management Co Inc | 0 | $15.5M | 2.55% | 0 | Unchanged |
| Jane Street Group, LLC | 163,225 | $14.6M | 0.02% | +113,559+228.6% | Added |
| Bank of New York Mellon Corp | 159,173 | $14.2M | 0.00% | −8,137−4.9% | Reduced |
| UBS Asset Management Americas Inc | 155,287 | $13.9M | 0.00% | +3,519+2.3% | Added |
| Principal Financial Group Inc | 151,892 | $13.6M | 0.01% | +42,992+39.5% | Added |
| Wellington Management Group LLP | 147,697 | $13.2M | 0.00% | −4,294−2.8% | Reduced |
| Vanguard Fiduciary Trust Co | 146,657 | $13.1M | 0.00% | +146,657 | New |
| Aptus Capital Advisors, LLC | 144,273 | $12.9M | 0.11% | +1,460+1.0% | Added |
| Deutsche Bank AG | 143,565 | $12.8M | 0.00% | −2,278−1.6% | Reduced |
| Invesco Ltd. | 138,915 | $12.4M | 0.00% | −76,918−35.6% | Reduced |
| D. E. Shaw & Co., Inc. | 132,407 | $11.8M | 0.01% | +20,143+17.9% | Added |
| SEI Investments Co | 131,371 | $11.7M | 0.01% | +123,810+1,637.5% | Added |
| Phocas Financial Corp. | 130,125 | $11.6M | 1.82% | −36,228−21.8% | Reduced |
| UBS Group AG | 118,036 | $10.5M | 0.00% | +24,541+26.2% | Added |
| Bridgeway Capital Management, LLC | 108,060 | $9.64M | 0.19% | +108,060 | New |
| Balyasny Asset Management LLC | 107,793 | $9.62M | 0.02% | +55,901+107.7% | Added |
| Brevan Howard Capital Management LP | 105,867 | $9.45M | 0.09% | −9,638−8.3% | Reduced |
| Cerity Partners LLC | 105,510 | $9.41M | 0.01% | −13,987−11.7% | Reduced |
| Moody Aldrich Partners LLC | 105,336 | $9.40M | 1.70% | −1,109−1.0% | Reduced |
| Public Sector Pension Investment Board | 100,216 | $8.94M | 0.03% | −2,901−2.8% | Reduced |
| Empowered Funds, LLC | 97,176 | $8.67M | 0.06% | +97,176 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 96,555 | $8.62M | 0.02% | −48,386−33.4% | Reduced |
| Wells Fargo & Company | 93,212 | $8.32M | 0.00% | +68,092+271.1% | Added |
| Millennium Management LLC | 88,999 | $7.94M | 0.01% | −115,438−56.5% | Reduced |
| State of Wisconsin Investment Board | 87,800 | $7.83M | 0.02% | −7,705−8.1% | Reduced |
| First Trust Advisors LP | 85,411 | $7.62M | 0.01% | +25,478+42.5% | Added |
| Envestnet Asset Management Inc | 75,387 | $6.73M | 0.00% | +34,415+84.0% | Added |
| Franklin Resources Inc | 69,012 | $6.16M | 0.00% | +21,549+45.4% | Added |
| Voloridge Investment Management, LLC | 67,422 | $6.02M | 0.02% | −32,971−32.8% | Reduced |
| Boothbay Fund Management, LLC | 64,731 | $5.78M | 0.13% | −6,166−8.7% | Reduced |
| CSM Advisors, LLC | 64,051 | $5.71M | 0.14% | +5,688+9.7% | Added |
| WCM Investment Management, LLC | 62,463 | $5.49M | 0.01% | +62,463 | New |
| Rhumbline Advisers | 60,383 | $5.39M | 0.00% | −1,438−2.3% | Reduced |
| Intech Investment Management LLC | 58,680 | $5.24M | 0.05% | −17,005−22.5% | Reduced |
| Kennedy Capital Management, Inc. | 58,411 | $5.21M | 0.11% | −39,352−40.3% | Reduced |
| Legal & General Group Plc | 55,757 | $4.98M | 0.00% | −7,435−11.8% | Reduced |
| Guardian Wealth Management, Inc. | 55,436 | $4.95M | 2.70% | +7,207+14.9% | Added |
| Qube Research & Technologies Ltd | 55,209 | $4.93M | 0.01% | −155,630−73.8% | Reduced |
| Federated Hermes, Inc. | 54,281 | $4.84M | 0.01% | +1,000+1.9% | Added |
| John W. Rosenthal Capital Management, Inc. | 52,576 | $4.69M | 4.59% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 51,451 | $4.59M | 0.01% | +15,180+41.9% | Added |
| Denali Advisors LLC | 48,370 | $4.32M | 0.48% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 46,058 | $4.11M | 0.01% | +46,058 | New |
| Citadel Advisors LLC | 43,994 | $3.93M | 0.00% | −11,176−20.3% | Reduced |
| Swiss National Bank | 43,900 | $3.92M | 0.00% | −1,100−2.4% | Reduced |
| Ameriprise Financial Inc | 40,694 | $3.63M | 0.00% | −6,298−13.4% | Reduced |
| RMR Capital Management, LLC | 39,077 | $3.49M | 2.52% | +908+2.4% | Added |
| BNP Paribas Arbitrage, SA | 37,639 | $3.36M | 0.00% | +4,293+12.9% | Added |
| Quantbot Technologies LP | 33,082 | $2.95M | 0.12% | +14,503+78.1% | Added |
| Raymond James Financial Inc | 32,336 | $2.89M | 0.00% | +25,877+400.6% | Added |
| Vident Advisory, LLC | 31,673 | $2.83M | 0.02% | +31,673 | New |
| Emerald Investment Advisers, LLC | 30,316 | $2.71M | 0.24% | +30,316 | New |
| XTX Topco Ltd | 30,286 | $2.70M | 0.05% | +24,092+389.0% | Added |
| Citigroup Inc | 29,432 | $2.63M | 0.00% | −3,262−10.0% | Reduced |
| California State Teachers Retirement System | 28,604 | $2.55M | 0.00% | +7,008+32.5% | Added |
| Russell Investments Group, Ltd. | 28,190 | $2.52M | 0.00% | −379−1.3% | Reduced |
| Susquehanna International Group, LLP | 27,819 | $2.48M | 0.00% | +3,101+12.5% | Added |
| Oppenheimer Asset Management Inc. | 27,522 | $2.46M | 0.03% | +27,522 | New |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $2.44M | 1.16% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 26,195 | $2.34M | 3.62% | −2,621−9.1% | Reduced |
| Rafferty Asset Management, LLC | 24,956 | $2.23M | 0.01% | −2,469−9.0% | Reduced |
| Price T Rowe Associates Inc | 24,885 | $2.22M | 0.00% | +3,533+16.5% | Added |
| Royal Bank of Canada | 24,348 | $2.17M | 0.00% | +19,619+414.9% | Added |
| Alliancebernstein L.P. | 28,407 | $2.02M | 0.00% | +300+1.1% | Added |
| Prudential Financial Inc | 22,178 | $2.01M | 0.00% | +1,130+5.4% | Added |
| Jump Financial, LLC | 22,080 | $1.97M | 0.03% | +5,350+32.0% | Added |
| HRT Financial LP | 21,974 | $1.96M | 0.00% | −7,631−25.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 21,450 | $1.91M | 0.09% | +4,878+29.4% | Added |
| Los Angeles Capital Management LLC | 20,962 | $1.87M | 0.01% | +20,718+8,491.0% | Added |
| Orchard Capital Managment, LLC | 20,901 | $1.86M | 2.44% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 20,607 | $1.84M | 0.84% | −241−1.2% | Reduced |
| Squarepoint Ops LLC | 20,500 | $1.83M | 0.00% | +12,268+149.0% | Added |
| Sippican Capital Advisors | 20,185 | $1.80M | 1.23% | −1,455−6.7% | Reduced |
| Janus Henderson Group PLC | 20,055 | $1.79M | 0.00% | +837+4.4% | Added |
| Pacific Ridge Capital Partners, LLC | 19,740 | $1.76M | 0.38% | +40.0% | Added |