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.
Q1 2026 vs. Q4 2025
How the institutions holding Pathward Financial, Inc. changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 265 | 6 | 278 | +19 |
| Shares | 20.1M | 1.89M | 20.7M | +2.42M (+13.3%) |
| Value | $1.56B | $134.2M | $1.93B | +$497.4M (+34.8%) |
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (49)
Institutions that held Pathward Financial, Inc. at the end of Q1 2026 but not at the end of Q4 2025.
Sold out (30)
Institutions that held Pathward Financial, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.
Not filed for Q1 2026 yet (6)
Institutions that held Pathward Financial, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Vanguard Group Inc | 1,517,110 | $107.7M |
| Comerica Bank | 295,999 | $21.0M |
| Brandywine Global Investment Management, LLC | 52,239 | $3.71M |
| Militia Capital Partners, LP | 22,179 | $1.57M |
| Meritage Portfolio Management | 2,930 | $208.0K |
| Global Retirement Partners, LLC | 10 | $710 |