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
- +$497.4M (+34.8%) 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 | $1.56B |
| 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, 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 |
|---|---|---|---|---|---|
| OP Asset Management Ltd | 5,191 | $463.2K | 0.00% | +5,191 | New |
| Wealth Enhancement Advisory Services, LLC | 5,158 | $464.2K | 0.00% | −20,673−80.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,382 | $480.2K | 0.00% | −256−4.5% | Reduced |
| HighTower Advisors, LLC | 5,420 | $483.7K | 0.00% | +738+15.8% | Added |
| Alps Advisors Inc | 5,430 | $484.5K | 0.00% | +5,430 | New |
| Teachers Retirement System of the State of Kentucky | 5,679 | $507.0K | 0.00% | −300−5.0% | Reduced |
| LPL Financial LLC | 5,693 | $508.0K | 0.00% | +5,693 | New |
| Vanguard Investments Australia, Ltd. | 5,709 | $509.4K | 0.00% | +5,709 | New |
| Y-Intercept (Hong Kong) Ltd | 5,791 | $516.7K | 0.01% | −11,878−67.2% | Reduced |
| Cetera Investment Advisers | 5,792 | $516.9K | 0.00% | +976+20.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,821 | $519.4K | 0.00% | −696−10.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,845 | $521.5K | 0.00% | −670−10.3% | Reduced |
| First Citizens Bank & Trust Co | 5,864 | $523.2K | 0.01% | −669−10.2% | Reduced |
| Yousif Capital Management, LLC | 5,875 | $524.2K | 0.01% | −299−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 5,945 | $530.6K | 0.00% | +1,152+24.0% | Added |
| Arizona State Retirement System | 6,090 | $543.4K | 0.00% | −210−3.3% | Reduced |
| Victory Capital Management Inc | 6,149 | $548.7K | 0.00% | +66+1.1% | Added |
| Handelsbanken Fonder AB | 6,200 | $553.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,300 | $562.0K | 0.00% | −341−5.1% | Reduced |
| Concurrent Investment Advisors, LLC | 6,385 | $569.8K | 0.01% | −2,749−30.1% | Reduced |
| Amundi | 6,541 | $583.7K | 0.00% | −6,606−50.2% | Reduced |
| Captrust Financial Advisors | 6,827 | $609.2K | 0.00% | +6,827 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,931 | $618.4K | 0.00% | +6,931 | New |
| SG Americas Securities, LLC | 7,159 | $639.0K | 0.00% | −6,577−47.9% | Reduced |
| Marshall Wace, LLP | 7,400 | $660.3K | 0.00% | +7,400 | New |
| State Board of Administration of Florida Retirement System | 7,613 | $679.3K | 0.00% | −3,624−32.3% | Reduced |
| Entropy Technologies, LP | 7,623 | $680.2K | 0.03% | −195−2.5% | Reduced |
| KLP Kapitalforvaltning AS | 8,000 | $714.2K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 8,019 | $715.5K | 0.08% | +2,752+52.2% | Added |
| Teacher Retirement System of Texas | 8,231 | $734.5K | 0.00% | +4,905+147.5% | Added |
| Vanguard Global Advisers, LLC | 8,234 | $734.7K | 0.00% | +8,234 | New |
| Gator Capital Management, LLC | 8,369 | $746.8K | 0.16% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,812 | $786.3K | 0.00% | −15,005−63.0% | Reduced |
| Jones Financial Companies LLLP | 8,962 | $788.4K | 0.00% | +8,942+44,710.0% | Added |
| Atria Investments LLC | 8,934 | $797.2K | 0.01% | +8,934 | New |
| SummerHaven Investment Management, LLC | 9,009 | $803.9K | 0.49% | −1,142−11.3% | Reduced |
| New York State Teachers Retirement System | 9,202 | $821.0K | 0.00% | −14,355−60.9% | Reduced |
| Persistent Asset Partners Ltd | 9,354 | $834.7K | 0.32% | −933−9.1% | Reduced |
| Manufacturers Life Insurance Company, The | 9,385 | $837.4K | 0.00% | −784−7.7% | Reduced |
| Louisiana State Employees Retirement System | 9,700 | $865.5K | 0.02% | −700−6.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,846 | $878.6K | 0.00% | +2,345+31.3% | Added |
| Bokf, NA | 10,058 | $897.5K | 0.01% | −2,098−17.3% | Reduced |
| Meeder Asset Management Inc | 10,091 | $900.4K | 0.05% | −34,801−77.5% | Reduced |
| State of Tennessee, Treasury Department | 10,341 | $922.7K | 0.00% | +607+6.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,364 | $924.8K | 0.00% | −161−1.5% | Reduced |
| Numerai GP LLC | 10,535 | $940.0K | 0.09% | −16,260−60.7% | Reduced |
| Horizon Investments, LLC | 10,878 | $970.6K | 0.01% | +2,385+28.1% | Added |
| Royce & Associates LP | 11,014 | $982.8K | 0.01% | +1,872+20.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 11,050 | $986.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 11,179 | $997.5K | 0.01% | −12,712−53.2% | Reduced |
| Fifth Third Bancorp | 11,275 | $1.01M | 0.00% | +11,227+23,389.6% | Added |
| AQR Capital Management LLC | 11,399 | $1.02M | 0.00% | +3,960+53.2% | Added |
| Cambria Investment Management, L.P. | 11,402 | $1.02M | 0.06% | +229+2.0% | Added |
| Diversified Trust Co | 11,459 | $1.02M | 0.02% | +1,220+11.9% | Added |
| MML Investors Services, LLC | 11,531 | $1.03M | 0.00% | +237+2.1% | Added |
| Pathstone Holdings, LLC | 11,646 | $1.04M | 0.00% | +128+1.1% | Added |
| United Capital Financial Advisers, LLC | 11,778 | $1.05M | 0.01% | +969+9.0% | Added |
| Illinois Municipal Retirement Fund | 11,800 | $1.05M | 0.01% | −99−0.8% | Reduced |
| MetLife Investment Management | 11,913 | $1.06M | 0.01% | −992−7.7% | Reduced |
| Quantinno Capital Management LP | 12,341 | $1.10M | 0.00% | +12,341 | New |
| Wedge Capital Management L L P | 12,594 | $1.12M | 0.02% | −1,878−13.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,919 | $1.15M | 0.01% | +3,925+43.6% | Added |
| HSBC Holdings PLC | 13,584 | $1.21M | 0.00% | +5,599+70.1% | Added |
| Vestmark Advisory Solutions, Inc. | 13,533 | $1.21M | 0.01% | −9,136−40.3% | Reduced |
| Virginia Retirement Systems Et Al | 13,649 | $1.22M | 0.01% | −1,800−11.7% | Reduced |
| Thrivent Financial for Lutherans | 14,527 | $1.30M | 0.00% | −1,121−7.2% | Reduced |
| Man Group plc | 14,837 | $1.32M | 0.00% | −5,723−27.8% | Reduced |
| Vanguard Asset Management, Ltd | 15,136 | $1.35M | 0.00% | +15,136 | New |
| Mercer Global Advisors Inc | 15,350 | $1.37M | 0.00% | +3,840+33.4% | Added |
| Susquehanna Fundamental Investments, LLC | 15,666 | $1.40M | 0.05% | −8,171−34.3% | Reduced |
| Van Hulzen Asset Management, LLC | 15,703 | $1.40M | 0.10% | −3,333−17.5% | Reduced |
| State of Alaska, Department of Revenue | 15,993 | $1.43M | 0.02% | −851−5.1% | Reduced |
| Barclays PLC | 16,057 | $1.43M | 0.00% | −28,962−64.3% | Reduced |
| Glenmede Trust Co NA | 17,769 | $1.59M | 0.01% | +606+3.5% | Added |
| Great West Life Assurance Co | 18,069 | $1.61M | 0.00% | −1,095−5.7% | Reduced |
| Paragon Capital Management Ltd | 0 | $1.69M | 0.35% | 0 | Unchanged |
| Natixis Advisors, L.P. | 19,065 | $1.70M | 0.00% | +7,288+61.9% | Added |
| Pacific Ridge Capital Partners, LLC | 19,740 | $1.76M | 0.38% | +40.0% | Added |
| Janus Henderson Group PLC | 20,055 | $1.79M | 0.00% | +837+4.4% | Added |
| Sippican Capital Advisors | 20,185 | $1.80M | 1.23% | −1,455−6.7% | Reduced |
| Squarepoint Ops LLC | 20,500 | $1.83M | 0.00% | +12,268+149.0% | Added |
| Tealwood Asset Management Inc | 20,607 | $1.84M | 0.84% | −241−1.2% | Reduced |
| Orchard Capital Managment, LLC | 20,901 | $1.86M | 2.44% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 20,962 | $1.87M | 0.01% | +20,718+8,491.0% | Added |
| Emerald Mutual Fund Advisers Trust | 21,450 | $1.91M | 0.09% | +4,878+29.4% | Added |
| HRT Financial LP | 21,974 | $1.96M | 0.00% | −7,631−25.8% | Reduced |
| Jump Financial, LLC | 22,080 | $1.97M | 0.03% | +5,350+32.0% | Added |
| Prudential Financial Inc | 22,178 | $2.01M | 0.00% | +1,130+5.4% | Added |
| Alliancebernstein L.P. | 28,407 | $2.02M | 0.00% | +300+1.1% | Added |
| Royal Bank of Canada | 24,348 | $2.17M | 0.00% | +19,619+414.9% | Added |
| Price T Rowe Associates Inc | 24,885 | $2.22M | 0.00% | +3,533+16.5% | Added |
| Rafferty Asset Management, LLC | 24,956 | $2.23M | 0.01% | −2,469−9.0% | Reduced |
| PMC FIG Opportunities LLC | 26,195 | $2.34M | 3.62% | −2,621−9.1% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $2.44M | 1.16% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 27,522 | $2.46M | 0.03% | +27,522 | New |
| Susquehanna International Group, LLP | 27,819 | $2.48M | 0.00% | +3,101+12.5% | Added |
| Russell Investments Group, Ltd. | 28,190 | $2.52M | 0.00% | −379−1.3% | Reduced |
| California State Teachers Retirement System | 28,604 | $2.55M | 0.00% | +7,008+32.5% | Added |
| Citigroup Inc | 29,432 | $2.63M | 0.00% | −3,262−10.0% | Reduced |
| XTX Topco Ltd | 30,286 | $2.70M | 0.05% | +24,092+389.0% | Added |