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 |
|---|---|---|---|---|---|
| Emerald Investment Advisers, LLC | 30,316 | $2.71M | 0.24% | +30,316 | New |
| Vident Advisory, LLC | 31,673 | $2.83M | 0.02% | +31,673 | New |
| Raymond James Financial Inc | 32,336 | $2.89M | 0.00% | +25,877+400.6% | Added |
| Quantbot Technologies LP | 33,082 | $2.95M | 0.12% | +14,503+78.1% | Added |
| BNP Paribas Arbitrage, SA | 37,639 | $3.36M | 0.00% | +4,293+12.9% | Added |
| RMR Capital Management, LLC | 39,077 | $3.49M | 2.52% | +908+2.4% | Added |
| Ameriprise Financial Inc | 40,694 | $3.63M | 0.00% | −6,298−13.4% | Reduced |
| Swiss National Bank | 43,900 | $3.92M | 0.00% | −1,100−2.4% | Reduced |
| Citadel Advisors LLC | 43,994 | $3.93M | 0.00% | −11,176−20.3% | Reduced |
| Renaissance Technologies LLC | 46,058 | $4.11M | 0.01% | +46,058 | New |
| Denali Advisors LLC | 48,370 | $4.32M | 0.48% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 51,451 | $4.59M | 0.01% | +15,180+41.9% | Added |
| John W. Rosenthal Capital Management, Inc. | 52,576 | $4.69M | 4.59% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 54,281 | $4.84M | 0.01% | +1,000+1.9% | Added |
| Qube Research & Technologies Ltd | 55,209 | $4.93M | 0.01% | −155,630−73.8% | Reduced |
| Guardian Wealth Management, Inc. | 55,436 | $4.95M | 2.70% | +7,207+14.9% | Added |
| Legal & General Group Plc | 55,757 | $4.98M | 0.00% | −7,435−11.8% | Reduced |
| Kennedy Capital Management, Inc. | 58,411 | $5.21M | 0.11% | −39,352−40.3% | Reduced |
| Intech Investment Management LLC | 58,680 | $5.24M | 0.05% | −17,005−22.5% | Reduced |
| Rhumbline Advisers | 60,383 | $5.39M | 0.00% | −1,438−2.3% | Reduced |
| WCM Investment Management, LLC | 62,463 | $5.49M | 0.01% | +62,463 | New |
| CSM Advisors, LLC | 64,051 | $5.71M | 0.14% | +5,688+9.7% | Added |
| Boothbay Fund Management, LLC | 64,731 | $5.78M | 0.14% | −6,166−8.7% | Reduced |
| Voloridge Investment Management, LLC | 67,422 | $6.02M | 0.02% | −32,971−32.8% | Reduced |
| Franklin Resources Inc | 69,012 | $6.16M | 0.00% | +21,549+45.4% | Added |
| Envestnet Asset Management Inc | 75,387 | $6.73M | 0.00% | +34,415+84.0% | Added |
| First Trust Advisors LP | 85,411 | $7.62M | 0.01% | +25,478+42.5% | Added |
| State of Wisconsin Investment Board | 87,800 | $7.83M | 0.02% | −7,705−8.1% | Reduced |
| Millennium Management LLC | 88,999 | $7.94M | 0.01% | −115,438−56.5% | Reduced |
| Wells Fargo & Company | 93,212 | $8.32M | 0.00% | +68,092+271.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 96,555 | $8.62M | 0.02% | −48,386−33.4% | Reduced |
| Empowered Funds, LLC | 97,176 | $8.67M | 0.06% | +97,176 | New |
| Public Sector Pension Investment Board | 100,216 | $8.94M | 0.03% | −2,901−2.8% | Reduced |
| Moody Aldrich Partners LLC | 105,336 | $9.40M | 1.70% | −1,109−1.0% | Reduced |
| Cerity Partners LLC | 105,510 | $9.41M | 0.01% | −13,987−11.7% | Reduced |
| Brevan Howard Capital Management LP | 105,867 | $9.45M | 0.10% | −9,638−8.3% | Reduced |
| Balyasny Asset Management LLC | 107,793 | $9.62M | 0.02% | +55,901+107.7% | Added |
| Bridgeway Capital Management, LLC | 108,060 | $9.64M | 0.19% | +108,060 | New |
| UBS Group AG | 118,036 | $10.5M | 0.00% | +24,541+26.2% | Added |
| Phocas Financial Corp. | 130,125 | $11.6M | 1.82% | −36,228−21.8% | Reduced |
| SEI Investments Co | 131,371 | $11.7M | 0.01% | +123,810+1,637.5% | Added |
| D. E. Shaw & Co., Inc. | 132,407 | $11.8M | 0.01% | +20,143+17.9% | Added |
| Invesco Ltd. | 138,915 | $12.4M | 0.00% | −76,918−35.6% | Reduced |
| Deutsche Bank AG | 143,565 | $12.8M | 0.00% | −2,278−1.6% | Reduced |
| Aptus Capital Advisors, LLC | 144,273 | $12.9M | 0.11% | +1,460+1.0% | Added |
| Vanguard Fiduciary Trust Co | 146,657 | $13.1M | 0.00% | +146,657 | New |
| Wellington Management Group LLP | 147,697 | $13.2M | 0.00% | −4,294−2.8% | Reduced |
| Principal Financial Group Inc | 151,892 | $13.6M | 0.01% | +42,992+39.5% | Added |
| UBS Asset Management Americas Inc | 155,287 | $13.9M | 0.00% | +3,519+2.3% | Added |
| Bank of New York Mellon Corp | 159,173 | $14.2M | 0.00% | −8,137−4.9% | Reduced |
| Jane Street Group, LLC | 163,225 | $14.6M | 0.02% | +113,559+228.6% | Added |
| Austin Asset Management Co Inc | 0 | $15.5M | 2.55% | 0 | Unchanged |
| Panagora Asset Management Inc | 174,776 | $15.6M | 0.06% | +525+0.3% | Added |
| Nuveen, LLC | 186,889 | $16.7M | 0.00% | −31,617−14.5% | Reduced |
| Goldman Sachs Group Inc | 199,735 | $17.8M | 0.00% | −48,097−19.4% | Reduced |
| Elgethun Capital Management | 203,763 | $18.2M | 3.01% | +981+0.5% | Added |
| Clearbridge Investments, LLC | 209,219 | $18.7M | 0.02% | +53,976+34.8% | Added |
| Allspring Global Investments Holdings, LLC | 232,830 | $21.0M | 0.04% | +73,157+45.8% | Added |
| Morgan Stanley | 237,954 | $21.2M | 0.00% | −82,259−25.7% | Reduced |
| Northern Trust Corp | 257,135 | $22.9M | 0.00% | +7,708+3.1% | Added |
| New York State Common Retirement Fund | 263,913 | $23.5M | 0.03% | +232,867+750.1% | Added |
| Charles Schwab Investment Management Inc | 267,437 | $23.9M | 0.00% | −7,337−2.7% | Reduced |
| Mawer Investment Management Ltd. | 268,543 | $24.0M | 0.16% | −42,080−13.5% | Reduced |
| Two Sigma Investments, LP | 269,961 | $24.1M | 0.02% | +81,971+43.6% | Added |
| JPMorgan Chase & Co | 274,960 | $24.2M | 0.00% | −63,066−18.7% | Reduced |
| Bank of America Corp | 302,503 | $27.0M | 0.00% | +257,443+571.3% | Added |
| Neumeier Poma Investment Counsel LLC | 356,200 | $31.8M | 2.62% | +92,100+34.9% | Added |
| Vanguard Portfolio Management LLC | 436,444 | $38.9M | 0.00% | +436,444 | New |
| Earnest Partners LLC | 573,512 | $51.2M | 0.21% | +573,512 | New |
| Geode Capital Management, LLC | 699,745 | $62.4M | 0.00% | +7,629+1.1% | Added |
| Pure Financial Advisors, Inc. | 0 | $65.9M | 0.95% | 0 | Unchanged |
| Vanguard Capital Management LLC | 750,164 | $66.9M | 0.00% | +750,164 | New |
| Dimensional Fund Advisors LP | 1,093,338 | $97.6M | 0.02% | −11,256−1.0% | Reduced |
| American Century Companies Inc | 1,138,461 | $101.6M | 0.05% | −49,904−4.2% | Reduced |
| State Street Corp | 1,328,788 | $118.6M | 0.00% | +33,952+2.6% | Added |
| FMR LLC | 1,956,515 | $174.6M | 0.01% | +239,124+13.9% | Added |
| BlackRock, Inc. | 3,159,659 | $281.9M | 0.00% | −113,892−3.5% | Reduced |
| USAdvisors Wealth Management, LLC | 489 | – | – | −70−12.5% | Reduced |
| Nantahala Capital Management, LLC | 0 | $0 | 0.00% | −131,608−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −103,200−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −64,895−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −41,018−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −36,843−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −33,116−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −31,452−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −30,395−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −21,928−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −11,507−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −9,940−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −5,466−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,796−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −5,646−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −4,343−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,045−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,501−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,319−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |