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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 19,065 | $1.70M | 0.00% | +7,288+61.9% | Added |
| Paragon Capital Management Ltd | 0 | $1.69M | 0.35% | 0 | Unchanged |
| Great West Life Assurance Co | 18,069 | $1.61M | 0.00% | −1,095−5.7% | Reduced |
| Glenmede Trust Co NA | 17,769 | $1.59M | 0.01% | +606+3.5% | Added |
| Barclays PLC | 16,057 | $1.43M | 0.00% | −28,962−64.3% | Reduced |
| State of Alaska, Department of Revenue | 15,993 | $1.43M | 0.02% | −851−5.1% | Reduced |
| Van Hulzen Asset Management, LLC | 15,703 | $1.40M | 0.10% | −3,333−17.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 15,666 | $1.40M | 0.05% | −8,171−34.3% | Reduced |
| Mercer Global Advisors Inc | 15,350 | $1.37M | 0.00% | +3,840+33.4% | Added |
| Vanguard Asset Management, Ltd | 15,136 | $1.35M | 0.00% | +15,136 | New |
| Man Group plc | 14,837 | $1.32M | 0.00% | −5,723−27.8% | Reduced |
| Thrivent Financial for Lutherans | 14,527 | $1.30M | 0.00% | −1,121−7.2% | Reduced |
| Virginia Retirement Systems Et Al | 13,649 | $1.22M | 0.01% | −1,800−11.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,533 | $1.21M | 0.01% | −9,136−40.3% | Reduced |
| HSBC Holdings PLC | 13,584 | $1.21M | 0.00% | +5,599+70.1% | Added |
| Schonfeld Strategic Advisors LLC | 12,919 | $1.15M | 0.01% | +3,925+43.6% | Added |
| Wedge Capital Management L L P | 12,594 | $1.12M | 0.02% | −1,878−13.0% | Reduced |
| Quantinno Capital Management LP | 12,341 | $1.10M | 0.00% | +12,341 | New |
| MetLife Investment Management | 11,913 | $1.06M | 0.01% | −992−7.7% | Reduced |
| Illinois Municipal Retirement Fund | 11,800 | $1.05M | 0.01% | −99−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 11,778 | $1.05M | 0.01% | +969+9.0% | Added |
| Pathstone Holdings, LLC | 11,646 | $1.04M | 0.00% | +128+1.1% | Added |
| MML Investors Services, LLC | 11,531 | $1.03M | 0.00% | +237+2.1% | Added |
| Diversified Trust Co | 11,459 | $1.02M | 0.02% | +1,220+11.9% | Added |
| Cambria Investment Management, L.P. | 11,402 | $1.02M | 0.06% | +229+2.0% | Added |
| AQR Capital Management LLC | 11,399 | $1.02M | 0.00% | +3,960+53.2% | Added |
| Fifth Third Bancorp | 11,275 | $1.01M | 0.00% | +11,227+23,389.6% | Added |
| Engineers Gate Manager LP | 11,179 | $997.5K | 0.01% | −12,712−53.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 11,050 | $986.0K | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 11,014 | $982.8K | 0.01% | +1,872+20.5% | Added |
| Horizon Investments, LLC | 10,878 | $970.6K | 0.01% | +2,385+28.1% | Added |
| Numerai GP LLC | 10,535 | $940.0K | 0.09% | −16,260−60.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,364 | $924.8K | 0.00% | −161−1.5% | Reduced |
| State of Tennessee, Treasury Department | 10,341 | $922.7K | 0.00% | +607+6.2% | Added |
| Meeder Asset Management Inc | 10,091 | $900.4K | 0.05% | −34,801−77.5% | Reduced |
| Bokf, NA | 10,058 | $897.5K | 0.01% | −2,098−17.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,846 | $878.6K | 0.00% | +2,345+31.3% | Added |
| Louisiana State Employees Retirement System | 9,700 | $865.5K | 0.02% | −700−6.7% | Reduced |
| Manufacturers Life Insurance Company, The | 9,385 | $837.4K | 0.00% | −784−7.7% | Reduced |
| Persistent Asset Partners Ltd | 9,354 | $834.7K | 0.32% | −933−9.1% | Reduced |
| New York State Teachers Retirement System | 9,202 | $821.0K | 0.00% | −14,355−60.9% | Reduced |
| SummerHaven Investment Management, LLC | 9,009 | $803.9K | 0.49% | −1,142−11.3% | Reduced |
| Atria Investments LLC | 8,934 | $797.2K | 0.01% | +8,934 | New |
| Jones Financial Companies LLLP | 8,962 | $788.4K | 0.00% | +8,942+44,710.0% | Added |
| Voya Investment Management LLC | 8,812 | $786.3K | 0.00% | −15,005−63.0% | Reduced |
| Gator Capital Management, LLC | 8,369 | $746.8K | 0.16% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 8,234 | $734.7K | 0.00% | +8,234 | New |
| Teacher Retirement System of Texas | 8,231 | $734.5K | 0.00% | +4,905+147.5% | Added |
| Sheets Smith Wealth Management | 8,019 | $715.5K | 0.08% | +2,752+52.2% | Added |
| KLP Kapitalforvaltning AS | 8,000 | $714.2K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 7,623 | $680.2K | 0.03% | −195−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 7,613 | $679.3K | 0.00% | −3,624−32.3% | Reduced |
| Marshall Wace, LLP | 7,400 | $660.3K | 0.00% | +7,400 | New |
| SG Americas Securities, LLC | 7,159 | $639.0K | 0.00% | −6,577−47.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,931 | $618.4K | 0.00% | +6,931 | New |
| Captrust Financial Advisors | 6,827 | $609.2K | 0.00% | +6,827 | New |
| Amundi | 6,541 | $583.7K | 0.00% | −6,606−50.2% | Reduced |
| Concurrent Investment Advisors, LLC | 6,385 | $569.8K | 0.01% | −2,749−30.1% | Reduced |
| Amalgamated Bank | 6,300 | $562.0K | 0.00% | −341−5.1% | Reduced |
| Handelsbanken Fonder AB | 6,200 | $553.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,149 | $548.7K | 0.00% | +66+1.1% | Added |
| Arizona State Retirement System | 6,090 | $543.4K | 0.00% | −210−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 5,945 | $530.6K | 0.00% | +1,152+24.0% | Added |
| Yousif Capital Management, LLC | 5,875 | $524.2K | 0.01% | −299−4.8% | Reduced |
| First Citizens Bank & Trust Co | 5,864 | $523.2K | 0.01% | −669−10.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,845 | $521.5K | 0.00% | −670−10.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,821 | $519.4K | 0.00% | −696−10.7% | Reduced |
| Cetera Investment Advisers | 5,792 | $516.9K | 0.00% | +976+20.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,791 | $516.7K | 0.01% | −11,878−67.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 5,709 | $509.4K | 0.00% | +5,709 | New |
| LPL Financial LLC | 5,693 | $508.0K | 0.00% | +5,693 | New |
| Teachers Retirement System of the State of Kentucky | 5,679 | $507.0K | 0.00% | −300−5.0% | Reduced |
| Alps Advisors Inc | 5,430 | $484.5K | 0.00% | +5,430 | New |
| HighTower Advisors, LLC | 5,420 | $483.7K | 0.00% | +738+15.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,382 | $480.2K | 0.00% | −256−4.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,158 | $464.2K | 0.00% | −20,673−80.0% | Reduced |
| OP Asset Management Ltd | 5,191 | $463.2K | 0.00% | +5,191 | New |
| Oregon Public Employees Retirement Fund | 4,957 | $442.3K | 0.01% | −204−4.0% | Reduced |
| Voleon Capital Management LP | 4,873 | $434.8K | 0.01% | −5,495−53.0% | Reduced |
| Brinker Capital Investments, LLC | 4,851 | $432.8K | 0.00% | +26+0.5% | Added |
| Truist Financial Corp | 4,837 | $431.6K | 0.00% | +4,837 | New |
| Occudo Quantitative Strategies LP | 4,811 | $417.8K | 0.02% | +4,811 | New |
| Equitable Trust Co | 4,456 | $397.6K | 0.02% | +4,456 | New |
| Stifel Financial Corp | 4,309 | $384.5K | 0.00% | −163−3.6% | Reduced |
| US Bancorp | 4,258 | $379.9K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,079 | $364.0K | 0.08% | +4,079 | New |
| Venture Visionary Partners LLC | 4,000 | $356.9K | 0.01% | −1,000−20.0% | Reduced |
| Park Avenue Securities LLC | 3,932 | $351.0K | 0.00% | +3,932 | New |
| Toroso Investments, LLC | 3,894 | $347.5K | 0.00% | −1,379−26.2% | Reduced |
| Pictet Asset Management Holding SA | 3,528 | $314.8K | 0.00% | +134+3.9% | Added |
| ProShare Advisors LLC | 3,438 | $306.8K | 0.00% | −979−22.2% | Reduced |
| Bessemer Group Inc | 3,301 | $294.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,201 | $285.6K | 0.00% | −6,037−65.3% | Reduced |
| Maryland State Retirement & Pension System | 3,169 | $282.8K | 0.01% | −131−4.0% | Reduced |
| Canada Pension Plan Investment Board | 3,100 | $276.6K | 0.00% | −2,800−47.5% | Reduced |
| Koshinski Asset Management, Inc. | 3,019 | $269.4K | 0.02% | +160+5.6% | Added |
| Swiss Life Asset Management Ltd | 2,989 | $266.7K | 0.00% | −102−3.3% | Reduced |
| denkapparat Operations GmbH | 2,962 | $264.3K | 0.11% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,915 | $260.1K | 0.02% | −375−11.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,766 | $246.8K | 0.00% | −264−8.7% | Reduced |