Pathward Financial, Inc.

CASH

Exchange: Nasdaq
Industry: National Commercial Banks
SEC CIK: 0000907471

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding Pathward Financial, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of CASH: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	278	4	288	+14
Shares	20.7M	23.2K	20.7M	+46.4K (+0.2%)
Value	$1.93B	$2.07M	$1.91B	−$19.3M (−1.0%)

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held Pathward Financial, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to CASH in Q2 2026
Institution	Shares	Value	% of portfolio
Financial Insights, Inc.	0	$11.0M	2.89%
Arrowstreet Capital, Limited Partnership	70,040	$6.10M	0.00%
Tudor Investment Corp Et Al	48,951	$4.26M	0.02%
Trexquant Investment LP	37,412	$3.26M	0.02%
Jupiter Topco LLC	20,055	$1.75M	0.00%
Point72 Asset Management, L.P.	18,980	$1.65M	0.00%
Aquatic Capital Management LLC	11,695	$1.02M	0.03%
Freestone Grove Partners LP	10,445	$909.3K	0.01%
Campbell & CO Investment Adviser LLC	10,056	$875.5K	0.05%
Jain Global LLC	8,452	$735.8K	0.01%
Mirabella Financial Services LLP	8,224	$716.0K	0.07%
Quadrature Capital Ltd	7,346	$639.5K	0.01%
DRW Securities, LLC	6,043	$526.1K	0.03%
Gsa Capital Partners LLP	5,548	$483.0K	0.03%
Sequoia Financial Advisors, LLC	3,870	$336.9K	0.00%
Principal Securities, Inc.	3,733	$325.0K	0.00%
Allstate Corp	3,380	$294.3K	0.00%
Axxion S.A.	2,971	$258.7K	0.02%
Hancock Whitney Corp	2,953	$257.1K	0.00%
Two Sigma Securities, LLC	2,902	$252.6K	0.02%
Profund Advisors LLC	2,426	$211.2K	0.01%
Nykredit A/S	1,872	$163.0K	0.00%
Security National Bank of Sioux City Iowa	1,404	$122.2K	0.05%
Vision Retirement, LLC	241	$21.0K	0.01%
Kemnay Advisory Services Inc.	143	$12.4K	0.00%
Global Retirement Partners, LLC	142	$12.4K	0.00%
SRS Capital Advisors, Inc.	111	$9.66K	0.00%
Compass Financial Management LLC	78	$6.98K	0.00%
Simplex Trading, LLC	71	$6.18K	0.00%
Picton Mahoney Asset Management	38	$3.31K	0.00%
Bellevue Asset Management, LLC	20	$1.74K	0.00%
Buck Wealth Strategies, LLC	11	$958	0.00%
Silver Grove Financial Group, Inc.	9	$784	0.00%
Clearstead Advisors, LLC	7	$610	0.00%
Plante Moran Financial Advisors, LLC	2	$174	0.00%
Hughes Financial Services, LLC	2	$174	0.00%
Davis Capital Management	1	$87	0.00%
Evolution Advisers, Inc.	5	$0	0.00%

Sold out (24)

Institutions that held Pathward Financial, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of CASH in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Jane Street Group, LLC	163,225	$14.6M
Boothbay Fund Management, LLC	64,731	$5.78M
CSM Advisors, LLC	64,051	$5.71M
PMC FIG Opportunities LLC	26,195	$2.34M
Susquehanna Portfolio Strategies, LLC	11,050	$986.0K
Royce & Associates LP	11,014	$982.8K
Horizon Investments, LLC	10,878	$970.6K
Persistent Asset Partners Ltd	9,354	$834.7K
Wealth Enhancement Advisory Services, LLC	5,158	$464.2K
Voleon Capital Management LP	4,873	$434.8K
Equitable Trust Co	4,456	$397.6K
Koshinski Asset Management, Inc.	3,019	$269.4K
GTS Securities LLC	2,539	$226.6K
Commonwealth Equity Services, LLC	2,258	$201.5K
State of Wyoming	1,198	$106.9K
Globeflex Capital L P	864	$77.1K
Root Financial Partners, LLC	66	$5.89K
Sound Income Strategies, LLC	48	$4.33K
Twin Peaks Wealth Advisors, LLC	33	$2.94K
GWM Advisors LLC	32	$2.85K
SBI Securities Co., Ltd.	16	$1.43K
True Wealth Design, LLC	14	$1.25K
MAI Capital Management	5	$447
Ankerstar Wealth, LLC	2	$179

Not filed for Q2 2026 yet (4)

Institutions that held Pathward Financial, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CASH in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Janus Henderson Group PLC	20,055	$1.79M
Skopos Labs, Inc.	2,363	$210.9K
CWM, LLC	808	$72.1K
Sunbelt Securities, Inc.	1	$89