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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, Q3 2026

Institutional positions in Pathward Financial, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
0 vs. Q2 2026
Shares held
307
−49 (−13.8%) vs. Q2 2026
Total value
$21.8K
−$9.15K (−29.5%) vs. Q2 2026
New holders
0
0 more added
Sold out
0
1 more reduced

286 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 163 institutionsQ2 2021: 185 institutionsQ3 2021: 198 institutionsQ4 2021: 202 institutionsQ1 2022: 205 institutionsQ2 2022: 196 institutionsQ3 2022: 187 institutionsQ4 2022: 182 institutionsQ1 2023: 194 institutionsQ2 2023: 195 institutionsQ3 2023: 209 institutionsQ4 2023: 221 institutionsQ1 2024: 232 institutionsQ2 2024: 229 institutionsQ3 2024: 255 institutionsQ4 2024: 249 institutionsQ1 2025: 254 institutionsQ2 2025: 275 institutionsQ3 2025: 266 institutionsQ4 2025: 265 institutionsQ1 2026: 278 institutionsQ2 2026: 288 institutions
Value held
Q1 2021: $1.13BQ2 2021: $1.30BQ3 2021: $1.35BQ4 2021: $1.56BQ1 2022: $1.40BQ2 2022: $1.01BQ3 2022: $888.6MQ4 2022: $1.05BQ1 2023: $1.00BQ2 2023: $1.07BQ3 2023: $1.11BQ4 2023: $1.25BQ1 2024: $1.16BQ2 2024: $1.26BQ3 2024: $1.51BQ4 2024: $1.67BQ1 2025: $1.56BQ2 2025: $1.68BQ3 2025: $1.56BQ4 2025: $1.56BQ1 2026: $1.93BQ2 2026: $1.91B
Institutions holding CASH and their total value by quarter
QuarterHoldersValue
Q2 2026288$1.91B
Q1 2026278$1.93B
Q4 2025265$1.56B
Q3 2025266$1.56B
Q2 2025275$1.68B
Q1 2025254$1.56B
Q4 2024249$1.67B
Q3 2024255$1.51B
Q2 2024229$1.26B
Q1 2024232$1.16B
Q4 2023221$1.25B
Q3 2023209$1.11B
Q2 2023195$1.07B
Q1 2023194$1.00B
Q4 2022182$1.05B
Q3 2022187$888.6M
Q2 2022196$1.01B
Q1 2022205$1.40B
Q4 2021202$1.56B
Q3 2021198$1.35B
Q2 2021185$1.30B
Q1 2021163$1.13B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 2026.

Institutions holding CASH in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc183$13.0K0.00%−49−21.1%Reduced
Massmutual Trust Co FSB124$8.82K0.00%00.0%Unchanged
BlackRock, Inc.––––Not filed
FMR LLC––––Not filed
State Street Corp––––Not filed
American Century Companies Inc––––Not filed
Dimensional Fund Advisors LP––––Not filed
Pure Financial Advisors, Inc.––––Not filed
Geode Capital Management, LLC––––Not filed
Vanguard Capital Management LLC––––Not filed
Earnest Partners LLC––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Neumeier Poma Investment Counsel LLC––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Qube Research & Technologies Ltd––––Not filed
JPMorgan Chase & Co––––Not filed
Bank of America Corp––––Not filed
Mawer Investment Management Ltd.––––Not filed
Charles Schwab Investment Management Inc––––Not filed
New York State Common Retirement Fund––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Morgan Stanley––––Not filed
Northern Trust Corp––––Not filed
Goldman Sachs Group Inc––––Not filed
Elgethun Capital Management––––Not filed
Clearbridge Investments, LLC––––Not filed
Austin Asset Management Co Inc––––Not filed
Panagora Asset Management Inc––––Not filed
Millennium Management LLC––––Not filed
Bank of New York Mellon Corp––––Not filed
UBS Group AG––––Not filed
Principal Financial Group Inc––––Not filed
Deutsche Bank AG––––Not filed
Aptus Capital Advisors, LLC––––Not filed
Two Sigma Investments, LP––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
SEI Investments Co––––Not filed
UBS Asset Management Americas Inc––––Not filed
Bridgeway Capital Management, LLC––––Not filed
Nuveen, LLC––––Not filed
Financial Insights, Inc.––––Not filed
Phocas Financial Corp.––––Not filed
Cerity Partners LLC––––Not filed
Invesco Ltd.––––Not filed
Wells Fargo & Company––––Not filed
Empowered Funds, LLC––––Not filed
Public Sector Pension Investment Board––––Not filed
Citadel Advisors LLC––––Not filed
Moody Aldrich Partners LLC––––Not filed
State of Wisconsin Investment Board––––Not filed
Envestnet Asset Management Inc––––Not filed
Wellington Management Group LLP––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
Franklin Resources Inc––––Not filed
Federated Hermes, Inc.––––Not filed
Guardian Wealth Management, Inc.––––Not filed
Raymond James Financial Inc––––Not filed
Intech Investment Management LLC––––Not filed
John W. Rosenthal Capital Management, Inc.––––Not filed
SG Americas Securities, LLC––––Not filed
Legal & General Group Plc––––Not filed
Rhumbline Advisers––––Not filed
Tudor Investment Corp Et Al––––Not filed
Denali Advisors LLC––––Not filed
XTX Topco Ltd––––Not filed
Swiss National Bank––––Not filed
Voloridge Investment Management, LLC––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
RMR Capital Management, LLC––––Not filed
Ameriprise Financial Inc––––Not filed
First Trust Advisors LP––––Not filed
Trexquant Investment LP––––Not filed
Kennedy Capital Management, Inc.––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
Citigroup Inc––––Not filed
Vident Advisory, LLC––––Not filed
Numerai GP LLC––––Not filed
Emerald Investment Advisers, LLC––––Not filed
Engineers Gate Manager LP––––Not filed
Russell Investments Group, Ltd.––––Not filed
Man Group plc––––Not filed
Alliancebernstein L.P.––––Not filed
Price T Rowe Associates Inc––––Not filed
Oppenheimer Asset Management Inc.––––Not filed
Chou Associates Management Inc.SuperinvestorChou Associates––––Not filed
Paragon Capital Management Ltd––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
Balyasny Asset Management LLC––––Not filed
California State Teachers Retirement System––––Not filed
Squarepoint Ops LLC––––Not filed
Natixis Advisors, L.P.––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
WCM Investment Management, LLC––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Quantinno Capital Management LP––––Not filed
Prudential Financial Inc––––Not filed
Glenmede Trust Co NA––––Not filed
Emerald Mutual Fund Advisers Trust––––Not filed
Orchard Capital Managment, LLC––––Not filed
Tealwood Asset Management Inc––––Not filed