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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
Rafferty Asset Management, LLC––––Not filed
Sippican Capital Advisors––––Not filed
Jupiter Topco LLC––––Not filed
Pacific Ridge Capital Partners, LLC––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Point72 Asset Management, L.P.––––Not filed
Marshall Wace, LLP––––Not filed
Quantbot Technologies LP––––Not filed
Brevan Howard Capital Management LP––––Not filed
Y-Intercept (Hong Kong) Ltd––––Not filed
Mercer Global Advisors Inc––––Not filed
Great West Life Assurance Co––––Not filed
Jones Financial Companies LLLP––––Not filed
MML Investors Services, LLC––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Cambria Investment Management, L.P.––––Not filed
Thrivent Financial for Lutherans––––Not filed
Wedge Capital Management L L P––––Not filed
Van Hulzen Asset Management, LLC––––Not filed
Los Angeles Capital Management LLC––––Not filed
Bokf, NA––––Not filed
MetLife Investment Management––––Not filed
State of Alaska, Department of Revenue––––Not filed
AQR Capital Management LLC––––Not filed
Diversified Trust Co––––Not filed
Aquatic Capital Management LLC––––Not filed
Toroso Investments, LLC––––Not filed
Illinois Municipal Retirement Fund––––Not filed
United Capital Financial Advisers, LLC––––Not filed
Voya Investment Management LLC––––Not filed
Pathstone Holdings, LLC––––Not filed
Barclays PLC––––Not filed
Freestone Grove Partners LP––––Not filed
Campbell & CO Investment Adviser LLC––––Not filed
Renaissance Technologies LLC––––Not filed
Fifth Third Bancorp––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Meeder Asset Management Inc––––Not filed
New York State Teachers Retirement System––––Not filed
Louisiana State Employees Retirement System––––Not filed
Jump Financial, LLC––––Not filed
SummerHaven Investment Management, LLC––––Not filed
HRT Financial LP––––Not filed
HSBC Holdings PLC––––Not filed
Jain Global LLC––––Not filed
Gator Capital Management, LLC––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Mirabella Financial Services LLP––––Not filed
Sheets Smith Wealth Management––––Not filed
Cetera Investment Advisers––––Not filed
KLP Kapitalforvaltning AS––––Not filed
Guggenheim Capital LLC––––Not filed
Vanguard Global Advisers, LLC––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Quadrature Capital Ltd––––Not filed
Atria Investments LLC––––Not filed
Capstone Investment Advisors, LLC––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
State of Tennessee, Treasury Department––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
Entropy Technologies, LP––––Not filed
Amundi––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
Victory Capital Management Inc––––Not filed
Captrust Financial Advisors––––Not filed
Handelsbanken Fonder AB––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
DRW Securities, LLC––––Not filed
Arizona State Retirement System––––Not filed
Occudo Quantitative Strategies LP––––Not filed
Royal Bank of Canada––––Not filed
First Citizens Bank & Trust Co––––Not filed
Yousif Capital Management, LLC––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Amalgamated Bank––––Not filed
Gsa Capital Partners LLP––––Not filed
Alps Advisors Inc––––Not filed
Truist Financial Corp––––Not filed
LPL Financial LLC––––Not filed
OP Asset Management Ltd––––Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys––––Not filed
Brinker Capital Investments, LLC––––Not filed
Oregon Public Employees Retirement Fund––––Not filed
Axq Capital, LP––––Not filed
Susquehanna International Group, LLP––––Not filed
HighTower Advisors, LLC––––Not filed
Park Avenue Securities LLC––––Not filed
US Bancorp––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Stifel Financial Corp––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
Teacher Retirement System of Texas––––Not filed
Abel Hall, LLC––––Not filed
Venture Visionary Partners LLC––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
Principal Securities, Inc.––––Not filed