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, Q2 2026
Institutional positions in Pathward Financial, Inc. as of Jun 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
- Institutional holders
- 288
- +14 vs. Q1 2026
- Shares held
- 20.7M
- +46.4K (+0.2%) vs. Q1 2026
- Total value
- $1.91B
- −$19.1M (−1.0%) vs. Q1 2026
- New holders
- 38
- 110 more added
- Sold out
- 24
- 95 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 288 | $1.91B |
| Q1 2026 | 278 | $1.93B |
| Q4 2025 | 265 | $1.57B |
| Q3 2025 | 266 | $1.74B |
| Q2 2025 | 275 | $1.80B |
| Q1 2025 | 254 | $1.63B |
| Q4 2024 | 249 | $1.74B |
| Q3 2024 | 255 | $1.60B |
| Q2 2024 | 229 | $1.37B |
| Q1 2024 | 232 | $1.26B |
| Q4 2023 | 221 | $1.38B |
| Q3 2023 | 209 | $1.13B |
| Q2 2023 | 195 | $1.09B |
| Q1 2023 | 194 | $1.08B |
| Q4 2022 | 182 | $1.05B |
| Q3 2022 | 187 | $896.2M |
| Q2 2022 | 196 | $1.02B |
| Q1 2022 | 205 | $1.40B |
| Q4 2021 | 202 | $1.57B |
| Q3 2021 | 198 | $1.35B |
| Q2 2021 | 185 | $1.30B |
| Q1 2021 | 163 | $1.13B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 24,382 | $2.12M | 0.00% | +3,882+18.9% | Added |
| California State Teachers Retirement System | 24,775 | $2.16M | 0.00% | −3,829−13.4% | Reduced |
| Balyasny Asset Management LLC | 25,464 | $2.22M | 0.00% | −82,329−76.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,633 | $2.32M | 0.00% | −69,922−72.4% | Reduced |
| Paragon Capital Management Ltd | 0 | $2.36M | 0.45% | 0 | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $2.38M | 1.10% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 27,463 | $2.39M | 0.02% | −59−0.2% | Reduced |
| Price T Rowe Associates Inc | 28,807 | $2.51M | 0.00% | +3,922+15.8% | Added |
| Alliancebernstein L.P. | 28,415 | $2.54M | 0.00% | +80.0% | Added |
| Man Group plc | 29,250 | $2.55M | 0.00% | +14,413+97.1% | Added |
| Russell Investments Group, Ltd. | 31,056 | $2.70M | 0.00% | +2,866+10.2% | Added |
| Engineers Gate Manager LP | 31,090 | $2.71M | 0.04% | +19,911+178.1% | Added |
| Emerald Investment Advisers, LLC | 31,552 | $2.75M | 0.18% | +1,236+4.1% | Added |
| Numerai GP LLC | 33,839 | $2.95M | 0.24% | +23,304+221.2% | Added |
| Vident Advisory, LLC | 34,644 | $3.02M | 0.02% | +2,971+9.4% | Added |
| Citigroup Inc | 36,052 | $3.14M | 0.00% | +6,620+22.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 36,121 | $3.14M | 0.00% | −15,330−29.8% | Reduced |
| Kennedy Capital Management, Inc. | 37,028 | $3.22M | 0.06% | −21,383−36.6% | Reduced |
| Trexquant Investment LP | 37,412 | $3.26M | 0.02% | +37,412 | New |
| First Trust Advisors LP | 37,784 | $3.29M | 0.00% | −47,627−55.8% | Reduced |
| Ameriprise Financial Inc | 37,953 | $3.31M | 0.00% | −2,741−6.7% | Reduced |
| RMR Capital Management, LLC | 39,077 | $3.40M | 2.34% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 39,112 | $3.41M | 0.00% | +1,473+3.9% | Added |
| Voloridge Investment Management, LLC | 41,679 | $3.63M | 0.02% | −25,743−38.2% | Reduced |
| Swiss National Bank | 43,600 | $3.80M | 0.00% | −300−0.7% | Reduced |
| XTX Topco Ltd | 43,890 | $3.82M | 0.05% | +13,604+44.9% | Added |
| Denali Advisors LLC | 48,370 | $4.21M | 0.42% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 48,951 | $4.26M | 0.02% | +48,951 | New |
| Rhumbline Advisers | 51,394 | $4.47M | 0.00% | −8,989−14.9% | Reduced |
| Legal & General Group Plc | 51,792 | $4.51M | 0.00% | −3,965−7.1% | Reduced |
| SG Americas Securities, LLC | 52,287 | $4.55M | 0.00% | +45,128+630.4% | Added |
| John W. Rosenthal Capital Management, Inc. | 52,576 | $4.58M | 4.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 55,763 | $4.85M | 0.04% | −2,917−5.0% | Reduced |
| Raymond James Financial Inc | 56,254 | $4.90M | 0.00% | +23,918+74.0% | Added |
| Guardian Wealth Management, Inc. | 57,305 | $4.99M | 2.45% | +1,869+3.4% | Added |
| Federated Hermes, Inc. | 61,231 | $5.33M | 0.01% | +6,950+12.8% | Added |
| Franklin Resources Inc | 69,455 | $6.05M | 0.00% | +443+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 70,040 | $6.10M | 0.00% | +70,040 | New |
| Wellington Management Group LLP | 85,691 | $7.46M | 0.00% | −62,006−42.0% | Reduced |
| Envestnet Asset Management Inc | 88,352 | $7.69M | 0.00% | +12,965+17.2% | Added |
| State of Wisconsin Investment Board | 91,086 | $7.93M | 0.02% | +3,286+3.7% | Added |
| Moody Aldrich Partners LLC | 92,961 | $8.09M | 1.45% | −12,375−11.7% | Reduced |
| Citadel Advisors LLC | 98,349 | $8.56M | 0.00% | +54,355+123.6% | Added |
| Public Sector Pension Investment Board | 101,379 | $8.83M | 0.02% | +1,163+1.2% | Added |
| Empowered Funds, LLC | 101,634 | $8.85M | 0.05% | +4,458+4.6% | Added |
| Wells Fargo & Company | 104,005 | $9.05M | 0.00% | +10,793+11.6% | Added |
| Invesco Ltd. | 113,998 | $9.92M | 0.00% | −24,917−17.9% | Reduced |
| Cerity Partners LLC | 116,665 | $10.2M | 0.01% | +11,155+10.6% | Added |
| Phocas Financial Corp. | 123,662 | $10.8M | 1.49% | −6,463−5.0% | Reduced |
| Financial Insights, Inc. | 0 | $11.0M | 2.89% | 0 | New |
| Nuveen, LLC | 128,568 | $11.2M | 0.00% | −58,321−31.2% | Reduced |
| Bridgeway Capital Management, LLC | 130,340 | $11.3M | 0.20% | +22,280+20.6% | Added |
| UBS Asset Management Americas Inc | 138,067 | $12.0M | 0.00% | −17,220−11.1% | Reduced |
| SEI Investments Co | 138,462 | $12.1M | 0.01% | +7,091+5.4% | Added |
| Vanguard Fiduciary Trust Co | 142,654 | $12.4M | 0.00% | −4,003−2.7% | Reduced |
| Two Sigma Investments, LP | 144,359 | $12.6M | 0.01% | −125,602−46.5% | Reduced |
| Aptus Capital Advisors, LLC | 145,145 | $12.6M | 0.09% | +872+0.6% | Added |
| Deutsche Bank AG | 148,115 | $12.9M | 0.00% | +4,550+3.2% | Added |
| Principal Financial Group Inc | 152,260 | $13.3M | 0.01% | +368+0.2% | Added |
| UBS Group AG | 154,947 | $13.5M | 0.00% | +36,911+31.3% | Added |
| Bank of New York Mellon Corp | 159,872 | $13.9M | 0.00% | +699+0.4% | Added |
| Millennium Management LLC | 166,532 | $14.5M | 0.01% | +77,533+87.1% | Added |
| Panagora Asset Management Inc | 180,973 | $15.8M | 0.05% | +6,197+3.5% | Added |
| Austin Asset Management Co Inc | 0 | $16.6M | 2.31% | 0 | Unchanged |
| Clearbridge Investments, LLC | 208,621 | $18.2M | 0.02% | −598−0.3% | Reduced |
| Elgethun Capital Management | 210,540 | $18.3M | 2.55% | +6,777+3.3% | Added |
| Goldman Sachs Group Inc | 228,064 | $19.9M | 0.00% | +28,329+14.2% | Added |
| Northern Trust Corp | 236,711 | $20.6M | 0.00% | −20,424−7.9% | Reduced |
| Morgan Stanley | 245,918 | $21.4M | 0.00% | +7,964+3.3% | Added |
| D. E. Shaw & Co., Inc. | 256,026 | $22.3M | 0.01% | +123,619+93.4% | Added |
| New York State Common Retirement Fund | 264,013 | $23.0M | 0.03% | +1000.0% | Added |
| Charles Schwab Investment Management Inc | 268,911 | $23.4M | 0.00% | +1,474+0.6% | Added |
| Mawer Investment Management Ltd. | 271,655 | $23.7M | 0.16% | +3,112+1.2% | Added |
| Bank of America Corp | 279,600 | $24.3M | 0.00% | −22,903−7.6% | Reduced |
| JPMorgan Chase & Co | 285,040 | $24.7M | 0.00% | +10,080+3.7% | Added |
| Qube Research & Technologies Ltd | 297,329 | $25.9M | 0.03% | +242,120+438.6% | Added |
| Allspring Global Investments Holdings, LLC | 339,293 | $30.4M | 0.05% | +106,463+45.7% | Added |
| Neumeier Poma Investment Counsel LLC | 351,870 | $30.6M | 2.10% | −4,330−1.2% | Reduced |
| Vanguard Portfolio Management LLC | 443,000 | $38.6M | 0.00% | +6,556+1.5% | Added |
| Earnest Partners LLC | 568,923 | $49.5M | 0.18% | −4,589−0.8% | Reduced |
| Vanguard Capital Management LLC | 729,199 | $63.5M | 0.00% | −20,965−2.8% | Reduced |
| Geode Capital Management, LLC | 733,095 | $63.8M | 0.00% | +33,350+4.8% | Added |
| Pure Financial Advisors, Inc. | 0 | $73.1M | 0.93% | 0 | Unchanged |
| Dimensional Fund Advisors LP | 1,064,854 | $92.7M | 0.02% | −28,484−2.6% | Reduced |
| American Century Companies Inc | 1,269,975 | $110.6M | 0.05% | +131,514+11.6% | Added |
| State Street Corp | 1,438,880 | $125.3M | 0.00% | +110,092+8.3% | Added |
| FMR LLC | 1,803,772 | $157.0M | 0.01% | −152,743−7.8% | Reduced |
| BlackRock, Inc. | 3,104,464 | $270.3M | 0.00% | −55,195−1.7% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −163,225−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −64,731−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −64,051−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −26,195−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −11,014−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −10,878−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −9,354−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −5,158−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −4,873−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −4,456−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −3,019−100.0% | Sold out |