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
- −$19.3M (−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 | $1.56B |
| 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, 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 |
|---|---|---|---|---|---|
| Jupiter Topco LLC | 20,055 | $1.75M | 0.00% | +20,055 | New |
| Pacific Ridge Capital Partners, LLC | 19,516 | $1.70M | 0.31% | −224−1.1% | Reduced |
| Virginia Retirement Systems Et Al | 19,149 | $1.67M | 0.01% | +5,500+40.3% | Added |
| Point72 Asset Management, L.P. | 18,980 | $1.65M | 0.00% | +18,980 | New |
| Marshall Wace, LLP | 18,788 | $1.64M | 0.00% | +11,388+153.9% | Added |
| Quantbot Technologies LP | 17,751 | $1.55M | 0.06% | −15,331−46.3% | Reduced |
| Brevan Howard Capital Management LP | 17,705 | $1.54M | 0.02% | −88,162−83.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,683 | $1.54M | 0.03% | +11,892+205.4% | Added |
| Mercer Global Advisors Inc | 16,710 | $1.45M | 0.00% | +1,360+8.9% | Added |
| Great West Life Assurance Co | 16,575 | $1.44M | 0.00% | −1,494−8.3% | Reduced |
| Jones Financial Companies LLLP | 16,250 | $1.42M | 0.00% | +7,288+81.3% | Added |
| MML Investors Services, LLC | 15,540 | $1.35M | 0.00% | +4,009+34.8% | Added |
| Vanguard Asset Management, Ltd | 15,136 | $1.32M | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 14,121 | $1.23M | 0.06% | +2,719+23.8% | Added |
| Thrivent Financial for Lutherans | 13,862 | $1.21M | 0.00% | −665−4.6% | Reduced |
| Wedge Capital Management L L P | 13,707 | $1.19M | 0.02% | +1,113+8.8% | Added |
| Van Hulzen Asset Management, LLC | 12,744 | $1.11M | 0.08% | −2,959−18.8% | Reduced |
| Los Angeles Capital Management LLC | 12,721 | $1.11M | 0.00% | −8,241−39.3% | Reduced |
| Bokf, NA | 12,535 | $1.09M | 0.02% | +2,477+24.6% | Added |
| MetLife Investment Management | 12,450 | $1.08M | 0.00% | +537+4.5% | Added |
| State of Alaska, Department of Revenue | 12,201 | $1.06M | 0.01% | −3,792−23.7% | Reduced |
| AQR Capital Management LLC | 11,902 | $1.04M | 0.00% | +503+4.4% | Added |
| Diversified Trust Co | 11,838 | $1.03M | 0.02% | +379+3.3% | Added |
| Aquatic Capital Management LLC | 11,695 | $1.02M | 0.03% | +11,695 | New |
| Toroso Investments, LLC | 11,658 | $1.01M | 0.00% | +7,764+199.4% | Added |
| Illinois Municipal Retirement Fund | 11,591 | $1.01M | 0.01% | −209−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 11,053 | $962.3K | 0.01% | −725−6.2% | Reduced |
| Voya Investment Management LLC | 10,680 | $929.8K | 0.00% | +1,868+21.2% | Added |
| Pathstone Holdings, LLC | 10,632 | $925.6K | 0.00% | −1,014−8.7% | Reduced |
| Barclays PLC | 10,597 | $922.6K | 0.00% | −5,460−34.0% | Reduced |
| Freestone Grove Partners LP | 10,445 | $909.3K | 0.01% | +10,445 | New |
| Campbell & CO Investment Adviser LLC | 10,056 | $875.5K | 0.05% | +10,056 | New |
| Renaissance Technologies LLC | 10,000 | $870.6K | 0.00% | −36,058−78.3% | Reduced |
| Fifth Third Bancorp | 9,949 | $866.1K | 0.00% | −1,326−11.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,943 | $865.6K | 0.00% | −421−4.1% | Reduced |
| Manufacturers Life Insurance Company, The | 9,885 | $860.6K | 0.00% | +500+5.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,846 | $857.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 9,543 | $830.8K | 0.04% | −548−5.4% | Reduced |
| New York State Teachers Retirement System | 9,366 | $815.0K | 0.00% | +164+1.8% | Added |
| Louisiana State Employees Retirement System | 9,300 | $809.7K | 0.01% | −400−4.1% | Reduced |
| Jump Financial, LLC | 9,214 | $802.2K | 0.01% | −12,866−58.3% | Reduced |
| SummerHaven Investment Management, LLC | 9,009 | $784.3K | 0.42% | 00.0% | Unchanged |
| HRT Financial LP | 8,685 | $756.0K | 0.00% | −13,289−60.5% | Reduced |
| HSBC Holdings PLC | 8,558 | $745.9K | 0.00% | −5,026−37.0% | Reduced |
| Jain Global LLC | 8,452 | $735.8K | 0.01% | +8,452 | New |
| Gator Capital Management, LLC | 8,369 | $728.6K | 0.16% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,233 | $716.8K | 0.01% | −5,300−39.2% | Reduced |
| Mirabella Financial Services LLP | 8,224 | $716.0K | 0.07% | +8,224 | New |
| Sheets Smith Wealth Management | 8,180 | $712.1K | 0.07% | +161+2.0% | Added |
| Cetera Investment Advisers | 8,019 | $698.1K | 0.00% | +2,227+38.4% | Added |
| KLP Kapitalforvaltning AS | 8,000 | $696.8K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,819 | $680.7K | 0.00% | +4,618+144.3% | Added |
| Vanguard Global Advisers, LLC | 7,767 | $676.2K | 0.00% | −467−5.7% | Reduced |
| State Board of Administration of Florida Retirement System | 7,613 | $662.8K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 7,346 | $639.5K | 0.01% | +7,346 | New |
| Atria Investments LLC | 7,240 | $630.4K | 0.01% | −1,694−19.0% | Reduced |
| Capstone Investment Advisors, LLC | 7,093 | $617.5K | 0.00% | +4,649+190.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,013 | $610.8K | 0.00% | +82+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 6,869 | $598.0K | 0.00% | +4,103+148.3% | Added |
| State of Tennessee, Treasury Department | 6,859 | $597.1K | 0.00% | −3,482−33.7% | Reduced |
| Concurrent Investment Advisors, LLC | 6,588 | $573.5K | 0.00% | +203+3.2% | Added |
| Entropy Technologies, LP | 6,432 | $560.0K | 0.02% | −1,191−15.6% | Reduced |
| Amundi | 6,419 | $558.8K | 0.00% | −122−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,368 | $554.4K | 0.00% | +547+9.4% | Added |
| Victory Capital Management Inc | 6,342 | $552.1K | 0.00% | +193+3.1% | Added |
| Captrust Financial Advisors | 6,232 | $542.6K | 0.00% | −595−8.7% | Reduced |
| Handelsbanken Fonder AB | 6,200 | $540.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,052 | $526.9K | 0.00% | +207+3.5% | Added |
| DRW Securities, LLC | 6,043 | $526.1K | 0.03% | +6,043 | New |
| Arizona State Retirement System | 6,005 | $522.8K | 0.00% | −85−1.4% | Reduced |
| Occudo Quantitative Strategies LP | 5,975 | $520.2K | 0.03% | +1,164+24.2% | Added |
| Royal Bank of Canada | 5,979 | $519.0K | 0.00% | −18,369−75.4% | Reduced |
| First Citizens Bank & Trust Co | 5,932 | $516.4K | 0.01% | +68+1.2% | Added |
| Yousif Capital Management, LLC | 5,718 | $497.8K | 0.01% | −157−2.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 5,709 | $497.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,684 | $495.0K | 0.00% | −616−9.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,679 | $495.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,548 | $483.0K | 0.03% | +5,548 | New |
| Alps Advisors Inc | 5,505 | $479.3K | 0.00% | +75+1.4% | Added |
| Truist Financial Corp | 5,431 | $472.8K | 0.00% | +594+12.3% | Added |
| LPL Financial LLC | 5,198 | $452.5K | 0.00% | −495−8.7% | Reduced |
| OP Asset Management Ltd | 5,191 | $451.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,006 | $435.8K | 0.00% | −376−7.0% | Reduced |
| Brinker Capital Investments, LLC | 4,975 | $433.1K | 0.00% | +124+2.6% | Added |
| Oregon Public Employees Retirement Fund | 4,857 | $422.9K | 0.00% | −100−2.0% | Reduced |
| Axq Capital, LP | 4,846 | $421.9K | 0.05% | +2,297+90.1% | Added |
| Susquehanna International Group, LLP | 4,781 | $416.2K | 0.00% | −23,038−82.8% | Reduced |
| HighTower Advisors, LLC | 4,530 | $394.4K | 0.00% | −890−16.4% | Reduced |
| Park Avenue Securities LLC | 4,454 | $388.0K | 0.00% | +522+13.3% | Added |
| US Bancorp | 4,418 | $384.6K | 0.00% | +160+3.8% | Added |
| Advisor Group Holdings, Inc. | 4,368 | $380.3K | 0.00% | −1,577−26.5% | Reduced |
| Stifel Financial Corp | 4,210 | $366.5K | 0.00% | −99−2.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,178 | $363.7K | 0.02% | +1,617+63.1% | Added |
| Teacher Retirement System of Texas | 4,140 | $360.4K | 0.00% | −4,091−49.7% | Reduced |
| Abel Hall, LLC | 4,109 | $357.7K | 0.06% | +30+0.7% | Added |
| Venture Visionary Partners LLC | 4,000 | $348.2K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,870 | $336.9K | 0.00% | +3,870 | New |
| Principal Securities, Inc. | 3,733 | $325.0K | 0.00% | +3,733 | New |
| Pictet Asset Management Holding SA | 3,528 | $307.1K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 3,380 | $294.3K | 0.00% | +3,380 | New |