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.
Holders of 5% or more of CASH
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Pathward Financial, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| State Street Corp | 13G | 5.80%1.29M shares | −1.10 ppfrom 6.90% | Feb 5, 20252 filings | Feb 9, 2026 | SEC |
| American Century Investment Management Inc | 13G | 5.30%1.19M shares | New | Feb 13, 20261 filing | Feb 13, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
6 Schedule 13D and 13G filings on Pathward Financial, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Mar 27, 202611:18 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −6.79 ppfrom 6.79%Below 5% | Mar 13, 2026 | SEC |
| Feb 13, 202610:24 AM ET | American Century Investment Management Incand 2 others | 13G | 5.30%1.19M shares | New | Dec 31, 2025 | SEC |
| Feb 9, 20267:58 AM ET | State Street Corp | 13G | 5.80%1.29M shares | −1.10 ppfrom 6.90% | Dec 31, 2025 | SEC |
| Jan 30, 20262:20 PM ET | Vanguard Group Inc | 13G/A | 6.79%1.52M shares | – | Dec 31, 2025 | SEC |
| Jul 15, 20254:03 PM ET | Dimensional Fund Advisors LP | 13G/A | 4.90%1.17M shares | –Below 5% | Jun 30, 2025 | SEC |
| Feb 5, 20256:43 AM ET | State Street Corp | 13G | 6.90%1.65M shares | New | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Pathward Financial, Inc. shares.
No Form 144 notices for Pathward Financial, Inc. are on file.