PATHWARD FINANCIAL, INC. - Common Stock (CASH) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CASH on Nasdaq
Shares outstanding
23,967,837
Price per share
$71.00
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
20,688,751
Total reported value
$1,531,179,598
% of total 13F portfolios
0%
Share change
-251,809
Value change
-$21,503,549
Number of holders
259
Price from insider filings
$71.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of PATHWARD FINANCIAL, INC. - Common Stock (CASH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
STATE STREET CORP 6.9% $116,236,923 1,652,736 STATE STREET CORPORATION 31 Dec 2024
DIMENSIONAL FUND ADVISORS LP 4.9% $96,302,768 1,174,424 Dimensional Fund Advisors LP 30 Jun 2025

As of 30 Sep 2025, 259 institutional investors reported holding 20,688,751 shares of PATHWARD FINANCIAL, INC. - Common Stock (CASH). This represents 86% of the company’s total 23,967,837 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PATHWARD FINANCIAL, INC. - Common Stock (CASH) together control 66% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 3,309,943 -2.1% 0% $244,968,880
FMR LLC 8.7% 2,073,943 -4.4% 0.01% $153,492,514
VANGUARD GROUP INC 7.7% 1,857,345 +0.77% 0% $137,462,103
STATE STREET CORP 5.8% 1,391,656 -1.3% 0% $103,065,908
DIMENSIONAL FUND ADVISORS LP 4.7% 1,138,033 -3.1% 0.02% $84,227,297
AMERICAN CENTURY COMPANIES INC 4.4% 1,049,836 +45% 0.04% $77,698,362
GEODE CAPITAL MANAGEMENT, LLC 2.9% 699,452 -0.05% 0% $51,771,734
MORGAN STANLEY 1.9% 444,016 -7.7% 0% $32,861,749
JPMORGAN CHASE & CO 1.6% 392,790 -10% 0% $29,070,388
NEUMEIER POMA INVESTMENT COUNSEL LLC 1.5% 348,590 +62% 2.1% $25,799,146
Mawer Investment Management Ltd. 1.4% 346,061 +36% 0.13% $25,611,975
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 285,330 -3.3% 0% $21,117,273
NORTHERN TRUST CORP 1.1% 271,606 +6.2% 0% $20,101,560
Nuveen, LLC 1% 246,498 -14% 0% $18,243,317
Invesco Ltd. 0.87% 209,671 -20% 0% $15,517,751
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.84% 200,351 -38% 0% $14,827,978
Elgethun Capital Management 0.82% 197,231 +13% 2.6% $14,473,905
GOLDMAN SACHS GROUP INC 0.79% 189,322 +27% 0% $14,011,721
Qube Research & Technologies Ltd 0.79% 188,190 +17% 0.02% $13,927,942
Bank of New York Mellon Corp 0.75% 179,127 -3.9% 0% $13,257,176
TWO SIGMA INVESTMENTS, LP 0.75% 178,712 -4.8% 0.02% $13,226,475
WELLINGTON MANAGEMENT GROUP LLP 0.73% 174,869 -1.9% 0% $12,942,055
PANAGORA ASSET MANAGEMENT INC 0.7% 166,881 +0.45% 0.05% $12,350,863
Phocas Financial Corp. 0.7% 166,760 +2.1% 1.6% $12,341,908
Clearbridge Investments, LLC 0.66% 157,422 +24% 0.01% $11,650,802

Institutional Holders of PATHWARD FINANCIAL, INC. - Common Stock (CASH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 447,031 $31,989,068 -$11,154,655 $71.00 23
2025 Q3 20,688,751 $1,531,179,598 -$21,503,549 $74.01 259
2025 Q2 20,912,692 $1,656,346,549 +$3,960,760 $79.12 270
2025 Q1 21,048,746 $1,535,958,090 -$80,159,347 $72.95 246
2024 Q4 22,195,867 $1,633,366,279 -$7,854,394 $73.58 238
2024 Q3 22,336,756 $1,475,258,516 +$25,923,620 $66.01 246
2024 Q2 21,996,856 $1,244,390,622 -$4,663,956 $56.57 222
2024 Q1 22,324,589 $1,126,754,126 -$35,652,655 $50.48 227
2023 Q4 49,083 $2,597,963 -$30,170 $52.93 2
2023 Q3 23,392,717 $1,078,289,055 +$41,337,375 $46.09 200
2023 Q2 22,283,881 $1,031,437,562 -$57,648,698 $46.36 186
2023 Q1 23,888,931 $991,123,216 +$8,455,560 $41.49 186
2022 Q4 23,662,413 $1,018,887,251 -$11,297,284 $43.05 173
2022 Q3 24,211,801 $798,258,990 -$31,842,523 $32.96 174
2022 Q2 24,740,496 $948,750,957 -$4,550,945 $38.67 180
2022 Q1 24,679,424 $1,354,932,892 -$33,589,754 $54.92 191
2021 Q4 25,607,370 $1,527,012,255 -$11,477,976 $59.66 194
2021 Q3 25,639,187 $1,345,639,948 +$3,212,027 $52.48 196
2021 Q2 25,171,388 $1,274,319,510 +$35,625,732 $50.63 175
2021 Q1 24,885,574 $1,122,220,511 +$11,108,153 $45.31 158
2020 Q4 24,492,957 $895,930,697 -$20,728,290 $36.56 150
2020 Q3 24,294,874 $467,058,785 -$1,500,533 $19.22 137
2020 Q2 24,203,890 $439,813,704 -$51,718,756 $18.17 137
2020 Q1 26,844,935 $583,115,759 -$47,159,854 $21.72 148
2019 Q4 28,260,275 $1,031,851,598 -$7,702,972 $36.51 162
2019 Q3 28,475,760 $928,780,527 +$32,557,060 $32.61 158
2019 Q2 27,738,054 $778,024,958 +$26,073,930 $28.05 150
2019 Q1 27,183,362 $535,050,379 +$39,104,772 $19.68 145
2018 Q4 25,224,161 $489,069,220 +$315,497,537 $19.39 136
2018 Q3 7,837,515 $647,741,293 +$18,585,953 $82.65 136
2018 Q2 7,826,203 $762,262,079 +$35,417,556 $97.40 155
2018 Q1 8,087,367 $801,225,186 -$7,329,544 $109.20 152
2017 Q4 7,514,097 $696,281,857 +$32,392,042 $92.65 142
2017 Q3 7,197,814 $564,417,612 +$27,785,811 $78.40 141
2017 Q2 6,896,602 $613,835,770 +$970,927 $89.00 148
2017 Q1 6,869,336 $607,963,567 +$63,227,763 $88.50 137
2016 Q4 6,623,180 $681,512,473 +$48,883,431 $102.90 147
2016 Q3 6,292,987 $381,568,649 +$22,533,779 $60.61 119
2016 Q2 5,931,801 $302,277,554 +$28,522,105 $50.96 105
2016 Q1 5,363,671 $244,582,855 +$2,654,390 $45.60 85
2015 Q4 5,299,853 $243,427,400 +$20,100,963 $45.93 87
2015 Q3 4,829,016 $201,713,691 +$23,633,086 $41.77 81
2015 Q2 4,211,386 $180,748,045 +$10,395,374 $42.92 76
2015 Q1 4,005,127 $158,954,964 +$32,683,750 $39.73 71
2014 Q4 3,200,331 $112,090,044 -$819,244 $35.04 58
2014 Q3 3,268,078 $115,240,205 -$662,671 $35.26 61
2014 Q2 3,285,084 $131,402,360 +$1,964,091 $40.00 63
2014 Q1 3,227,583 $144,712,956 +$7,390,147 $44.85 64