Latest Period
Q2 2026
Security Snapshot
PATHWARD FINANCIAL, INC. - COMMON STOCK (CASH) Institutional Ownership
CUSIP: 59100U108
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
278
Shares (Excl. Options)
20,644,917
Price
$87.06
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- CASH on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 20,644,917
- Total 13F value
- $1,798,266,545
- Portfolio coverage rank
- 0%
- Share change
- +16,713
- Value change
- +$928,099
- Number of holders
- 278
- Shares outstanding
- 21,160,000
- SEC-reported price per share
- $88.64
- Insider filing price
- $88.64
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CASH - PATHWARD FINANCIAL, INC. - COMMON STOCK is tracked under CUSIP 59100U108.
- 278 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 273 to 278 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,842,208,433 to $1,798,266,545.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 278 institutions filings for Q2 2026.
Security key
59100U108
Latest holder period
Q2 2026
13F holders
278
13D/G owners
3
CIK / CUSIP context first
Open Q2 2026 holders
CASH full holder history
PATHWARD FINANCIAL, INC. SEC filings
PATHWARD FINANCIAL, INC. company facts
PATHWARD FINANCIAL, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 59100U108:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
CASH
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 6.8% | $107,714,810 | 1,517,110 | The Vanguard Group | 31 Dec 2025 | |||
| STATE STREET CORP | 6.8% | +17% | $125,268,893 | +$12,540,471 | 1,438,880 | +11% | STATE STREET CORPORATION | 30 Jun 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4.9% | $92,920,427 | 1,174,424 | Dimensional Fund Advisors LP | 30 Jun 2025 |
As of 30 Jun 2026, 278 institutional investors reported holding 20,644,917 shares of PATHWARD FINANCIAL, INC. - COMMON STOCK (CASH). This represents 98% of the company’s total 21,160,000 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
72%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15% | 3,104,464 | -1.7% | 0% | $270,274,635 |
| FMR LLC | 8.5% | 1,803,772 | -7.8% | 0.01% | $157,036,429 |
| STATE STREET CORP | 6.8% | 1,438,880 | +8.3% | 0% | $125,335,981 |
| AMERICAN CENTURY COMPANIES INC | 6% | 1,269,975 | +12% | 0.05% | $110,564,023 |
| DIMENSIONAL FUND ADVISORS LP | 5% | 1,064,854 | -2.6% | 0.02% | $92,705,489 |
| GEODE CAPITAL MANAGEMENT, LLC | 3.5% | 733,095 | +4.8% | 0% | $63,831,344 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.4% | 729,199 | -2.8% | 0% | $63,484,065 |
| EARNEST PARTNERS LLC | 2.7% | 568,923 | -0.8% | 0.18% | $49,530,436 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1% | 443,000 | +1.5% | 0% | $38,567,580 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 1.7% | 351,870 | -1.2% | 2.1% | $30,633,802 |
| Allspring Global Investments Holdings, LLC | 1.6% | 339,293 | +46% | 0.05% | $30,431,189 |
| Qube Research & Technologies Ltd | 1.4% | 297,329 | +439% | 0.03% | $25,885,463 |
| JPMORGAN CHASE & CO | 1.3% | 285,040 | +3.7% | 0% | $24,716,897 |
| BANK OF AMERICA CORP /DE/ | 1.3% | 279,600 | -7.6% | 0% | $24,342,000 |
| Mawer Investment Management Ltd. | 1.3% | 271,655 | +1.2% | 0.16% | $23,650,284 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 268,911 | +0.55% | 0% | $23,411,392 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1.2% | 264,013 | +0.04% | 0.03% | $22,984,972 |
| D. E. Shaw & Co., Inc. | 1.2% | 256,026 | +93% | 0.01% | $22,289,623 |
| MORGAN STANLEY | 1.2% | 245,918 | +3.3% | 0% | $21,409,830 |
| NORTHERN TRUST CORP | 1.1% | 236,711 | -7.9% | 0% | $20,608,061 |
| GOLDMAN SACHS GROUP INC | 1.1% | 228,064 | +14% | 0% | $19,855,252 |
| Elgethun Capital Management | 0.99% | 210,540 | +3.3% | 2.6% | $18,329,629 |
| Clearbridge Investments, LLC | 0.99% | 208,621 | -0.29% | 0.02% | $18,162,575 |
| PANAGORA ASSET MANAGEMENT INC | 0.86% | 180,973 | +3.5% | 0.05% | $15,755,509 |
| MILLENNIUM MANAGEMENT LLC | 0.79% | 166,532 | +87% | 0.01% | $14,498,276 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 20,644,917 | $1,798,266,545 | +$928,099 | $87.06 | 278 |
| 2026 Q1 | 20,653,616 | $1,842,208,433 | +$101,993,481 | $89.23 | 273 |
| 2025 Q4 | 20,122,673 | $1,429,192,270 | -$38,945,361 | $71.00 | 260 |
| 2025 Q3 | 20,688,752 | $1,531,179,672 | -$14,548,989 | $74.01 | 260 |
| 2025 Q2 | 20,911,783 | $1,655,675,398 | +$3,755,605 | $79.12 | 268 |
| 2025 Q1 | 21,069,762 | $1,537,491,661 | -$80,162,667 | $72.95 | 247 |
| 2024 Q4 | 22,197,078 | $1,633,502,969 | -$8,226,952 | $73.58 | 239 |
| 2024 Q3 | 22,343,064 | $1,475,674,896 | +$26,145,550 | $66.01 | 247 |
| 2024 Q2 | 21,999,802 | $1,244,557,554 | -$4,807,649 | $56.57 | 223 |
| 2024 Q1 | 22,330,075 | $1,127,031,502 | -$37,808,671 | $50.48 | 227 |
| 2023 Q4 | 23,068,520 | $1,221,030,532 | -$5,078,326 | $52.93 | 214 |
| 2023 Q3 | 23,404,352 | $1,078,825,171 | +$40,400,967 | $46.09 | 202 |
| 2023 Q2 | 22,609,519 | $1,046,534,598 | -$58,829,118 | $46.36 | 187 |
| 2023 Q1 | 23,888,931 | $991,123,244 | +$8,454,615 | $41.49 | 186 |
| 2022 Q4 | 23,686,874 | $1,019,940,548 | -$14,546,184 | $43.05 | 177 |
| 2022 Q3 | 24,341,440 | $802,532,119 | -$35,555,719 | $32.96 | 177 |
| 2022 Q2 | 25,085,199 | $976,063,279 | +$9,579,037 | $38.67 | 184 |
| 2022 Q1 | 24,895,335 | $1,366,789,892 | -$35,164,532 | $54.92 | 196 |
| 2021 Q4 | 25,625,893 | $1,528,116,965 | -$11,476,406 | $59.66 | 196 |
| 2021 Q3 | 25,639,151 | $1,345,637,948 | +$11,189,543 | $52.48 | 195 |
| 2021 Q2 | 25,435,355 | $1,287,684,510 | +$30,252,585 | $50.63 | 178 |
| 2021 Q1 | 24,878,852 | $1,127,336,511 | +$10,630,160 | $45.31 | 157 |
| 2020 Q4 | 24,608,629 | $900,158,697 | -$20,786,422 | $36.56 | 152 |
| 2020 Q3 | 24,297,749 | $467,119,785 | -$1,597,076 | $19.22 | 138 |
| 2020 Q2 | 24,364,475 | $442,725,704 | -$50,869,694 | $18.17 | 141 |