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
20,687,767
Total reported value
$1,531,106,598
% of total 13F portfolios
0%
Share change
-251,531
Value change
-$21,298,395
Number of holders
258
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% $131,095,020 1,652,736 STATE STREET CORPORATION 31 Dec 2024
DIMENSIONAL FUND ADVISORS LP 4.9% $92,920,427 1,174,424 Dimensional Fund Advisors LP 30 Jun 2025

As of 30 Sep 2025, 258 institutional investors reported holding 20,687,767 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 70,960 $5,128,879 -$12,367,246 $71.00 7
2025 Q3 20,687,767 $1,531,106,598 -$21,298,395 $74.01 258
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
2020 Q1 26,847,715 $583,175,759 -$48,287,866 $21.72 150
2019 Q4 28,271,614 $1,032,266,598 -$7,335,814 $36.51 164
2019 Q3 28,520,177 $930,228,527 +$32,925,522 $32.61 159
2019 Q2 27,771,168 $778,952,958 +$25,829,259 $28.05 151
2019 Q1 27,582,372 $542,869,379 +$40,487,544 $19.68 147
2018 Q4 25,528,533 $494,943,220 +$300,260,364 $19.39 138
2018 Q3 7,837,515 $647,741,293 +$18,574,422 $82.65 136
2018 Q2 8,003,229 $779,535,079 +$36,770,340 $97.40 156
2018 Q1 7,615,689 $831,695,765 +$444,858 $109.20 154
2017 Q4 7,651,992 $709,053,857 +$31,704,605 $92.65 144
2017 Q3 7,327,876 $574,609,612 +$26,789,399 $78.40 144
2017 Q2 6,896,846 $613,857,770 +$1,880,777 $89.00 149
2017 Q1 6,869,719 $607,996,567 +$63,442,857 $88.50 138
2016 Q4 6,631,515 $682,370,473 +$49,328,474 $102.90 148
2016 Q3 6,293,187 $381,571,649 +$22,535,897 $60.61 120
2016 Q2 5,933,500 $302,355,554 +$28,512,563 $50.96 108
2016 Q1 5,363,671 $244,582,855 +$2,654,904 $45.60 85
2015 Q4 5,303,370 $243,588,400 +$18,832,692 $45.93 88
2015 Q3 4,900,423 $204,694,691 +$25,457,349 $41.77 82
2015 Q2 4,289,609 $184,106,045 +$10,679,744 $42.92 77
2015 Q1 4,047,541 $160,638,964 +$33,735,369 $39.73 72
2014 Q4 3,200,331 $112,090,044 -$964,387 $35.04 58
2014 Q3 3,268,078 $115,240,205 -$662,664 $35.26 61
2014 Q2 3,285,084 $131,402,360 +$1,962,094 $40.00 63
2014 Q1 3,227,644 $144,714,956 +$7,376,875 $44.85 65