Security Snapshot

PATHWARD FINANCIAL, INC. - COMMON STOCK (CASH) Institutional Ownership

CUSIP: 59100U108

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

259

Shares (Excl. Options)

20,122,668

Price

$71.00

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Type / Class
Equity / COMMON STOCK
Symbol
CASH on Nasdaq
Shares outstanding
22,324,759
Price per share
$89.23
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
20,122,668
Total reported value
$1,429,191,915
% of total 13F portfolios
0%
Share change
-526,539
Value change
-$38,945,361
Number of holders
259
Price from insider filings
$89.23
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • CASH - PATHWARD FINANCIAL, INC. - COMMON STOCK is tracked under CUSIP 59100U108.
  • 259 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 259 to 113 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,429,191,915 to $460,510,791.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 259 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 59100U108?
CUSIP 59100U108 identifies CASH - PATHWARD FINANCIAL, INC. - COMMON STOCK in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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
VANGUARD GROUP INC 6.8% $107,714,810 1,517,110 The Vanguard Group 31 Dec 2025
STATE STREET CORP 5.8% -16% $97,022,061 -$26,817,447 1,294,836 -22% STATE STREET CORPORATION 31 Dec 2025
DIMENSIONAL FUND ADVISORS LP 4.9% $92,920,427 1,174,424 Dimensional Fund Advisors LP 30 Jun 2025

As of 31 Dec 2025, 259 institutional investors reported holding 20,122,668 shares of PATHWARD FINANCIAL, INC. - COMMON STOCK (CASH). This represents 90% of the company’s total 22,324,759 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PATHWARD FINANCIAL, INC. - COMMON STOCK (CASH) together control 67% 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. 15% 3,273,551 -1.1% 0% $232,422,121
FMR LLC 7.7% 1,717,391 -17% 0.01% $121,934,737
VANGUARD GROUP INC 6.8% 1,517,110 -18% 0% $107,714,810
STATE STREET CORP 5.8% 1,294,836 -7% 0% $91,998,982
AMERICAN CENTURY COMPANIES INC 5.3% 1,188,365 +13% 0.04% $84,373,915
DIMENSIONAL FUND ADVISORS LP 4.9% 1,104,594 -2.9% 0.02% $78,428,049
GEODE CAPITAL MANAGEMENT, LLC 3.1% 692,116 -1% 0% $49,146,996
JPMORGAN CHASE & CO 1.5% 338,026 -14% 0% $23,999,846
MORGAN STANLEY 1.4% 320,213 -28% 0% $22,735,344
Mawer Investment Management Ltd. 1.4% 310,623 -10% 0.12% $22,054,233
COMERICA BANK 1.3% 295,999 +371% 0.08% $21,015,900
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 274,774 -3.7% 0% $19,508,954
NEUMEIER POMA INVESTMENT COUNSEL LLC 1.2% 264,100 -24% 1.5% $18,751,100
NORTHERN TRUST CORP 1.1% 249,427 -8.2% 0% $17,709,317
GOLDMAN SACHS GROUP INC 1.1% 247,832 +31% 0% $17,596,072
Nuveen, LLC 0.98% 218,506 -11% 0% $15,513,926
Invesco Ltd. 0.97% 215,833 +2.9% 0% $15,324,143
Qube Research & Technologies Ltd 0.94% 210,839 +12% 0.02% $14,969,569
MILLENNIUM MANAGEMENT LLC 0.92% 204,437 +182% 0.01% $14,515,027
Elgethun Capital Management 0.91% 202,782 +2.8% 2.5% $14,397,494
TWO SIGMA INVESTMENTS, LP 0.84% 187,990 +5.2% 0.02% $13,347,290
PANAGORA ASSET MANAGEMENT INC 0.78% 174,251 +4.4% 0.04% $12,371,821
Bank of New York Mellon Corp 0.75% 167,310 -6.6% 0% $11,879,035
Phocas Financial Corp. 0.75% 166,353 -0.24% 1.5% $11,811,063
Allspring Global Investments Holdings, LLC 0.72% 159,673 +20% 0.02% $11,475,699

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
2026 Q1 5,159,887 $460,510,791 +$26,018,746 $89.23 113
2025 Q4 20,122,668 $1,429,191,915 -$38,945,361 $71.00 259
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
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
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