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

Q1 2026

Institutions Reporting

272

Shares (Excl. Options)

20,653,584

Price

$89.23

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Type / Class
Equity / COMMON STOCK
Symbol
CASH on Nasdaq
Shares outstanding
22,324,759
Price per share
$82.59
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
20,653,584
Total reported value
$1,842,205,578
% of total 13F portfolios
0%
Share change
+1,026,528
Value change
+$102,132,903
Number of holders
272
Price from insider filings
$82.59
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • CASH - PATHWARD FINANCIAL, INC. - COMMON STOCK is tracked under CUSIP 59100U108.
  • 272 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 259 to 272 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,429,191,915 to $1,842,205,578.

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

Latest holder context comes from 272 institutions filings for Q1 2026.

Open SEC Evidence

Security key

59100U108

Latest holder period

Q1 2026

13F holders

272

13D/G owners

3

CIK / CUSIP context first

Open Q1 2026 holders CASH full holder history PATHWARD FINANCIAL, INC. SEC filings PATHWARD FINANCIAL, INC. company facts PATHWARD FINANCIAL, INC. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

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 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 Mar 2026, 272 institutional investors reported holding 20,653,584 shares of PATHWARD FINANCIAL, INC. - COMMON STOCK (CASH). This represents 93% of the company’s total 22,324,759 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
67%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 3,159,659 -3.5% 0% $281,936,372
FMR LLC 8.8% 1,956,515 +14% 0.01% $174,579,799
STATE STREET CORP 6% 1,328,788 +2.6% 0% $118,633,659
AMERICAN CENTURY COMPANIES INC 5.1% 1,138,461 -4.2% 0.05% $101,584,875
DIMENSIONAL FUND ADVISORS LP 4.9% 1,093,338 -1% 0.02% $97,557,125
VANGUARD CAPITAL MANAGEMENT LLC 3.4% 750,164 0% 0% $66,937,134
GEODE CAPITAL MANAGEMENT, LLC 3.1% 699,745 +1.1% 0% $62,448,159
EARNEST PARTNERS LLC 2.6% 573,512 0.21% $51,174,476
VANGUARD PORTFOLIO MANAGEMENT LLC 2% 436,444 0% 0% $38,943,898
NEUMEIER POMA INVESTMENT COUNSEL LLC 1.6% 356,200 +35% 2.6% $31,783,726
BANK OF AMERICA CORP /DE/ 1.4% 302,503 +571% 0% $26,992,367
JPMORGAN CHASE & CO 1.2% 274,960 -19% 0% $24,157,985
TWO SIGMA INVESTMENTS, LP 1.2% 269,961 +44% 0.02% $24,088,620
Mawer Investment Management Ltd. 1.2% 268,543 -14% 0.16% $23,962,092
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 267,437 -2.7% 0% $23,863,404
NEW YORK STATE COMMON RETIREMENT FUND 1.2% 263,913 +750% 0.03% $23,548,957
NORTHERN TRUST CORP 1.2% 257,135 +3.1% 0% $22,944,156
MORGAN STANLEY 1.1% 237,954 -26% 0% $21,232,732
Allspring Global Investments Holdings, LLC 1% 232,830 +46% 0.04% $20,959,357
Clearbridge Investments, LLC 0.94% 209,219 +35% 0.02% $18,668,634
Elgethun Capital Management 0.91% 203,763 +0.48% 3% $18,181,816
GOLDMAN SACHS GROUP INC 0.89% 199,735 -19% 0% $17,822,354
Nuveen, LLC 0.84% 186,889 -14% 0% $16,676,105
PANAGORA ASSET MANAGEMENT INC 0.78% 174,776 +0.3% 0.06% $15,595,262
JANE STREET GROUP, LLC 0.73% 163,225 +229% 0.02% $14,564,567

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 20,653,584 $1,842,205,578 +$102,132,903 $89.23 272
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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