PATHWARD FINANCIAL, INC. - COMMON STOCK (CASH)

CUSIP: 59100U108

Q1 2023 13F Holders as of 31 Mar 2023

Holder snapshot 7 signals
Share change
+220,229
Put/Call ratio
179%
SEC-reported price per share
$41.49
Number of holders
186
Value change
+$8,454,615
Number of buys
87
Open additional details 1 more signal available
Number of sells
86
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
21,160,000

Security key

59100U108

Report period

Q1 2023

Institutions

186

Top holders

10

Ownership snapshot

Top reported holders of CASH - PATHWARD FINANCIAL, INC. - COMMON STOCK (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
31 Dec 2022
13F Lead comparable stake: 20% Showing 1-6 of 15 holder rows.

Quick read

BlackRock Finance, Inc. leads the comparable SEC ownership view at 20%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock Finance, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock Finance, Inc. 20%
Vectors Research Management, LLC 11%
VANGUARD GROUP INC 9.6%
DIMENSIONAL FUND ADVISORS LP 6.9%
Nantahala Capital Management, LLC 6.1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
20%
$178,183,227
4,138,983 shares
31 Dec 2022
Vectors Research Management, LLC
13F
Company
13F
11%
$2,410,000
2,409,969 shares
31 Dec 2022
VANGUARD GROUP INC
13F
Company
13F
9.6%
$87,479,192
2,032,037 shares
31 Dec 2022
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
6.9%
$63,230,000
1,468,764 shares
31 Dec 2022
Nantahala Capital Management, LLC
13F
Company
13F
6.1%
$56,016,574
1,301,198 shares
31 Dec 2022
FMR LLC
13F
Company
13F
6%
$54,724,299
1,271,180 shares
31 Dec 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
186
Shares
23,888,931
Rows available
186
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2023 vs Q1 2023 Across Filers

Q1 2023 holders
186
Q1 2023 holders
186
Holder diff
0
Investor Q1 2023 Shares Q1 2023 Shares Share Diff Share Chg % Q1 2023 value Q1 2023 value Value change Value Chg %
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