PATHWARD FINANCIAL, INC. - COMMON STOCK (CASH)

CUSIP: 59100U108

Q1 2026 13F Holders as of 31 Mar 2026

Holder snapshot 6 signals
Share change
+1,026,528
SEC-reported price per share
$89.23
Number of holders
272
Value change
+$102,132,903
Number of buys
127
Number of sells
126
Security identity 1 source field
Shares outstanding
22,324,759

Security key

59100U108

Report period

Q1 2026

Institutions

272

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
STATE STREET CORP
Disclosed value leader
STATE STREET CORP
Comparable rows
15/15
Latest evidence
24 Feb 2026
13D/G 13F 3/4/5 Lead comparable stake: 5.8% 13D/G row: STATE STREET CORP Showing 1-6 of 15 holder rows.

Quick read

STATE STREET CORP leads the comparable SEC ownership view at 5.8%.

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.

Comparable ownership Top 5
STATE STREET CORP 5.8%
AMERICAN CENTURY INVESTMENT MANAG... 5.3%
DIMENSIONAL FUND ADVISORS LP 5%
Brett L. Pharr 0.35%
Anthony M. Sharett 0.16%

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
STATE STREET CORP
13D/G 13F
STATE STREET CORPORATION · Company
5.8%
$97,022,061
1,294,836 shares
-$26,817,447 31 Dec 2025
AMERICAN CENTURY INVESTMENT MANAGEMENT INC
13D/G
5.3%
1,188,365 shares
$0 31 Dec 2025
DIMENSIONAL FUND ADVISORS LP
13F 13D/G
Company
5%
from 13D/G
$78,428,049
1,104,594 shares
31 Dec 2025
Brett L. Pharr
3/4/5
Chief Executive Officer, Director
0.35%
$7,393,368
78,875 shares
-$1,468,421 23 Feb 2026
Anthony M. Sharett
3/4/5
President
0.16%
$2,524,387
35,316 shares
-$822,825 16 Dec 2025
Charles C. Ingram
3/4/5
EVP, Chief Info & Ops Officer
0.14%
$2,327,319
31,298 shares
05 Dec 2025
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 2026

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

Institutions
272
Shares
20,653,584
Rows available
272
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 2026 vs Q4 2025 Across Filers

Q4 2025 holders
259
Q1 2026 holders
272
Holder diff
13
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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