Pathward Financial, Inc. (CASH) Institutional Ownership & Insider Trading

281 institutions reported holding Pathward Financial, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 9 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

CASHPathward Financial, Inc.Follow CASH — free

Banks - Regional · Financials

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Market cap: 1.6B
P/E TTM: 9.7
Dividend yield: 0.3%
52-week: —
Next earnings: 20 Jan, in 88 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

281 institutions held 99.6% of the shares. Across filers that reported both quarters, shares held changed +0.1%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	281	21	+0.1%	101	25	87	19
Mar 26	272	21	+5.9%	81	39	97	24
Dec 25	255	20	-4.7%	65	27	101	32
Sep 25	259	21	+1.2%	77	20	90	31
Jun 25	266	21	-0.5%	74	36	92	16
Mar 25	243	21	-5.5%	60	27	94	23
Dec 24	238	22	-2.8%	61	24	76	32
Sep 24	246	22	-2.9%	68	36	87	13

Pathward Financial, Inc. — questions

Who owns Pathward Financial, Inc. stock?: 281 institutions reported Pathward Financial, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (14.9%), FMR LLC (8.7%), STATE STREET CORP (6.9%).
Are Pathward Financial, Inc. insiders buying or selling?: 9 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Pathward Financial, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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