Pathward Financial Ownership | Who Owns Pathward Financial?
Pathward Financial Ownership Summary
Pathward Financial is owned by 97.03% institutional investors, 1.46% insiders, and 1.51% retail investors. Blackrock is the largest institutional shareholder, holding 14.50% of CASH shares. Adviser Dividend Income is the top mutual fund, with 17.69% of its assets in Pathward Financial shares.
CASH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pathward Financial | 97.03% | 1.46% | 1.51% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.67M | 14.50% | $207.41M |
| Blackrock funding, inc. /de | 3.10M | 14.36% | $270.27M |
| Fmr | 1.80M | 8.35% | $157.04M |
| Vanguard group | 1.52M | 6.80% | $107.71M |
| State street | 1.44M | 6.66% | $125.34M |
| American century companies | 1.27M | 5.88% | $110.56M |
| Dimensional fund advisors lp | 1.06M | 4.93% | $92.71M |
| Geode capital management | 733.10K | 3.39% | $63.83M |
| Vanguard capital management | 729.20K | 3.37% | $63.48M |
| Earnest partners | 568.92K | 2.63% | $49.53M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| John w. rosenthal capital management | 52.58K | 4.00% | $4.58M |
| Vinva investment management | 188.80K | 2.74% | $140.36B |
| Elgethun capital management | 210.54K | 2.55% | $18.33M |
| Guardian wealth management | 57.30K | 2.45% | $4.99M |
| Rmr capital management | 39.08K | 2.34% | $3.40M |
| Neumeier poma investment counsel | 351.87K | 2.10% | $30.63M |
| Orchard capital management | 21.14K | 1.79% | $1.84M |
| Phocas financial | 123.66K | 1.49% | $10.77M |
| Moody aldrich partners | 92.96K | 1.45% | $8.09M |
| Chou associates management | 27.39K | 1.10% | $2.38M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 268.91K | 0.00% | 268.91K |
| Qube research | 297.33K | 0.02% | 242.12K |
| Comerica bank | 296.00K | 0.08% | 233.18K |
| American century companies | 1.27M | 0.05% | 131.51K |
| D. e. shaw | 256.03K | 0.01% | 123.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Seros financial | - | - | -6.50M |
| Putney financial group | - | - | -411.47K |
| Vanguard group | 1.52M | 0.00% | -340.24K |
| Philosophy capital management | - | - | -234.61K |
| Jane street group | - | - | -163.22K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 268.91K | 0.00% | 268.91K | $23.41M |
| Curated wealth partners | 55.00K | 0.01% | 55.00K | $62.04K |
| Tudor investment corp et al | 48.95K | 0.01% | 48.95K | $4.26M |
| Trexquant investment lp | 37.41K | 0.02% | 37.41K | $3.26M |
| Point72 asset management | 18.98K | 0.00% | 18.98K | $1.65M |
Sold Out
| Holder | Change |
|---|---|
| Camelot portfolios | -1.00 |
| Turning point benefit group | -1.00 |
| Mendota financial group | -1.00 |
| Tortoise investment management | -2.00 |
| Mai capital management | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 283 | 2.91% | 20,969,534 | 1.53% | 97 | 1.13% | 146 | 5.04% | 94 | -4.08% |
| Mar 31, 2026 | 186 | -29.28% | 11,716,403 | -41.81% | 52 | 0.64% | 89 | -18.35% | 68 | -39.29% |
| Dec 31, 2025 | 177 | -35.16% | 14,092,458 | -48.62% | 63 | 0.44% | 65 | -46.28% | 79 | -23.30% |
| Sep 30, 2025 | 267 | -0.37% | 27,413,358 | 32.36% | 119 | 1.47% | 118 | -12.59% | 102 | 9.68% |
| Jun 30, 2025 | 274 | 9.16% | 21,376,243 | -0.30% | 92 | 1.13% | 135 | 33.66% | 97 | -6.73% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Adviser Dividend Income | 4.27M | 17.69% | 4.27M |
| iShares Core S&P Small-Cap ETF | 1.28M | 6.18% | -2.81K |
| Vanguard US Total Market Shares ETF | 776.35K | 3.26% | -65.35K |
| Avantis US Small Cap Value ETF | 673.90K | 3.24% | 650.00 |
| Fidelity Stock Selector Small Cap | 602.90K | 2.86% | -14.60K |
| iShares Russell 2000 ETF | 552.42K | 2.66% | - |
| Fidelity Series Small Cap Opps | 542.40K | 2.57% | -13.10K |
| Vanguard MStar Total Stk Mkt Idx Invest | 471.96K | 2.27% | - |
| Vanguard Total Stock Mkt Idx Inv | 471.96K | 2.24% | -20.30K |
| Vanguard Morn Total Stk Mkt Idx Investor | 471.96K | 2.24% | -20.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 29, 2026 | Hoople Elizabeth G. | - | Sell | $370.31K |
| Apr 29, 2026 | Hajek Douglas J. | - | Sell | $431.84K |
| Feb 23, 2026 | Pharr Brett L. | Chief Executive Officer | Sell | $1.47M |
| Feb 09, 2026 | Stork Kendall E | - | Sell | $282.45K |
| Jan 30, 2026 | Perretta Christopher | - | Sell | $130.41K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 3 |
| 2025 Q4 | - | 4 |
| 2025 Q2 | - | 4 |
| 2025 Q1 | - | - |
CASH Ownership FAQ
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