PATHWARD FINANCIAL, INC.

CASHNASDAQ

$73.06-0.36 (-0.49% today)

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

PATHWARD FINANCIAL, INC. price and activity chart data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (-1.3%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
BlackRock, Inc.	14.71%	$270M	0.00%	Not reported
FMR LLC	8.54%	$157M	0.01%	Not reported
State Street Corp	6.82%	$125M	0.00%	Not reported
American Century Companies Inc	6.02%	$111M	0.05%	Not reported
Dimensional Fund Advisors LP	5.04%	$92.7M	0.02%	Not reported
Geode Capital Management, LLC	3.47%	$63.8M	0.00%	Not reported
Vanguard Capital Management LLC	3.45%	$63.5M	0.00%	Not reported
Earnest Partners LLC	2.70%	$49.5M	0.18%	Reduce 0.80%
Vanguard Portfolio Management LLC	2.10%	$38.6M	0.00%	Not reported
Neumeier Poma Investment Counsel LLC	1.67%	$30.6M	2.10%	Reduce 1.22%
Qube Research & Technologies Ltd	1.41%	$25.9M	0.02%	Not reported
JPMorgan Chase & Co	1.35%	$24.7M	0.00%	Not reported
Bank of America Corp	1.32%	$24.3M	0.00%	Not reported
Mawer Investment Management Ltd.	1.29%	$23.7M	0.16%	Add 1.16%
Charles Schwab Investment Management Inc	1.27%	$23.4M	0.00%	Not reported
New York State Common Retirement Fund	1.25%	$23M	0.03%	Not reported
D. E. Shaw & Co., Inc.	1.21%	$22.3M	0.01%	Not reported
Morgan Stanley	1.16%	$21.4M	0.00%	Not reported
Northern Trust Corp	1.12%	$20.6M	0.00%	Not reported
Goldman Sachs Group Inc	1.08%	$19.9M	0.00%	Not reported
Elgethun Capital Management	1.00%	$18.3M	2.55%	Add 3.33%
Clearbridge Investments, LLC	0.99%	$18.2M	0.02%	Not reported
Panagora Asset Management Inc	0.86%	$15.8M	0.05%	Not reported
Millennium Management LLC	0.79%	$14.5M	0.01%	Not reported
Bank of New York Mellon Corp	0.76%	$13.9M	0.00%	Not reported
UBS Group AG	0.73%	$13.5M	0.00%	Not reported
Principal Financial Group Inc	0.72%	$13.3M	0.01%	Not reported
Deutsche Bank Ag\	0.70%	$12.9M	0.00%	Not reported
Aptus Capital Advisors, LLC	0.69%	$12.6M	0.09%	Add 0.60%
Two Sigma Investments, LP	0.68%	$12.6M	0.01%	Not reported
Vanguard Fiduciary Trust Co	0.68%	$12.4M	0.00%	Not reported
Sei Investments Co	0.66%	$12.1M	0.01%	Not reported
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.65%	$12M	0.00%	Not reported
Bridgeway Capital Management, LLC	0.62%	$11.3M	0.20%	Not reported
Nuveen, LLC	0.61%	$11.2M	0.00%	Not reported
Phocas Financial Corp.	0.59%	$10.8M	1.49%	Reduce 4.97%
Cerity Partners LLC	0.55%	$10.2M	0.01%	Not reported
Invesco Ltd.	0.54%	$9.92M	0.00%	Not reported
Wells Fargo & Company	0.49%	$9.05M	0.00%	Not reported
Empowered Funds, LLC	0.48%	$8.85M	0.05%	Add 4.59%
Public Sector Pension Investment Board	0.48%	$8.83M	0.02%	Add 1.16%
Citadel Advisors LLC	0.47%	$8.56M	0.00%	Not reported
Moody Aldrich Partners LLC	0.44%	$8.09M	1.45%	Reduce 11.75%
State of Wisconsin Investment Board	0.43%	$7.93M	0.02%	Not reported
Envestnet Asset Management Inc	0.42%	$7.69M	0.00%	Not reported
Wellington Management Group LLP	0.41%	$7.46M	0.00%	Reduce 41.98%
Arrowstreet Capital, Limited Partnership	0.33%	$6.1M	0.00%	Not reported
Federated Hermes, Inc.	0.29%	$5.33M	0.01%	Not reported
Guardian Wealth Management, Inc.	0.27%	$4.99M	2.45%	Add 3.37%
Raymond James Financial Inc	0.27%	$4.9M	0.00%	Not reported

50 of 264 holders

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