PATHWARD FINANCIAL INC

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CASH·59100U108·US·equity·Financial Services - Banks - Regional-13D/G

CASH (PATHWARD FINANCIAL INC) is held by 143 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($281.9M), FMR LLC ($174.6M), STATE STREET CORP ($118.6M). Net institutional sentiment: Mixed.

143

Holders

Avg rating(13 Elite)

$1.5B

Total Value

56% (152)

Fund Consensus

81 buying - 63 selling

Smart Money Verdict

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45Weak MomentumSplit Signals

Institutional (13F)65

Insider (Form 4)10

Activist (13D/13G)49

Congressional (STOCK Act)

No data

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See how CASH's score breaks down across 4 SEC sources

Holder Quality

13

★★★★★

Elite

48

★★★★

Strong

47

★★★

Solid

35

★★

Below

9

★

Weak

Held by 143 funds

13 elite

Who's Trading

InsiderHJHajek Douglas J.Sell $432KApr 29, 2026

ActivistDimensional Fund Advisors LP5.0%Apr 9, 2026

ActivistThe Vanguard Group0.0%Mar 27, 2026

InsiderPLPharr Brett L.Sell $1.5MFeb 23, 2026

InsiderMNMehta NeerajSell $173KOct 28, 2025

InsiderDNDombrowski NadiaSell $357KOct 24, 2025

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (143)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	3.2M(-3.5%)	$281.9M	0.0%	+7.90%	0
FMR LLC	Increased	2M(+13.9%)	$174.6M	0.0%	+4.77%	35
STATE STREET CORP	Increased	1.3M(+2.6%)	$118.6M	0.0%	+36.55%	31
AMERICAN CENTURY COMPANIES INC	Decreased	1.1M(-4.2%)	$101.6M	0.1%	+28.78%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	1.1M(-1.0%)	$97.6M	0.0%	+99.30%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	699,745(+1.1%)	$62.4M	0.0%	+148.60%	30
EARNEST PARTNERS LLC	New	573,512	$51.2M	0.2%	-12.67%	49
BANK OF AMERICA CORP /DE/	Increased	302,503(+571.3%)	$27M	0.0%	-10.33%	46
JPMORGAN CHASE & CO	Decreased	274,960(-18.7%)	$24.2M	0.0%	+7.90%	0
TWO SIGMA INVESTMENTS, LP	Increased	269,961(+43.6%)	$24.1M	0.0%	+15.49%	39
Mawer Investment Management Ltd.	Decreased	268,543(-13.6%)	$24M	0.2%	+24.73%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	267,437(-2.7%)	$23.9M	0.0%	+175.10%	0
NEW YORK STATE COMMON RETIREMENT FUND	Increased	263,913(+750.1%)	$23.5M	0.0%	-4.54%	46
NORTHERN TRUST CORP	Increased	257,135(+3.1%)	$22.9M	0.0%	+154.84%	29
MORGAN STANLEY	Decreased	237,954(-25.7%)	$21.2M	0.0%	+30.19%	0
Allspring Global Investments Holdings, LLC	Increased	232,830(+45.8%)	$21M	0.0%	+1.12%	39
Clearbridge Investments, LLC	Increased	209,219(+34.8%)	$18.7M	0.0%	-2.93%	37
GOLDMAN SACHS GROUP INC	Decreased	199,735(-19.4%)	$17.8M	0.0%	+8.41%	0
Nuveen, LLC	Decreased	186,889(-14.5%)	$16.7M	0.0%	+10.09%	0
PANAGORA ASSET MANAGEMENT INC	Increased	174,776(+0.3%)	$15.6M	0.1%	+70.51%	28

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer