PATHWARD FINANCIAL INC

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

CASH (PATHWARD FINANCIAL INC) is held by 155 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($270.3M), FMR LLC ($157M), STATE STREET CORP ($125.3M). Net institutional sentiment: Mixed.

155

Holders

(11 Elite)

$1.6B

Total Value

56% (149)

Consensus

84 buying - 65 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)81

Insider (Form 4)77

Activist (13D/13G)41

Congressional (STOCK Act)60

Holder Quality

86

★★★★★

Elite

24

★★★★

Strong

14

★★★

Solid

52

★★

Below

25

★

Weak

Held by 155 funds

11 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders Sep 8, 2026 · Activists Aug 7, 2026 · Congress none

InsiderSEStork Kendall EVest 400 shSep 4, 2026

InsiderSSSHULMAN BECKY SVest 400 shSep 4, 2026

InsiderPCPerretta ChristopherVest 400 shSep 4, 2026

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Top Holders

Top Holders (155)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	3.1M(-1.8%)	$270.3M	0.0%	-1.32%	0
FMR LLC	Decreased	1.8M(-7.8%)	$157M	0.0%	+28.45%	0
STATE STREET CORP	Increased	1.4M(+8.3%)	$125.3M	0.0%	+36.08%	33
AMERICAN CENTURY COMPANIES INC	Increased	1.3M(+11.6%)	$110.6M	0.0%	+12.56%	33
DIMENSIONAL FUND ADVISORS LP	Decreased	1.1M(-2.6%)	$92.7M	0.0%	+123.76%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	733,095(+4.8%)	$63.8M	0.0%	+87.00%	31
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	729,199(-2.8%)	$63.5M	0.0%	-18.89%	0
EARNEST PARTNERS LLC	Decreased	568,923(-0.8%)	$49.5M	0.2%	-18.89%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	443,000(+1.5%)	$38.6M	0.0%	-18.87%	29
Allspring Global Investments Holdings, LLC	Increased	339,293(+45.7%)	$30.4M	0.0%	-10.49%	39
Qube Research & Technologies Ltd	Increased	297,329(+438.6%)	$25.9M	0.0%	-11.95%	46
JPMORGAN CHASE & CO	Increased	285,040(+3.7%)	$24.7M	0.0%	+4.85%	30
BANK OF AMERICA CORP /DE/	Decreased	279,600(-7.6%)	$24.3M	0.0%	-14.61%	0
Mawer Investment Management Ltd.	Increased	271,655(+1.2%)	$23.7M	0.2%	+13.01%	34
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	268,911(+0.6%)	$23.4M	0.0%	+145.99%	29
NEW YORK STATE COMMON RETIREMENT FUND	Increased	264,013(+0.0%)	$23M	0.0%	-11.44%	28
DED. E. Shaw & Co., Inc.	Increased	256,026(+93.4%)	$22.3M	0.0%	-4.55%	45
MORGAN STANLEY	Increased	245,918(+3.4%)	$21.4M	0.0%	+16.29%	29
NORTHERN TRUST CORP	Decreased	236,711(-7.9%)	$20.6M	0.0%	+131.83%	0
GOLDMAN SACHS GROUP INC	Increased	228,064(+14.2%)	$19.9M	0.0%	+13.08%	32

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CASHPATHWARD FINANCIAL INC

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer