Pathward Financial, Inc. (CASH) Institutional Ownership

Ownership Summary

The institutional landscape for Pathward Financial, Inc. (NASDAQ:CASH) includes 267 filers as of the latest reporting cycle ending September 2025.

• The percentage of Pathward Financial owned by institutions changed from 89.5% in June 2025 to 116.1% in September 2025, marking a slight up trend.
• Quarterly data indicates a 33.37% shift in institutional share volume, and the annual owner count reflects an increase of 5.95%.
• A review of institutional activity for Pathward Financial shows 117 of 267 filers increasing their positions, while 104 reduced their stake, and 46 remained unchanged.
• The aggregate institutional position in Pathward Financial now stands at 27.41Mn shares as of September 2025, after investors increased their holdings (up by 6.86Mn shares quarter on quarter which is up 5.11Mn shares year over year).
• The top institutional stake in Pathward Financial as of September 30, 2025 belongs to Seros Financial, LLC, which owns 6.50Mn shares, or 27.52% of the company.
• Among the most significant buyers of Pathward Financial during September 2025 were Seros Financial, LLC (6.50Mn), AMERICAN CENTURY COMPANIES INC (323.79K), NEUMEIER POMA INVESTMENT COUNSEL LLC (133.46K), DEUTSCHE BANK AG\ (125.20K), Mawer Investment Management Ltd. (91.07K).
• Leading sellers of Pathward Financial stock in September 2025 included UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (124.83K), DRIEHAUS CAPITAL MANAGEMENT LLC (111.83K), FMR LLC (96.31K), JUPITER ASSET MANAGEMENT LTD (89.01K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (81.66K).
• The top 10 institutional holders of Pathward Financial for the quarter ending September 2025 included Seros Financial, LLC (6.50Mn), BlackRock, Inc. (3.31Mn), FMR LLC (2.07Mn), VANGUARD GROUP INC (1.86Mn), STATE STREET CORP (1.39Mn), DIMENSIONAL FUND ADVISORS LP (1.14Mn), AMERICAN CENTURY COMPANIES INC (1.05Mn), GEODE CAPITAL MANAGEMENT, LLC (699.45K), MORGAN STANLEY (444.02K), JPMORGAN CHASE & CO (392.79K).