Institutional shares held 26.8 Million
42.8K calls
81.5K puts
Total value of holdings $1.85B
$2.95M calls
$5.61M puts
Market Cap $2B
29,055,400 Shares Out.
Institutional ownership 92.23%
# of Institutions 287


Latest Institutional Activity in CASH

Top Purchases

Q3 2025
Seros Financial, LLC Shares Held: 6.5M ($448M)
Q3 2025
American Century Companies Inc Shares Held: 1.05M ($72.3M)
Q3 2025
Neumeier Poma Investment Counsel LLC Shares Held: 349K ($24M)
Q3 2025
Deutsche Bank Ag\ Shares Held: 155K ($10.7M)
Q3 2025
Mawer Investment Management Ltd. Shares Held: 346K ($23.8M)

Top Sells

Q3 2025
Ubs Asset Management Americas Inc Shares Held: 200K ($13.8M)
Q3 2025
Driehaus Capital Management LLC Shares Held: 134K ($9.22M)
Q3 2025
Jupiter Asset Management LTD Shares Held: 74.8K ($5.15M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 128K ($8.79M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 393K ($27M)

About CASH

Pathward Financial, Inc. operates as the holding company for Pathward, National Association that provides various banking products and services in the United States. It operates through three segments: Consumer, Commercial, and Corporate Services/Other. The company offers demand deposit accounts, savings accounts, money market savings accounts, and certificate accounts. It also provides commercial finance product comprising term lending, asset based lending, factoring, lease financing, insurance premium finance, government guaranteed lending, and other commercial finance products; consumer credit products; other consumer financing services; short-term taxpayer advance loans; and warehouse financing services. In addition, the company issues prepaid cards and consumer credit products; sponsors merchant acquiring and automated teller machines (ATMs) in various debit networks; and offers tax refund-transfer services, and other payment industry products and services. The company was formerly known as Meta Financial Group, Inc. and changed its name to Pathward Financial, Inc. in July 2022. Pathward Financial, Inc. was founded in 1954 and is headquartered in Sioux Falls, South Dakota.


Insider Transactions at CASH

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
110K Shares
From 15 Insiders
Grant, award, or other acquisition 110K shares
Sell / Disposition
85.2K Shares
From 18 Insiders
Payment of exercise price or tax liability 35.3K shares
Bona fide gift 9.99K shares
Open market or private sale 39.9K shares

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