Pathward Financial, Inc.
Pathward Financial, Inc. (CASH) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CASH · as of Sep 30, 2025
Ownership Breakdown
273
Institutional Holders
▼ 6 vs Q2
$1.69B
Total Inst. Value
▼ $89.66M vs Q2
21.11M
Shares Outstanding
freeFloat 98.57%
27.43M
13F Shares Held
▲ 5.93M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CASH largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
SEROS FINANCIAL, LLC national commercial banks | 6.50M | 28.25% | 28.25% | $6.50B | Nov 5, 2025 | NEW |
BLACKROCK, INC. national commercial banks | 3.31M | 14.39% | 14.39% | $244.97B | Nov 12, 2025 | ▼ 70.4K |
FMR LLC national commercial banks | 2.07M | 9.01% | 9.01% | $153.49B | Nov 13, 2025 | ▼ 96.3K |
VANGUARD GROUP INC national commercial banks | 1.86M | 8.07% | 8.07% | $137.46B | Nov 7, 2025 | ▲ 14.1K |
STATE STREET CORP national commercial banks | 1.39M | 6.05% | 6.05% | $103.07B | Nov 14, 2025 | ▼ 18.6K |
DIMENSIONAL FUND ADVISORS LP national commercial banks | 1.14M | 4.95% | 4.95% | $84.23B | Nov 12, 2025 | ▼ 36.4K |
AMERICAN CENTURY COMPANIES INC national commercial banks | 1.05M | 4.56% | 4.56% | $77.70B | Nov 12, 2025 | ▲ 323.8K |
GEODE CAPITAL MANAGEMENT, LLC national commercial banks | 699.5K | 3.04% | 3.04% | $51.77B | Nov 12, 2025 | ▼ 349 |
MORGAN STANLEY national commercial banks | 444.0K | 1.93% | 1.93% | $32.86B | May 27, 2026 | ▼ 36.8K |
JPMORGAN CHASE & CO national commercial banks | 392.8K | 1.71% | 1.71% | $29.07B | Nov 26, 2025 | ▼ 45.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
24
Increased
+1.15M shares1
New Positions
first time holders25
Decreased
−931.4K shares0
Sold Out
fully exitedNet shares change (top 50)
+221.9K
+1.15M / −931.4K
Net new holders
+0
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CASH insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
2
Sell transactions
0.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Ferri Eric Anthony EVP, Chief Risk Officer | Jun 7, 2026 | Award | 8,638 | — | — | 8.6K | Form 4 ↗ |
Hoople Elizabeth G. director | May 29, 2026 | Sale | 4,500 | $82.29 | $370.3K | 28.1K | Form 4 ↗ |
Hajek Douglas J. director | Apr 29, 2026 | Sale | 5,000 | $86.37 | $431.8K | 12.3K | Form 4 ↗ |
SHULMAN BECKY S director | Feb 24, 2026 | Award | 1,650 | — | — | 30.1K | Form 4 ↗ |
Hajek Douglas J. director | Feb 24, 2026 | Award | 1,650 | — | — | 17.3K | Form 4 ↗ |
Hoople Elizabeth G. director | Feb 24, 2026 | Award | 1,650 | — | — | 32.5K | Form 4 ↗ |
MCCRAY RONALD D director | Feb 24, 2026 | Award | 1,650 | — | — | 14.2K | Form 4 ↗ |
Perretta Christopher director | Feb 24, 2026 | Award | 1,650 | — | — | 8.3K | Form 4 ↗ |
Stork Kendall E director | Feb 24, 2026 | Award | 1,650 | — | — | 9.5K | Form 4 ↗ |
Zlatkus Lizabeth H director | Feb 24, 2026 | Award | 1,650 | — | — | 15.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Pathward Financial, Inc. (CASH) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 1.43%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Pathward Financial, Inc. is SEROS FINANCIAL, LLC, holding approximately 6.50 million shares — equal to 28.25% of outstanding shares — as of September 30, 2025.
A total of 273 institutional investors currently hold CASH stock, with a combined institutional value of approximately $1.69 billion as of the most recent 13F filing period.
Frequently asked questions
CASH ownershipPathward Financial, Inc. (CASH) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is SEROS FINANCIAL, LLC with a 28.25% stake. Company insiders hold 1.43%. Data sourced from SEC Form 13F as of September 30, 2025.