$CASH

$76.39 -$1.97 (2.51%) Close

$CASH Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 20.8M shares outstanding

Who owns CASH?

By type of holder

Institutions 99.4% Insiders 0.6% Everyone else 0.0%

Concentration Top 10 holders own 55.4%

BlackRock, Inc. 14.9% · FMR LLC 8.7%

Institutional ownership

99.4%

-0.0 pts vs last qtr

Institutional holders

279

+6 vs last qtr

Net shares bought

−3.7K

by institutions in Q2 2026

New / sold out

36 / 30

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Qube Research & Technologies Ltd +242.1K
American Century Companies Inc +131.5K

Biggest sellers in Q2 2026

Jane Street Group, LLC SOLD OUT −163.2K
FMR LLC −152.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.56M

4 notices from 4 people

Shares covered

28.1K

0.14% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Pharr Brett L. Officer $1.47M
Hajek Douglas J. Director $441K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−30.7%

−3.99% a year

Each share's claim on the business

+44.2%

grew without buying or selling a share

Spent on buybacks vs paid in stock

— vs $92.9M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years73% 3–5 years6% 1–3 years12% Under 1 year8%

Quarterly turnover

8.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CASH on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	3.1M	14.94%	−55.2K (−1.7%)	≤2021	0.0%
Shares held by quarter Peak holding3.7M (Q3'24) Change over 8 quarters−562.0K Share of the company14.940% BlackRock, Inc.'s full portfolio →
F FMR LLC	1.8M	8.68%	−152.7K (−7.8%)	≤2021	0.0%
Shares held by quarter Peak holding2.2M (Q4'24) Change over 8 quarters−248.5K Share of the company8.680% FMR LLC's full portfolio →

BlackRock, Inc.

3.1M

% of company

14.94%

Change vs last qtr

−55.2K (−1.7%)

Held since

≤2021

FMR LLC

1.8M

% of company

8.68%

Change vs last qtr

−152.7K (−7.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Pathward Financial Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CASH on Form N-PORT; together they hold 53.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$111M	1.3M	6.11%	0.10%	June 30, 2026
FS Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust	$59.8M	677.2K	3.26%	0.81%	July 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$111M

% of company

6.11%

% of the fund

0.10%

As of

June 30, 2026

Fidelity Stock Selector Small Cap Fund

Fidelity Capital Trust

Position value

$59.8M

% of company

3.26%

% of the fund

0.81%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Pathward Financial Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PB Pharr Brett L. Insider	77.4K	0.37%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.370% Pharr Brett L.'s insider activity →
IC Ingram Charles C. Insider	30.8K	0.15%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.150% Ingram Charles C.'s insider activity →

Pharr Brett L.

Insider

77.4K

% of company

0.37%

Change vs last qtr

—

Held since

—

Ingram Charles C.

Insider

30.8K

% of company

0.15%

Change vs last qtr

—

Held since

—

14 more holders behind a free account

See every insider and 5%+ holder of Pathward Financial Inc.

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