Skip to content

Pathward Financial

US · CASH #2971 by market cap Listed 1970
71.14 -1.92 -2.63%
Live - 5344 symbols - heartbeat 12s ago · 2026-10-08 07:19
Pre-market 70.84 -0.42%
After-hours 71.14 0.00%
Market cap
1.48B
P/B
1.74
EPS
7.87
Reader sentiment Are you bullish or bearish on CASH?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Accumulating
  • The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
  • Total institutional ownership rose 0.7 percentage points.

Institutional ownership

Held by institutions
101.55% +0.71pp
Institutions
336 -1
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund88.19%
Hedge Fund5.53%
Public Company3.19%
Government Pension Fund2.84%
Individual/Insider1.42%
Private Company0.99%
Insurance Company0.44%
Family Office/Trust0.32%

Top holders as of 2026-06-30

BlackRock 14.94% · 3.10M sh
FMR 8.68% · 1.80M sh
State Street Global Advisors 6.93% · 1.44M sh
American Century Investment Management 6.11% · 1.27M sh
Dimensional Fund Advisors 5.13% · 1.06M sh
Vanguard Capital Management, LLC 4.20% · 871.85K sh
Geode Capital Management, LLC 3.53% · 733.10K sh
EARNEST Partners, LLC 2.74% · 568.92K sh
Vanguard Portfolio Management, LLC 2.13% · 443.00K sh
Neumeier Poma Investment Counsel LLC 1.69% · 351.87K sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 28 buys · 22 sells

NameRoleStake
Brett Pharr Chief Executive Officer 0.32%
Anthony Sharett President 0.17%
Charles Ingram Executive VP and Chief Technology & Product Officer 0.15%
Becky Shulman Independent Vice Chairperson of the Board 0.15%
Elizabeth Hoople Independent Director 0.14%
Gregory Sigrist Chief Financial Officer 0.09%
Lizabeth Zlatkus Independent Director 0.07%
Ronald McCray Independent Director 0.07%
Douglas Hajek Independent Chairperson 0.06%
Kendall Stork Independent Director 0.06%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-09-03 Lizabeth Zlatkus Independent Director Other Acquisition +400 --
2026-09-03 Becky Shulman Independent Vice Chairperson of the Board Other Acquisition +400 --
2026-09-03 Ronald McCray Independent Director Other Acquisition +400 --
2026-09-03 Christopher Perretta Independent Director Other Acquisition +400 --
2026-09-03 Neeraj Mehta Independent Director Other Acquisition +400 --
2026-09-03 Douglas Hajek Independent Chairperson Other Acquisition +400 --
2026-09-03 Elizabeth Hoople Independent Director Other Acquisition +400 --
2026-09-03 Kendall Stork Independent Director Other Acquisition +400 --
2026-06-06 Eric Ferri Chief Risk Officer Other Acquisition +8,638 --
2026-05-28 Elizabeth Hoople Independent Director Open Market Disposition -4,500 $82.29
2026-04-28 Douglas Hajek Independent Chairperson Open Market Disposition -5,000 $86.37
2026-02-23 Lizabeth Zlatkus Independent Director Other Acquisition +1,650 --
2026-02-23 Becky Shulman Independent Vice Chairperson of the Board Other Acquisition +1,650 --
2026-02-23 Ronald McCray Independent Director Other Acquisition +1,650 --
2026-02-23 Christopher Perretta Independent Director Other Acquisition +1,650 --
2026-02-23 Neeraj Mehta Independent Director Other Acquisition +1,650 --
2026-02-23 Douglas Hajek Independent Chairperson Other Acquisition +1,650 --
2026-02-23 Elizabeth Hoople Independent Director Other Acquisition +1,650 --
2026-02-23 Kendall Stork Independent Director Other Acquisition +1,650 --
2026-02-22 Brett Pharr Chief Executive Officer Open Market Disposition -15,641 $93.88

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 07:19:08 · For reference only, not investment advice and not tailored to your situation.