Pathward Financial
- Market cap
- 1.48B
- P/E (TTM)i
- 8.90
- P/Bi
- 1.74
- EPSi
- 7.87
- Div yieldi
- 0.28%
- 52W posi
- 15%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- 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
DivergingInstitutions 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
Top holders as of 2026-06-30
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 28 buys · 22 sells
| Name | Role | Stake |
|---|---|---|
| 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
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 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.