CASH

Pathward Financial Inc

Latest period2024 - Q4Total superinvestors21

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 21 superinvestors own shares of Pathward Financial Inc (CASH), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Pathward Financial Inc (CASH), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Pathward Financial Inc (CASH) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Pathward Financial Inc (CASH) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Steven Sergio@Rmr Wealth Builders
Recent Activity
Increased 88.3%
0.01%
$61,091
40,406 shares@ 1.52 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 9.67%
0.02%
$657,142
8,931 shares@ 73.58 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 22.28%
0.01%
$37,158
505 shares@ 73.59 avg price