CASH

Pathward Financial Inc

Latest period2024 - Q4Total superinvestors18

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, 18 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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.18%
0.04%
$19.108M
289,467 shares@ 66.01 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
New Position
0.02%
$10.865M
147,660 shares@ 73.59 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Increased 88.3%
0.01%
$61,091
40,406 shares@ 1.52 avg price
Michelle Warneke@Tealwood Asset Management Inc
Recent Activity
Decreased -0.34%
0.73%
$1.762M
23,945 shares@ 73.59 avg price
Kurt Nelson@Summerhaven Investment Management, Llc
Recent Activity
0.6%
$963,162
13,090 shares@ 73.58 avg price
Bradley W Horstmann@Wedge Capital Management L L P Nc
Recent Activity
Decreased -6.75%
0.02%
$918,867
12,488 shares@ 73.58 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 9.67%
0.02%
$657,142
8,931 shares@ 73.58 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Decreased -11.03%
0.03%
$490,000
6,666 shares@ 73.51 avg price
Samantha Pierangeli@City State Bank
Recent Activity
Decreased -39.05%
0.05%
$122,879
1,670 shares@ 73.59 avg price
John J Gonner@First Community Trust Na
Recent Activity
0.05%
$66,222
900 shares@ 73.58 avg price