CASH

Pathward Financial Inc

Latest period2026 - Q2Total superinvestors17

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 17 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

SuperinvestorPortfolio %Reported Value
John P. Sherlock@Moody Aldrich Partners Llc
Recent Activity
Decreased -11.74%
1.46%
$8.093M
92,961 shares@ 87.07 avg price
Joshua Kirby@Guardian Wealth Management, Inc.
Recent Activity
Increased 3.38%
2.46%
$4.989M
57,305 shares@ 87.07 avg price
Richard A. Ward@Curated Wealth Partners Llc
Recent Activity
New Position
0.01%
$62,038
55,000 shares@ 1.13 avg price
Michelle Warneke@Tealwood Asset Management Inc
Recent Activity
Decreased -0.82%
0.69%
$1.779M
20,438 shares@ 87.05 avg price
Amy C Hui@Y-intercept (hong Kong) Ltd
Recent Activity
Increased 205.36%
0.04%
$1.539M
17,683 shares@ 87.07 avg price
Bradley W Horstmann@Wedge Capital Management L L P Nc
Recent Activity
Increased 8.84%
0.02%
$1.193M
13,707 shares@ 87.06 avg price
Allison Hewett@Sheets Smith Wealth Management
Recent Activity
Increased 2.01%
0.08%
$712,125
8,180 shares@ 87.06 avg price
Mikael Aho@Handelsbanken Fonder Ab
Recent Activity
0.01%
$540,000
6,200 shares@ 87.1 avg price
Sonya Newkirk@First Citizens Bank & Trust Co
Recent Activity
Increased 1.16%
0.01%
$516,439
5,932 shares@ 87.06 avg price
Todd Smallwood@Procyon Advisors, Llc
Recent Activity
Increased 63.14%
0.02%
$363,737
4,178 shares@ 87.07 avg price

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