Pathward Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:CASH Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
23 Feb 26	SellUS$1,468,421	Brett Pharr	Individual	15,641	US$93.88
09 Feb 26	SellUS$282,450	Kendall Stork	Individual	3,000	US$94.15
30 Jan 26	SellUS$130,413	Christopher Perretta	Individual	1,450	US$89.94
31 Oct 25	SellUS$204,330	Douglas Hajek	Individual	3,000	US$68.11
28 Oct 25	SellUS$173,350	Neeraj Mehta	Individual	2,500	US$69.34
24 Oct 25	SellUS$822,825	Anthony Sharett	Individual	11,500	US$71.55
24 Oct 25	SellUS$357,300	Nadia Dombrowski	Individual	5,000	US$71.46
29 Apr 25	SellUS$317,320	Kendall Stork	Individual	4,000	US$79.33
25 Apr 25	SellUS$146,631	Douglas Hajek	Individual	1,850	US$79.26
25 Apr 25	SellUS$809,196	Brett Pharr	Individual	10,365	US$78.07
25 Apr 25	SellUS$129,976	Jennifer Warren	Individual	1,667	US$77.97

Insider Trading Volume

Insider Buying: CASH insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of CASH?
Owner Type	Number of Shares	Ownership Percentage
State or Government	9,734	0.0447%
Individual Insiders	301,023	1.38%
General Public	899,686	4.13%
Institutions	20,553,242	94.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 68.06% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15%	BlackRock, Inc.	3,273,551	US$325.2m	-1.1%	no data
7.89%	FMR LLC	1,717,106	US$170.6m	-17.2%	0.01%
6.97%	The Vanguard Group, Inc.	1,517,110	US$150.7m	-18.3%	no data
5.95%	State Street Global Advisors, Inc.	1,294,836	US$128.6m	-6.96%	no data
5.46%	American Century Investment Management Inc	1,188,365	US$118.1m	13.2%	0.04%
5.02%	Dimensional Fund Advisors LP	1,093,338	US$108.6m	-1.02%	0.01%
3.18%	Geode Capital Management, LLC	692,116	US$68.8m	-1.05%	no data
1.43%	Mawer Investment Management Ltd.	310,623	US$30.9m	-10.2%	0.08%
1.36%	Comerica Bank	295,999	US$29.4m	371%	0.11%
1.26%	Charles Schwab Investment Management, Inc.	274,774	US$27.3m	0%	no data
1.24%	JP Morgan Asset Management	269,763	US$26.8m	-3.97%	no data
1.21%	Neumeier Poma Investment Counsel LLC	264,100	US$26.2m	-24.2%	1.82%
1.15%	Northern Trust Global Investments	249,427	US$24.8m	-8.17%	no data
1.13%	UBS Asset Management AG	245,263	US$24.4m	-12.4%	no data
1.07%	Morgan Stanley	232,417	US$23.1m	-13%	no data
0.99%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	215,987	US$21.5m	-11.5%	no data
0.97%	Qube Research & Technologies Ltd	210,839	US$20.9m	12%	0.03%
0.94%	Millennium Management LLC	204,437	US$20.3m	182%	0.01%
0.93%	Elgethun Capital Management	202,782	US$20.1m	2.81%	3.35%
0.9%	Invesco Capital Management LLC	196,794	US$19.6m	3.2%	0.01%
0.86%	Two Sigma Investments, LP	187,990	US$18.7m	5.19%	0.03%
0.8%	PanAgora Asset Management, Inc.	174,251	US$17.3m	4.42%	0.06%
0.77%	The Goldman Sachs Group, Inc.	168,135	US$16.7m	50.4%	0.01%
0.77%	BNY Asset Management	167,033	US$16.6m	-6.75%	no data
0.76%	Phocas Financial Corporation	166,353	US$16.5m	-0.24%	1.93%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/04/20 18:38
End of Day Share Price	2026/04/17 00:00
Earnings	2025/12/31
Annual Earnings	2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Pathward Financial, Inc. is covered by 7 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Moss	B. Riley Securities, Inc.
Timothy Switzer	Keefe, Bruyette, & Woods
Christopher McGratty	Keefe, Bruyette, & Woods