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
29 Apr 26	SellUS$431,845	Douglas Hajek	Individual	5,000	US$86.37
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

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	10,341	0.0476%
Individual Insiders	296,023	1.36%
Institutions	21,420,902	98.6%

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

Top Shareholders

Top 25 shareholders own 71.18% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15%	BlackRock, Inc.	3,159,648	US$260.3m	-3.48%	no data
9.27%	FMR LLC	1,956,245	US$161.2m	13.9%	0.01%
6.29%	State Street Global Advisors, Inc.	1,328,788	US$109.5m	2.62%	no data
5.39%	American Century Investment Management Inc	1,138,461	US$93.8m	-4.2%	0.03%
5.18%	Dimensional Fund Advisors LP	1,093,338	US$90.1m	-1.02%	0.01%
3.55%	Vanguard Capital Management, LLC	750,164	US$61.8m	0%	no data
3.31%	Geode Capital Management, LLC	699,745	US$57.6m	1.1%	no data
2.72%	EARNEST Partners, LLC	573,512	US$47.2m	0%	0.17%
2.07%	Vanguard Portfolio Management, LLC	436,444	US$36.0m	0%	no data
1.69%	Neumeier Poma Investment Counsel LLC	356,200	US$29.3m	34.9%	2.0%
1.4%	Comerica Bank	295,999	US$24.4m	0%	0.09%
1.29%	UBS Asset Management AG	273,323	US$22.5m	11.4%	no data
1.28%	Two Sigma Investments, LP	269,961	US$22.2m	43.6%	0.02%
1.27%	Mawer Investment Management Ltd.	268,543	US$22.1m	-13.6%	0.06%
1.27%	Charles Schwab Investment Management, Inc.	267,439	US$22.0m	-2.67%	no data
1.25%	New York State Common Retirement Fund	263,913	US$21.7m	750%	0.03%
1.22%	Northern Trust Global Investments	257,135	US$21.2m	3.09%	no data
1.1%	Allspring Global Investments, LLC	232,830	US$19.2m	45.8%	0.03%
1.04%	Managed Account Advisors LLC	219,315	US$18.1m	3,660%	no data
0.99%	JP Morgan Asset Management	209,861	US$17.3m	-22.2%	no data
0.99%	ClearBridge Investments, LLC	209,219	US$17.2m	34.8%	0.01%
0.97%	Bridgeway Capital Management, LLC	205,236	US$16.9m	219%	0.21%
0.97%	Elgethun Capital Management	203,763	US$16.8m	0.48%	2.6%
0.87%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	183,275	US$15.1m	-15.2%	no data
0.83%	PanAgora Asset Management, Inc.	174,776	US$14.4m	0.3%	0.05%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/05/29 05:57
End of Day Share Price	2026/05/29 00:00
Earnings	2026/03/31
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. 3 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