CASH Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 1.23%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $624,070.00

Pathward Financial Insider Trading History Chart

Pathward Financial Share Price & Price History

^$73.93

▲ +0.98 (1.34%)

As of 04/1/2025 05:00 PM ET

Days: 30 | 90 | 365

Pathward Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/8/2024	Greg Sigrist	CFO	Sell	2,250	$80.60	$181,350.00	9,644
9/13/2024	Anthony M. Sharett	President	Sell	3,100	$66.40	$205,840.00	30,046
9/12/2024	Douglas J. Hajek	Director	Sell	2,000	$64.91	$129,820.00	19,531
5/6/2024	Kendall E. Stork	Director	Sell	2,000	$53.53	$107,060.00	11,213
3/15/2024	Anthony M. Sharett	President	Sell	1,000	$47.50	$47,500.00	33,146
11/21/2023	Glen William Herrick	CFO	Sell	11	$50.50	$555.50	105,164
11/17/2023	Glen William Herrick	CFO	Sell	5,970	$50.50	$301,485.00	105,175
3/16/2023	Charles C. Ingram	EVP	Buy	200	$42.62	$8,524.00	22,776
3/16/2023	Christopher Perretta	Director	Buy	300	$45.35	$13,605.00	3,250
3/16/2023	Sonja Anne Theisen	CFO	Buy	350	$42.65	$14,927.50	8,623
3/10/2023	Frederick V Moore	Director	Sell	3,350	$46.61	$156,143.50	4,110
1/17/2023	Anthony M. Sharett	President	Sell	2,500	$46.60	$116,500.00	30,486
8/15/2022	Michael Robert Kramer	Director	Sell	250	$36.25	$9,062.50	10,100
8/12/2022	Michael Robert Kramer	Director	Sell	250	$36.26	$9,065.00	10,350
8/10/2022	Michael Robert Kramer	Director	Sell	750	$35.74	$26,805.00	10,850
8/8/2022	Charles C. Ingram	EVP	Buy	1,250	$34.25	$42,812.50	22,026
8/8/2022	Michael Robert Kramer	Director	Sell	250	$34.75	$8,687.50	12,100
8/4/2022	Michael Robert Kramer	Director	Sell	250	$34.50	$8,625.00	12,350
8/2/2022	Douglas J. Hajek	Director	Buy	500	$34.02	$17,010.00	19,081
8/2/2022	Glen William Herrick	CFO	Buy	3,000	$33.46	$100,380.00	104,869
8/1/2022	Brett L. Pharr	CEO	Buy	2,500	$33.16	$82,900.00	51,875
7/1/2022	Brett L. Pharr	CEO	Buy	2,500	$40.00	$100,000.00	49,375
6/14/2022	Brett L. Pharr	CEO	Buy	2,500	$37.25	$93,125.00	46,875
5/31/2022	Michael Robert Kramer	Director	Sell	1,000	$41.48	$41,480.00	12,850
4/11/2022	Kia S Tang	EVP	Sell	4,557	$50.09	$228,260.13	9,477

See Full Table

SEC Filings (Institutional Ownership Changes) for Pathward Financial (NASDAQ:CASH)

92.66% of Pathward Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Pathward Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/18/2025	California State Teachers Retirement System	23,361	$1.72M	0.0%	-2.2%	0.098%
3/17/2025	Wealth Enhancement Advisory Services LLC	228,700	$16.83M	0.0%	-21.1%	0.959%
3/5/2025	Phocas Financial Corp.	172,777	$12.71M	1.7%	-0.9%	0.725%
2/21/2025	Putney Financial Group LLC	437,937	$32.22M	22.4%	N/A	1.836%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	318,931	$23.47M	0.0%	-1.8%	1.322%
2/17/2025	Voloridge Investment Management LLC	138,084	$10.16M	0.0%	-5.7%	0.572%
2/17/2025	Vident Advisory LLC	36,003	$2.65M	0.0%	-1.5%	0.149%
2/17/2025	Squarepoint Ops LLC	26,833	$1.97M	0.0%	+317.3%	0.111%
2/17/2025	Two Sigma Advisers LP	130,400	$9.60M	0.0%	+4.5%	0.541%
2/17/2025	Two Sigma Investments LP	150,519	$11.08M	0.0%	-2.7%	0.624%
2/17/2025	ProShare Advisors LLC	7,571	$0.56M	0.0%	+44.4%	0.031%
2/17/2025	Man Group plc	11,670	$0.86M	0.0%	-60.7%	0.048%
2/17/2025	Nuveen Asset Management LLC	383,036	$28.18M	0.0%	+4.3%	1.588%
2/17/2025	Millennium Management LLC	35,337	$2.60M	0.0%	-22.2%	0.147%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	14,302	$1.05M	0.0%	+3.9%	0.059%
2/17/2025	Lazard Asset Management LLC	11,068	$0.81M	0.0%	-7.3%	0.046%
2/17/2025	Janus Henderson Group PLC	22,949	$1.69M	0.0%	-7.7%	0.095%
2/17/2025	Deutsche Bank AG	22,071	$1.62M	0.0%	-59.5%	0.092%
2/17/2025	D. E. Shaw & Co. Inc.	82,400	$6.06M	0.0%	-33.1%	0.342%
2/17/2025	Driehaus Capital Management LLC	248,219	$18.26M	0.2%	+21.1%	1.029%
2/17/2025	Cetera Investment Advisers	6,107	$0.45M	0.0%	+2.9%	0.025%
2/17/2025	BOKF NA	13,777	$1M	0.0%	-11.1%	0.057%
2/17/2025	Bridgeway Capital Management LLC	87,131	$6.41M	0.1%	-9.9%	0.361%
2/17/2025	Balyasny Asset Management L.P.	7,371	$0.54M	0.0%	-64.0%	0.031%
2/17/2025	Bank of America Corp DE	50,461	$3.71M	0.0%	-3.1%	0.209%
2/17/2025	BNP Paribas Financial Markets	28,725	$2.11M	0.0%	-34.8%	0.119%
2/17/2025	Ameriprise Financial Inc.	62,176	$4.58M	0.0%	-9.7%	0.258%
2/17/2025	Algert Global LLC	114,977	$8.46M	0.2%	+1.3%	0.477%
2/17/2025	Aptus Capital Advisors LLC	99,794	$7.34M	0.1%	N/A	0.414%
2/17/2025	AXA S.A.	2,760	$0.20M	0.0%	N/A	0.011%
2/14/2025	Mercer Global Advisors Inc. ADV	20,764	$1.53M	0.0%	+37.7%	0.087%
2/14/2025	Jane Street Group LLC	41,578	$3.06M	0.0%	-14.6%	0.174%
2/14/2025	Comerica Bank	14,064	$1.04M	0.0%	-3.4%	0.059%
2/14/2025	AdvisorShares Investments LLC	6,040	$0.44M	0.1%	N/A	0.025%
2/14/2025	Nantahala Capital Management LLC	191,343	$14.08M	0.6%	-27.6%	0.802%
2/14/2025	Northern Trust Corp	268,016	$19.72M	0.0%	+1.1%	1.124%
2/14/2025	The Manufacturers Life Insurance Company	11,919	$0.88M	0.0%	-4.0%	0.050%
2/14/2025	Tudor Investment Corp ET AL	87,016	$6.40M	0.0%	+31.6%	0.365%
2/14/2025	Aquatic Capital Management LLC	5,333	$0.39M	0.0%	+11.1%	0.022%
2/14/2025	Susquehanna Fundamental Investments LLC	24,400	$1.80M	0.0%	N/A	0.102%
2/14/2025	Two Sigma Securities LLC	4,674	$0.34M	0.0%	N/A	0.020%
2/14/2025	Voya Investment Management LLC	7,557	$0.56M	0.0%	-8.0%	0.032%
2/14/2025	Price T Rowe Associates Inc. MD	15,694	$1.16M	0.0%	+10.4%	0.065%
2/14/2025	Hsbc Holdings PLC	13,039	$0.97M	0.0%	+83.3%	0.054%
2/14/2025	Stifel Financial Corp	7,321	$0.54M	0.0%	-3.8%	0.030%
2/14/2025	State of Tennessee Department of Treasury	10,586	$0.78M	0.0%	+49.7%	0.044%
2/14/2025	Tower Research Capital LLC TRC	1,442	$0.11M	0.0%	-73.2%	0.006%
2/14/2025	MetLife Investment Management LLC	15,217	$1.12M	0.0%	+7.1%	0.063%
2/14/2025	Dimensional Fund Advisors LP	1,419,745	$104.47M	0.0%	-3.2%	5.886%
2/14/2025	First Trust Advisors LP	58,293	$4.29M	0.0%	-3.2%	0.242%
2/14/2025	Epoch Investment Partners Inc.	55,013	$4.05M	0.0%	+3.6%	0.228%
2/13/2025	CANADA LIFE ASSURANCE Co	37,146	$2.73M	0.0%	-2.5%	0.154%
2/13/2025	EAM Investors LLC	47,121	$3.47M	0.5%	N/A	0.195%
2/13/2025	NFJ Investment Group LLC	46,380	$3.41M	0.1%	-4.7%	0.192%
2/13/2025	Jump Financial LLC	7,771	$0.57M	0.0%	-59.8%	0.032%
2/13/2025	XTX Topco Ltd	12,470	$0.92M	0.1%	N/A	0.052%
2/13/2025	Barclays PLC	57,775	$4.25M	0.0%	+2.6%	0.240%
2/13/2025	Sterling Capital Management LLC	587	$43K	0.0%	+726.8%	0.002%
2/13/2025	Kennedy Capital Management LLC	25,707	$1.89M	0.0%	N/A	0.107%
2/13/2025	F M Investments LLC	62,846	$4.62M	0.2%	-66.9%	0.261%
2/13/2025	CenterBook Partners LP	30,468	$2.24M	0.1%	+69.8%	0.126%
2/13/2025	Raymond James Financial Inc.	3,789	$0.28M	0.0%	N/A	0.016%
2/13/2025	Renaissance Technologies LLC	5,600	$0.41M	0.0%	N/A	0.023%
2/13/2025	Elgethun Capital Management	166,489	$12.25M	3.0%	-14.2%	0.690%
2/13/2025	Legal & General Group Plc	69,525	$5.12M	0.0%	-3.2%	0.288%
2/13/2025	Invesco Ltd.	234,719	$17.27M	0.0%	-26.7%	0.973%
2/13/2025	Bank of Montreal Can	2,738	$0.20M	0.0%	N/A	0.011%
2/13/2025	FMR LLC	2,203,603	$162.14M	0.0%	+7.4%	9.136%
2/13/2025	Federated Hermes Inc.	760	$56K	0.0%	-16.0%	0.003%
2/13/2025	Envestnet Asset Management Inc.	18,062	$1.33M	0.0%	+9.1%	0.075%
2/13/2025	Dynamic Technology Lab Private Ltd	6,780	$0.50M	0.1%	-37.7%	0.028%
2/13/2025	Wells Fargo & Company MN	14,116	$1.04M	0.0%	+28.1%	0.059%
2/12/2025	Foundry Partners LLC	174,213	$12.82M	0.6%	+32.5%	0.722%
2/12/2025	Cynosure Group LLC	8,111	$0.60M	0.1%	-25.5%	0.034%
2/12/2025	Trexquant Investment LP	12,654	$0.93M	0.0%	+24.0%	0.052%
2/12/2025	Geode Capital Management LLC	711,538	$52.37M	0.0%	+1.7%	2.950%
2/12/2025	Franklin Resources Inc.	41,703	$3.07M	0.0%	-0.9%	0.173%
2/12/2025	Alliancebernstein L.P.	46,412	$3.42M	0.0%	+52.8%	0.192%
2/12/2025	Brandywine Global Investment Management LLC	60,858	$4.48M	0.0%	-4.4%	0.252%
2/12/2025	Mawer Investment Management Ltd.	258,815	$19.04M	0.1%	+14.6%	1.073%
2/12/2025	Arrowstreet Capital Limited Partnership	28,664	$2.11M	0.0%	-86.9%	0.119%
2/12/2025	Orion Portfolio Solutions LLC	6,037	$0.44M	0.0%	-4.3%	0.025%
2/12/2025	Pictet Asset Management Holding SA	2,858	$0.21M	0.0%	N/A	0.012%
2/12/2025	JPMorgan Chase & Co.	569,238	$41.89M	0.0%	+52.2%	2.360%
2/11/2025	Prudential Financial Inc.	60,250	$4.43M	0.0%	+8.1%	0.250%
2/11/2025	Corebridge Financial Inc.	13,376	$0.98M	0.0%	-7.3%	0.055%
2/11/2025	Vanguard Group Inc.	1,778,947	$130.90M	0.0%	-4.7%	7.375%
2/11/2025	KLP Kapitalforvaltning AS	8,600	$0.63M	0.0%	N/A	0.036%
2/11/2025	Sei Investments Co.	37,105	$2.73M	0.0%	+40.3%	0.154%
2/11/2025	American Century Companies Inc.	643,150	$47.32M	0.0%	+10.8%	2.666%
2/11/2025	Virtu Financial LLC	3,760	$0.28M	0.0%	N/A	0.016%
2/11/2025	Teacher Retirement System of Texas	45,470	$3.35M	0.0%	+19.3%	0.189%
2/11/2025	Vinva Investment Management Ltd	110,809	$8.15M	0.3%	+6.0%	0.459%
2/11/2025	Xponance Inc.	4,167	$0.31M	0.0%	N/A	0.017%
2/10/2025	Thrivent Financial for Lutherans	19,205	$1.41M	0.0%	-2.1%	0.080%
2/10/2025	Royce & Associates LP	16,614	$1.22M	0.0%	+31.7%	0.069%
2/10/2025	Natixis Advisors LLC	23,640	$1.74M	0.0%	N/A	0.098%
2/10/2025	Swiss National Bank	49,100	$3.61M	0.0%	-0.6%	0.204%
2/10/2025	Jupiter Asset Management Ltd.	100,345	$7.38M	0.1%	-14.8%	0.416%
2/7/2025	HighTower Advisors LLC	4,731	$0.35M	0.0%	-21.6%	0.020%

Data available starting January 2016

See Full Table

Pathward Financial, Inc. operates as the bank holding company for Pathward, National Association that provides various banking products and services in the United States. The company operates through three segments: Consumer, Commercial, and Corporate Services/Other. It offers demand deposit accounts, savings accounts, and money market savings accounts. The company also provides commercial finance product comprising term lending, asset-based lending, factoring, lease financing, insurance premium finance, government guaranteed lending, and other commercial finance products; consumer credit products; other consumer financing services; tax services, which includes short-term refund advance loans and short-term electronic return originator advance loans; and warehouse financing services. In addition, it issues prepaid cards; and offers payment solutions, such as acceptance, processing, and settlement of credit card and debit card payments. The company was formerly known as Meta Financial Group, Inc. and changed its name to Pathward Financial, Inc. in July 2022. Pathward Financial, Inc. was founded in 1954 and is based in Sioux Falls, South Dakota.

Today's Range

Now: $73.93

$71.57

$74.20

50 Day Range

MA: $76.70

$69.93

$81.54

52 Week Range

Now: $73.93

$48.15

$86.00

Volume

130,215 shs

Average Volume

184,750 shs

Market Capitalization

$1.76 billion

P/E Ratio

10.78

Dividend Yield

0.27%

Beta

0.69

Who are the company insiders with the largest holdings of Pathward Financial?: Pathward Financial's top insider investors include:
Glen William Herrick (CFO)
Anthony M Sharett (President)
Douglas J Hajek (Director)
Kendall E Stork (Director)
Greg Sigrist (CFO)
Learn More about top insider investors at Pathward Financial.
Who are the major institutional investors of Pathward Financial?: Pathward Financial's top institutional shareholders include:
Pinnacle Wealth Planning Services Inc. — 210.46%
Revolve Wealth Partners LLC — 15.24%
FMR LLC — 9.14%
Vanguard Group Inc. — 7.38%
Dimensional Fund Advisors LP — 5.89%
Geode Capital Management LLC — 2.95%
Learn More about top institutional investors of Pathward Financial stock.
Which institutional investors are selling Pathward Financial stock?: Within the previous quarter, CASH stock was sold by these institutional investors:
Arrowstreet Capital Limited Partnership
Phocas Financial Corp.
F M Investments LLC
Vanguard Group Inc.
Invesco Ltd.
Nantahala Capital Management LLC
Wealth Enhancement Advisory Services LLC
Dimensional Fund Advisors LP
During the previous year, company insiders that have sold Pathward Financial company stock include:
Glen William Herrick (CFO)
Anthony M Sharett (President)
Douglas J Hajek (Director)
Kendall E Stork (Director)
Learn More investors selling Pathward Financial stock.
Which institutional investors are buying Pathward Financial stock?: Within the previous quarter, CASH stock was purchased by institutional investors including:
Pinnacle Wealth Planning Services Inc.
Revolve Wealth Partners LLC
Putney Financial Group LLC
JPMorgan Chase & Co.
FMR LLC
Assenagon Asset Management S.A.
Aptus Capital Advisors LLC
American Century Companies Inc.