CASH Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.23%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $2,787,577.54

Pathward Financial Insider Trading History Chart

Pathward Financial Share Price & Price History

^$74.06

▼ -0.05 (-0.07%)

As of 12/4/2025 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
10/31/2025	Douglas J. Hajek	Director	Sell	3,000	$68.11	$204,330.00	16,631
10/24/2025	Anthony M. Sharett	President	Sell	11,500	$71.55	$822,825.00	25,155
10/24/2025	Nadia Dombrowski	Insider	Sell	5,000	$71.46	$357,300.00	6,528
4/29/2025	Kendall E. Stork	Director	Sell	4,000	$79.33	$317,320.00	6,153
4/25/2025	Brett L. Pharr	CEO	Sell	10,365	$78.07	$809,195.55	69,750
4/25/2025	Douglas J. Hajek	Director	Sell	1,850	$79.26	$146,631.00	19,631
4/25/2025	Jennifer W Warren	CAO	Sell	1,667	$77.97	$129,975.99	5,019
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

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
12/1/2025	Cambria Investment Management L.P.	9,068	$0.67M	0.0%	+20.7%	0.041%
11/19/2025	Danske Bank A S	8,357	$0.62M	0.0%	N/A	0.037%
11/17/2025	CANADA LIFE ASSURANCE Co	32,497	$2.43M	0.0%	-1.0%	0.143%
11/17/2025	Voleon Capital Management LP	11,944	$0.88M	0.0%	N/A	0.052%
11/17/2025	Verition Fund Management LLC	38,388	$2.84M	0.0%	+332.4%	0.169%
11/17/2025	Polymer Capital Management US LLC	5,007	$0.37M	0.0%	N/A	0.022%
11/17/2025	Qube Research & Technologies Ltd	188,190	$13.93M	0.0%	+17.3%	0.826%
11/17/2025	Militia Capital Partners LP	15,000	$1.11M	0.5%	-6.3%	0.066%
11/17/2025	Mercer Global Advisors Inc. ADV	12,985	$0.96M	0.0%	+5.3%	0.057%
11/17/2025	Millennium Management LLC	72,590	$5.37M	0.0%	+170.5%	0.319%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	11,004	$0.81M	0.0%	-14.6%	0.048%
11/17/2025	Brevan Howard Capital Management LP	2,979	$0.22M	0.0%	N/A	0.013%
11/17/2025	CSM Advisors LLC	117,612	$8.71M	0.2%	+10.0%	0.516%
11/17/2025	Bank of America Corp DE	76,346	$5.65M	0.0%	+7.5%	0.335%
11/17/2025	Algert Global LLC	64,895	$4.80M	0.1%	-43.1%	0.285%
11/17/2025	Alliancebernstein L.P.	28,107	$2.08M	0.0%	+1.1%	0.123%
11/17/2025	Ameriprise Financial Inc.	52,674	$3.90M	0.0%	-4.8%	0.231%
11/14/2025	Schonfeld Strategic Advisors LLC	23,756	$1.76M	0.0%	+50.8%	0.104%
11/14/2025	Credit Agricole S A	20,403	$1.51M	0.0%	N/A	0.090%
11/14/2025	Raymond James Financial Inc.	7,170	$0.53M	0.0%	+14.4%	0.031%
11/14/2025	Amundi	4,252	$0.32M	0.0%	-63.8%	0.019%
11/14/2025	Freestone Grove Partners LP	4,322	$0.32M	0.0%	N/A	0.019%
11/14/2025	Man Group plc	39,973	$2.96M	0.0%	+132.8%	0.176%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	200,351	$14.83M	0.0%	-38.4%	0.880%
11/14/2025	Two Sigma Investments LP	178,712	$13.23M	0.0%	-4.8%	0.785%
11/14/2025	Squarepoint Ops LLC	18,557	$1.37M	0.0%	+488.4%	0.081%
11/14/2025	Wellington Management Group LLP	174,869	$12.94M	0.0%	-1.9%	0.768%
11/14/2025	Comerica Bank	62,822	$4.65M	0.0%	+17.0%	0.276%
11/14/2025	F m Investments LLC	63,096	$4.67M	0.2%	-0.5%	0.277%
11/14/2025	Glenmede Investment Management LP	14,607	$1.08M	0.0%	-16.5%	0.064%
11/13/2025	Pathstone Holdings LLC	30,371	$2.25M	0.0%	-1.2%	0.133%
11/13/2025	Elgethun Capital Management	197,231	$14.47M	2.6%	+12.6%	0.866%
11/13/2025	Kennedy Capital Management LLC	98,135	$7.26M	0.2%	+0.4%	0.431%
11/13/2025	Arrowstreet Capital Limited Partnership	14,225	$1.05M	0.0%	+14.9%	0.062%
11/13/2025	Invesco Ltd.	209,671	$15.52M	0.0%	-19.8%	0.921%
11/13/2025	Gator Capital Management LLC	8,369	$0.62M	0.2%	N/A	0.037%
11/13/2025	Sei Investments Co.	15,855	$1.17M	0.0%	-17.8%	0.070%
11/13/2025	UBS Group AG	79,541	$5.89M	0.0%	+36.2%	0.349%
11/13/2025	BNP Paribas Financial Markets	61,010	$4.52M	0.0%	+38.3%	0.268%
11/13/2025	Mackenzie Financial Corp	13,769	$1.02M	0.0%	-31.1%	0.060%
11/13/2025	Franklin Resources Inc.	45,727	$3.38M	0.0%	+1.1%	0.201%
11/13/2025	Legal & General Group Plc	65,052	$4.81M	0.0%	-5.1%	0.286%
11/13/2025	Swiss National Bank	46,300	$3.43M	0.0%	+1.8%	0.203%
11/13/2025	Russell Investments Group Ltd.	30,495	$2.26M	0.0%	+21.6%	0.134%
11/13/2025	Dynamic Technology Lab Private Ltd	3,428	$0.25M	0.0%	N/A	0.015%
11/13/2025	Vinva Investment Management Ltd	188,804	$13.97M	0.3%	+24.2%	0.829%
11/13/2025	Natixis Advisors LLC	32,478	$2.40M	0.0%	+14.1%	0.143%
11/13/2025	First Trust Advisors LP	81,883	$6.06M	0.0%	-13.9%	0.360%
11/12/2025	Aptus Capital Advisors LLC	142,215	$10.53M	0.1%	+15.2%	0.624%
11/12/2025	Orchard Capital Management LLC	20,331	$1.51M	1.3%	+2.9%	0.089%
11/12/2025	Barclays PLC	36,651	$2.71M	0.0%	-37.3%	0.161%
11/12/2025	Dimensional Fund Advisors LP	1,138,033	$84.23M	0.0%	-3.1%	4.997%
11/12/2025	South Dakota Investment Council	2,102	$0.16M	0.0%	-16.0%	0.009%
11/12/2025	Teachers Retirement System of The State of Kentucky	6,902	$0.51M	0.0%	-20.3%	0.030%
11/12/2025	Victory Capital Management Inc.	13,714	$1.02M	0.0%	-78.2%	0.060%
11/12/2025	Royce & Associates LP	4,617	$0.34M	0.0%	-52.8%	0.020%
11/12/2025	Rafferty Asset Management LLC	34,148	$2.53M	0.0%	+6.0%	0.150%
11/12/2025	American Century Companies Inc.	1,049,836	$77.70M	0.0%	+44.6%	4.610%
11/12/2025	Quantbot Technologies LP	23,448	$1.74M	0.0%	+150.9%	0.103%
11/12/2025	Neumeier Poma Investment Counsel LLC	348,590	$25.80M	2.1%	+62.0%	1.531%
11/12/2025	Intech Investment Management LLC	77,540	$5.74M	0.1%	-17.4%	0.340%
11/12/2025	US Bancorp DE	4,589	$0.34M	0.0%	+7.0%	0.020%
11/10/2025	AXQ Capital LP	4,985	$0.37M	0.1%	N/A	0.022%
11/10/2025	Ameritas Investment Partners Inc.	1,988	$0.15M	0.0%	-17.2%	0.009%
11/10/2025	Citigroup Inc.	33,901	$2.51M	0.0%	-25.3%	0.149%
11/10/2025	Jupiter Asset Management Ltd.	74,763	$5.53M	0.0%	-54.3%	0.328%
11/7/2025	denkapparat Operations GmbH	2,962	$0.22M	0.1%	N/A	0.013%
11/7/2025	Vanguard Group Inc.	1,857,345	$137.46M	0.0%	+0.8%	8.156%
11/7/2025	JPMorgan Chase & Co.	392,790	$29.07M	0.0%	-10.3%	1.725%
11/7/2025	PNC Financial Services Group Inc.	2,281	$0.17M	0.0%	+10.6%	0.010%
11/7/2025	Shell Asset Management Co.	541	$40K	0.0%	-64.5%	0.002%
11/6/2025	Public Sector Pension Investment Board	89,517	$6.63M	0.0%	-5.1%	0.393%
11/6/2025	Illinois Municipal Retirement Fund	12,835	$0.95M	0.0%	-1.4%	0.056%
11/6/2025	Wedbush Securities Inc.	4,109	$0.30M	0.0%	+18.4%	0.018%
11/6/2025	Rhumbline Advisers	64,787	$4.80M	0.0%	-1.9%	0.284%
11/6/2025	ProShare Advisors LLC	4,468	$0.33M	0.0%	-14.9%	0.020%
11/6/2025	SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	15,726	$1.16M	0.8%	+1.6%	0.069%
11/5/2025	Seros Financial LLC	6,499,163	$481M	74.4%	N/A	28.539%
11/5/2025	Bessemer Group Inc.	3,353	$0.25M	0.0%	+874.7%	0.015%
11/5/2025	J.W. Cole Advisors Inc.	3,731	$0.28M	0.0%	-28.6%	0.016%
11/5/2025	Envestnet Asset Management Inc.	35,897	$2.66M	0.0%	+4.4%	0.158%
11/4/2025	State of Wyoming	916	$68K	0.0%	+57.4%	0.004%
11/4/2025	Mawer Investment Management Ltd.	346,061	$25.61M	0.1%	+35.7%	1.520%
11/4/2025	Principal Financial Group Inc.	111,046	$8.22M	0.0%	-23.5%	0.488%
11/4/2025	Thrivent Financial for Lutherans	16,560	$1.23M	0.0%	-4.4%	0.073%
11/3/2025	AlphaQuest LLC	11,155	$0.83M	0.1%	-44.6%	0.049%
11/3/2025	RMR Capital Management LLC	38,169	$2.83M	2.0%	-4.8%	0.168%
11/3/2025	Federated Hermes Inc.	25,489	$1.89M	0.0%	+2,640.8%	0.112%
11/3/2025	SummerHaven Investment Management LLC	10,151	$0.75M	0.4%	-24.6%	0.045%
10/30/2025	Envestnet Portfolio Solutions Inc.	6,441	$0.48M	0.0%	-4.5%	0.028%
10/30/2025	Teacher Retirement System of Texas	10,607	$0.79M	0.0%	-6.8%	0.047%
10/30/2025	Universal Beteiligungs und Servicegesellschaft mbH	25,786	$1.91M	0.0%	+210.0%	0.113%
10/29/2025	Wealth Enhancement Advisory Services LLC	127,708	$9.52M	0.0%	-39.0%	0.561%
10/29/2025	Inspire Advisors LLC	3,151	$0.23M	0.0%	-19.8%	0.014%
10/29/2025	Amalgamated Bank	6,599	$0.49M	0.0%	-2.3%	0.029%
10/29/2025	Maryland State Retirement & Pension System	3,300	$0.24M	0.0%	-52.5%	0.014%
10/28/2025	Csenge Advisory Group	6,959	$0.52M	0.0%	-6.6%	0.031%
10/28/2025	Campbell & CO Investment Adviser LLC	4,906	$0.36M	0.0%	+3.9%	0.022%
10/28/2025	Meritage Portfolio Management	3,932	$0.29M	0.0%	-34.8%	0.017%
10/27/2025	Concurrent Investment Advisors LLC	3,850	$0.29M	0.0%	+11.8%	0.017%

Data available starting January 2016

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: $74.06

$73.39

$75.05

50 Day Range

MA: $71.12

$66.47

$76.92

52 Week Range

Now: $74.06

$64.45

$86.00

Volume

246,188 shs

Average Volume

164,837 shs

Market Capitalization

$1.65 billion

P/E Ratio

9.37

Dividend Yield

0.27%

Beta

0.75

Who are the company insiders with the largest holdings of Pathward Financial?: Pathward Financial's top insider investors include:
Brett L Pharr (CEO)
Anthony M Sharett (President)
Douglas J Hajek (Director)
Kendall E Stork (Director)
Greg Sigrist (CFO)
Nadia Dombrowski (Insider)
Jennifer W Warren (CAO)
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:
Seros Financial LLC — 28.54%
Vanguard Group Inc. — 8.16%
Dimensional Fund Advisors LP — 5.00%
American Century Companies Inc. — 4.61%
JPMorgan Chase & Co. — 1.72%
Neumeier Poma Investment Counsel LLC — 1.53%
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:
UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC
Jupiter Asset Management Ltd.
Wealth Enhancement Advisory Services LLC
Lido Advisors LLC
Invesco Ltd.
Algert Global LLC
Victory Capital Management Inc.
JPMorgan Chase & Co.
During the previous year, company insiders that have sold Pathward Financial company stock include:
Brett L Pharr (CEO)
Anthony M Sharett (President)
Douglas J Hajek (Director)
Kendall E Stork (Director)
Greg Sigrist (CFO)
Nadia Dombrowski (Insider)
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:
Seros Financial LLC
American Century Companies Inc.
Neumeier Poma Investment Counsel LLC
Mawer Investment Management Ltd.
Susquehanna International Group LLP
Assenagon Asset Management S.A.
Millennium Management LLC
Vinva Investment Management Ltd