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CASH Insider Trading

Insider Ownership Percentage: 1.43%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $4,255,954.62

Pathward Financial Insider Trading History Chart

This chart shows the insider buying and selling history at Pathward Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Pathward Financial Share Price & Price History

Current Price: $87.97
Price Change: ▼ Price Decrease of -0.85 (-0.96%)
As of 03/27/2026 05:00 PM ET

This chart shows the closing price history over time for CASH up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Pathward Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/23/2026Brett L. PharrCEOSell15,641$93.88$1,468,377.0878,261View SEC Filing Icon  
10/31/2025Douglas J. HajekDirectorSell3,000$68.11$204,330.0016,631View SEC Filing Icon  
10/24/2025Anthony M. SharettPresidentSell11,500$71.55$822,825.0025,155View SEC Filing Icon  
10/24/2025Nadia DombrowskiInsiderSell5,000$71.46$357,300.006,528View SEC Filing Icon  
4/29/2025Kendall E. StorkDirectorSell4,000$79.33$317,320.006,153View SEC Filing Icon  
4/25/2025Brett L. PharrCEOSell10,365$78.07$809,195.5569,750View SEC Filing Icon  
4/25/2025Douglas J. HajekDirectorSell1,850$79.26$146,631.0019,631View SEC Filing Icon  
4/25/2025Jennifer W WarrenCAOSell1,667$77.97$129,975.995,019View SEC Filing Icon  
11/8/2024Greg SigristCFOSell2,250$80.60$181,350.009,644View SEC Filing Icon  
9/13/2024Anthony M. SharettPresidentSell3,100$66.40$205,840.0030,046View SEC Filing Icon  
9/12/2024Douglas J. HajekDirectorSell2,000$64.91$129,820.0019,531View SEC Filing Icon  
5/6/2024Kendall E. StorkDirectorSell2,000$53.53$107,060.0011,213View SEC Filing Icon  
3/15/2024Anthony M. SharettPresidentSell1,000$47.50$47,500.0033,146View SEC Filing Icon  
11/21/2023Glen William HerrickCFOSell11$50.50$555.50105,164View SEC Filing Icon  
11/17/2023Glen William HerrickCFOSell5,970$50.50$301,485.00105,175View SEC Filing Icon  
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

This chart shows the instiutional buying and selling at CASH by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Pathward Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/20/2026Hsbc Holdings PLC7,985$0.57M0.0%N/A0.037%Search for SEC Filing on Google Icon
3/17/2026Rockefeller Capital Management L.P.853$61K0.0%+225.6%0.004%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.215,833$15.32M0.0%+2.9%0.992%Search for SEC Filing on Google Icon
2/18/2026Mercer Global Advisors Inc. ADV11,510$0.82M0.0%-11.4%0.053%Search for SEC Filing on Google Icon
2/18/2026State of Tennessee Department of Treasury9,734$0.69M0.0%+63.0%0.045%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd6,194$0.44M0.0%N/A0.028%Search for SEC Filing on Google Icon
2/18/2026Voloridge Investment Management LLC100,393$7.13M0.0%+27.1%0.461%Search for SEC Filing on Google Icon
2/18/2026Wellington Management Group LLP151,991$10.79M0.0%-13.1%0.698%Search for SEC Filing on Google Icon
2/18/2026Susquehanna Portfolio Strategies LLC11,050$0.79M0.0%-10.3%0.051%Search for SEC Filing on Google Icon
2/18/2026Susquehanna Fundamental Investments LLC23,837$1.69M0.1%+28.9%0.110%Search for SEC Filing on Google Icon
2/18/2026Polymer Capital Management US LLC4,796$0.34M0.0%-4.2%0.022%Search for SEC Filing on Google Icon
2/18/2026Numerai GP LLC26,795$1.90M0.2%N/A0.123%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC204,437$14.52M0.0%+181.6%0.939%Search for SEC Filing on Google Icon
2/18/2026Man Group plc20,560$1.46M0.0%-48.6%0.094%Search for SEC Filing on Google Icon
2/18/2026Engineers Gate Manager LP23,891$1.70M0.0%+24.2%0.110%Search for SEC Filing on Google Icon
2/18/2026Balyasny Asset Management L.P.51,892$3.68M0.0%+713.5%0.238%Search for SEC Filing on Google Icon
2/18/2026Boothbay Fund Management LLC70,897$5.03M0.1%N/A0.326%Search for SEC Filing on Google Icon
2/17/2026Freestone Grove Partners LP5,466$0.39M0.0%+26.5%0.025%Search for SEC Filing on Google Icon
2/17/2026Guggenheim Capital LLC9,238$0.66M0.0%N/A0.042%Search for SEC Filing on Google Icon
2/17/2026Schonfeld Strategic Advisors LLC8,994$0.64M0.0%-62.1%0.041%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC7,439$0.53M0.0%-28.5%0.034%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers4,816$0.34M0.0%+2.4%0.022%Search for SEC Filing on Google Icon
2/17/2026Amundi13,147$0.93M0.0%+209.2%0.060%Search for SEC Filing on Google Icon
2/17/2026Jump Financial LLC16,730$1.19M0.0%N/A0.077%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD21,352$1.52M0.0%+5.7%0.098%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.4,793$0.34M0.0%-15.2%0.022%Search for SEC Filing on Google Icon
2/17/2026California State Teachers Retirement System21,596$1.53M0.0%-6.1%0.099%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.28,569$2.03M0.0%-6.3%0.131%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board95,505$6.78M0.0%+5.2%0.439%Search for SEC Filing on Google Icon
2/17/2026ExodusPoint Capital Management LP36,843$2.62M0.0%+15.7%0.169%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada4,729$0.34M0.0%-84.9%0.022%Search for SEC Filing on Google Icon
2/17/2026Persistent Asset Partners Ltd10,287$0.73M0.3%N/A0.047%Search for SEC Filing on Google Icon
2/17/2026Militia Capital Partners LP22,179$1.58M0.6%+47.9%0.102%Search for SEC Filing on Google Icon
2/16/2026Squarepoint Ops LLC8,232$0.58M0.0%-55.6%0.038%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC31,452$2.23M0.0%-18.1%0.145%Search for SEC Filing on Google Icon
2/16/2026Panagora Asset Management Inc.174,251$12.37M0.0%+4.4%0.801%Search for SEC Filing on Google Icon
2/16/2026MML Investors Services LLC11,294$0.80M0.0%-8.2%0.052%Search for SEC Filing on Google Icon
2/16/2026Healthcare of Ontario Pension Plan Trust Fund16,300$1.16M0.0%N/A0.075%Search for SEC Filing on Google Icon
2/16/2026Kennedy Capital Management LLC97,763$6.94M0.1%-0.4%0.449%Search for SEC Filing on Google Icon
2/16/2026Entropy Technologies LP7,818$0.56M0.0%N/A0.036%Search for SEC Filing on Google Icon
2/16/2026Epoch Investment Partners Inc.33,116$2.35M0.0%-0.5%0.152%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC45,019$3.20M0.0%+22.8%0.207%Search for SEC Filing on Google Icon
2/16/2026Aptus Capital Advisors LLC142,813$10.14M0.1%+0.4%0.656%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC1,236$88K0.0%N/A0.006%Search for SEC Filing on Google Icon
2/13/2026Nantahala Capital Management LLC131,608$9.34M0.3%+1,477.8%0.605%Search for SEC Filing on Google Icon
2/13/2026The Manufacturers Life Insurance Company 10,169$0.72M0.0%-8.5%0.047%Search for SEC Filing on Google Icon
2/13/2026CANADA LIFE ASSURANCE Co19,164$1.36M0.0%-41.0%0.088%Search for SEC Filing on Google Icon
2/13/2026Guardian Wealth Management Inc.48,229$3.42M2.0%+19.0%0.222%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp4,472$0.32M0.0%-36.4%0.021%Search for SEC Filing on Google Icon
2/13/2026Smartleaf Asset Management LLC630$45K0.0%+23.0%0.003%Search for SEC Filing on Google Icon
2/13/2026Public Sector Pension Investment Board103,117$7.32M0.0%+15.2%0.474%Search for SEC Filing on Google Icon
2/13/2026Rafferty Asset Management LLC27,425$1.95M0.0%-19.7%0.126%Search for SEC Filing on Google Icon
2/13/2026First Trust Advisors LP59,933$4.26M0.0%-26.8%0.275%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.274,774$19.51M0.0%-3.7%1.263%Search for SEC Filing on Google Icon
2/13/2026State Street Corp1,294,836$92M0.0%-7.0%5.951%Search for SEC Filing on Google Icon
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC151,768$10.78M0.0%-24.2%0.697%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN25,120$1.78M0.0%+69.1%0.115%Search for SEC Filing on Google Icon
2/12/2026Jane Street Group LLC49,666$3.53M0.0%-32.8%0.228%Search for SEC Filing on Google Icon
2/12/2026HRT Financial LP29,605$2.10M0.0%+59.4%0.136%Search for SEC Filing on Google Icon
2/12/2026DRW Securities LLC3,319$0.24M0.0%N/A0.015%Search for SEC Filing on Google Icon
2/12/2026Orion Porfolio Solutions LLC4,825$0.34M0.0%-7.6%0.022%Search for SEC Filing on Google Icon
2/12/2026MetLife Investment Management LLC12,905$0.92M0.0%-7.9%0.059%Search for SEC Filing on Google Icon
2/12/2026Dimensional Fund Advisors LP1,104,594$78.43M0.0%-2.9%5.076%Search for SEC Filing on Google Icon
2/12/2026Federated Hermes Inc.53,281$3.78M0.0%+109.0%0.245%Search for SEC Filing on Google Icon
2/12/2026Ensign Peak Advisors Inc1,018$72K0.0%-75.6%0.005%Search for SEC Filing on Google Icon
2/12/2026Steward Partners Investment Advisory LLC3,030$0.22M0.0%+9.0%0.014%Search for SEC Filing on Google Icon
2/12/2026New York State Common Retirement Fund31,046$2.20M0.0%-0.5%0.143%Search for SEC Filing on Google Icon
2/12/2026Campbell & CO Investment Adviser LLC21,928$1.56M0.1%+347.0%0.101%Search for SEC Filing on Google Icon
2/12/2026South Dakota Investment Council1,802$0.13M0.0%-14.3%0.008%Search for SEC Filing on Google Icon
2/12/2026Swiss National Bank45,000$3.20M0.0%-2.8%0.207%Search for SEC Filing on Google Icon
2/12/2026Nuveen LLC218,506$15.51M0.0%-11.4%1.004%Search for SEC Filing on Google Icon
2/11/2026CSM Advisors LLC58,363$4.14M0.1%-50.4%0.268%Search for SEC Filing on Google Icon
2/11/2026Meeder Asset Management Inc.44,892$3.19M0.2%N/A0.206%Search for SEC Filing on Google Icon
2/11/2026Illinois Municipal Retirement Fund11,899$0.85M0.0%-7.3%0.055%Search for SEC Filing on Google Icon
2/11/2026Deutsche Bank AG145,843$10.36M0.0%-5.8%0.670%Search for SEC Filing on Google Icon
2/11/2026Cerity Partners LLC119,497$8.48M0.0%N/A0.549%Search for SEC Filing on Google Icon
2/11/2026Franklin Resources Inc.47,463$3.37M0.0%+3.8%0.218%Search for SEC Filing on Google Icon
2/11/2026Brandywine Global Investment Management LLC52,239$3.71M0.0%-3.9%0.240%Search for SEC Filing on Google Icon
2/11/2026JPMorgan Chase & Co.338,026$24M0.0%-13.9%1.553%Search for SEC Filing on Google Icon
2/11/2026Clearbridge Investments LLC155,243$11.02M0.0%-1.4%0.713%Search for SEC Filing on Google Icon
2/11/2026Neumeier Poma Investment Counsel LLC264,100$18.75M1.5%-24.2%1.214%Search for SEC Filing on Google Icon
2/11/2026State of Wyoming1,718$0.12M0.0%+87.6%0.008%Search for SEC Filing on Google Icon
2/10/2026Elgethun Capital Management202,782$14.40M2.5%+2.8%0.932%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.247,832$17.60M0.0%+30.9%1.139%Search for SEC Filing on Google Icon
2/10/2026Natixis Advisors LLC11,777$0.84M0.0%-63.7%0.054%Search for SEC Filing on Google Icon
2/10/2026Mawer Investment Management Ltd.310,623$22.05M0.1%-10.2%1.427%Search for SEC Filing on Google Icon
2/10/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,638$0.40M0.0%-3.6%0.026%Search for SEC Filing on Google Icon
2/10/2026Intech Investment Management LLC75,685$5.37M0.0%-2.4%0.348%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC692,116$49.15M0.0%-1.0%3.181%Search for SEC Filing on Google Icon
2/9/2026AlphaQuest LLC41,018$2.91M0.2%+267.7%0.189%Search for SEC Filing on Google Icon
2/9/2026Royce & Associates LP9,142$0.65M0.0%+98.0%0.042%Search for SEC Filing on Google Icon
2/9/2026Legal & General Group Plc63,192$4.49M0.0%-2.9%0.290%Search for SEC Filing on Google Icon
2/9/2026New Age Alpha Advisors LLC1,081$77K0.0%N/A0.005%Search for SEC Filing on Google Icon
2/6/2026EverSource Wealth Advisors LLC347$25K0.0%-29.2%0.002%Search for SEC Filing on Google Icon
2/6/2026Van Hulzen Asset Management LLC19,036$1.35M0.1%-9.2%0.086%Search for SEC Filing on Google Icon
2/6/2026PNC Financial Services Group Inc.2,110$0.15M0.0%-7.5%0.010%Search for SEC Filing on Google Icon
2/4/2026VIRGINIA RETIREMENT SYSTEMS ET Al15,449$1.10M0.0%+11.6%0.070%Search for SEC Filing on Google Icon
2/4/2026Pacific Ridge Capital Partners LLC19,736$1.40M0.3%+21.9%0.089%Search for SEC Filing on Google Icon
2/4/2026Swiss Life Asset Management Ltd3,091$0.22M0.0%N/A0.014%Search for SEC Filing on Google Icon
2/3/2026F m Investments LLC30,395$2.16M0.1%-51.8%0.137%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Pathward Financial logo
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.
Read More on Pathward Financial

Today's Range

Now: $87.97
Low: $87.44
High: $88.66

50 Day Range

MA: $89.71
Low: $74.18
High: $95.71

52 Week Range

Now: $87.97
Low: $64.45
High: $96.06

Volume

136,543 shs

Average Volume

274,003 shs

Market Capitalization

$1.91 billion

P/E Ratio

10.75

Dividend Yield

0.23%

Beta

0.74

Who are the company insiders with the largest holdings of Pathward Financial?

Pathward Financial's top insider investors include:
  1. Glen William Herrick (CFO)
  2. Michael K Goik (Insider)
  3. Michael K Goik (EVP)
  4. Bradley C Hanson (President)
  5. Brett L Pharr (CEO)
  6. William David Tull (Director)
  7. Anthony M Sharett (President)
  8. Brett L Pharr (Insider)
  9. Charles C Ingram (EVP)
  10. Troy Moore III (COO)
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:
  1. Vanguard Group Inc. — 6.84%
  2. State Street Corp — 5.95%
  3. Dimensional Fund Advisors LP — 5.08%
  4. Geode Capital Management LLC — 3.18%
  5. JPMorgan Chase & Co. — 1.55%
  6. Mawer Investment Management Ltd. — 1.43%
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:
  1. Vanguard Group Inc.
  2. Wealth Enhancement Advisory Services LLC
  3. State Street Corp
  4. Neumeier Poma Investment Counsel LLC
  5. CSM Advisors LLC
  6. JPMorgan Chase & Co.
  7. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
  8. Mawer Investment Management Ltd.
During the previous year, company insiders that have sold Pathward Financial company stock include:
  1. Glen William Herrick (CFO)
  2. Michael K Goik (Insider)
  3. Michael K Goik (EVP)
  4. Bradley C Hanson (President)
  5. Brett L Pharr (CEO)
  6. William David Tull (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:
  1. Comerica Bank
  2. Millennium Management LLC
  3. Nantahala Capital Management LLC
  4. Cerity Partners LLC
  5. Boothbay Fund Management LLC
  6. Goldman Sachs Group Inc.
  7. Balyasny Asset Management L.P.
  8. Meeder Asset Management Inc.

Pathward Financial Active Insiders

Brett L Pharr
Brett L Pharr (Age 64)
CEO & Director
1 recent trades
Nadia Dombrowski
Nadia Dombrowski
Executive Vice President and Chief Legal and Administrative Officer
1 recent trades
Glen William Herrick
Glen William Herrick (Age 64)
CFO
Greg Sigrist
Greg Sigrist
EVP & CFO
Michael Robert Kramer
Michael Robert Kramer
Director
Elizabeth G Hoople
Elizabeth G Hoople
Director
Bradley C Hanson
Bradley C Hanson
Director
Charles C Ingram
EVP and Chief Technology and Product Officer
Christopher Perretta
Director
Douglas J Hajek
Director
1 recent trades
Kendall E Stork
Director
Anthony M Sharett
Anthony M Sharett (Age 49)
EVP
1 recent trades
Sonja Anne Theisen
Sonja Anne Theisen (Age 45)
EVP