Pathward Financial, Inc.
Ownership
Ownership Structure
Who owns Pathward Financial, Inc. (CASH)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 98.5% of the shares are freely tradable; institutional investors hold 102.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 15.21 | 3,159,659 | -3.5 | 03/31/2026 |
| FMR Inc | 9.42 | 1,956,515 | +13.9 | 03/31/2026 |
| State Street Corp | 6.40 | 1,328,788 | +2.6 | 03/31/2026 |
| American Century Companies Inc | 6.11 | 1,269,975 | +11.6 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 5.13 | 1,064,854 | -2.6 | 06/30/2026 |
| Pure Financial Advisors, INC. | 4.04 | 839,377 | +13.6 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.61 | 750,164 | +0.0 | 03/31/2026 |
| Geode Capital Management, LLC | 3.37 | 699,745 | +1.1 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.18 | 1,283,106 | +0.0 | 08/31/2026 |
| Avantis US Small Cap Value ETF | 3.36 | 698,373 | +0.0 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Shulman Becky S | Director | 30,499 | 2,324,024 $ | Sep 4, 2026 | direct |
| Hoople Elizabeth G. | Director | 28,450 | 2,167,890 $ | Sep 4, 2026 | direct |
| Zlatkus Lizabeth H | Director | 15,400 | 1,173,480 $ | Sep 4, 2026 | direct |
| Mccray Ronald D | Director | 14,557 | 1,109,243 $ | Sep 4, 2026 | direct |
| Hajek Douglas J. | Director | 12,681 | 966,292 $ | Sep 4, 2026 | direct |
| Stork Kendall E | Director | 12,053 | 918,439 $ | Sep 4, 2026 | indirect |
| Perretta Christopher | Director | 8,750 | 666,750 $ | Sep 4, 2026 | direct |
| Mehta Neeraj | Director | 4,450 | 339,090 $ | Sep 4, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Mehta Neeraj | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Stork Kendall E | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Hoople Elizabeth G. | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Hajek Douglas J. | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Perretta Christopher | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Zlatkus Lizabeth H | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Mccray Ronald D | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Shulman Becky S | Director | Other | 400 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 18, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.