# PATHWARD FINANCIAL INC (CASH)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CASH/

- Reporting holders: 6
- Reported value: $6.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $5.7M | 0 | 1.0% | 9 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $284.6K | 4,000 | 0.0% | 24 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $64.0K | 900 | 0.0% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $16.9K | 238 | 0.0% | 7 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $13.0K | 183 | 0.0% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $8.8K | 124 | 0.0% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $6.1M |
| Q2 2026 | 286 | $2.1B |
| Q1 2026 | 276 | $1.9B |
| Q4 2025 | 264 | $1.6B |
| Q3 2025 | 268 | $1.6B |
| Q2 2025 | 276 | $1.9B |
| Q1 2025 | 252 | $1.6B |
| Q4 2024 | 246 | $1.7B |
| Q3 2024 | 254 | $1.6B |
| Q2 2024 | 229 | $1.4B |
| Q1 2024 | 234 | $1.3B |
| Q4 2023 | 223 | $1.4B |