Stocks › CASH
PATHWARD FINANCIAL, INC.
CASH·Nasdaq·
United States·USD
United States·USD$73.06
-0.36 (-0.49%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
CASH
PATHWARD FINANCIAL, INC. · Nasdaq
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
CASHS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of CASH by members of U.S. Congress · 0 on record
No congressional trades in CASH on record.
Whale Activity
Position changes in CASH reported for 2026-06-30 by 13 tracked institutional filers
- Increased4
- New1
- Held0
- Decreased4
- Closed0
- No prior filing4
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 3.1M | $270.3M | decreased |
| Pure Financial Advisors, LLC | 0 | $73.1M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 729.2K | $63.5M | decreased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 443.0K | $38.6M | increased |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 351.9K | $30.6M | — |
| D. E. Shaw & Co., Inc. | 256.0K | $22.3M | increased |
| MILLENNIUM MANAGEMENT LLC | 166.5K | $14.5M | increased |
| TWO SIGMA INVESTMENTS, LP | 144.4K | $12.6M | decreased |
| Financial Insights, Inc. | 0 | $11.0M | — |
| CITADEL ADVISORS LLC | 98.3K | $8.6M | increased |
| Orchard Capital Management, LLC | 21.1K | $1.8M | — |
| Point72 Asset Management, L.P. | 19.0K | $1.7M | new |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by CASH insiders, by quarter · Form 4
Recent Insider Transactions
1,165 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Ferri Eric AnthonyEVP, Chief Risk Officer | Grant / award | +8,638 | $0.00 | $0 | Jun 7, 2026 | Form 4 ↗ |
| Hoople Elizabeth G.Director | Sale | −4,500 | $82.29 | $370K | May 29, 2026 | Form 4 ↗ |
| Hajek Douglas J.Director | Sale | −5,000 | $86.37 | $432K | Apr 29, 2026 | Form 4 ↗ |
| Mehta NeerajDirector | Grant / award | +1,650 | $0.00 | $0 | Feb 24, 2026 | Form 4 ↗ |
| Stork Kendall EDirector | Grant / award | +1,650 | $0.00 | $0 | Feb 24, 2026 | Form 4 ↗ |
| Hoople Elizabeth G.Director | Grant / award | +1,650 | $0.00 | $0 | Feb 24, 2026 | Form 4 ↗ |
| Hajek Douglas J.Director | Grant / award | +1,650 | $0.00 | $0 | Feb 24, 2026 | Form 4 ↗ |
| Perretta ChristopherDirector | Grant / award | +1,650 | $0.00 | $0 | Feb 24, 2026 | Form 4 ↗ |
| Zlatkus Lizabeth HDirector | Grant / award | +1,650 | $0.00 | $0 | Feb 24, 2026 | Form 4 ↗ |
| MCCRAY RONALD DDirector | Grant / award | +1,650 | $0.00 | $0 | Feb 24, 2026 | Form 4 ↗ |
| SHULMAN BECKY SDirector | Grant / award | +1,650 | $0.00 | $0 | Feb 24, 2026 | Form 4 ↗ |
| Pharr Brett L.Chief Executive Officer · Director | Sale | −15.6K | $93.88 | $1.5M | Feb 23, 2026 | Form 4 ↗ |
| Stork Kendall EDirector | Sale | −3,000 | $94.15 | $282K | Feb 9, 2026 | Form 4 ↗ |
| Perretta ChristopherDirector | Sale | −1,450 | $89.94 | $130K | Jan 30, 2026 | Form 4 ↗ |
| Sharett Anthony M.President | Gift | −650 | $0.00 | $0 | Dec 16, 2025 | Form 4 ↗ |
| Hajek Douglas J.Director | Gift | −1,000 | $0.00 | $0 | Dec 9, 2025 | Form 4 ↗ |
| Berde Anjana ThatteChief People & Culture Officer | Tax withholding | −114 | $74.36 | $8K | Dec 5, 2025 | Form 4 ↗ |
| Dombrowski NadiaChief Legal and Admin Officer | Tax withholding | −353 | $74.36 | $26K | Dec 5, 2025 | Form 4 ↗ |
| Warren Jennifer W.SVP, Chief Accounting Officer | Tax withholding | −221 | $74.36 | $16K | Dec 5, 2025 | Form 4 ↗ |
| Ingram Charles C.EVP, Chief Info & Ops Officer | Tax withholding | −235 | $74.36 | $17K | Dec 5, 2025 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding CASH · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 1.3M | $110.5M | 0.10% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 677.2K | $59.8M | 0.81% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 642.5K | $52.8M | 0.20% | May 31, 2026 |
| iShares Russell 2000 ETF iShares Trust | 552.4K | $48.1M | 0.06% | Jun 30, 2026 |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 515.1K | $45.5M | 0.96% | Jul 31, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 472.0K | $41.1M | 0.00% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 356.1K | $31.0M | 0.65% | Jun 30, 2026 |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | 250.0K | $21.8M | 0.72% | Jun 30, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 242.4K | $21.1M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 235.1K | $20.7M | 0.06% | Jul 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list CASH's shares (CUSIP 59100U108), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
- STATE STREET CORPORATIONSCHEDULE 13G · passive (13G) · 1.4M shares6.8%
Aug 7, 2026 · ↗
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming PATHWARD FINANCIAL, INC. as client
No lobbying filings found naming PATHWARD FINANCIAL, INC. as the client.
Government Contracts
Federal awards to PATHWARD FINANCIAL, INC. · USAspending
No federal contract awards found for PATHWARD FINANCIAL, INC..
U.S. Patents
Recent USPTO applications naming PATHWARD FINANCIAL, INC.
No USPTO patent applications found for PATHWARD FINANCIAL, INC..
Annual Financials
From CASH's 10-K filings · XBRL
No annual XBRL figures on record for CASH. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
- 3-for-1Stock splitOct 5, 2018
- 3-for-2Stock splitJan 3, 1997
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
Corporate events filed with the SEC
- 8-K · Items 5.02Officer / director changeSep 17, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsAug 20, 2026
EDGAR ↗ - 8-K · Items 2.02, 7.01, 9.01Results of operations · Reg FD disclosureJul 22, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsMay 21, 2026
EDGAR ↗ - 8-K · Items 4.01, 9.01Change in auditorDec 30, 2025
EDGAR ↗
About PATHWARD FINANCIAL, INC.
From SEC EDGAR company records
Industry (SIC 6021)National Commercial Banks
SectorFinancials
HeadquartersSIOUX FALLS, SD
IncorporatedDE
SEC CIK0000907471 ↗
Former namesMETA FINANCIAL GROUP INC, FIRST MIDWEST FINANCIAL INC