Pathward Financial, Inc. (CASH)
- Sector
- Financial Services
- Industry
- Banks - Regional
- Last price
- $76.00
- As of
Kresmion compiles this page from CASH's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
PATHWARD FINANCIAL, INC. (CASH): 6 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-10-21.
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Preview the CASH dossierActive events for CASH
- mediumEarnings above estimates
Q4-2026: Beat consensus by 14.7%, EPS $1.85 vs $1.6126 estimate
- high13F: funds added
4 tracked funds increased CASH this 2026Q2, institutional consensus
- high13F: large increase
CITADEL ADVISORS LLC added +3713% to CASH (2026Q2)
- high13F: funds added
3 tracked funds increased CASH this 2026Q2, institutional consensus
- medium13F: new position
Point72 Asset Management, L.P. new position in CASH
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Every event on CASH, as it fires
You are seeing 5 of 14 events recorded on CASH since 2026-06-09.
The five above landed across 3 days. The other 9 were recorded on 3 other days. 7 of the 14 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in CASH (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| D. E. Shaw & Co., Inc.CUSIP 59100U108 · 2026Q2 | $22.3M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 59100U108 · 2026Q2 | $14.5M | 0.01% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 59100U108 · 2026Q2 | $12.6M | 0.01% | , |
| CITADEL ADVISORS LLCCUSIP 59100U108 · 2026Q2 | $8.6M | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 59100U108 · 2026Q2 | $1.7M | 0.00% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 59100U108 · 2026Q2 | $871K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, CASH
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
CASH against its peers
CASH's net margin of 22.1% ranks in the 15th percentile of 9 Banks - Regional sub-industry peers, fiscal periods ending between 2024-12-31 and 2025-12-31.
| Metric | CASH | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 840M USD | 114M USD | 94 | 8 |
| Net margin | 22.1% | 123.1% | 15 | 9 |
| Return on equity | 21.7% | 9.7% | 94 | 24 |
| P / E | 9.7x | 14.3x | 11 | 21 |
Peers (24): LOB, AMAL, CNOB, BFC, TFIN, TCBK, TMP, BHRB, FSUN, STBA, RBCAA, PEBO, INTR, DCOM, FMBH, HBT, BLX, CTBI, OSBC, TBBK, FCF, OFG, HFWA, UVSP. Left out: WAFD (no annual filing). Fiscal periods ending between 2024-12-31 and 2025-12-31. Every figure is one full fiscal year read from one annual filing (CASH: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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