Companies / Pathward Financial Inc

Pathward Financial Inc

Nasdaq: CASHCIK 907471SIOUX FALLS, SD

Financials · FY2025

Revenue$839.89M
Net income$186.79M
Total debt$201.03M
Cash$149.41M
Diluted EPS$7.87
Shares outstanding20.8M

Ownership

20.8M shares outstanding · as of Jul 29, 2026
1.0%Insiders
Ownership
Insiders1.02%211,401
10%+ / strategic14.23%2,955,990
Institutions87.66%18,210,238
Public float0.00%0

Reported holdings exceed shares outstanding — public float shown as 0; some positions may overlap or lag.

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 9

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Insider% of sharesShares
Pharr Brett L.CEOChief Executive Officer · Director
0.38%78,261
Hoople Elizabeth G.Director
0.16%32,550
Shulman Becky SDirector
0.14%30,099
Hajek Douglas J.Director
0.08%17,281
Zlatkus Lizabeth HDirector
0.07%15,000
McCray Ronald DDirector
0.07%14,157
Stork Kendall EDirector
0.06%11,653
Perretta ChristopherDirector
0.04%8,350
Mehta NeerajDirector
0.02%4,050

Institutional holders 276

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HolderValue% of shares
BlackRock, Inc.$270.27M14.94%
State Street Corporation$125.34M6.93%
Fmr LLC$121.93M8.27%
Vanguard Group Inc$107.71M7.30%
Pure Financial Advisors, LLC$100.14M0.00%
American Century Companies Inc$84.37M5.72%
Dimensional Fund Advisors LP$78.43M5.32%
Geode Capital Management, LLC$62.45M3.37%
Earnest Partners LLC$51.17M2.76%
Neumeier Poma Investment Counsel LLC$31.78M1.71%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Feb 23, 2026Pharr Brett L.
CEO
SellCommon Stock$1.47M-16K
-16.66%
78,261
0.38% of shares
medium
Feb 9, 2026Stork Kendall E
Director
SellCommon Stock$282.4K-3K
-58.22%
2,153
0.01% of shares
medium
Jan 30, 2026Perretta Christopher
Director
SellCommon Stock$130.4K-1K
-17.79%
6,700
0.03% of shares
medium
Feb 24, 2026Mehta Neeraj
Director
GrantCommon Stock$0+2K
+68.75%
4,050
0.02% of shares
low
Feb 24, 2026Stork Kendall E
Director
GrantCommon Stock$0+2K
+21.02%
9,500
0.05% of shares
low
Feb 24, 2026Hoople Elizabeth G.
Director
GrantCommon Stock$0+2K
+5.34%
32,550
0.16% of shares
low
Feb 24, 2026Hajek Douglas J.
Director
GrantCommon Stock$0+2K
+10.56%
17,281
0.08% of shares
low
Feb 24, 2026Perretta Christopher
Director
GrantCommon Stock$0+2K
+24.63%
8,350
0.04% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—1,517,110—
State Street CorporationPassive13G—1,438,880—
Vanguard Group IncPassive13G/A—0—
American Century Capital Portfolios, Inc.Passive13G———
State Street CorporationPassive13G—1,294,836—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
CASH——59100U108—