Company · Ownership research

PATHWARD FINANCIAL, INC. CASH

CIK 0000907471 · CUSIP 59100U108

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 59100U108 (CASH), not CUSIP 59100U908 (CASH), and does not merge CUSIPs.

This page lists the top 20 of 97 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$79.47M 1,117,093 shares	0.01%	+52.24K(+4.90%)Added	SEC filing ↗ Nov 4, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$52.08M 732,053 shares	0.00%	-1.04K(-0.10%)Reduced	SEC filing ↗ Nov 6, 2026	▾
03	Allspring Global Investments Holdings, LLC CIK 1890906 · View history	$37.33M 506,415 shares	0.06%	+167.12K(+49.30%)Added	SEC filing ↗ Nov 4, 2026	▾
04	Austin Asset Management Co Inc CIK 1902024 · View history	$29.41M 0 shares	3.94%	0Unchanged	SEC filing ↗ Oct 29, 2026	▾
05	Bank of New York Mellon Corp CIK 1390777 · View history	$11.10M 156,087 shares	0.00%	-3.79K(-2.40%)Reduced	SEC filing ↗ Nov 5, 2026	▾
06	Financial Insights, Inc. CIK 1642058 · View history	$10.68M 0 shares	2.71%	0Unchanged	SEC filing ↗ Oct 27, 2026	▾
07	DEUTSCHE BANK AG\ CIK 948046 · View history	$8.61M 120,970 shares	0.00%	-27.14K(-18.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
08	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$7.13M 100,275 shares	0.00%	-51.98K(-34.10%)Reduced	SEC filing ↗ Nov 2, 2026	▾
09	Moody Aldrich Partners LLC CIK 936941 · View history	$6.89M 96,864 shares	1.32%	+3.90K(+4.20%)Added	SEC filing ↗ Oct 27, 2026	▾
10	First Trust Capital Management L.P. CIK 1604488 · View history	$6.15M 86,398 shares	0.30%	+86.40KNew	SEC filing ↗ Nov 6, 2026	▾
11	Paragon Capital Management Ltd CIK 1569765 · View history	$5.68M 0 shares	1.05%	0Unchanged	SEC filing ↗ Oct 9, 2026	▾
12	Mawer Investment Management Ltd. CIK 1538449 · View history	$4.62M 65,007 shares	0.03%	-206.65K(-76.10%)Reduced	SEC filing ↗ Nov 6, 2026	▾
13	Guardian Wealth Management, Inc. CIK 1910205 · View history	$4.19M 58,954 shares	2.13%	+1.65K(+2.90%)Added	SEC filing ↗ Oct 30, 2026	▾
14	Rosenthal \| Henry Capital Advisors, Inc. CIK 1697539 · View history	$3.74M 52,576 shares	3.43%	0(0.00%)Unchanged	SEC filing ↗ Oct 27, 2026	▾
15	RMR Capital Management, LLC CIK 2032709 · View history	$2.78M 39,077 shares	1.94%	0(0.00%)Unchanged	SEC filing ↗ Oct 23, 2026	▾
16	Russell Investments Group, Ltd. CIK 1692234 · View history	$2.20M 30,944 shares	0.00%	-112(-0.40%)Reduced	SEC filing ↗ Nov 6, 2026	▾
17	CITIGROUP INC CIK 831001 · View history	$2.07M 29,164 shares	0.00%	-6.89K(-19.10%)Reduced	SEC filing ↗ Nov 4, 2026	▾
18	Y-Intercept (Hong Kong) Ltd CIK 1772875 · View history	$1.99M 28,019 shares	0.04%	+10.34K(+58.50%)Added	SEC filing ↗ Oct 16, 2026	▾
19	OPPENHEIMER ASSET MANAGEMENT INC. CIK 1269119 · View history	$1.94M 27,229 shares	0.02%	-234(-0.90%)Reduced	SEC filing ↗ Oct 27, 2026	▾
20	Sippican Capital Advisors CIK 1557406 · View history	$1.43M 20,134 shares	0.95%	-1(0.00%)Reduced	SEC filing ↗ Oct 23, 2026	▾

Showing 20 / 97 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

3,578,758

Not deduplicated across managers

Disclosed value

$302.15M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

PATHWARD FINANCIAL, INC. · Q3 2026

Explore all 97 reporting institutions.

This page includes 20 of 97 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.