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Pathward Financial, Inc.
1W: +0.2% 1M: -9.6% 3M: -17.8% YTD: +2.9% 1Y: +0.5% 3Y: +64.2% 5Y: +45.6%
$73.96
+0.24 (+0.33%)
 
Weekly Expected Move ±3.2%
$69 $72 $74 $76 $79
NASDAQ · Financial Services · Banks - Regional · Tech Score Sell · Power 42 · $1.6B mcap · 21M float · 1.05% daily turnover · Short 46% of daily vol

🏦 Institutional Activity

Latest: Q2 2026
311
Institutions Holding
+7 vs prior
122.6%
Ownership
-0.17%
39 New
110 Increased
118 Reduced
24 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-09-04 Mehta Neeraj director A-Grant/Award 400 $— $0 Filing
2026-09-04 Stork Kendall E director A-Grant/Award 400 $— $0 Filing
2026-09-04 Hoople Elizabeth G. director A-Grant/Award 400 $— $0 Filing
2026-09-04 Hajek Douglas J. director A-Grant/Award 400 $— $0 Filing
2026-09-04 Perretta Christopher director A-Grant/Award 400 $— $0 Filing
2026-09-04 Zlatkus Lizabeth H director A-Grant/Award 400 $— $0 Filing
2026-09-04 MCCRAY RONALD D director A-Grant/Award 400 $— $0 Filing
2026-09-04 SHULMAN BECKY S director A-Grant/Award 400 $— $0 Filing
2026-06-07 Ferri Eric Anthony officer: evp, chief risk officer A-Grant/Award 8,638 $— $0 Filing
2026-05-29 Hoople Elizabeth G. director S-Sale 4,500 $82.29 $370K Filing
2026-02-24 Zlatkus Lizabeth H director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 SHULMAN BECKY S director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 Perretta Christopher director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 Stork Kendall E director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 Mehta Neeraj director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 MCCRAY RONALD D director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 Hoople Elizabeth G. director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 Hajek Douglas J. director A-Grant/Award 1,650 $— $0 Filing
2026-02-23 Pharr Brett L. officer: chief executive officer S-Sale 15,641 $93.88 $1.5M Filing
2026-02-09 Stork Kendall E director S-Sale 3,000 $94.15 $282K Filing
2026-01-30 Perretta Christopher director S-Sale 1,450 $89.94 $130K Filing
2025-12-16 Sharett Anthony M. officer: president G-Gift 650 $— $0 Filing
2025-12-09 Hajek Douglas J. director G-Gift 1,000 $— $0 Filing
2025-12-05 Warren Jennifer W. officer: svp, chief accounting officer F-Tax Withholding 221 $74.36 $16K Filing
2025-12-05 Ingram Charles C. officer: evp, chief info & ops officer F-Tax Withholding 235 $74.36 $17K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 3,104,464 $270M -55,195 2026-06-30 Filing
FMR LLC 1,803,772 $157M -152,743 2026-06-30 Filing
STATE STREET CORP 1,438,880 $125M +110,092 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 1,269,975 $111M +131,514 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 1,064,854 $93M -28,484 2026-06-30 Filing
Pure Financial Advisors, LLC 0 $73M — 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 733,095 $64M +33,350 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 729,199 $63M -20,965 2026-06-30 Filing
EARNEST PARTNERS LLC 568,923 $50M -4,589 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 443,000 $39M +6,556 2026-06-30 Filing
NEUMEIER POMA INVESTMENT COUNSEL LLC 351,870 $31M -4,330 2026-06-30 Filing
Allspring Global Investments Holdings, L 339,293 $30M +106,463 2026-06-30 Filing
Qube Research & Technologies Ltd 297,329 $26M +242,120 2026-06-30 Filing
JPMORGAN CHASE & CO 285,040 $25M +10,080 2026-06-30 Filing
BANK OF AMERICA CORP /DE 279,600 $24M -22,903 2026-06-30 Filing
Mawer Investment Management Ltd. 271,655 $24M +3,112 2026-06-30 Filing
Sixth Street Partners Management Company 268,911 $23M +268,911 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 268,911 $23M +1,474 2026-06-30 Filing
NEW YORK STATE COMMON RETIREMENT FUND 264,013 $23M +100 2026-06-30 Filing
D. E. Shaw & Co., Inc. 256,026 $22M +123,619 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms