Pathward Financial
Provides partner banking infrastructure and specialty commercial finance through a national bank charter.
$81.50
After-hours close+0.10 (+0.12%)
At close$81.40(−0.18%)
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Breakdown13F · Form 4
Institutions 109.64%Insiders 1.50%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 21.11M · Float 20.79M · 98.5% free float
Institutions13F, as of Jun 30, 2026
285 holders · 23.15M shares · 38 new positions · 148 increased · 94 reduced · 29 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.10M | 14.71% | −55.2K | Aug 7, 2026 |
| FMR LLC | 1.80M | 8.54% | −152.7K | Aug 13, 2026 |
| State Street Corp | 1.44M | 6.82% | +110.1K | Aug 7, 2026 |
| American Century Companies Inc | 1.27M | 6.02% | +131.5K | Aug 12, 2026 |
| Dimensional Fund Advisors LP | 1.06M | 5.04% | −28.5K | Aug 11, 2026 |
| Geode Capital Management, LLC | 733.1K | 3.47% | +33.4K | Aug 12, 2026 |
| Vanguard Capital Management LLC | 729.2K | 3.45% | −21.0K | Aug 13, 2026 |
| Earnest Partners LLC | 568.9K | 2.70% | −4.6K | Aug 13, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| State Street Corporation | 6.80% | 1.44M | 13G | Aug 7, 2026 ↗ |
| American Century Investment Management, Inc. | 5.30% | 1.19M | 13G | Feb 13, 2026 ↗ |
| Dimensional Fund Advisors LP | 5.00% | 1.09M | 13G | Apr 9, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Brett L. Pharr | director, officer: Chief Executive Officer | 78.3K | 0.37% | Feb 24, 2026 |
| Anthony M. Sharett | officer: President | 35.3K | 0.17% | Dec 17, 2025 |
| Charles C. Ingram | officer: EVP, Chief Info & Ops Officer | 31.3K | 0.15% | Dec 9, 2025 |
| Becky S. Shulman | director | 30.1K | 0.14% | Feb 25, 2026 |
| Elizabeth G. Hoople | director | 28.1K | 0.13% | Jun 1, 2026 |
| Greg Sigrist | officer: Chief Financial Officer | 17.8K | 0.08% | Dec 9, 2025 |
| Lizabeth H. Zlatkus | director | 15.0K | 0.07% | Feb 25, 2026 |
| Ronald D. Mccray | director | 14.2K | 0.07% | Feb 25, 2026 |
| Douglas J. Hajek | director | 12.3K | 0.06% | Apr 30, 2026 |
| Kendall E. Stork | director | 11.7K | 0.06% | Feb 25, 2026 |
26 people have not refiled in the last 18 months (1.74M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| May 29, 2026 | Elizabeth G. Hoopledirector | Sale | 4,500 | $82.29 | 28,050 |
| Apr 29, 2026 | Douglas J. Hajekdirector | Sale | 5,000 | $86.37 | 12,281 |
| Feb 23, 2026 | Brett L. Pharrdirector, officer: Chief Executive Officer | Sale | 15,641 | $93.88 | 78,261 |
| Feb 9, 2026 | Kendall E. Storkdirector | Sale | 3,000 | $94.15 | 2,153 |
| Jan 30, 2026 | Christopher Perrettadirector | Sale | 1,450 | $89.94 | 6,700 |
| Oct 28, 2025 | Neeraj Mehtadirector | Sale | 2,500 | $69.34 | 2,400 |
| Oct 31, 2025 | Douglas J. Hajekdirector | Sale | 3,000 | $68.11 | 16,631 |
| Oct 24, 2025 | Nadia Dombrowskiofficer: Chief Legal and Admin Officer | Sale | 5,000 | $71.46 | 6,528 |
| Oct 24, 2025 | Anthony M. Sharettofficer: President | Sale | 11,500 | $71.55 | 25,155 |
CongressHouse and Senate disclosures
Not reported.