Guru Ownership Trend
Guru Analysis for Pathward Financial, Inc. (CASH)
Pathward Financial, Inc. (CASH), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.12 M.
Top institutional holders include Francis Chou and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $432,292.48 net outflow during the quarter.
On the selling side, Chuck Royce reduced exposure by 52.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.98% | 27,389 | $2.03 M | Q3 2025 | ||
| 0.00% | Reduce -6.2% | 10,405 | $770,078 | Q3 2025 | |
| 0.00% | Reduce -52.8% | 4,617 | $341,704 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Pathward Financial, Inc. (CASH)
Top Guru holders include Francis Chou ($2.03 M), Cliff Asness ($770,078), Chuck Royce ($341,704). Collectively, tracked Gurus hold 42,411 shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $432,292.48, with 0 Gurus buying and 2 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 0 Gurus sold out of CASH completely. Total sell value was $432,292.48.
No tracked Gurus opened new positions or added to their existing holdings in CASH during the most recent reported quarter.