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CASH · Financial Services

PATHWARD FINANCIAL INC

USA Financial Services Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Bearish — money moving out

No standout activity across the feeds we track.

Hedge funds
20
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in PATHWARD FINANCIAL INC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$1.8B
Industry
Banks - Regional
Sector
Financial Services
Exchange
NasdaqGS
About PATHWARD FINANCIAL INC

Pathward Financial, Inc. operates as the bank holding company for Pathward, National Association that provides various banking products and services in the United States. It operates through three segments: Consumer, Commercial, and Corporate Services/Other. The company offers demand deposit accounts, savings accounts, and money market savings accounts. It also provides commercial finance product comprising term lending, asset-based lending, factoring, lease financing, insurance premium finance, government guaranteed lending, and other commercial finance products; installment and revolving…

Who's behind the signal
Every informed buyer we can see on CASH, across all three feeds.
Hedge funds · 4
D.E. Shaw & Co Increased +21%
Citadel Advisors Increased +164%
AQR Capital Management Decreased −28%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. PATHWARD FINANCIAL INC isn't in the top-10 model right now, but 4 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
4
Investors
0
New positions
3
Increasing
1
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.0×
Increased +21%
% of portfolio
0.0%
Position change
+21%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
Increased +182%
% of portfolio
0.0%
Position change
+182%
0.0% of Millennium Management's portfolio
Trust weight: 1.0×
Increased +164%
% of portfolio
0.0%
Position change
+164%
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
Decreased −28%
% of portfolio
0.0%
Position change
−28%
0.0% of AQR Capital Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to PATHWARD FINANCIAL INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell PATHWARD FINANCIAL INC or any security.

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