Follow The Filings

CASH Pathward Financial Inc.

Financials, filed as PATHWARD FINANCIAL INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 1.1%
  • $2.4M

Who owns this now

Largest portfolio weights among holders, up to 1.1% (Francis Chou, Chou Associates Management). Not free-float ownership.

  1. Francis Chou 1.1%

Who owns CASH

Sorted by value, long equity only, as of 2026 Q2.

History
Francis Chou, Chou Associates Management 1.1% Hold 27,389 $2.4M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CASH's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CASH insider trades
  • None no insider bought on the open market
  • $4.2M sold by 8 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Elizabeth G. Hoople Director
    Sale
    $370K 4,500 shares at $82.29 14% of stake
    Traded May 29 Filed Jun 1
    ↗
  2. Douglas J. Hajek Director
    Sale
    $432K 5,000 shares at $86.37 29% of stake
    Traded Apr 29 Filed Apr 30
    ↗
  3. Brett L. Pharr CEO
    Sale
    $1.5M 15,641 shares at $93.88 17% of stake
    Traded Feb 23 Filed Feb 24
    ↗
  4. Kendall E Stork Director
    Sale
    $282K 3,000 shares at $94.15 58% of stake
    Traded Feb 9 Filed Feb 10
    ↗
  5. Christopher Perretta Director
    Sale
    $130K 1,450 shares at $89.94 18% of stake
    Traded Jan 30 Filed Feb 4
    ↗
  6. Neeraj Mehta Director
    Sale
    $173K 2,500 shares at $69.34 51% of stake
    Traded Oct 28, 2025 Filed Dec 1, 2025
    ↗
  7. Douglas J. Hajek Director
    Sale
    $204K 3,000 shares at $68.11 15% of stake
    Traded Oct 31, 2025 Filed Nov 3, 2025
    ↗
  8. Nadia Dombrowski Chief Legal and Admin Officer
    Sale
    $357K 5,000 shares at $71.46 43% of stake
    Traded Oct 24, 2025 Filed Oct 30, 2025
    ↗
  9. Anthony M. Sharett President
    Sale
    $823K 11,500 shares at $71.55 31% of stake
    Traded Oct 24, 2025 Filed Oct 27, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 29 stock grants, 16 share withholdings for taxes, and 7 gifts.

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $704.46M $797.41M $839.89M
Net income $163.62M $183.22M $185.87M
Net margin * 23.2% 23.0% 22.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $7.54B $7.42B $7.17B
Total equity $651.63M $719.5M $858.04M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $303.11M $488.8M $450.62M
Cash from investing -$920.76M -$262.93M $25.84M
Cash from financing $604.86M -$443.2M -$513.03M
Net change in cash -$12.46M -$217.24M -$37.77M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.