Pathward Financial, Inc.: which funds bought and sold
Institutions that bought and sold Pathward Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 139 institutions that filed 13F reports for both quarters added to or opened positions in Pathward Financial, and 118 cut or closed them. Together they added a net 20K shares, +0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 195K shares (+3.2%); index fund managers were net buyers of 37K shares (+0.5%). 30 opened a new position and 24 sold out entirely.
Bought, Q2 2026 139 institutions, 30 of them new holders Sold, Q2 2026 118 institutions, 24 of them sold out
Net change, all compared +20K shares (+0.1%)
Net change, active managers +195K shares (+3.2%), 29 bought, 17 sold
Buyers versus sellers
139 bought 40 118 sold
Active managers and hedge funds 29 bought · 17 sold · +195K
Index fund managers 4 bought · 7 sold · +37K
Other institutions 106 bought · 94 sold · −212K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Qube Research & Technologies Ltd Hedge fund | +242K +438.6% | 297K | $25.9M |
| American Century Companies Inc Active manager | +132K +11.6% | 1.3M | $111M |
| D. E. Shaw & Co., Inc. Hedge fund | +124K +93.4% | 256K | $22.3M |
| State Street Corp Index funds | +110K +8.3% | 1.4M | $125M |
| Allspring Global Investments Holdings, LLC | +106K +45.7% | 339K | $30.4M |
| Millennium Management LLC Hedge fund | +78K +87.1% | 167K | $14.5M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +70K New position | 70K | $6.1M |
| Citadel Advisors LLC Hedge fund | +54K +123.6% | 98K | $8.6M |
| Tudor Investment Corp Et Al Hedge fund | +49K New position | 49K | $4.3M |
| SG Americas Securities, LLC | +45K +630.4% | 52K | $4.6M |
| Trexquant Investment LP Hedge fund | +37K New position | 37K | $3.3M |
| UBS Group AG | +37K +31.3% | 155K | $13.5M |
| Geode Capital Management, LLC Index funds | +33K +4.8% | 733K | $63.8M |
| Goldman Sachs Group Inc | +28K +14.2% | 228K | $19.9M |
| Raymond James Financial Inc | +24K +74.0% | 56K | $4.9M |
| Numerai Gp LLC | +23K +221.2% | 34K | $2.9M |
| Bridgeway Capital Management, LLC Active manager | +22K +20.6% | 130K | $11.3M |
| Engineers Gate Manager LP Hedge fund | +20K +178.1% | 31K | $2.7M |
| Point72 Asset Management, L.P. Hedge fund | +19K New position | 19K | $1.7M |
| Man Group PLC Hedge fund | +14K +97.1% | 29K | $2.5M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Qube Research & Technologies Ltd Hedge fund | +242K +438.6% | 297K | $25.9M |
| American Century Companies Inc Active manager | +132K +11.6% | 1.3M | $111M |
| D. E. Shaw & Co., Inc. Hedge fund | +124K +93.4% | 256K | $22.3M |
| Millennium Management LLC Hedge fund | +78K +87.1% | 167K | $14.5M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +70K New position | 70K | $6.1M |
| Citadel Advisors LLC Hedge fund | +54K +123.6% | 98K | $8.6M |
| Tudor Investment Corp Et Al Hedge fund | +49K New position | 49K | $4.3M |
| Trexquant Investment LP Hedge fund | +37K New position | 37K | $3.3M |
| Bridgeway Capital Management, LLC Active manager | +22K +20.6% | 130K | $11.3M |
| Engineers Gate Manager LP Hedge fund | +20K +178.1% | 31K | $2.7M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jane Street Group, LLC | −163K Sold out | 0 | — |
| FMR LLC Active manager | −153K −7.8% | 1.8M | $157M |
| Two Sigma Investments, LP Hedge fund | −126K −46.5% | 144K | $12.6M |
| Brevan Howard Capital Management LP Hedge fund | −88K −83.3% | 18K | $1.5M |
| Balyasny Asset Management L.P. Hedge fund | −82K −76.4% | 25K | $2.2M |
| Connor, Clark & Lunn Investment Management Ltd. | −70K −72.4% | 27K | $2.3M |
| Boothbay Fund Management, LLC Hedge fund | −65K Sold out | 0 | — |
| Csm Advisors, LLC | −64K Sold out | 0 | — |
| Wellington Management Group LLP Active manager | −62K −42.0% | 86K | $7.5M |
| Nuveen, LLC | −58K −31.2% | 129K | $11.2M |
| Blackrock, Inc. Index funds | −55K −1.7% | 3.1M | $270M |
| First Trust Advisors LP | −48K −55.8% | 38K | $3.3M |
| WCM Investment Management, LLC Active manager | −39K −62.5% | 23K | $2M |
| Renaissance Technologies LLC Hedge fund | −36K −78.3% | 10K | $870,600 |
| Dimensional Fund Advisors LP | −28K −2.6% | 1.1M | $92.7M |
| Pmc Fig Opportunities LLC | −26K Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −26K −38.2% | 42K | $3.6M |
| Invesco Ltd. | −25K −17.9% | 114K | $9.9M |
| Susquehanna International Group, LLP | −23K −82.8% | 4,781 | $416,234 |
| Bank Of America Corp | −23K −7.6% | 280K | $24.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | −153K −7.8% | 1.8M | $157M |
| Two Sigma Investments, LP Hedge fund | −126K −46.5% | 144K | $12.6M |
| Brevan Howard Capital Management LP Hedge fund | −88K −83.3% | 18K | $1.5M |
| Balyasny Asset Management L.P. Hedge fund | −82K −76.4% | 25K | $2.2M |
| Boothbay Fund Management, LLC Hedge fund | −65K Sold out | 0 | — |
| Wellington Management Group LLP Active manager | −62K −42.0% | 86K | $7.5M |
| WCM Investment Management, LLC Active manager | −39K −62.5% | 23K | $2M |
| Renaissance Technologies LLC Hedge fund | −36K −78.3% | 10K | $870,600 |
| Voloridge Investment Management, LLC Hedge fund | −26K −38.2% | 42K | $3.6M |
| Kennedy Capital Management LLC Active manager | −21K −36.6% | 37K | $3.2M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Arrowstreet Capital, Limited PartnershipHedge fund | 70K | $6.1M |
| Tudor Investment Corp Et AlHedge fund | 49K | $4.3M |
| Trexquant Investment LPHedge fund | 37K | $3.3M |
| Point72 Asset Management, L.P.Hedge fund | 19K | $1.7M |
| Aquatic Capital Management LLC | 12K | $1M |
| Freestone Grove Partners LPHedge fund | 10K | $909,342 |
| Campbell & Co Investment Adviser LLC | 10K | $875,475 |
| Jain Global LLCHedge fund | 8,452 | $735,831 |
| Mirabella Financial Services LLP | 8,224 | $715,981 |
| Quadrature Capital LtdHedge fund | 7,346 | $639,543 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Jane Street Group, LLC | 163K | $14.6M |
| Boothbay Fund Management, LLCHedge fund | 65K | $5.8M |
| Csm Advisors, LLC | 64K | $5.7M |
| Pmc Fig Opportunities LLC | 26K | $2.3M |
| Susquehanna Portfolio Strategies, LLC | 11K | $985,992 |
| Royce & Associates LPActive manager | 11K | $982,779 |
| Horizon Investments, LLC | 11K | $970,644 |
| Persistent Asset Partners Ltd | 9,354 | $834,657 |
| Wealth Enhancement Advisory Services, LLC | 5,158 | $464,223 |
| Voleon Capital Management LPHedge fund | 4,873 | $434,818 |
Who holds the shares
- Institutions reporting
- 278
- Ten largest holders
- 55.7% of 13F-reported shares
- Index fund managers
- 34.7% of 13F-reported shares
- Active managers and hedge funds
- 30.4% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 29 | 17 | 7 | 3 | +195K | +3.2% |
| Index fund managers | 4 | 7 | 0 | 0 | +37K | +0.5% |
| Other institutions | 106 | 94 | 23 | 21 | −212K | −2.9% |