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Institutional holders report 5.3% stake in Pathward Financial (CASH) stock

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Pathward Financial, Inc. received a Schedule 13G reporting that American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research collectively have beneficial ownership of 1,188,365 shares of common stock, representing 5.3% of the class as of the event date.

The group reports sole voting power over 1,173,637 shares and sole dispositive power over 1,188,365 shares, with no shared voting or dispositive power. The securities are held in the ordinary course of business and are not held to change or influence control of Pathward Financial.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



American Century Investment Management, Inc.
Signature:American Century Investment Management, Inc.
Name/Title:/s/ John Pak / Senior Vice President
Date:02/13/2026
American Century Companies, Inc.
Signature:American Century Companies, Inc.
Name/Title:/s/ John Pak / Senior Vice President
Date:02/13/2026
Stowers Institute for Medical Research
Signature:Stowers Institute for Medical Research
Name/Title:/s/ Joselyn Verschelden / Authorized Signer
Date:02/13/2026
Exhibit Information

EXHIBIT Each of the undersigned hereby agrees and consents to the execution and joint filing on its behalf by American Century Investment Management, Inc. of this Schedule 13G respecting the beneficial ownership of the securities which are the subject of this schedule. Dated this 13th day of February, 2026. AMERICAN CENTURY INVESTMENT MANAGEMENT, INC. ("ACIM") AMERICAN CENTURY COMPANIES, INC. ("ACC") By: __/s/ John Pak___________________ John Pak Senior Vice President, ACIM and ACC STOWERS INSTITUTE FOR MEDICAL RESEARCH, solely in its capacity as control entity of ACC By: __/s/ Joselyn Verschelden____________ Joselyn Verschelden Authorized Signer

FAQ

What does the Schedule 13G filing for Pathward Financial (CASH) disclose?

The filing discloses that three related reporting persons beneficially own 1,188,365 shares of Pathward Financial common stock, equal to 5.3% of the class. It confirms sole voting and dispositive power over these shares and that holdings are in the ordinary course of business.

Who are the reporting persons in the Pathward Financial (CASH) Schedule 13G?

The reporting persons are American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research. They file jointly regarding their beneficial ownership of Pathward Financial common stock as outlined in the ownership and control sections.

How many Pathward Financial (CASH) shares are beneficially owned and what percentage is that?

The reporting persons beneficially own 1,188,365 shares of Pathward Financial common stock, representing 5.3% of the outstanding class. This level of ownership triggers the Schedule 13G reporting requirement under SEC beneficial ownership rules.

What voting and dispositive powers are reported over Pathward Financial (CASH) shares?

The filing reports sole voting power over 1,173,637 shares and sole dispositive power over 1,188,365 shares. It states there is no shared voting or shared dispositive power over the Pathward Financial common stock covered by the Schedule 13G.

Are the Pathward Financial (CASH) shares held to influence control of the company?

No. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Pathward Financial, nor in connection with any transaction intended to have that effect.

Who ultimately benefits from the Pathward Financial (CASH) holdings reported on the Schedule 13G?

The filing explains that various clients of American Century Investment Management, Inc., including investment companies and institutional accounts, have rights to dividends and sale proceeds. No single advised client owns more than 5% of the Pathward Financial common stock class.
Pathward Financial

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