2Suppliers
0Customers
1Debt Items
14Related Chains

Pathward Financial, Inc. Suppliers

TickerNameConfidenceEvidence
FINW FinWise Bancorp 72% Reciprocal relationship from FINW graph: Reciprocal relationship from CASH graph: Reciprocal relationship from FINW graph: Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated b…
HRB H&R Block, Inc. 72% Reciprocal relationship from HRB graph: nsfer. Revenues are recognized when the Internal Revenue Service (IRS) filing acknowledgment is received and the bank account is established at our bank partne…

Pathward Financial, Inc. Customers

No clients on recordNo downstream customers found in our database for Pathward Financial, Inc..

Pathward Financial, Inc. Debt Obligations

InstrumentDescriptionConfidenceEvidence
CASH-DEBT Debt stack $82.7M 90% Market cache reports total debt of $82.7M.

Pathward Financial, Inc. Acquisitions

No acquisitions on recordNo completed or pending acquisitions found in our database for Pathward Financial, Inc..

Pathward Financial, Inc. Ownership

HolderNameConfidenceEvidence
CASH-OWNER-JPMORGAN-CHASE-CO JPMORGAN CHASE & CO 95% 13F/ownership overlay lists JPMORGAN CHASE & CO; shares held 338,026; ownership 1.55%; value $29.9M; as of 2025-12-31.
CASH-OWNER-VANGUARD-GROUP-INC Vanguard Group Inc 95% 13F/ownership overlay lists Vanguard Group Inc; shares held 1,517,110; ownership 6.97%; value $134.0M; as of 2025-12-31.
CASH-OWNER-DIMENSIONAL-FUND-ADVISORS-LP Dimensional Fund Advisors LP 95% 13F/ownership overlay lists Dimensional Fund Advisors LP; shares held 1,138,033; ownership 5.23%; value $100.5M; as of 2025-09-30.
CASH-OWNER-GEODE-CAPITAL-MANAGEMENT-LLC Geode Capital Management, LLC 95% 13F/ownership overlay lists Geode Capital Management, LLC; shares held 692,116; ownership 3.18%; value $61.1M; as of 2025-12-31.
CASH-OWNER-MORGAN-STANLEY Morgan Stanley 95% 13F/ownership overlay lists Morgan Stanley; shares held 444,016; ownership 2.04%; value $39.2M; as of 2025-09-30.
CASH-OWNER-FMR-LLC FMR, LLC 95% 13F/ownership overlay lists FMR, LLC; shares held 2,073,943; ownership 9.53%; value $183.1M; as of 2025-09-30.
CASH-OWNER-MAWER-INVESTMENT-MANAGEMENT-LTD Mawer Investment Management Ltd. 95% 13F/ownership overlay lists Mawer Investment Management Ltd.; shares held 310,623; ownership 1.43%; value $27.4M; as of 2025-12-31.
CASH-OWNER-AMERICAN-CENTURY-COMPANIES-INC American Century Companies Inc 95% 13F/ownership overlay lists American Century Companies Inc; shares held 1,049,836; ownership 4.82%; value $92.7M; as of 2025-09-30.
CASH-OWNER-STATE-STREET-CORPORATION State Street Corporation 95% 13F/ownership overlay lists State Street Corporation; shares held 1,391,656; ownership 6.39%; value $122.9M; as of 2025-09-30.
CASH-OWNER-BLACKROCK-INC Blackrock Inc. 95% 13F/ownership overlay lists Blackrock Inc.; shares held 3,309,943; ownership 15.21%; value $292.3M; as of 2025-09-30.

Pathward Financial, Inc. Extended Supply Chain Network

TickerNameChain IndexHopsRelationship Types
BRBS Blue Ridge Bankshares, Inc. 100.00 2
BAFN BayFirst Financial Corp. 100.00 2
ATLC Atlanticus Holdings Corporation 100.00 2
HRB H&R Block, Inc. 100.00 1 ['supplier']
LOB Live Oak Bancshares, Inc. 100.00 2
MCB Metropolitan Bank Holding Corp. 100.00 2
OPRT Oportun Financial Corporation 100.00 2
CCB Coastal Financial Corporation 100.00 2
FIS Fidelity National Information Services, Inc. 50.00 2
OTHER OTHER 50.00 2
MSFT Microsoft Corporation 50.00 2
FINW FinWise Bancorp 36.29 1 ['supplier']
BFG BFG 24.13 2
REACH REACH 23.09 2