MAI Capital Management

Position in PATH — UiPath, Inc.

CIK 1040197 INDEPENDENCE, OH

Back to PATH Full portfolio

Position in PATH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$33,144

+$2,282 QoQ

Shares Held

2,986

+58.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in PATH Over Time

Shares Held

Position Value (USD)

Derivatives in PATH

reported options exposure · as of Mar 31, 2026

CallValue

$3,330

CallShares

300

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

MAI Capital Management holds $662,377,237 across 35 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,278,730	$476,991,863
2	ORCL	Oracle Corp	406,171	$59,524,359
3	PANW	Palo Alto Networks Inc	145,487	$49,613,976
4	CRWD	CrowdStrike Holdings, Inc.	144,436	$27,556,221
5	PLTR	Palantir Technologies Inc.	96,313	$11,236,837
6	FTNT	Fortinet, Inc.	41,250	$6,336,824
7	NET	Cloudflare, Inc.	14,744	$3,616,408
8	CHKP	Check Point Software Technologies Ltd	26,146	$3,436,368

All Filings in PATH

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,330	300	—	Call	Sole	2026-05-15
2026-03-31	$33,144	2,986	+58.6%	Shares	Sole	2026-05-15
2025-12-31	$30,862	1,883	+7.9%	Shares	Sole	2026-02-13
2025-09-30	$23,348	1,745	+77.3%	Shares	Sole	2025-11-10
2025-06-30	$12,595	984	+16.9%	Shares	Sole	2025-08-12
2025-03-31	$8,672	842	-17.6%	Shares	Sole	2025-05-15
2024-12-31	$12,989	1,022	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.