Position in PATH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$88,643,175
-$713,556 QoQ
Shares Held
8,154,846
+1.3% QoQ
Ownership
1.57%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 525 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,804,351,611 across 148 Software - Infrastructure names. PATH ranks #42 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in PATH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,643,175 | 8,154,846 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $89,356,731 | 8,050,156 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $122,924,819 | 7,499,989 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $79,899,137 | 5,971,535 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $89,630,489 | 7,002,382 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $76,082,896 | 7,386,689 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $89,361,556 | 7,030,807 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $93,594,469 | 7,312,068 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $86,459,416 | 6,818,566 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $144,313,343 | 6,365,829 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $151,494,589 | 6,098,816 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $98,697,495 | 5,768,410 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $86,738,912 | 5,234,696 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $88,219,438 | 5,023,886 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $64,836,493 | 5,101,219 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $60,389,277 | 4,788,999 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $70,924,028 | 3,899,067 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $48,395,582 | 2,241,574 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $93,336,856 | 2,164,082 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $109,091,938 | 2,073,597 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||