Position in PATH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$257,869
+$63,397 QoQ
Shares Held
23,723
+35.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#297
of 525 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $132,419,929 across 23 Software - Infrastructure names. PATH ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
233,753 | $87,194,544 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
55,917 | $6,523,836 | |
| 3 | ORCL |
Oracle Corp
|
43,235 | $6,336,089 | |
| 4 | PANW |
Palo Alto Networks Inc
|
18,022 | $6,145,862 | |
| 5 | FTNT |
Fortinet, Inc.
|
34,703 | $5,331,074 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
26,428 | $5,042,065 | |
| 7 | NTAP |
NetApp, Inc.
|
17,562 | $2,717,895 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
16,168 | $2,124,960 |
All Filings in PATH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,869 | 23,723 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $194,472 | 17,520 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $14,530 | 1,086 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $55,808 | 4,360 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,831 | 1,537 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $19,535 | 1,537 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $20,377 | 1,592 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $18,601 | 1,467 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $114,030 | 5,030 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,786 | 394 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||