Position in PATH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$827,533
+$23,649 QoQ
Shares Held
76,130
+5.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#197
of 525 holders
Holding Since
Dec 2023
5 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, 2026Sigma Planning Corp holds $94,220,339 across 16 Software - Infrastructure names. PATH ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
134,286 | $50,091,363 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
91,392 | $17,436,222 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
78,226 | $9,126,627 | |
| 4 | PANW |
Palo Alto Networks Inc
|
17,030 | $5,807,570 | |
| 5 | ORCL |
Oracle Corp
|
28,227 | $4,136,666 | |
| 6 | CRWV |
CoreWeave, Inc.
|
14,141 | $1,407,595 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,927 | $1,217,745 | |
| 8 | NET |
Cloudflare, Inc.
|
3,978 | $975,723 |
All Filings in PATH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,533 | 76,130 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $803,884 | 72,422 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,159,051 | 70,717 | Shares | Sole | 2026-01-30 | |
| 2024-03-31 | $464,485 | 20,489 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $808,542 | 32,550 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||