Position in PATH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,220,563
+$975,255 QoQ
Shares Held
296,280
+46.5% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#100
of 525 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HERALD INVESTMENT MANAGEMENT Ltd holds $97,810,037 across 10 Software - Infrastructure names. PATH ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
147,500 | $23,161,925 | |
| 2 | VRNS |
Varonis Systems Inc
|
380,834 | $15,979,794 | |
| 3 | RDWR |
Radware Ltd
|
456,817 | $14,097,372 | |
| 4 | MSFT |
Microsoft Corp
|
25,800 | $9,623,916 | |
| 5 | BAND |
Bandwidth Inc.
|
124,000 | $7,849,200 | |
| 6 | FIVN |
Five9, Inc.
|
354,500 | $7,557,940 | |
| 7 | QLYS |
Qualys, Inc.
|
47,500 | $6,530,775 | |
| 8 | AVPT |
AvePoint, Inc.
|
575,250 | $6,448,552 |
All Filings in PATH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,220,563 | 296,280 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,245,308 | 202,280 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,315,369 | 202,280 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,157,926 | 161,280 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,064,384 | 161,280 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,661,184 | 161,280 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,105,770 | 87,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,113,600 | 87,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,103,160 | 87,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,972,290 | 87,000 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||