Archford Capital Strategies, LLC

Position in PATH — UiPath, Inc.

CIK 1606609 SWANSEA, IL

Position in PATH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$489,204

-$8,819 QoQ

Shares Held

45,005

+0.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#246

of 525 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Archford Capital Strategies, LLC holds $30,982,407 across 6 Software - Infrastructure names. PATH ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	68,089	$25,398,558
2	PLTR	Palantir Technologies Inc.	19,308	$2,252,664
3	FTNT	Fortinet, Inc.	7,192	$1,104,835
4	VRSN	Verisign Inc/Ca	4,062	$1,021,836
5	ORCL	Oracle Corp	4,881	$715,310
6	PATH	UiPath, Inc. This page	45,005	$489,204

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$489,204	45,005	+0.3%	Shares	Sole	2026-07-17
2026-03-31	$498,023	44,867	-1.6%	Shares	Sole	2026-04-15
2025-12-31	$747,203	45,589	+74.2%	Shares	Sole	2026-01-15
2025-09-30	$350,127	26,168	-7.0%	Shares	Sole	2025-10-17
2025-06-30	$360,076	28,131	-71.5%	Shares	Sole	2025-07-17
2025-03-31	$1,016,949	98,733	+68.4%	Shares	Sole	2025-04-23
2024-12-31	$745,111	58,624	+112.0%	Shares	Sole	2025-01-21
2024-09-30	$353,932	27,651	+1.0%	Shares	Sole	2024-10-15
2024-06-30	$347,267	27,387	+18.8%	Shares	Sole	2024-07-17
2024-03-31	$522,430	23,045	-0.5%	Shares	Sole	2024-04-24
2023-12-31	$575,145	23,154	+18.1%	Shares	Sole	2024-01-12
2023-09-30	$335,424	19,604	-0.7%	Shares	Sole	2023-10-27
2023-06-30	$327,224	19,748	-1.7%	Shares	Sole	2023-08-02
2023-03-31	$352,639	20,082	+13.6%	Shares	Sole	2023-04-18
2022-12-31	$224,636	17,674	-21.5%	Shares	Sole	2023-01-26
2022-09-30	$283,977	22,520	+58.2%	Shares	Sole	2022-10-17
2022-06-30	$258,971	14,237	+10.5%	Shares	Sole	2022-07-12
2022-03-31	$278,230	12,887	+16.3%	Shares	Sole	2022-04-18
2021-12-31	$477,837	11,079	+22.0%	Shares	Sole	2022-01-20
2021-09-30	$477,804	9,082	—	Shares	Sole	2021-10-14
No filing history on record for this holder in this stock.