Position in PATH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,794,060
+$66,778 QoQ
Shares Held
165,047
+6.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#139
of 524 holders
Holding Since
Dec 2025
3 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, 2026Teamwork Financial Advisors, LLC holds $50,872,318 across 9 Software - Infrastructure names. PATH ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
62,278 | $23,230,939 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
106,001 | $12,367,136 | |
| 3 | ORCL |
Oracle Corp
|
70,863 | $10,384,972 | |
| 4 | PATH |
UiPath, Inc.
This page
|
165,047 | $1,794,060 | |
| 5 | CRWV |
CoreWeave, Inc.
|
11,085 | $1,103,400 | |
| 6 | PANW |
Palo Alto Networks Inc
|
2,194 | $748,197 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
13,796 | $658,017 | |
| 8 | NET |
Cloudflare, Inc.
|
1,355 | $332,354 |
All Filings in PATH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,794,060 | 165,047 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,727,282 | 155,611 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,781,199 | 108,676 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||