BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in PATH — UiPath, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in PATH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,880
+$2,629 QoQ
Shares Held
633
+65.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#428
of 525 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $155,947,326 across 15 Software - Infrastructure names. PATH ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
181,210 | $67,594,954 | |
| 2 | PANW |
Palo Alto Networks Inc
|
146,516 | $49,964,886 | |
| 3 | FTNT |
Fortinet, Inc.
|
231,189 | $35,515,254 | |
| 4 | ORCL |
Oracle Corp
|
8,055 | $1,180,460 | |
| 5 | AKAM |
Akamai Technologies Inc
|
5,607 | $662,803 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,775 | $446,519 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
8,996 | $429,075 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
585 | $68,251 |
All Filings in PATH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,880 | 633 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,251 | 383 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||