Patriot Financial Group Insurance Agency, LLC
InsurancePosition in PATH — UiPath, Inc.
CIK 1694883
Westborough, MA
Position in PATH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$928,015
-$931,279 QoQ
Shares Held
85,374
-49.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#189
of 524 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Derivatives in PATH
reported options exposure · as of Jun 30, 2026CallValue
$7,609
CallShares
700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $33,296,854 across 9 Software - Infrastructure names. PATH ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,519 | $19,590,637 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
44,402 | $5,180,381 | |
| 3 | FTNT |
Fortinet, Inc.
|
19,652 | $3,018,940 | |
| 4 | ORCL |
Oracle Corp
|
18,638 | $2,731,398 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,756 | $939,851 | |
| 6 | PATH |
UiPath, Inc.
This page
|
85,374 | $928,015 | |
| 7 | VRSN |
Verisign Inc/Ca
|
2,400 | $603,744 | |
| 8 | PGY |
Pagaya Technologies Ltd.
|
13,118 | $239,403 |
All Filings in PATH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,015 | 85,374 | Shares | Sole | 2026-07-16 | |
| 2026-06-30 | $7,609 | 700 | Call | Sole | 2026-07-16 | |
| 2026-03-31 | $1,859,294 | 167,504 | Shares | Sole | 2026-04-22 | |
| 2026-03-31 | $4,440 | 400 | Call | Sole | 2026-04-22 | |
| 2025-12-31 | $16,390 | 1,000 | Call | Sole | 2026-01-26 | |
| 2025-12-31 | $1,202,386 | 73,361 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,004,169 | 75,050 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $275,136 | 21,495 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||