Bogart Wealth, LLC

Position in PATH — UiPath, Inc.

CIK 1715740 MCLEAN, VA

Position in PATH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$7,185

+$3,345 QoQ

Shares Held

661

+91.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#425

of 525 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Bogart Wealth, LLC holds $63,488,076 across 47 Software - Infrastructure names. PATH ranks #26 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	89,434	$33,360,670
2	PANW	Palo Alto Networks Inc	54,397	$18,550,464
3	SNPS	Synopsys Inc	18,628	$8,309,391
4	ORCL	Oracle Corp	12,002	$1,758,893
5	PLTR	Palantir Technologies Inc.	4,645	$541,932
6	VRSN	Verisign Inc/Ca	713	$179,362
7	CRWD	CrowdStrike Holdings, Inc.	3,572	$170,371
8	TOST	Toast, Inc.	2,676	$74,446

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,185	661	+91.0%	Shares	Sole	2026-07-24
2026-03-31	$3,840	346	+21.8%	Shares	Sole	2026-04-28
2025-12-31	$4,654	284	-6.0%	Shares	Sole	2026-01-30
2025-09-30	$4,040	302	-13.7%	Shares	Sole	2025-10-27
2025-06-30	$4,480	350	+75.0%	Shares	Sole	2025-07-30
2025-03-31	$2,060	200	-50.0%	Shares	Sole	2025-05-02
2024-12-31	$5,084	400	0.0%	Shares	Sole	2025-01-30
2024-09-30	$5,120	400	0.0%	Shares	Sole	2024-10-23
2024-06-30	$5,072	400	0.0%	Shares	Sole	2024-07-31
2024-03-31	$9,068	400	+100.0%	Shares	Sole	2024-04-25
2023-12-31	$4,968	200	+110.5%	Shares	Sole	2024-02-07
2022-09-30	$1,197	95	+111.1%	Shares	Sole	2022-11-03
2022-06-30	$818	45	—	Shares	Sole	2022-07-22
No filing history on record for this holder in this stock.