Position in PATH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$86,003
-$87,667 QoQ
Shares Held
7,912
-49.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#384
of 525 holders
Holding Since
Jun 2021
21 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, 2026Steward Partners Investment Advisory, LLC holds $635,352,526 across 80 Software - Infrastructure names. PATH ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
999,760 | $372,930,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
222,654 | $75,929,467 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
319,916 | $61,035,174 | |
| 4 | ORCL |
Oracle Corp
|
233,556 | $34,227,631 | |
| 5 | CRWV |
CoreWeave, Inc.
|
305,710 | $30,430,373 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
207,382 | $24,195,257 | |
| 7 | SNPS |
Synopsys Inc
|
20,602 | $9,189,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,532 | $8,069,965 |
All Filings in PATH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,003 | 7,912 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $173,670 | 15,646 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $209,398 | 12,776 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $71,596 | 5,351 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $75,008 | 5,860 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $60,265 | 5,851 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $73,806 | 5,807 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $37,209 | 2,907 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $38,940 | 3,071 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $128,720 | 5,678 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $96,478 | 3,884 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $40,499 | 2,367 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,878 | 2,467 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,062 | 630 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,371 | 580 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $6,544 | 519 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,365 | 240 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,583 | 166 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,542 | 314 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,893 | 55 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $951 | 14 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||