Position in PATH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,054,016
-$1,183,265 QoQ
Shares Held
188,962
-35.2% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#127
of 524 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Neo Ivy Capital Management holds $19,221,965 across 17 Software - Infrastructure names. PATH ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
42,493 | $4,957,658 | |
| 2 | PATH |
UiPath, Inc.
This page
|
188,962 | $2,054,016 | |
| 3 | EEFT |
Euronet Worldwide, Inc.
|
24,743 | $1,810,940 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,875 | $1,321,452 | |
| 5 | NTAP |
NetApp, Inc.
|
7,950 | $1,230,342 | |
| 6 | ATEN |
A10 Networks, Inc.
|
28,494 | $1,064,535 | |
| 7 | NTCT |
Netscout Systems Inc
|
22,157 | $964,937 | |
| 8 | XYZ |
Block, Inc.
|
12,093 | $919,068 |
All Filings in PATH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,054,016 | 188,962 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,237,281 | 291,647 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,776,092 | 230,390 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,988,856 | 148,644 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,899,123 | 148,369 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,246,636 | 218,120 | Shares | Sole | 2025-05-06 | |
| 2024-06-30 | $2,900,575 | 228,752 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $475,557 | 37,416 | Shares | Sole | 2023-03-27 | |
| 2022-09-30 | $114,208 | 9,057 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||