Position in PATH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,662,085
-$116,042 QoQ
Shares Held
520,891
+0.1% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#76
of 524 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $74,760,395 across 18 Software - Infrastructure names. PATH ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,359 | $40,047,054 | |
| 2 | TWLO |
Twilio Inc
|
50,259 | $10,369,939 | |
| 3 | PATH |
UiPath, Inc.
This page
|
520,891 | $5,662,085 | |
| 4 | CRWV |
CoreWeave, Inc.
|
33,137 | $3,298,456 | |
| 5 | PANW |
Palo Alto Networks Inc
|
8,365 | $2,852,632 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
54,932 | $2,620,050 | |
| 7 | ORCL |
Oracle Corp
|
17,416 | $2,552,314 | |
| 8 | ZS |
Zscaler, Inc.
|
10,539 | $1,487,579 |
All Filings in PATH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,662,085 | 520,891 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,778,127 | 520,552 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,636,874 | 526,960 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,187,361 | 537,172 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,829,120 | 533,525 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,667,018 | 550,196 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,168,849 | 485,354 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $5,975,820 | 466,861 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,590,256 | 440,872 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,593,780 | 202,637 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,693,518 | 188,950 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,224,516 | 188,458 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,800,711 | 169,023 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,680,481 | 152,647 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,896,700 | 149,229 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,845,586 | 146,359 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,068,130 | 113,696 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,126,075 | 98,475 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,126,481 | 49,304 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $516,577 | 9,819 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||