Position in PATH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,804,500
-$913,000 QoQ
Shares Held
350,000
-17.6% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
8.26%
of 13F equity value
Holder Rank
#94
of 525 holders
Holding Since
Dec 2023
10 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, 2026Circumference Group LLC holds $10,965,248 across 4 Software - Infrastructure names. PATH ranks #2 (34.7% of the industry book) .
All Filings in PATH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,804,500 | 350,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,717,500 | 425,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,310,150 | 385,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,545,700 | 265,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,120,000 | 400,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,635,000 | 450,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,639,150 | 365,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,712,000 | 290,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,043,200 | 240,000 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $745,200 | 30,000 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||