Foundations Investment Advisors, LLC
EndowmentPosition in PATH — UiPath, Inc.
CIK 1743404
PHOENIX, AZ
Position in PATH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$168,475
+$18,713 QoQ
Shares Held
15,178
+35.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
4 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, 2026Foundations Investment Advisors, LLC holds $231,433,867 across 19 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
269,741 | $100,618,785 | |
| 2 | ORCL |
Oracle Corp
|
343,560 | $50,348,717 | |
| 3 | PANW |
Palo Alto Networks Inc
|
116,335 | $39,672,561 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
94,437 | $11,017,963 | |
| 5 | NET |
Cloudflare, Inc.
|
37,115 | $9,103,566 | |
| 6 | INFQ |
Infleqtion, Inc.
|
445,956 | $5,940,132 | |
| 7 | CRWV |
CoreWeave, Inc.
|
49,359 | $4,913,194 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
25,072 | $4,783,360 |
All Filings in PATH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,475 | 15,178 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $149,762 | 11,193 | Shares | Sole | 2025-11-03 | |
| 2021-12-31 | $243,943 | 5,656 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $301,087 | 5,723 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||