Pasadena Private Wealth, LLC

Position in PATH — UiPath, Inc.

CIK 1760578 PASADENA, CA

Position in PATH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$140,766

-$759 QoQ

Shares Held

12,950

+1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#353

of 525 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Technology · as of Jun 30, 2026

Pasadena Private Wealth, LLC holds $3,935,797 across 5 Software - Infrastructure names. PATH ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	7,864	$2,933,429
2	PLTR	Palantir Technologies Inc.	2,805	$327,259
3	CRWD	CrowdStrike Holdings, Inc.	1,632	$311,361
4	DOCN	DigitalOcean Holdings, Inc.	1,420	$222,982
5	PATH	UiPath, Inc. This page	12,950	$140,766

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$140,766	12,950	+1.6%	Shares	Sole	2026-08-11
2026-03-31	$141,525	12,750	+9.0%	Shares	Sole	2026-04-22
2025-12-31	$191,763	11,700	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.