Position in PATH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$108,700
-$71,564 QoQ
Shares Held
10,000
-38.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#382
of 525 holders
Holding Since
Sep 2021
4 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, 2026Evolution Wealth Advisors, LLC holds $14,060,749 across 7 Software - Infrastructure names. PATH ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
56,552 | $6,597,921 | |
| 2 | MSFT |
Microsoft Corp
|
16,012 | $5,972,796 | |
| 3 | CRWV |
CoreWeave, Inc.
|
3,980 | $396,169 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,816 | $346,465 | |
| 5 | ORCL |
Oracle Corp
|
2,243 | $328,711 | |
| 6 | PANW |
Palo Alto Networks Inc
|
909 | $309,987 | |
| 7 | PATH |
UiPath, Inc.
This page
|
10,000 | $108,700 |
All Filings in PATH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,700 | 10,000 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $180,264 | 16,240 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $248,472 | 15,160 | Shares | Sole | 2026-01-12 | |
| 2021-09-30 | $28,198 | 536 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||