U.S. Capital Wealth Advisors, LLC

Position in PATH — UiPath, Inc.

CIK 1808915 AUSTIN, TX

Back to PATH Full portfolio

Position in PATH

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$615,372

+$250,302 QoQ

Shares Held

55,439

+148.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in PATH Over Time

Shares Held

Position Value (USD)

Derivatives in PATH

reported options exposure · as of Dec 31, 2025

CallValue

$49,821

CallShares

20,100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

U.S. Capital Wealth Advisors, LLC holds $111,400,323 across 13 Software - Infrastructure names. PATH ranks #9 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	138,169	$51,146,018
2	PLTR	Palantir Technologies Inc.	263,561	$38,553,703
3	ORCL	Oracle Corp	48,932	$7,198,386
4	CRWD	CrowdStrike Holdings, Inc.	72,676	$7,093,359
5	CRWV	CoreWeave, Inc.	26,148	$2,025,685
6	PANW	Palo Alto Networks Inc	9,191	$1,473,501
7	XYZ	Block, Inc.	19,608	$1,180,009
8	FTNT	Fortinet, Inc.	13,778	$1,125,938

All Filings in PATH

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$615,372	55,439	+148.9%	Shares	Sole	2026-04-07
2025-12-31	$365,070	22,274	+3.0%	Shares	Sole	2026-01-23
2025-12-31	$49,821	20,100	-1.5%	Call	Sole	2026-01-23
2025-09-30	$289,329	21,624	+976.9%	Shares	Sole	2025-10-09
2025-09-30	$28,676	20,400	—	Call	Sole	2025-10-09
2022-12-31	$25,521	2,008	-72.3%	Shares	Sole	2023-02-03
2021-12-31	$313,037	7,258	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.