Position in PATH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,772,201
-$43,670 QoQ
Shares Held
163,036
-0.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#140
of 525 holders
Holding Since
Mar 2026
2 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, 2026Marshall Financial Group, LLC holds $9,908,908 across 8 Software - Infrastructure names. PATH ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,064 | $4,127,093 | |
| 2 | FTNT |
Fortinet, Inc.
|
11,627 | $1,786,139 | |
| 3 | PATH |
UiPath, Inc.
This page
|
163,036 | $1,772,201 | |
| 4 | FFIV |
F5, Inc.
|
2,614 | $1,087,319 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,302 | $444,008 | |
| 6 | NTAP |
NetApp, Inc.
|
2,340 | $362,138 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,078 | $242,440 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,836 | $87,570 |
All Filings in PATH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,772,201 | 163,036 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,815,871 | 163,592 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||