Position in PATH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,341,990
-$244,840 QoQ
Shares Held
120,900
+24.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Heron Bay Capital Management holds $150,410,553 across 6 Software - Infrastructure names. PATH ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCSI |
Consensus Cloud Solutions, Inc.
|
2,039,062 | $48,407,331 | |
| 2 | CPAY |
Corpay, Inc.
|
130,106 | $37,859,544 | |
| 3 | MSFT |
Microsoft Corp
|
85,389 | $31,608,446 | |
| 4 | PRGS |
Progress Software Corp /Ma
|
915,697 | $23,487,628 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
53,942 | $7,705,614 | |
| 6 | PATH |
UiPath, Inc.
This page
|
120,900 | $1,341,990 |
All Filings in PATH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,341,990 | 120,900 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,586,830 | 96,817 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,295,772 | 96,844 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||