Position in PATH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$364,990
-$154,556 QoQ
Shares Held
32,882
+3.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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)
Derivatives in PATH
reported options exposure · as of Mar 31, 2026CallValue
$5,550
CallShares
500
PutValue
$0
PutShares
0
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, 2026Tradition Wealth Management, LLC holds $25,973,333 across 8 Software - Infrastructure names. PATH ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,767 | $15,460,890 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
51,143 | $7,481,198 | |
| 3 | PANW |
Palo Alto Networks Inc
|
6,644 | $1,065,166 | |
| 4 | ORCL |
Oracle Corp
|
5,624 | $827,346 | |
| 5 | CRWV |
CoreWeave, Inc.
|
6,832 | $529,275 | |
| 6 | PATH |
UiPath, Inc.
This page
|
32,882 | $364,990 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,589 | $155,090 | |
| 8 | BTQ |
BTQ Technologies Corp.
|
33,475 | $89,378 |
All Filings in PATH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,550 | 500 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $364,990 | 32,882 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $519,546 | 31,699 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||