Fermata Advisors, LLC

Position in PATH — UiPath, Inc.

CIK 1859259 SONOMA, CA

Position in PATH

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$329,904

-$6,981 QoQ

Shares Held

30,350

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#274

of 525 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Fermata Advisors, LLC holds $3,274,235 across 3 Software - Infrastructure names. PATH ranks #2 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	7,526	$2,807,348
2	PATH	UiPath, Inc. This page	30,350	$329,904
3	CRWD	CrowdStrike Holdings, Inc.	2,872	$136,983

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,904	30,350	0.0%	Shares	Sole	2026-07-07
2026-03-31	$336,885	30,350	+81.2%	Shares	Sole	2026-04-08
2025-12-31	$274,532	16,750	—	Shares	Sole	2026-01-08
No filing history on record for this holder in this stock.