Lauer Wealth, LLC

Position in PATH — UiPath, Inc.

CIK 1860063 VALPARAISO, IN

Back to PATH Full portfolio

Position in PATH

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$262,515

-$141,498 QoQ

Shares Held

23,650

-4.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

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

$657,239

CallShares

40,100

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 Jun 30, 2026

Lauer Wealth, LLC holds $877,704 across 2 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)	Open
1	ORCL	Oracle Corp	3,220	$471,891
2	PANW	Palo Alto Networks Inc	1,190	$405,813

All Filings in PATH

Export CSV

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$262,515	23,650	-4.1%	Shares	Sole	2026-04-13
2025-12-31	$657,239	40,100	-4.8%	Call	Sole	2026-01-12
2025-12-31	$404,013	24,650	+4.2%	Shares	Sole	2026-01-12
2025-09-30	$563,298	42,100	-19.3%	Call	Sole	2025-10-20
2025-09-30	$316,437	23,650	-74.3%	Shares	Sole	2025-10-20
2025-06-30	$222,715	91,850	+675.1%	Shares	Sole	2025-08-13
2025-03-31	$122,055	11,850	—	Shares	Sole	2025-05-02
2025-03-31	$65,938	52,200	—	Call	Sole	2025-05-02
No filing history on record for this holder in this stock.