Position in PATH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$317,404
-$45,566 QoQ
Shares Held
29,200
-10.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#282
of 525 holders
Holding Since
Sep 2025
4 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, 2026Alan B Lancz & Associates, Inc. holds $6,643,338 across 7 Software - Infrastructure names. PATH ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,363 | $3,865,606 | |
| 2 | GEN |
Gen Digital Inc.
|
32,900 | $818,881 | |
| 3 | ORCL |
Oracle Corp
|
4,375 | $641,156 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,550 | $528,581 | |
| 5 | PATH |
UiPath, Inc.
This page
|
29,200 | $317,404 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,280 | $244,204 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,950 | $227,506 |
All Filings in PATH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,404 | 29,200 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $362,970 | 32,700 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $535,953 | 32,700 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $433,512 | 32,400 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||