Position in PATH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$224,367
+$12,790 QoQ
Shares Held
20,641
+8.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#312
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, 2026KEYNOTE FINANCIAL SERVICES LLC holds $4,477,168 across 2 Software - Infrastructure names. PATH ranks #2 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,401 | $4,252,801 | |
| 2 | PATH |
UiPath, Inc.
This page
|
20,641 | $224,367 |
All Filings in PATH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,367 | 20,641 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $211,577 | 19,061 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $308,476 | 18,821 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $163,262 | 12,202 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||