Position in PATH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$214,606
+$19,036 QoQ
Shares Held
19,743
+12.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#316
of 524 holders
Holding Since
Dec 2025
3 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, 2026Investors Portfolio Services LLC holds $2,153,144 across 26 Software - Infrastructure names. PATH ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
2,497 | $851,526 | |
| 2 | MSFT |
Microsoft Corp
|
2,223 | $829,223 | |
| 3 | ZETA |
Zeta Global Holdings Corp.
|
11,853 | $233,267 | |
| 4 | PATH |
UiPath, Inc.
This page
|
19,743 | $214,606 | |
| 5 | RBRK |
Rubrik, Inc.
|
33 | $2,649 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
12 | $2,289 | |
| 7 | FFIV |
F5, Inc.
|
5 | $2,079 | |
| 8 | TWLO |
Twilio Inc
|
10 | $2,063 |
All Filings in PATH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,606 | 19,743 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $195,570 | 17,619 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $293,741 | 17,922 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||