Position in PATH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$111,558
+$31,095 QoQ
Shares Held
10,263
+41.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#377
of 525 holders
Holding Since
Sep 2021
20 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, 2026Clearstead Advisors, LLC holds $327,702,295 across 89 Software - Infrastructure names. PATH ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in PATH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,558 | 10,263 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $80,463 | 7,249 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $174,471 | 10,645 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $136,837 | 10,227 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $170,675 | 13,334 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $117,111 | 11,370 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $66,778 | 5,254 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $80,051 | 6,254 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $72,960 | 5,754 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $94,171 | 4,154 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $78,345 | 3,154 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $52,767 | 3,084 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $61,540 | 3,714 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $65,217 | 3,714 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $61,084 | 4,806 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $79,985 | 6,343 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $191,158 | 10,509 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $431,238 | 19,974 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $879,032 | 20,381 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $945,769 | 17,977 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||