BANK OF MONTREAL /CAN/

Bank

Position in PATH — UiPath, Inc.

CIK 927971 TORONTO, A6

Back to PATH Full portfolio

Position in PATH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$570,782

-$111,822 QoQ

Shares Held

52,510

-14.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#236

of 525 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Common Shares in PATH Over Time

Shares Held

Position Value (USD)

Derivatives in PATH

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$10,870

PutShares

1,000

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

BANK OF MONTREAL /CAN/ holds $10,360,689,028 across 69 Software - Infrastructure names. PATH ranks #48 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	14,621,788	$5,454,219,356
2	CRWD	CrowdStrike Holdings, Inc.	5,789,996	$1,104,644,382
3	PLTR	Palantir Technologies Inc.	9,454,670	$1,103,076,346
4	PANW	Palo Alto Networks Inc	2,971,233	$1,013,249,873
5	ORCL	Oracle Corp	4,058,532	$594,777,861
6	FTNT	Fortinet, Inc.	1,502,272	$230,779,022
7	EEFT	Euronet Worldwide, Inc.	2,215,823	$162,176,083
8	AKAM	Akamai Technologies Inc	1,083,695	$128,103,582

All Filings in PATH

Export CSV

37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,870	1,000	-82.8%	Put	Defined	2026-08-12
2026-06-30	$570,782	52,510	-14.6%	Shares	Defined	2026-08-12
2026-03-31	$64,380	5,800	0.0%	Put	Defined	2026-05-13
2026-03-31	$682,604	61,496	-28.5%	Shares	Defined	2026-05-13
2025-12-31	$1,410,078	86,033	+49.9%	Shares	Defined	2026-02-12
2025-12-31	$95,062	5,800	-87.8%	Put	Defined	2026-02-12
2025-09-30	$638,226	47,700	+16.3%	Put	Defined	2025-11-13
2025-09-30	$767,822	57,386	+8.3%	Shares	Defined	2025-11-13
2025-09-30	$1,907,988	142,600	+42.6%	Call	Defined	2025-11-13
2025-06-30	$1,280,000	100,000	0.0%	Call	Defined	2025-08-05
2025-06-30	$678,193	52,984	-56.6%	Shares	Defined	2025-08-05
2025-06-30	$524,800	41,000	0.0%	Put	Defined	2025-08-05
2025-03-31	$1,030,000	100,000	0.0%	Call	Defined	2025-05-13
2025-03-31	$1,257,166	122,055	+31.0%	Shares	Defined	2025-05-13
2025-03-31	$422,300	41,000	0.0%	Put	Defined	2025-05-13
2024-12-31	$1,184,456	93,191	-35.7%	Shares	Defined	2025-02-13
2024-12-31	$521,110	41,000	+2462.5%	Put	Defined	2025-02-13
2024-12-31	$1,271,000	100,000	-50.0%	Call	Defined	2025-02-13
2024-09-30	$1,854,038	144,847	+492.4%	Shares	Defined	2024-11-13
2024-06-30	$310,036	24,451	-69.6%	Shares	Defined	2024-08-14
2024-03-31	$1,823,572	80,440	+177.9%	Shares	Defined	2024-05-13
2023-12-31	$718,893	28,941	-3.4%	Shares	Defined	2024-02-08
2023-09-30	$512,751	29,968	-86.9%	Shares	Defined	2023-11-01
2023-06-30	$3,800,212	229,343	+303.3%	Shares	Defined	2023-08-02
2023-03-31	$998,688	56,873	-56.9%	Shares	Defined	2024-06-13
2023-03-31	$3,512,000	200,000	—	Call	Defined	2024-06-13
2022-12-31	$1,675,799	131,849	+168.2%	Shares	Defined	2023-02-01
2022-09-30	$619,995	49,167	+107.4%	Shares	Defined	2022-11-10
2022-09-30	$20,176	1,600	0.0%	Put	Defined	2022-11-10
2022-06-30	$431,229	23,707	-73.9%	Shares	Defined	2022-08-11
2022-06-30	$29,104	1,600	-85.8%	Put	Defined	2022-08-11
2022-03-31	$243,967	11,300	+16.5%	Put	Defined	2022-05-12
2022-03-31	$1,964,214	90,978	+778.8%	Shares	Defined	2022-05-12
2021-12-31	$418,361	9,700	0.0%	Put	Defined	2022-02-11
2021-12-31	$446,524	10,353	-54.3%	Shares	Defined	2022-02-11
2021-09-30	$1,191,931	22,656	—	Shares	Defined	2021-11-12
2021-09-30	$510,317	9,700	—	Put	Defined	2021-11-12
No filing history on record for this holder in this stock.