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PATH · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PATHMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PATH
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterPATHMSFT
Q3 2020none listed holders, n.a.63 holders, $218bn
Q4 2020none listed holders, n.a.66 holders, $228bn
Q1 2021none listed holders, n.a.65 holders, $241bn
Q2 202118 holders, $4.8bn62 holders, $273bn
Q3 202111 holders, $4.7bn64 holders, $283bn
Q4 202110 holders, $4.0bn65 holders, $336bn
Q1 202212 holders, $1.7bn63 holders, $297bn
Q2 20229 holders, $903m67 holders, $245bn
Q3 202212 holders, $801m68 holders, $216bn
Q4 202211 holders, $784m62 holders, $217bn
Q1 202312 holders, $1.2bn65 holders, $254bn
Q2 20238 holders, $1.1bn69 holders, $304bn
Q3 20237 holders, $1.1bn71 holders, $281bn
Q4 202314 holders, $2.4bn66 holders, $333bn
Q1 20249 holders, $1.6bn68 holders, $361bn
Q2 20247 holders, $629m67 holders, $374bn
Q3 202411 holders, $672m69 holders, $356bn
Q4 202411 holders, $653m70 holders, $338bn
Q1 202510 holders, $415m67 holders, $294bn
Q2 20259 holders, $585m65 holders, $401bn
Q3 202512 holders, $339m70 holders, $427bn
Q4 20256 holders, $332m68 holders, $411bn
Q1 20264 holders, $39m64 holders, $312bn
Q2 20266 holders, $237m60 holders, $291bn
PATH

Uipath Inc

Holders
4
Reported value
$39m
Buyers
12
Sellers
18

Breadth -6 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
64
Reported value
$312bn
Buyers
27
Sellers
43

Breadth -16 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q1 2026

Among the 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PATH (0)

None.

Only MSFT (60)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, and 35 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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