May. 15 at 1:37 PM
$PATH Followed the $….
In January 2026, BlackRock purchased over 20 million shares of PATH, increasing their position by ~57% to 39M+ shares — nearly approaching their 10% passive ownership ceiling.
That’s a notable buildup from where they were — back in August 2024, after trimming ~2.4M shares, they held only ~23.7M shares (~4.8%). So they roughly doubled their stake between late 2024 and early 2026.
The Q1 2026 13F (as of 3/31/2026) would reflect the most current share count, but the 8.6% figure from January is the last Schedule 13G/A on record. Worth watching if they file an amendment — at 8.6% they’re not far from the 10% threshold where passive-only status gets more complicated.
