PATH
Outperforming without a clear catalyst yet
- PATH +1.42% on the last session vs SPY −0.29%: +1.7 pts of stock-specific move.
- 0 Reddit mentions in the past 24 hours, 57% positive over the week.
- 5 insider or congressional trades in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 12, 2026 | Brad Brubaker | General Counsel | Sell | 10b5-1 plan | 27,404 | $13.63 | $373.6K | Oct 13 |
| Oct 9, 2026 | Raghavendra Malpani | CTO | Sell | 10b5-1 plan | 29,564 | $13.51 | $399.3K | Oct 13 |
| Oct 2, 2026 | Ashim Gupta | COO | Sell | 10b5-1 plan | 66,052 | $13.17 | $869.8K | Oct 5 |
| Oct 1, 2026 | Raghavendra Malpani | CTO | Tax | tax withholding | 38,368 | $12.84 | $492.6K | Oct 5 |
| Oct 1, 2026 | Brad Brubaker | General Counsel | Tax | tax withholding | 35,395 | $12.84 | $454.5K | Oct 5 |
| Oct 1, 2026 | Hitesh Ramani | CFO | Tax | tax withholding | 30,620 | $12.84 | $393.2K | Oct 5 |
| Oct 1, 2026 | Ashim Gupta | COO | Tax | tax withholding | 68,891 | $12.84 | $884.6K | Oct 5 |
| Sep 17, 2026 | Raghavendra Malpani | CTO | Sell | 10b5-1 plan | 40,464 | $14.00 | $566.6K | Sep 21 |
| Sep 16, 2026 | Raghavendra Malpani | CTO | Sell | 10b5-1 plan | 98,429 | $13.81 | $1.4M | Sep 17 |
| Sep 11, 2026 | Ashim Gupta | COO | Sell | 10b5-1 plan | 117,339 | $13.85 | $1.6M | Sep 14 |
| Aug 19, 2026 | Daniel Dines | CEO | Sell | 10b5-1 plan | 1,402,347 | $16.07 | $22.5M | Aug 19 |
| Aug 14, 2026 | Hitesh Ramani | CAO | Sell | 10b5-1 plan | 50,000 | $16.62 | $831.2K | Aug 14 |
| Jul 1, 2026 | Brad Brubaker | General Counsel | Tax | tax withholding | 22,019 | $10.87 | $239.3K | Jul 2 |
| Jul 1, 2026 | Ashim Gupta | CFO | Tax | tax withholding | 42,792 | $10.87 | $465.1K | Jul 2 |
| Jul 1, 2026 | Hitesh Ramani | CAO | Tax | tax withholding | 8,980 | $10.87 | $97.6K | Jul 2 |
| Jul 1, 2026 | Hitesh Ramani | CAO | Tax | tax withholding | 8,980 | $10.87 | $97.6K | Jul 2 |
| Jul 1, 2026 | Raghavendra Malpani | CTO | Tax | tax withholding | 27,932 | $10.87 | $303.6K | Jul 2 |
| Apr 1, 2026 | Ashim Gupta | CFO | Tax | tax withholding | 79,589 | $11.10 | $883.4K | Apr 1 |
| Apr 1, 2026 | Hitesh Ramani | CAO | Tax | tax withholding | 23,263 | $11.10 | $258.2K | Apr 1 |
| Apr 1, 2026 | Brad Brubaker | General Counsel | Tax | tax withholding | 55,284 | $11.10 | $613.7K | Apr 1 |
| Apr 1, 2026 | Raghavendra Malpani | CTO | Tax | tax withholding | 34,214 | $11.10 | $379.8K | Apr 7 |
| Jan 26, 2026 | Daniel Dines | CEO | Sell | 10b5-1 plan | 135,000 | $15.09 | $2M | Jan 26 |
| Jan 15, 2026 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.38 | $691.9K | Jan 15 |
| Jan 14, 2026 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.68 | $705.6K | Jan 14 |
| Jan 13, 2026 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $17.18 | $773.2K | Jan 13 |
| Jan 12, 2026 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $16.61 | $747.4K | Jan 12 |
| Jan 9, 2026 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $17.17 | $772.7K | Jan 9 |
| Jan 8, 2026 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $17.49 | $787.2K | Jan 8 |
| Jan 7, 2026 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $17.32 | $779.3K | Jan 7 |
| Jan 6, 2026 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.99 | $719.7K | Jan 6 |
| Jan 5, 2026 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.73 | $707.9K | Jan 5 |
| Jan 5, 2026 | Ashim Gupta | CFO | Sell | 10b5-1 plan | 67,468 | $16.10 | $1.1M | Jan 6 |
| Jan 2, 2026 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $16.38 | $737.3K | Jan 2 |
| Jan 2, 2026 | Ashim Gupta | CFO | Tax | tax withholding | 71,621 | $16.39 | $1.2M | Jan 6 |
| Jan 2, 2026 | Brad Brubaker | General Counsel | Tax | tax withholding | 34,843 | $16.39 | $571.1K | Jan 6 |
| Jan 2, 2026 | Hitesh Ramani | CAO | Tax | tax withholding | 24,968 | $16.39 | $409.2K | Jan 6 |
| Dec 31, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 90,000 | $16.68 | $1.5M | Dec 31 |
| Dec 29, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 135,000 | $16.75 | $2.3M | Dec 29 |
| Dec 23, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 90,000 | $16.49 | $1.5M | Dec 23 |
| Dec 19, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $16.07 | $723.3K | Dec 19 |
| Dec 18, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $16.23 | $730.2K | Dec 18 |
| Dec 17, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $16.11 | $725.1K | Dec 17 |
| Dec 16, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $16.26 | $731.5K | Dec 16 |
| Dec 15, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 90,000 | $17.60 | $1.6M | Dec 15 |
| Dec 11, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $18.56 | $835.3K | Dec 11 |
| Dec 10, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $18.61 | $837.5K | Dec 10 |
| Dec 9, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $19.13 | $861.1K | Dec 9 |
| Dec 8, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $19.21 | $864.6K | Dec 8 |
| Dec 5, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $18.20 | $818.8K | Dec 5 |
| Dec 5, 2025 | Brad Brubaker | General Counsel | Sell | 10b5-1 plan | 27,580 | $18.55 | $511.7K | Dec 8 |
| Nov 5, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.07 | $678.4K | Nov 5 |
| Nov 4, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.02 | $676.1K | Nov 4 |
| Nov 3, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $16.23 | $730.2K | Nov 3 |
| Oct 31, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.72 | $707.3K | Oct 31 |
| Oct 30, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.73 | $707.6K | Oct 30 |
| Oct 29, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 135,000 | $16.73 | $2.3M | Oct 29 |
| Oct 24, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.46 | $695.6K | Oct 24 |
| Oct 23, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.19 | $683.3K | Oct 23 |
| Oct 22, 2025 | Hitesh Ramani | CAO | Sell | 10b5-1 plan | 5,000 | $15.47 | $77.3K | Oct 22 |
| Oct 22, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.53 | $698.9K | Oct 22 |
| Oct 21, 2025 | Hitesh Ramani | CAO | Sell | 10b5-1 plan | 10,000 | $15.68 | $156.8K | Oct 21 |
| Oct 21, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.57 | $700.6K | Oct 21 |
| Oct 20, 2025 | Hitesh Ramani | CAO | Sell | 10b5-1 plan | 10,000 | $15.65 | $156.5K | Oct 20 |
| Oct 20, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.71 | $707K | Oct 20 |
| Oct 17, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 45,000 | $15.62 | $702.9K | Oct 17 |
| Oct 17, 2025 | Hitesh Ramani | CAO | Sell | 10b5-1 plan | 10,000 | $15.73 | $157.3K | Oct 17 |
| Oct 16, 2025 | Hitesh Ramani | CAO | Sell | 10b5-1 plan | 10,000 | $16.35 | $163.5K | Oct 16 |
| Oct 16, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,734 | $17.21 | $2.1M | Oct 16 |
| Oct 15, 2025 | Hitesh Ramani | CAO | Sell | 10b5-1 plan | 20,000 | $16.61 | $332.2K | Oct 15 |
| Oct 15, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,734 | $16.92 | $2.1M | Oct 15 |
| Oct 15, 2025 | Brad Brubaker | General Counsel | Sell | 10b5-1 plan | 27,580 | $16.68 | $459.9K | Oct 15 |
| Oct 14, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 245,468 | $16.70 | $4.1M | Oct 14 |
| Oct 13, 2025 | Hitesh Ramani | CAO | Sell | 10b5-1 plan | 10,000 | $17.01 | $170.1K | Oct 14 |
| Oct 10, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,734 | $18.37 | $2.3M | Oct 10 |
| Oct 9, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,734 | $16.57 | $2M | Oct 9 |
| Oct 9, 2025 | Ashim Gupta | CFO | Sell | 10b5-1 plan | 240,874 | $17.28 | $4.2M | Oct 14 |
| Oct 8, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,734 | $14.89 | $1.8M | Oct 8 |
| Oct 7, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $14.99 | $1.8M | Oct 7 |
| Oct 6, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $14.24 | $1.7M | Oct 6 |
| Oct 6, 2025 | Brad Brubaker | General Counsel | Sell | 10b5-1 plan | 66,665 | $15.00 | $1000K | Oct 6 |
| Oct 3, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $13.01 | $1.6M | Oct 3 |
| Oct 2, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $12.84 | $1.6M | Oct 2 |
| Oct 1, 2025 | Brad Brubaker | General Counsel | Tax | tax withholding | 34,228 | $13.38 | $458K | Oct 1 |
| Oct 1, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $13.33 | $1.6M | Oct 1 |
| Oct 1, 2025 | Hitesh Ramani | CAO | Tax | tax withholding | 26,058 | $13.38 | $348.7K | Oct 1 |
| Oct 1, 2025 | Ashim Gupta | CFO | Tax | tax withholding | 71,009 | $13.38 | $950.1K | Oct 1 |
| Sep 30, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $14.81 | $1.8M | Sep 30 |
| Sep 30, 2025 | Brad Brubaker | General Counsel | Sell | 10b5-1 plan | 16,083 | $15.00 | $241.3K | Oct 1 |
| Sep 29, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $12.33 | $1.5M | Sep 29 |
| Sep 26, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $12.08 | $1.5M | Sep 26 |
| Sep 25, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $12.02 | $1.5M | Sep 25 |
| Sep 24, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $12.44 | $1.5M | Sep 24 |
| Sep 23, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $12.96 | $1.6M | Sep 23 |
| Sep 22, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $12.20 | $1.5M | Sep 22 |
| Sep 19, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $11.92 | $1.5M | Sep 19 |
| Sep 18, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $11.93 | $1.5M | Sep 18 |
| Sep 17, 2025 | Daniel Dines | CEO | Sell | 10b5-1 plan | 122,733 | $11.71 | $1.4M | Sep 17 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Coatue (Philippe Laffont) | 1,961,365 | $21.3M | 0.04% | -14% | Q2 2026 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves