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Action Point Financial Planning’s UiPath PATH Stock Holding History

Action Point Financial Planning’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$903 Buy
+84
New +$897 ﹤0.01% 2514

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's PATH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in UiPath (PATH) in Q2 2026: 84 shares worth $903. The stake represents ﹤0.01% of the portfolio and ranks #2514 among its holdings.

524 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Action Point Financial Planning held 84 shares of UiPath worth $903 as of Q2 2026.
  • UiPath was a new Action Point Financial Planning position in Q2 2026.
  • UiPath made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2514 holding.
  • 524 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.