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Advisornet Financial’s UiPath PATH Stock Holding History

Advisornet Financial’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 		$58.7K Buy
5,400
+2,000
+59% +$21.4K ﹤0.01% 1069
2026
Q1 		$37.7K Buy
3,400
+3,000
+750% +$38.2K ﹤0.01% 1144
2025
Q4 		$6.56K Hold
400
– – ﹤0.01% 1672
2025
Q3 		$5.35K Sell
400
-2,076
-84% -$24.5K ﹤0.01% 1679
2025
Q2 		$31.7K Buy
2,476
+1,887
+320% +$22.6K ﹤0.01% 1138
2025
Q1 		$6.07K Sell
589
-14,961
-96% -$193K ﹤0.01% 1567
2024
Q4 		$198K Buy
15,550
+360
+2% +$4.76K 0.02% 516
2024
Q3 		$194K Sell
15,190
-910
-6% -$11.1K 0.01% 529
2024
Q2 		$204K Buy
16,100
+9,000
+127% +$156K 0.02% 474
2024
Q1 		$161K Sell
7,100
-10
-0.1% -$234 0.02% 517
2023
Q4 		$177K Hold
7,110
– – 0.02% 495
2023
Q3 		$122K Buy
7,110
+2,000
+39% +$33.3K 0.01% 563
2023
Q2 		$84.7K Buy
5,110
+2,010
+65% +$32.2K 0.01% 678
2023
Q1 		$54.4K Sell
3,100
-25
-0.8% -$378 0.01% 778
2022
Q4 		$39.7K Hold
3,125
– – ﹤0.01% 856
2022
Q3 		$39K Buy
3,125
+5
+0.2% +$88 ﹤0.01% 920
2022
Q2 		$57K Buy
3,120
+1,020
+49% +$19.1K 0.01% 830
2022
Q1 		$45K Buy
2,100
+1,100
+110% +$37.1K ﹤0.01% 1000
2021
Q4 		$43K Sell
1,000
-2,306
-70% -$114K ﹤0.01% 1063
2021
Q3 		$174K Buy
+3,306
New +$200K 0.01% 620

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

Advisornet Financial's PATH Position: Q2 2026 in Review

Advisornet Financial increased its UiPath (PATH) stake by 59% in Q2 2026, buying an estimated $21.4K and bringing the position to 5,400 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Advisornet Financial first reported a position in PATH in Q3 2021 and has held it in 20 quarters since. The position peaked at $204K in Q2 2024. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Advisornet Financial held 5,400 shares of UiPath worth $58.7K as of Q2 2026.
  • Advisornet Financial bought 2,000 UiPath shares in Q2 2026, an estimated $21.4K.
  • UiPath made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1069 holding.
  • Advisornet Financial first reported a position in UiPath in Q3 2021 and has held it in 20 quarters since.
  • Advisornet Financial's UiPath position peaked at $204K in Q2 2024.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.