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Alan B. Lancz & Associates’s UiPath PATH Stock Holding History

Alan B. Lancz & Associates’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 		$317K Sell
29,200
-3,500
-11% -$37.4K 0.28% 94
2026
Q1 		$363K Hold
32,700
– – 0.35% 78
2025
Q4 		$536K Buy
32,700
+300
+0.9% +$4.67K 0.47% 53
2025
Q3 		$434K Buy
+32,400
New +$383K 0.39% 64

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

Alan B. Lancz & Associates's PATH Position: Q2 2026 in Review

Alan B. Lancz & Associates reduced its UiPath (PATH) stake by 11% in Q2 2026, selling an estimated $37.4K and leaving 29,200 shares worth $317K. The position accounts for 0.28% of the portfolio, ranked #94.

Alan B. Lancz & Associates first reported a position in PATH in Q3 2025 and has held it in 4 quarters since. The position peaked at $536K in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Alan B. Lancz & Associates held 29,200 shares of UiPath worth $317K as of Q2 2026.
  • Alan B. Lancz & Associates sold 3,500 UiPath shares in Q2 2026, an estimated $37.4K.
  • UiPath made up 0.28% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #94 holding.
  • Alan B. Lancz & Associates first reported a position in UiPath in Q3 2025 and has held it in 4 quarters since.
  • Alan B. Lancz & Associates's UiPath position peaked at $536K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.