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Archford Capital Strategies’s UiPath PATH Stock Holding History

Archford Capital Strategies’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 		$489K Buy
45,005
+138
+0.3% +$1.47K 0.05% 246
2026
Q1 		$498K Sell
44,867
-722
-2% -$9.19K 0.06% 233
2025
Q4 		$747K Buy
45,589
+19,421
+74% +$302K 0.09% 194
2025
Q3 		$350K Sell
26,168
-1,963
-7% -$23.2K 0.04% 256
2025
Q2 		$360K Sell
28,131
-70,602
-72% -$847K 0.05% 250
2025
Q1 		$1.02M Buy
98,733
+40,109
+68% +$516K 0.15% 143
2024
Q4 		$745K Buy
58,624
+30,973
+112% +$409K 0.11% 152
2024
Q3 		$352K Buy
27,651
+264
+1% +$3.23K 0.05% 205
2024
Q2 		$347K Buy
27,387
+4,342
+19% +$75.1K 0.06% 209
2024
Q1 		$522K Sell
23,045
-109
-0.5% -$2.55K 0.09% 173
2023
Q4 		$575K Buy
23,154
+3,550
+18% +$69.3K 0.11% 158
2023
Q3 		$335K Sell
19,604
-144
-0.7% -$2.4K 0.07% 230
2023
Q2 		$336K Sell
19,748
-334
-2% -$5.36K 0.06% 237
2023
Q1 		$331K Buy
20,082
+2,408
+14% +$36.4K 0.07% 233
2022
Q4 		$225K Sell
17,674
-4,846
-22% -$59.9K 0.05% 255
2022
Q3 		$284K Buy
22,520
+8,283
+58% +$145K 0.07% 235
2022
Q2 		$259K Buy
14,237
+1,350
+10% +$25.2K 0.07% 237
2022
Q1 		$284K Buy
12,887
+1,808
+16% +$60.9K 0.06% 246
2021
Q4 		$478K Buy
11,079
+1,997
+22% +$98.5K 0.11% 193
2021
Q3 		$478K Buy
+9,082
New +$550K 0.11% 194

Other funds holding PATH

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Archford Capital Strategies's PATH Position: Q2 2026 in Review

Archford Capital Strategies increased its UiPath (PATH) stake by 0.31% in Q2 2026, buying an estimated $1.47K and bringing the position to 45,005 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #246.

Archford Capital Strategies first reported a position in PATH in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q1 2025. 58 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Archford Capital Strategies held 45,005 shares of UiPath worth $489K as of Q2 2026.
  • Archford Capital Strategies bought 138 UiPath shares in Q2 2026, an estimated $1.47K.
  • UiPath made up 0.05% of Archford Capital Strategies's portfolio in Q2 2026, its #246 holding.
  • Archford Capital Strategies first reported a position in UiPath in Q3 2021 and has held it in 20 quarters since.
  • Archford Capital Strategies's UiPath position peaked at $1.02M in Q1 2025.
  • 58 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.