Avory & Company’s UiPath PATH Stock Holding History

Avory & Company’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	–	Sell	-13,535	Closed	-$150K	–	34
2026 Q1	$150K	Sell	13,535 -3,226	-19%	-$41.1K	0.19%	33
2025 Q4	$275K	Buy	+16,761	New	+$261K	0.18%	33

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avory & Company's PATH Position: Q2 2026 in Review

Avory & Company sold out of UiPath (PATH) in Q2 2026, closing a stake of 13,535 shares — an estimated $150K sold.

Avory & Company first reported a position in PATH in Q4 2025 and held it in 2 quarters. The position peaked at $275K in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Avory & Company reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
Avory & Company sold 13,535 UiPath shares in Q2 2026, an estimated $150K.
Avory & Company first reported a position in UiPath in Q4 2025 and held it in 2 quarters.
Avory & Company's UiPath position peaked at $275K in Q4 2025.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Avory & Company's 13F filing for Q2 2026, filed 23 Jul 2026.