Bank of Montreal
PATH icon

Bank of Montreal’s UiPath PATH Stock Holding History

Bank of Montreal’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
Q1 		$683K Sell
61,496
-24,537
-29% -$312K ﹤0.01% 2244
2025
Q4 		$1.41M Buy
86,033
+28,647
+50% +$446K ﹤0.01% 1796
2025
Q3 		$768K Buy
57,386
+4,402
+8% +$52K ﹤0.01% 2080
2025
Q2 		$678K Sell
52,984
-69,071
-57% -$829K ﹤0.01% 2102
2025
Q1 		$1.26M Buy
122,055
+28,864
+31% +$371K ﹤0.01% 1711
2024
Q4 		$1.18M Sell
93,191
-51,656
-36% -$683K ﹤0.01% 1788
2024
Q3 		$1.85M Buy
144,847
+120,396
+492% +$1.47M ﹤0.01% 1731
2024
Q2 		$310K Sell
24,451
-55,989
-70% -$968K ﹤0.01% 2714
2024
Q1 		$1.83M Buy
80,440
+51,499
+178% +$1.21M ﹤0.01% 1680
2023
Q4 		$743K Sell
28,941
-1,027
-3% -$20K ﹤0.01% 2246
2023
Q3 		$527K Sell
29,968
-199,375
-87% -$3.32M ﹤0.01% 2425
2023
Q2 		$4.16M Buy
229,343
+172,470
+303% +$2.77M ﹤0.01% 1430
2023
Q1 		$1.03M Sell
56,873
-74,976
-57% -$1.13M ﹤0.01% 2030
2022
Q4 		$1.68M Buy
131,849
+82,682
+168% +$1.02M ﹤0.01% 1871
2022
Q3 		$683 Buy
49,167
+25,460
+107% +$447K ﹤0.01% 2390
2022
Q2 		$515 Sell
23,707
-67,271
-74% -$1.26M ﹤0.01% 2673
2022
Q1 		$2.65M Buy
90,978
+80,625
+779% +$2.72M ﹤0.01% 1785
2021
Q4 		$461K Sell
10,353
-12,303
-54% -$607K ﹤0.01% 2452
2021
Q3 		$1.18M Buy
+22,656
New +$1.37M ﹤0.01% 2381

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Bank of Montreal's PATH Position: Q1 2026 in Review

Bank of Montreal reduced its UiPath (PATH) stake by 29% in Q1 2026, selling an estimated $312K and leaving 61,496 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Bank of Montreal first reported a position in PATH in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.16M in Q2 2023. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Bank of Montreal held 61,496 shares of UiPath worth $683K as of Q1 2026.
  • Bank of Montreal sold 24,537 UiPath shares in Q1 2026, an estimated $312K.
  • UiPath made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2244 holding.
  • Bank of Montreal first reported a position in UiPath in Q3 2021 and has held it in 19 quarters since.
  • Bank of Montreal's UiPath position peaked at $4.16M in Q2 2023.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.