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
2025 Q4	–	Sell	-142,600	Closed	-$1.91M	–	3777
2025 Q3	$1.91M	Buy	142,600 +42,600	+43%	+$504K	﹤0.01%	1677
2025 Q2	$1.28M	Hold	100,000	–	–	﹤0.01%	1782
2025 Q1	$1.03M	Hold	100,000	–	–	﹤0.01%	1812
2024 Q4	$1.27M	Buy	+100,000	New	+$1.32M	﹤0.01%	1756
2023 Q2	–	Sell	-200,000	Closed	-$3.61M	–	4218
2023 Q1	$3.61M	Buy	+200,000	New	+$3.02M	﹤0.01%	1381

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 $3.38T AUM 44.17% 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

Bank of Montreal's PATH Position: Q2 2026 in Review

Bank of Montreal reduced its UiPath (PATH) stake by 15% in Q2 2026, selling an estimated $95.9K and leaving 52,510 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Bank of Montreal first reported a position in PATH in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.16M in Q2 2023. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Bank of Montreal held 52,510 shares of UiPath worth $571K as of Q2 2026.
Bank of Montreal sold 8,986 UiPath shares in Q2 2026, an estimated $95.9K.
UiPath made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2384 holding.
Bank of Montreal first reported a position in UiPath in Q3 2021 and has held it in 20 quarters since.
Bank of Montreal's UiPath position peaked at $4.16M in Q2 2023.
529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.