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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.