Beacon Pointe Advisors’s UiPath PATH Stock Holding History

Beacon Pointe Advisors’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	$230K	Buy	21,123 +10,230	+94%	+$109K	﹤0.01%	1744
2026 Q1	$121K	Buy	+10,893	New	+$139K	﹤0.01%	1771
2025 Q3	–	Sell	-17,487	Closed	-$224K	–	1487
2025 Q2	$224K	Hold	17,487	–	–	﹤0.01%	1156
2025 Q1	$180K	Sell	17,487 -45,450	-72%	-$585K	﹤0.01%	1162
2024 Q4	$800K	Sell	62,937 -53,196	-46%	-$703K	0.01%	699
2024 Q3	$1.49M	Buy	116,133 +698	+0.6%	+$8.55K	0.02%	536
2024 Q2	$1.46M	Buy	115,435 +10,372	+10%	+$179K	0.02%	541
2024 Q1	$2.38M	Buy	105,063 +82,697	+370%	+$1.94M	0.03%	456
2023 Q4	$556K	Buy	+22,366	New	+$437K	0.01%	859

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

Beacon Pointe Advisors's PATH Position: Q2 2026 in Review

Beacon Pointe Advisors increased its UiPath (PATH) stake by 94% in Q2 2026, buying an estimated $109K and bringing the position to 21,123 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Beacon Pointe Advisors first reported a position in PATH in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.38M in Q1 2024. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Beacon Pointe Advisors held 21,123 shares of UiPath worth $230K as of Q2 2026.
Beacon Pointe Advisors bought 10,230 UiPath shares in Q2 2026, an estimated $109K.
UiPath made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1744 holding.
Beacon Pointe Advisors first reported a position in UiPath in Q4 2023 and has held it in 9 quarters since.
Beacon Pointe Advisors's UiPath position peaked at $2.38M in Q1 2024.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.