BPA
PATH icon

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
2024
Q2 		– Sell
-1,000
Closed -$22.7K – 1359
2024
Q1 		$22.7K Buy
+1,000
New +$23.4K ﹤0.01% 1341

Other funds holding PATH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Beacon Pointe Advisors's PATH Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in UiPath (PATH) in Q1 2026: 10,893 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #1771 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in PATH as recently as Q2 2025.

Beacon Pointe Advisors first reported a position in PATH in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.38M in Q1 2024. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Beacon Pointe Advisors held 10,893 shares of UiPath worth $121K as of Q1 2026.
  • UiPath was a new Beacon Pointe Advisors position in Q1 2026.
  • UiPath made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1771 holding.
  • Beacon Pointe Advisors first reported a position in UiPath in Q4 2023 and has held it in 8 quarters since.
  • Beacon Pointe Advisors's UiPath position peaked at $2.38M in Q1 2024.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.