Brandywine Managers’s UiPath PATH Stock Holding History

Brandywine Managers’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	$11M	Hold	1,009,684	–	–	5.43%	4
2026 Q1	$11.2M	Hold	1,009,684	–	–	6.6%	4
2025 Q4	$16.5M	Hold	1,009,684	–	–	8.18%	3
2025 Q3	$13.5M	Hold	1,009,684	–	–	12.96%	3
2025 Q2	$12.9M	Hold	1,009,684	–	–	12.84%	3
2025 Q1	$10.4M	Hold	1,009,684	–	–	12.48%	3
2024 Q4	$12.8M	Buy	1,009,684 +9,488	+0.9%	+$125K	13.52%	2
2024 Q3	$12.8M	Hold	1,000,196	–	–	13.76%	2
2024 Q2	$12.7M	Sell	1,000,196 -6,464	-0.6%	-$112K	13.41%	2
2024 Q1	$22.8M	Hold	1,006,660	–	–	22.52%	2
2023 Q4	$25M	Buy	1,006,660 +353,204	+54%	+$6.89M	27.37%	2
2023 Q3	$11.2M	Buy	653,456 +41,692	+7%	+$694K	18.87%	2
2023 Q2	$10.1M	Buy	611,764 +176,923	+41%	+$2.84M	6.69%	6
2023 Q1	$7.64M	Hold	434,841	–	–	5.43%	7
2022 Q4	$5.53M	Hold	434,841	–	–	19.31%	1
2022 Q3	$5.48M	Hold	434,841	–	–	18.04%	1
2022 Q2	$7.91M	Hold	434,841	–	–	19.38%	1
2022 Q1	$9.39M	Buy	434,841 +2,744	+0.6%	+$92.5K	16.19%	2
2021 Q4	$18.6M	Buy	432,097 +104,430	+32%	+$5.15M	21.12%	2
2021 Q3	$17.2M	Buy	327,667 +191,780	+141%	+$11.6M	18%	2
2021 Q2	$9.23M	Buy	+135,887	New	+$9.96M	10.53%	2

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

Brandywine Managers's PATH Position: Q2 2026 in Review

Brandywine Managers held its UiPath (PATH) position steady in Q2 2026 at 1,009,684 shares worth $11M. The position accounts for 5.43% of the portfolio, ranked #4.

Brandywine Managers first reported a position in PATH in Q2 2021 and has held it in 21 quarters since. The position peaked at $25M in Q4 2023. 527 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Brandywine Managers held 1,009,684 shares of UiPath worth $11M as of Q2 2026.
Brandywine Managers left its UiPath share count unchanged in Q2 2026.
UiPath made up 5.43% of Brandywine Managers's portfolio in Q2 2026, its #4 holding.
Brandywine Managers first reported a position in UiPath in Q2 2021 and has held it in 21 quarters since.
Brandywine Managers's UiPath position peaked at $25M in Q4 2023.
527 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Brandywine Managers's 13F filing for Q2 2026, filed 14 Aug 2026.