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Bruce G. Allen Investments’s UiPath PATH Stock Holding History

Bruce G. Allen Investments’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
Q1 		– Sell
-93
Closed -$1.52K – 1134
2025
Q4 		$1.52K Buy
93
+29
+45% +$451 ﹤0.01% 740
2025
Q3 		$856 Buy
+64
New +$757 ﹤0.01% 855
2025
Q1 		– Sell
-42
Closed -$534 – 1124
2024
Q4 		$534 Hold
42
– – ﹤0.01% 945
2024
Q3 		$538 Sell
42
-6
-13% -$73 ﹤0.01% 941
2024
Q2 		$609 Hold
48
– – ﹤0.01% 841
2024
Q1 		$1.09K Hold
48
– – ﹤0.01% 772
2023
Q4 		$1.19K Buy
+48
New +$937 ﹤0.01% 813

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

Bruce G. Allen Investments's PATH Position: Q1 2026 in Review

Bruce G. Allen Investments sold out of UiPath (PATH) in Q1 2026, closing a stake of 93 shares — an estimated $1.52K sold.

Bruce G. Allen Investments first reported a position in PATH in Q4 2023 and held it in 7 quarters. The position peaked at $1.52K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Bruce G. Allen Investments reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 93 UiPath shares in Q1 2026, an estimated $1.52K.
  • Bruce G. Allen Investments first reported a position in UiPath in Q4 2023 and held it in 7 quarters.
  • Bruce G. Allen Investments's UiPath position peaked at $1.52K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.