CFO
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Callan Family Office’s UiPath PATH Stock Holding History

Callan Family Office’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 		$165K Sell
15,206
-8,246
-35% -$88K ﹤0.01% 1164
2026
Q1 		$260K Sell
23,452
-1,885
-7% -$24K 0.01% 976
2025
Q4 		$415K Buy
25,337
+6,387
+34% +$99.4K 0.01% 833
2025
Q3 		$254K Sell
18,950
-7,013
-27% -$82.9K 0.01% 754
2025
Q2 		$332K Buy
+25,963
New +$311K 0.01% 736

Other funds holding PATH

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Callan Family Office's PATH Position: Q2 2026 in Review

Callan Family Office reduced its UiPath (PATH) stake by 35% in Q2 2026, selling an estimated $88K and leaving 15,206 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Callan Family Office first reported a position in PATH in Q2 2025 and has held it in 5 quarters since. The position peaked at $415K in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Callan Family Office held 15,206 shares of UiPath worth $165K as of Q2 2026.
  • Callan Family Office sold 8,246 UiPath shares in Q2 2026, an estimated $88K.
  • UiPath made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1164 holding.
  • Callan Family Office first reported a position in UiPath in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's UiPath position peaked at $415K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.