CFO
PATH icon

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
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 $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

Callan Family Office's PATH Position: Q1 2026 in Review

Callan Family Office reduced its UiPath (PATH) stake by 7.4% in Q1 2026, selling an estimated $24K and leaving 23,452 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #976.

Callan Family Office first reported a position in PATH in Q2 2025 and has held it in 4 quarters since. The position peaked at $415K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Callan Family Office held 23,452 shares of UiPath worth $260K as of Q1 2026.
  • Callan Family Office sold 1,885 UiPath shares in Q1 2026, an estimated $24K.
  • UiPath made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #976 holding.
  • Callan Family Office first reported a position in UiPath in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's UiPath position peaked at $415K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.