Capital Advisors Ltd’s UiPath PATH Stock Holding History

Capital Advisors Ltd’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	$0	Sell	20 -837	-98%	-$8.94K	﹤0.01%	1526
2026 Q1	$10K	Buy	857 +56	+7%	+$713	﹤0.01%	834
2025 Q4	$13K	Hold	801	–	–	﹤0.01%	750
2025 Q3	$11K	Hold	801	–	–	﹤0.01%	788
2025 Q2	$10K	Buy	801 +656	+452%	+$7.87K	﹤0.01%	796
2025 Q1	$1K	Buy	145 +60	+71%	+$772	﹤0.01%	1240
2024 Q4	$1K	Hold	85	–	–	﹤0.01%	1268
2024 Q3	$1K	Buy	85 +28	+49%	+$343	﹤0.01%	1260
2024 Q2	$1K	Buy	57 +27	+90%	+$467	﹤0.01%	1252
2024 Q1	$1K	Hold	30	–	–	﹤0.01%	1241
2023 Q4	$1K	Hold	30	–	–	﹤0.01%	1192
2023 Q3	$1K	Hold	30	–	–	﹤0.01%	1185
2023 Q2	$0	Hold	30	–	–	﹤0.01%	1478
2023 Q1	$1K	Hold	30	–	–	﹤0.01%	1084
2022 Q4	$0	Sell	30 -32	-52%	-$395	﹤0.01%	1528
2022 Q3	$1K	Buy	+62	New	+$1.09K	﹤0.01%	1085

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

Capital Advisors Ltd's PATH Position: Q2 2026 in Review

Capital Advisors Ltd reduced its UiPath (PATH) stake by 98% in Q2 2026, selling an estimated $8.94K and leaving 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Capital Advisors Ltd first reported a position in PATH in Q3 2022 and has held it in 16 quarters since. The position peaked at $13K in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Capital Advisors Ltd held 20 shares of UiPath worth $0 as of Q2 2026.
Capital Advisors Ltd sold 837 UiPath shares in Q2 2026, an estimated $8.94K.
UiPath made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1526 holding.
Capital Advisors Ltd first reported a position in UiPath in Q3 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's UiPath position peaked at $13K in Q4 2025.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.