Capstone Investment Advisors
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Capstone Investment Advisors’s UiPath PATH Stock Holding History

Capstone Investment Advisors’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 		$218K Sell
20,076
-9,154
-31% -$97.7K ﹤0.01% 1582
2026
Q1 		$324K Buy
+29,230
New +$372K ﹤0.01% 1336
2025
Q3 		– Sell
-21,676
Closed -$277K – 2020
2025
Q2 		$277K Buy
+21,676
New +$260K ﹤0.01% 1417
2021
Q3 		– Sell
-99,100
Closed -$6.73M – 2056
2021
Q2 		$6.73M Buy
+99,100
New +$7.27M 0.02% 644

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

Capstone Investment Advisors's PATH Position: Q2 2026 in Review

Capstone Investment Advisors reduced its UiPath (PATH) stake by 31% in Q2 2026, selling an estimated $97.7K and leaving 20,076 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Capstone Investment Advisors first reported a position in PATH in Q2 2021 and has held it in 4 quarters since. The position peaked at $6.73M in Q2 2021. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Capstone Investment Advisors held 20,076 shares of UiPath worth $218K as of Q2 2026.
  • Capstone Investment Advisors sold 9,154 UiPath shares in Q2 2026, an estimated $97.7K.
  • UiPath made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1582 holding.
  • Capstone Investment Advisors first reported a position in UiPath in Q2 2021 and has held it in 4 quarters since.
  • Capstone Investment Advisors's UiPath position peaked at $6.73M in Q2 2021.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.