Capstone Investment Advisors
PATH icon

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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Capstone Investment Advisors's PATH Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in UiPath (PATH) in Q1 2026: 29,230 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in PATH as recently as Q2 2025.

Capstone Investment Advisors first reported a position in PATH in Q2 2021 and has held it in 3 quarters since. The position peaked at $6.73M in Q2 2021. 534 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Capstone Investment Advisors held 29,230 shares of UiPath worth $324K as of Q1 2026.
  • UiPath was a new Capstone Investment Advisors position in Q1 2026.
  • UiPath made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1336 holding.
  • Capstone Investment Advisors first reported a position in UiPath in Q2 2021 and has held it in 3 quarters since.
  • Capstone Investment Advisors's UiPath position peaked at $6.73M in Q2 2021.
  • 534 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.