CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s UiPath PATH Stock Holding History

CAPTRUST Financial 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 		$430K Sell
38,704
-14,441
-27% -$184K ﹤0.01% 2136
2025
Q4 		$871K Buy
53,145
+7,477
+16% +$116K ﹤0.01% 1581
2025
Q3 		$611K Sell
45,668
-47,078
-51% -$557K ﹤0.01% 1693
2025
Q2 		$1.19M Buy
92,746
+47,819
+106% +$574K ﹤0.01% 1253
2025
Q1 		$463K Sell
44,927
-22,192
-33% -$286K ﹤0.01% 1685
2024
Q4 		$853K Buy
67,119
+30,894
+85% +$408K ﹤0.01% 1311
2024
Q3 		$464K Buy
36,225
+12,402
+52% +$152K ﹤0.01% 1612
2024
Q2 		$302K Sell
23,823
-81,554
-77% -$1.41M ﹤0.01% 1811
2024
Q1 		$2.39M Buy
105,377
+2,332
+2% +$54.6K 0.01% 734
2023
Q4 		$2.56M Buy
103,045
+26,110
+34% +$510K 0.01% 814
2023
Q3 		$1.32M Buy
76,935
+33,368
+77% +$556K 0.01% 1046
2023
Q2 		$722K Buy
43,567
+26,717
+159% +$428K ﹤0.01% 1412
2023
Q1 		$296K Buy
16,850
+2,238
+15% +$33.8K ﹤0.01% 1754
2022
Q4 		$186K Sell
14,612
-834
-5% -$10.3K ﹤0.01% 1960
2022
Q3 		$195K Buy
15,446
+10,379
+205% +$182K ﹤0.01% 1829
2022
Q2 		$92K Sell
5,067
-2,066
-29% -$38.6K ﹤0.01% 2264
2022
Q1 		$154K Buy
7,133
+4,397
+161% +$148K ﹤0.01% 1916
2021
Q4 		$118K Buy
2,736
+1,030
+60% +$50.8K ﹤0.01% 2029
2021
Q3 		$90K Buy
1,706
+556
+48% +$33.7K ﹤0.01% 2158
2021
Q2 		$78K Buy
+1,150
New +$84.3K ﹤0.01% 2209

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

CAPTRUST Financial Advisors's PATH Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its UiPath (PATH) stake by 27% in Q1 2026, selling an estimated $184K and leaving 38,704 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

CAPTRUST Financial Advisors first reported a position in PATH in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.56M in Q4 2023. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • CAPTRUST Financial Advisors held 38,704 shares of UiPath worth $430K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 14,441 UiPath shares in Q1 2026, an estimated $184K.
  • UiPath made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2136 holding.
  • CAPTRUST Financial Advisors first reported a position in UiPath in Q2 2021 and has held it in 20 quarters since.
  • CAPTRUST Financial Advisors's UiPath position peaked at $2.56M in Q4 2023.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

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