Cerity Partners
PATH icon

Cerity Partners’s UiPath PATH Stock Holding History

Cerity Partners’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 		$348K Sell
32,020
-36,151
-53% -$386K ﹤0.01% 2692
2026
Q1 		$757K Sell
68,171
-5,208
-7% -$66.3K ﹤0.01% 2026
2025
Q4 		$1.2M Buy
73,379
+21,513
+41% +$335K ﹤0.01% 1626
2025
Q3 		$694K Sell
51,866
-257,368
-83% -$3.04M ﹤0.01% 1776
2025
Q2 		$3.96M Buy
309,234
+66,329
+27% +$796K 0.01% 915
2025
Q1 		$2.5M Sell
242,905
-24,800
-9% -$319K 0.01% 1012
2024
Q4 		$3.4M Buy
267,705
+120,805
+82% +$1.6M 0.01% 868
2024
Q3 		$1.88M Buy
146,900
+123,380
+525% +$1.51M ﹤0.01% 1116
2024
Q2 		$298K Sell
23,520
-6,343
-21% -$110K ﹤0.01% 1823
2024
Q1 		$677K Buy
29,863
+19,456
+187% +$455K ﹤0.01% 1454
2023
Q4 		$259K Sell
10,407
-1,247
-11% -$24.3K ﹤0.01% 1599
2023
Q3 		$199K Sell
11,654
-389
-3% -$6.48K ﹤0.01% 1284
2023
Q2 		$200K Buy
+12,043
New +$193K ﹤0.01% 1493

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 $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cerity Partners's PATH Position: Q2 2026 in Review

Cerity Partners reduced its UiPath (PATH) stake by 53% in Q2 2026, selling an estimated $386K and leaving 32,020 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

Cerity Partners first reported a position in PATH in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.96M in Q2 2025. 488 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Cerity Partners held 32,020 shares of UiPath worth $348K as of Q2 2026.
  • Cerity Partners sold 36,151 UiPath shares in Q2 2026, an estimated $386K.
  • UiPath made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2692 holding.
  • Cerity Partners first reported a position in UiPath in Q2 2023 and has held it in 13 quarters since.
  • Cerity Partners's UiPath position peaked at $3.96M in Q2 2025.
  • 488 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.