Charles Schwab
PATH icon

Charles Schwab’s UiPath PATH Stock Holding History

Charles Schwab’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 		$43.5M Sell
4,005,775
-73,016
-2% -$780K 0.01% 1345
2026
Q1 		$45.3M Buy
4,078,791
+112,043
+3% +$1.43M 0.01% 1231
2025
Q4 		$65M Sell
3,966,748
-34,318
-0.9% -$534K 0.01% 980
2025
Q3 		$53.5M Buy
4,001,066
+1,067,513
+36% +$12.6M 0.01% 1122
2025
Q2 		$37.5M Sell
2,933,553
-62,079
-2% -$745K 0.01% 1276
2025
Q1 		$30.9M Buy
2,995,632
+177,071
+6% +$2.28M 0.01% 1380
2024
Q4 		$35.8M Sell
2,818,561
-71,799
-2% -$949K 0.01% 1358
2024
Q3 		$37M Buy
2,890,360
+291,171
+11% +$3.57M 0.01% 1317
2024
Q2 		$33M Buy
2,599,189
+18,468
+0.7% +$319K 0.01% 1342
2024
Q1 		$58.5M Buy
2,580,721
+27,457
+1% +$643K 0.01% 924
2023
Q4 		$63.4M Buy
2,553,264
+108,013
+4% +$2.11M 0.02% 811
2023
Q3 		$41.8M Buy
2,445,251
+277,769
+13% +$4.63M 0.01% 1006
2023
Q2 		$35.9M Buy
2,167,482
+47,675
+2% +$765K 0.01% 1105
2023
Q1 		$37.2M Buy
2,119,807
+19,389
+0.9% +$293K 0.01% 1037
2022
Q4 		$26.7M Buy
2,100,418
+122,614
+6% +$1.52M 0.01% 1222
2022
Q3 		$24.9M Buy
1,977,804
+1,101,012
+126% +$19.3M 0.01% 1228
2022
Q2 		$15.9M Buy
876,792
+89,205
+11% +$1.67M 0.01% 1560
2022
Q1 		$17M Buy
787,587
+30,719
+4% +$1.04M 0.01% 1670
2021
Q4 		$32.6M Buy
756,868
+25,532
+3% +$1.26M 0.01% 1205
2021
Q3 		$38.5M Buy
+731,336
New +$44.3M 0.01% 1051

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
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

Charles Schwab's PATH Position: Q2 2026 in Review

Charles Schwab reduced its UiPath (PATH) stake by 1.8% in Q2 2026, selling an estimated $780K and leaving 4,005,775 shares worth $43.5M. The position accounts for 0.01% of the portfolio, ranked #1345.

Charles Schwab first reported a position in PATH in Q3 2021 and has held it in 20 quarters since. The position peaked at $65M in Q4 2025. 525 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Charles Schwab held 4,005,775 shares of UiPath worth $43.5M as of Q2 2026.
  • Charles Schwab sold 73,016 UiPath shares in Q2 2026, an estimated $780K.
  • UiPath made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1345 holding.
  • Charles Schwab first reported a position in UiPath in Q3 2021 and has held it in 20 quarters since.
  • Charles Schwab's UiPath position peaked at $65M in Q4 2025.
  • 525 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.