Circumference Group’s UiPath PATH Stock Holding History

Circumference Group’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	$3.8M	Sell	350,000 -75,000	-18%	-$801K	8.26%	6
2026 Q1	$4.72M	Buy	425,000 +40,000	+10%	+$509K	10.57%	4
2025 Q4	$6.31M	Buy	385,000 +120,000	+45%	+$1.87M	6.8%	4
2025 Q3	$3.55M	Sell	265,000 -135,000	-34%	-$1.6M	3.96%	13
2025 Q2	$5.12M	Sell	400,000 -50,000	-11%	-$600K	5.31%	8
2025 Q1	$4.63M	Buy	450,000 +85,000	+23%	+$1.09M	5.68%	8
2024 Q4	$4.64M	Buy	365,000 +75,000	+26%	+$991K	3.99%	13
2024 Q3	$3.71M	Buy	290,000 +50,000	+21%	+$612K	3.85%	12
2024 Q2	$3.04M	Buy	+240,000	New	+$4.15M	3.21%	13
2024 Q1	–	Sell	-30,000	Closed	-$745K	–	35
2023 Q4	$745K	Buy	+30,000	New	+$586K	0.66%	27

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Circumference Group's PATH Position: Q2 2026 in Review

Circumference Group reduced its UiPath (PATH) stake by 18% in Q2 2026, selling an estimated $801K and leaving 350,000 shares worth $3.8M. The position accounts for 8.26% of the portfolio, ranked #6.

Circumference Group first reported a position in PATH in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.31M in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Circumference Group held 350,000 shares of UiPath worth $3.8M as of Q2 2026.
Circumference Group sold 75,000 UiPath shares in Q2 2026, an estimated $801K.
UiPath made up 8.26% of Circumference Group's portfolio in Q2 2026, its #6 holding.
Circumference Group first reported a position in UiPath in Q4 2023 and has held it in 10 quarters since.
Circumference Group's UiPath position peaked at $6.31M in Q4 2025.
529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Circumference Group's 13F filing for Q2 2026, filed 14 Aug 2026.