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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
2025
Q4 		– Sell
-200,000
Closed -$2.68M – 26
2025
Q3 		$2.68M Buy
+200,000
New +$2.36M 2.99% 15

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

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.