Concurrent Investment Advisors’s UiPath PATH Stock Holding History

Concurrent Investment 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 Q2	$299K	Sell	27,523 -90	-0.3%	-$961	﹤0.01%	1690
2026 Q1	$307K	Buy	27,613 +14,644	+113%	+$186K	﹤0.01%	1491
2025 Q4	$213K	Buy	+12,969	New	+$202K	﹤0.01%	1610
2025 Q3	–	Sell	-12,081	Closed	-$155K	–	1571
2025 Q2	$155K	Sell	12,081 -7,464	-38%	-$89.5K	﹤0.01%	1302
2025 Q1	$201K	Sell	19,545 -4,549	-19%	-$58.5K	﹤0.01%	1125
2024 Q4	$306K	Sell	24,094 -745	-3%	-$9.85K	0.01%	822
2024 Q3	$318K	Sell	24,839 -10,697	-30%	-$131K	0.01%	760
2024 Q2	$451K	Buy	35,536 +15,445	+77%	+$267K	0.01%	622
2024 Q1	$455K	Sell	20,091 -413	-2%	-$9.66K	0.02%	575
2023 Q4	$509K	Buy	+20,504	New	+$400K	0.02%	492

Other funds holding PATH

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Ahara Advisors Jersey City, New Jersey $148M AUM

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Concurrent Investment Advisors's PATH Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its UiPath (PATH) stake by 0.33% in Q2 2026, selling an estimated $961 and leaving 27,523 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Concurrent Investment Advisors first reported a position in PATH in Q4 2023 and has held it in 10 quarters since. The position peaked at $509K in Q4 2023. 106 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Concurrent Investment Advisors held 27,523 shares of UiPath worth $299K as of Q2 2026.
Concurrent Investment Advisors sold 90 UiPath shares in Q2 2026, an estimated $961.
UiPath made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1690 holding.
Concurrent Investment Advisors first reported a position in UiPath in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's UiPath position peaked at $509K in Q4 2023.
106 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.