CIA
PATH icon

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
Q1 		– Sell
-6,000
Closed -$98.3K – 2021
2025
Q4 		$98.3K Buy
+6,000
New +$93.4K ﹤0.01% 1707
2024
Q2 		– Sell
-5,000
Closed -$113K – 1061
2024
Q1 		$113K Buy
+5,000
New +$117K ﹤0.01% 850

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 $3.38T AUM 44.17% 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

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. 529 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.
  • 529 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.