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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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Concurrent Investment Advisors's PATH Position: Q1 2026 in Review

Concurrent Investment Advisors increased its UiPath (PATH) stake by 113% in Q1 2026, buying an estimated $186K and bringing the position to 27,613 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Concurrent Investment Advisors first reported a position in PATH in Q4 2023 and has held it in 9 quarters since. The position peaked at $509K in Q4 2023. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Concurrent Investment Advisors held 27,613 shares of UiPath worth $307K as of Q1 2026.
  • Concurrent Investment Advisors bought 14,644 UiPath shares in Q1 2026, an estimated $186K.
  • UiPath made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1491 holding.
  • Concurrent Investment Advisors first reported a position in UiPath in Q4 2023 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's UiPath position peaked at $509K in Q4 2023.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.