CoreCap Advisors’s UiPath PATH Stock Holding History

CoreCap 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	$17.3K	Sell	1,588 -205	-11%	-$2.19K	﹤0.01%	1861
2026 Q1	$19.9K	Sell	1,793 -786	-30%	-$10K	﹤0.01%	1673
2025 Q4	$42.3K	Buy	2,579 +1,238	+92%	+$19.3K	﹤0.01%	1401
2025 Q3	$17.9K	Buy	1,341 +873	+187%	+$10.3K	﹤0.01%	1712
2025 Q2	$5.99K	Buy	468 +249	+114%	+$2.99K	﹤0.01%	2064
2025 Q1	$2.26K	Hold	219	–	–	﹤0.01%	2316
2024 Q4	$2.78K	Hold	219	–	–	﹤0.01%	2134
2024 Q3	$2.8K	Hold	219	–	–	﹤0.01%	2117
2024 Q2	$2.78K	Hold	219	–	–	﹤0.01%	1263
2024 Q1	$4.96K	Buy	+219	New	+$5.13K	﹤0.01%	1924
2022 Q4	$1.51K	Buy	+119	New	+$1.47K	﹤0.01%	1991
2022 Q3	–	Sell	-119	Closed	-$2K	–	1605
2022 Q2	$2K	Buy	+119	New	+$2.23K	﹤0.01%	1890

Other funds holding PATH

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

GIS

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

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CoreCap Advisors's PATH Position: Q2 2026 in Review

CoreCap Advisors reduced its UiPath (PATH) stake by 11% in Q2 2026, selling an estimated $2.19K and leaving 1,588 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

CoreCap Advisors first reported a position in PATH in Q2 2022 and has held it in 12 quarters since. The position peaked at $42.3K in Q4 2025. 70 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

CoreCap Advisors held 1,588 shares of UiPath worth $17.3K as of Q2 2026.
CoreCap Advisors sold 205 UiPath shares in Q2 2026, an estimated $2.19K.
UiPath made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1861 holding.
CoreCap Advisors first reported a position in UiPath in Q2 2022 and has held it in 12 quarters since.
CoreCap Advisors's UiPath position peaked at $42.3K in Q4 2025.
70 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.