CFD
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Creative Financial Designs’s UiPath PATH Stock Holding History

Creative Financial Designs’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 		– Sell
-10
Closed -$111 – 2320
2026
Q1 		$111 Sell
10
-4
-29% -$51 ﹤0.01% 2130
2025
Q4 		$229 Hold
14
– – ﹤0.01% 1989
2025
Q3 		$187 Hold
14
– – ﹤0.01% 2000
2025
Q2 		$179 Buy
14
+10
+250% +$120 ﹤0.01% 1956
2025
Q1 		$41 Buy
+4
New +$51 ﹤0.01% 2040
2024
Q3 		– Sell
-500
Closed -$6.34K – 1715
2024
Q2 		$6.34K Sell
500
-1,500
-75% -$25.9K ﹤0.01% 1273
2024
Q1 		$45.3K Buy
+2,000
New +$46.8K ﹤0.01% 757

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

Creative Financial Designs's PATH Position: Q2 2026 in Review

Creative Financial Designs sold out of UiPath (PATH) in Q2 2026, closing a stake of 10 shares — an estimated $111 sold.

Creative Financial Designs first reported a position in PATH in Q1 2024 and held it in 7 quarters. The position peaked at $45.3K in Q1 2024. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Creative Financial Designs reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Creative Financial Designs sold 10 UiPath shares in Q2 2026, an estimated $111.
  • Creative Financial Designs first reported a position in UiPath in Q1 2024 and held it in 7 quarters.
  • Creative Financial Designs's UiPath position peaked at $45.3K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.