Creative Planning
PATH icon

Creative Planning’s UiPath PATH Stock Holding History

Creative Planning’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 		$2.06M Buy
185,745
+37,122
+25% +$473K ﹤0.01% 1872
2025
Q4 		$2.44M Buy
148,623
+45,478
+44% +$708K ﹤0.01% 1570
2025
Q3 		$1.38M Buy
103,145
+22,522
+28% +$266K ﹤0.01% 1833
2025
Q2 		$1.03M Buy
80,623
+8,460
+12% +$102K ﹤0.01% 1822
2025
Q1 		$743K Buy
72,163
+30,833
+75% +$397K ﹤0.01% 1962
2024
Q4 		$525K Sell
41,330
-17,689
-30% -$234K ﹤0.01% 2174
2024
Q3 		$744K Buy
59,019
+10,258
+21% +$126K ﹤0.01% 1765
2024
Q2 		$618K Sell
48,761
-2,294
-4% -$39.7K ﹤0.01% 1783
2024
Q1 		$1.16M Buy
51,055
+17,485
+52% +$409K ﹤0.01% 1243
2023
Q4 		$834K Sell
33,570
-10,171
-23% -$199K ﹤0.01% 1341
2023
Q3 		$748K Buy
43,741
+10,519
+32% +$175K ﹤0.01% 1306
2023
Q2 		$550K Buy
33,222
+12,267
+59% +$197K ﹤0.01% 1487
2023
Q1 		$368K Sell
20,955
-7,265
-26% -$110K ﹤0.01% 1667
2022
Q4 		$359K Buy
28,220
+13,797
+96% +$170K ﹤0.01% 1609
2022
Q3 		$182K Buy
14,423
+4,260
+42% +$74.7K ﹤0.01% 1936
2022
Q2 		$185K Buy
10,163
+666
+7% +$12.5K ﹤0.01% 1895
2022
Q1 		$205K Buy
9,497
+2,411
+34% +$81.2K ﹤0.01% 1876
2021
Q4 		$306K Buy
7,086
+828
+13% +$40.8K ﹤0.01% 1606
2021
Q3 		$329K Buy
6,258
+1,969
+46% +$119K ﹤0.01% 1535
2021
Q2 		$291K Buy
+4,289
New +$315K ﹤0.01% 1585

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

Creative Planning's PATH Position: Q1 2026 in Review

Creative Planning increased its UiPath (PATH) stake by 25% in Q1 2026, buying an estimated $473K and bringing the position to 185,745 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Creative Planning first reported a position in PATH in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.44M in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Creative Planning held 185,745 shares of UiPath worth $2.06M as of Q1 2026.
  • Creative Planning bought 37,122 UiPath shares in Q1 2026, an estimated $473K.
  • UiPath made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1872 holding.
  • Creative Planning first reported a position in UiPath in Q2 2021 and has held it in 20 quarters since.
  • Creative Planning's UiPath position peaked at $2.44M in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.