Crossmark Global Holdings’s UiPath PATH Stock Holding History

Crossmark Global Holdings’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	$441K	Buy	40,604 +5,792	+17%	+$61.8K	0.01%	917
2026 Q1	$386K	Buy	+34,812	New	+$443K	0.01%	926
2025 Q3	–	Sell	-187,444	Closed	-$2.4M	–	1333
2025 Q2	$2.4M	Buy	+187,444	New	+$2.25M	0.04%	384
2024 Q3	–	Sell	-37,220	Closed	-$472K	–	1331
2024 Q2	$472K	Sell	37,220 -5,948	-14%	-$103K	0.01%	861
2024 Q1	$978K	Buy	+43,168	New	+$1.01M	0.02%	621

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crossmark Global Holdings's PATH Position: Q2 2026 in Review

Crossmark Global Holdings increased its UiPath (PATH) stake by 17% in Q2 2026, buying an estimated $61.8K and bringing the position to 40,604 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #917.

Crossmark Global Holdings first reported a position in PATH in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.4M in Q2 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Crossmark Global Holdings held 40,604 shares of UiPath worth $441K as of Q2 2026.
Crossmark Global Holdings bought 5,792 UiPath shares in Q2 2026, an estimated $61.8K.
UiPath made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #917 holding.
Crossmark Global Holdings first reported a position in UiPath in Q1 2024 and has held it in 5 quarters since.
Crossmark Global Holdings's UiPath position peaked at $2.4M in Q2 2025.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.