CFO
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CVA Family Office’s UiPath PATH Stock Holding History

CVA Family Office’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 		$522 Sell
47
-49
-51% -$624 ﹤0.01% 1749
2025
Q4 		$1.57K Hold
96
– – ﹤0.01% 1030
2025
Q3 		$1.28K Hold
96
– – ﹤0.01% 1084
2025
Q2 		$1.23K Buy
96
+47
+96% +$564 ﹤0.01% 1064
2025
Q1 		$505 Buy
49
+7
+17% +$90 ﹤0.01% 1267
2024
Q4 		$534 Hold
42
– – ﹤0.01% 1215
2024
Q3 		$538 Hold
42
– – ﹤0.01% 1200
2024
Q2 		$533 Buy
+42
New +$726 ﹤0.01% 1181

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

CVA Family Office's PATH Position: Q1 2026 in Review

CVA Family Office reduced its UiPath (PATH) stake by 51% in Q1 2026, selling an estimated $624 and leaving 47 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

CVA Family Office first reported a position in PATH in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.57K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • CVA Family Office held 47 shares of UiPath worth $522 as of Q1 2026.
  • CVA Family Office sold 49 UiPath shares in Q1 2026, an estimated $624.
  • UiPath made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1749 holding.
  • CVA Family Office first reported a position in UiPath in Q2 2024 and has held it in 8 quarters since.
  • CVA Family Office's UiPath position peaked at $1.57K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.