CI
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CX Institutional’s UiPath PATH Stock Holding History

CX Institutional’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
Q3 		$3K Buy
253
+114
+82% +$1.58K ﹤0.01% 1515
2026
Q2 		$2K Hold
139
– – ﹤0.01% 1480
2026
Q1 		$2K Sell
139
-7,790
-98% -$99.2K ﹤0.01% 1461
2025
Q4 		$130K Buy
7,929
+1,041
+15% +$16.2K ﹤0.01% 806
2025
Q3 		$92K Buy
6,888
+1,874
+37% +$22.2K ﹤0.01% 835
2025
Q2 		$64K Buy
5,014
+1,515
+43% +$18.2K ﹤0.01% 822
2025
Q1 		$36K Buy
+3,499
New +$45K ﹤0.01% 885

Other funds holding PATH

MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional's PATH Position: Q3 2026 in Review

CX Institutional increased its UiPath (PATH) stake by 82% in Q3 2026, buying an estimated $1.58K and bringing the position to 253 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

CX Institutional first reported a position in PATH in Q1 2025 and has held it in 7 quarters since. The position peaked at $130K in Q4 2025. 21 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

  • CX Institutional held 253 shares of UiPath worth $3K as of Q3 2026.
  • CX Institutional bought 114 UiPath shares in Q3 2026, an estimated $1.58K.
  • UiPath made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1515 holding.
  • CX Institutional first reported a position in UiPath in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's UiPath position peaked at $130K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.