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D.A. Davidson & Co’s UiPath PATH Stock Holding History

D.A. Davidson & Co’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 		$6.88M Buy
632,962
+36,074
+6% +$385K 0.04% 336
2026
Q1 		$6.63M Buy
596,888
+11,190
+2% +$142K 0.04% 326
2025
Q4 		$9.6M Sell
585,698
-166,750
-22% -$2.6M 0.06% 251
2025
Q3 		$10.1M Buy
752,448
+144,832
+24% +$1.71M 0.06% 228
2025
Q2 		$7.78M Buy
607,616
+782
+0.1% +$9.38K 0.05% 247
2025
Q1 		$6.25M Buy
606,834
+67,842
+13% +$873K 0.05% 274
2024
Q4 		$6.85M Sell
538,992
-18,675
-3% -$247K 0.06% 248
2024
Q3 		$7.14M Buy
557,667
+209,300
+60% +$2.56M 0.06% 237
2024
Q2 		$4.42M Buy
348,367
+97,585
+39% +$1.69M 0.04% 330
2024
Q1 		$5.69M Buy
250,782
+22,239
+10% +$520K 0.05% 273
2023
Q4 		$5.68M Sell
228,543
-6,094
-3% -$119K 0.06% 258
2023
Q3 		$4.01M Buy
234,637
+55,450
+31% +$923K 0.04% 307
2023
Q2 		$2.97M Buy
179,187
+7,495
+4% +$120K 0.03% 382
2023
Q1 		$3.01M Buy
171,692
+33,000
+24% +$499K 0.03% 373
2022
Q4 		$1.76M Buy
138,692
+67,949
+96% +$840K 0.02% 471
2022
Q3 		$892K Buy
70,743
+12,253
+21% +$215K 0.01% 610
2022
Q2 		$1.06M Buy
58,490
+27,415
+88% +$513K 0.01% 577
2022
Q1 		$671K Buy
31,075
+17,065
+122% +$575K 0.01% 772
2021
Q4 		$605K Buy
+14,010
New +$691K 0.01% 815

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

D.A. Davidson & Co's PATH Position: Q2 2026 in Review

D.A. Davidson & Co increased its UiPath (PATH) stake by 6% in Q2 2026, buying an estimated $385K and bringing the position to 632,962 shares worth $6.88M. The position accounts for 0.04% of the portfolio, ranked #336.

D.A. Davidson & Co first reported a position in PATH in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.1M in Q3 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • D.A. Davidson & Co held 632,962 shares of UiPath worth $6.88M as of Q2 2026.
  • D.A. Davidson & Co bought 36,074 UiPath shares in Q2 2026, an estimated $385K.
  • UiPath made up 0.04% of D.A. Davidson & Co's portfolio in Q2 2026, its #336 holding.
  • D.A. Davidson & Co first reported a position in UiPath in Q4 2021 and has held it in 19 quarters since.
  • D.A. Davidson & Co's UiPath position peaked at $10.1M in Q3 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.