D.A. Davidson & Co
PATH icon

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
2024
Q2 		– Sell
-1
Closed -$324 – 1409
2024
Q1 		$324 Buy
+1
New +$23 ﹤0.01% 1380

Other funds holding PATH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

D.A. Davidson & Co's PATH Position: Q3 2026 in Review

D.A. Davidson & Co reduced its UiPath (PATH) stake by 2.1% in Q3 2026, selling an estimated $183K and leaving 619,765 shares worth $7.96M. The position accounts for 0.04% of the portfolio, ranked #311.

D.A. Davidson & Co first reported a position in PATH in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.1M in Q3 2025. 220 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

  • D.A. Davidson & Co held 619,765 shares of UiPath worth $7.96M as of Q3 2026.
  • D.A. Davidson & Co sold 13,197 UiPath shares in Q3 2026, an estimated $183K.
  • UiPath made up 0.04% of D.A. Davidson & Co's portfolio in Q3 2026, its #311 holding.
  • D.A. Davidson & Co first reported a position in UiPath in Q4 2021 and has held it in 20 quarters since.
  • D.A. Davidson & Co's UiPath position peaked at $10.1M in Q3 2025.
  • 220 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.