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

Other funds holding PATH

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
AA
Ahara Advisors Jersey City, New Jersey $148M AUM
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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. 105 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.
  • 105 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.