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Edgestream Partners’s UiPath PATH Stock Holding History

Edgestream Partners’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 		$664K Buy
+61,075
New +$652K 0.02% 737
2025
Q4 		– Sell
-274,387
Closed -$3.67M – 1095
2025
Q3 		$3.67M Sell
274,387
-305,717
-53% -$3.61M 0.11% 360
2025
Q2 		$7.43M Sell
580,104
-221,942
-28% -$2.66M 0.21% 172
2025
Q1 		$8.26M Buy
802,046
+607,243
+312% +$7.81M 0.28% 82
2024
Q4 		$2.48M Sell
194,803
-205,191
-51% -$2.71M 0.11% 352
2024
Q3 		$5.12M Sell
399,994
-3,104
-0.8% -$38K 0.23% 127
2024
Q2 		$5.11M Buy
403,098
+170,426
+73% +$2.95M 0.25% 115
2024
Q1 		$5.27M Buy
+232,672
New +$5.45M 0.26% 95
2023
Q4 		– Sell
-104,968
Closed -$1.8M – 1002
2023
Q3 		$1.8M Buy
104,968
+10,319
+11% +$172K 0.14% 226
2023
Q2 		$1.57M Buy
+94,649
New +$1.52M 0.14% 250

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

Edgestream Partners's PATH Position: Q2 2026 in Review

Edgestream Partners opened a new position in UiPath (PATH) in Q2 2026: 61,075 shares worth $664K. The stake represents 0.02% of the portfolio and ranks #737 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in PATH as recently as Q3 2025.

Edgestream Partners first reported a position in PATH in Q2 2023 and has held it in 10 quarters since. The position peaked at $8.26M in Q1 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Edgestream Partners held 61,075 shares of UiPath worth $664K as of Q2 2026.
  • UiPath was a new Edgestream Partners position in Q2 2026.
  • UiPath made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #737 holding.
  • Edgestream Partners first reported a position in UiPath in Q2 2023 and has held it in 10 quarters since.
  • Edgestream Partners's UiPath position peaked at $8.26M in Q1 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.