Envestnet Asset Management
PATH icon

Envestnet Asset Management’s UiPath PATH Stock Holding History

Envestnet Asset Management’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 		$751K Buy
69,078
+24,807
+56% +$265K ﹤0.01% 3809
2026
Q1 		$491K Sell
44,271
-136,682
-76% -$1.74M ﹤0.01% 3947
2025
Q4 		$2.97M Buy
180,953
+148,509
+458% +$2.31M ﹤0.01% 2540
2025
Q3 		$434K Sell
32,444
-55,774
-63% -$659K ﹤0.01% 3863
2025
Q2 		$1.13M Sell
88,218
-18,869
-18% -$226K ﹤0.01% 3213
2025
Q1 		$1.1M Buy
107,087
+36,674
+52% +$472K ﹤0.01% 3141
2024
Q4 		$895K Sell
70,413
-7,487
-10% -$99K ﹤0.01% 3237
2024
Q3 		$997K Sell
77,900
-9,970
-11% -$122K ﹤0.01% 3138
2024
Q2 		$1.11M Sell
87,870
-17,801
-17% -$308K ﹤0.01% 2961
2024
Q1 		$2.4M Sell
105,671
-18,936
-15% -$443K ﹤0.01% 2467
2023
Q4 		$3.1M Buy
124,607
+12,092
+11% +$236K ﹤0.01% 2202
2023
Q3 		$1.93M Buy
112,515
+71,850
+177% +$1.2M ﹤0.01% 2396
2023
Q2 		$674K Buy
40,665
+1,610
+4% +$25.8K ﹤0.01% 3046
2023
Q1 		$686K Buy
39,055
+3,270
+9% +$49.4K ﹤0.01% 2938
2022
Q4 		$455K Sell
35,785
-4,884
-12% -$60.4K ﹤0.01% 3149
2022
Q3 		$513K Sell
40,669
-259,429
-86% -$4.55M ﹤0.01% 3006
2022
Q2 		$5.46M Buy
300,098
+56,302
+23% +$1.05M ﹤0.01% 1475
2022
Q1 		$5.26M Buy
243,796
+56,476
+30% +$1.9M ﹤0.01% 1571
2021
Q4 		$8.08M Buy
187,320
+81,314
+77% +$4.01M ﹤0.01% 1308
2021
Q3 		$5.58M Buy
106,006
+22,716
+27% +$1.38M ﹤0.01% 1467
2021
Q2 		$5.66M Buy
+83,290
New +$6.11M ﹤0.01% 1437

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

Envestnet Asset Management's PATH Position: Q2 2026 in Review

Envestnet Asset Management increased its UiPath (PATH) stake by 56% in Q2 2026, buying an estimated $265K and bringing the position to 69,078 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #3809.

Envestnet Asset Management first reported a position in PATH in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.08M in Q4 2021. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Envestnet Asset Management held 69,078 shares of UiPath worth $751K as of Q2 2026.
  • Envestnet Asset Management bought 24,807 UiPath shares in Q2 2026, an estimated $265K.
  • UiPath made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3809 holding.
  • Envestnet Asset Management first reported a position in UiPath in Q2 2021 and has held it in 21 quarters since.
  • Envestnet Asset Management's UiPath position peaked at $8.08M in Q4 2021.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.