EP
PATH icon

Essential Partners’s UiPath PATH Stock Holding History

Essential 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
Q3 		– Sell
-4
Closed -$43 – 2965
2026
Q2 		$43 Sell
4
-2,584
-100% -$27.6K ﹤0.01% 2800
2026
Q1 		$28.7K Sell
2,588
-3,702
-59% -$47.1K 0.01% 788
2025
Q4 		$103K Sell
6,290
-42
-0.7% -$654 0.03% 439
2025
Q3 		$84.7K Sell
6,332
-8,949
-59% -$106K 0.03% 468
2025
Q2 		$196K Buy
+15,281
New +$183K 0.08% 284

Other funds holding PATH

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners's PATH Position: Q3 2026 in Review

Essential Partners sold out of UiPath (PATH) in Q3 2026, closing a stake of 4 shares — an estimated $43 sold.

Essential Partners first reported a position in PATH in Q2 2025 and held it in 5 quarters. The position peaked at $196K in Q2 2025. 52 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

  • Essential Partners reported no remaining UiPath position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 4 UiPath shares in Q3 2026, an estimated $43.
  • Essential Partners first reported a position in UiPath in Q2 2025 and held it in 5 quarters.
  • Essential Partners's UiPath position peaked at $196K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.