FFA
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Farther Finance Advisors’s UiPath PATH Stock Holding History

Farther Finance Advisors’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 		$127K Sell
9,892
-6,737
-41% -$93.7K ﹤0.01% 2667
2026
Q2 		$181K Sell
16,629
-1,327
-7% -$14.2K ﹤0.01% 2317
2026
Q1 		$198K Buy
17,956
+2,086
+13% +$26.6K ﹤0.01% 2026
2025
Q4 		$260K Buy
15,870
+13,775
+658% +$214K ﹤0.01% 1742
2025
Q3 		$28K Sell
2,095
-31
-1% -$366 ﹤0.01% 2808
2025
Q2 		$27.2K Sell
2,126
-1,078
-34% -$12.9K ﹤0.01% 2483
2025
Q1 		$33.6K Sell
3,204
-11
-0.3% -$142 ﹤0.01% 2106
2024
Q4 		$40.9K Sell
3,215
-1,405
-30% -$18.6K ﹤0.01% 1762
2024
Q3 		$59.1K Sell
4,620
-1,392
-23% -$17K ﹤0.01% 1559
2024
Q2 		$77.4K Buy
6,012
+1,184
+25% +$20.5K ﹤0.01% 1238
2024
Q1 		$107K Buy
4,828
+2,304
+91% +$53.9K 0.01% 926
2023
Q4 		$62.7K Buy
2,524
+2,405
+2,021% +$46.9K ﹤0.01% 963
2023
Q3 		$2.04K Sell
119
-10
-8% -$167 ﹤0.01% 1852
2023
Q2 		$2.14K Sell
129
-2,225
-95% -$35.7K ﹤0.01% 1732
2023
Q1 		$41.3K Buy
2,354
+2,275
+2,880% +$34.4K 0.01% 658
2022
Q4 		$1K Buy
+79
New +$976 ﹤0.01% 1656

Other funds holding PATH

MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's PATH Position: Q3 2026 in Review

Farther Finance Advisors reduced its UiPath (PATH) stake by 41% in Q3 2026, selling an estimated $93.7K and leaving 9,892 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Farther Finance Advisors first reported a position in PATH in Q4 2022 and has held it in 16 quarters since. The position peaked at $260K in Q4 2025. 21 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

  • Farther Finance Advisors held 9,892 shares of UiPath worth $127K as of Q3 2026.
  • Farther Finance Advisors sold 6,737 UiPath shares in Q3 2026, an estimated $93.7K.
  • UiPath made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2667 holding.
  • Farther Finance Advisors first reported a position in UiPath in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's UiPath position peaked at $260K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.