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Fermata Advisors’s UiPath PATH Stock Holding History

Fermata 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
Q2 		$330K Hold
30,350
– – 0.07% 187
2026
Q1 		$337K Buy
30,350
+13,600
+81% +$173K 0.08% 171
2025
Q4 		$275K Buy
+16,750
New +$261K 0.07% 178

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

Fermata Advisors's PATH Position: Q2 2026 in Review

Fermata Advisors held its UiPath (PATH) position steady in Q2 2026 at 30,350 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #187.

Fermata Advisors first reported a position in PATH in Q4 2025 and has held it in 3 quarters since. The position peaked at $337K in Q1 2026. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Fermata Advisors held 30,350 shares of UiPath worth $330K as of Q2 2026.
  • Fermata Advisors left its UiPath share count unchanged in Q2 2026.
  • UiPath made up 0.07% of Fermata Advisors's portfolio in Q2 2026, its #187 holding.
  • Fermata Advisors first reported a position in UiPath in Q4 2025 and has held it in 3 quarters since.
  • Fermata Advisors's UiPath position peaked at $337K in Q1 2026.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.