Forum Financial Management’s UiPath PATH Stock Holding History

Forum Financial 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 Q1	–	Sell	-14,225	Closed	-$233K	–	792
2025 Q4	$233K	Hold	14,225	–	–	﹤0.01%	882
2025 Q3	$190K	Buy	+14,225	New	+$168K	﹤0.01%	980

Other funds holding PATH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Forum Financial Management's PATH Position: Q1 2026 in Review

Forum Financial Management sold out of UiPath (PATH) in Q1 2026, closing a stake of 14,225 shares — an estimated $233K sold.

Forum Financial Management first reported a position in PATH in Q3 2025 and held it in 2 quarters. The position peaked at $233K in Q4 2025. 534 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

Forum Financial Management reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 14,225 UiPath shares in Q1 2026, an estimated $233K.
Forum Financial Management first reported a position in UiPath in Q3 2025 and held it in 2 quarters.
Forum Financial Management's UiPath position peaked at $233K in Q4 2025.
534 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.