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Foundations Investment Advisors’s UiPath PATH Stock Holding History

Foundations Investment 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
Q1 		$168K Buy
+15,178
New +$193K ﹤0.01% 1124
2025
Q4 		– Sell
-11,193
Closed -$150K – 1166
2025
Q3 		$150K Buy
+11,193
New +$132K ﹤0.01% 1013
2022
Q1 		– Sell
-5,656
Closed -$225K – 364
2021
Q4 		$225K Sell
5,656
-67
-1% -$3.3K 0.01% 316
2021
Q3 		$294K Buy
+5,723
New +$346K 0.01% 253

Other funds holding PATH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Foundations Investment Advisors's PATH Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in UiPath (PATH) in Q1 2026: 15,178 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in PATH as recently as Q3 2025.

Foundations Investment Advisors first reported a position in PATH in Q3 2021 and has held it in 4 quarters since. The position peaked at $294K in Q3 2021. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Foundations Investment Advisors held 15,178 shares of UiPath worth $168K as of Q1 2026.
  • UiPath was a new Foundations Investment Advisors position in Q1 2026.
  • UiPath made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1124 holding.
  • Foundations Investment Advisors first reported a position in UiPath in Q3 2021 and has held it in 4 quarters since.
  • Foundations Investment Advisors's UiPath position peaked at $294K in Q3 2021.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.