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Guggenheim Capital’s UiPath PATH Stock Holding History

Guggenheim Capital’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 		$924K Sell
85,005
-1,558
-2% -$16.6K 0.01% 1059
2026
Q1 		$961K Sell
86,563
-831
-1% -$10.6K 0.01% 1007
2025
Q4 		$1.43M Buy
87,394
+5,582
+7% +$86.9K 0.01% 777
2025
Q3 		$1.09M Buy
81,812
+18,232
+29% +$216K 0.01% 897
2025
Q2 		$814K Buy
63,580
+28,419
+81% +$341K 0.01% 962
2025
Q1 		$362K Buy
35,161
+13,961
+66% +$180K ﹤0.01% 1347
2024
Q4 		$269K Buy
+21,200
New +$280K ﹤0.01% 1488
2024
Q1 		– Sell
-46,151
Closed -$1.15M – 1924
2023
Q4 		$1.15M Buy
46,151
+470
+1% +$9.17K 0.01% 1094
2023
Q3 		$782K Sell
45,681
-967
-2% -$16.1K 0.01% 1212
2023
Q2 		$773K Sell
46,648
-864
-2% -$13.9K 0.01% 1286
2023
Q1 		$834K Sell
47,512
-11,766
-20% -$178K 0.01% 1270
2022
Q4 		$753K Sell
59,278
-4,385
-7% -$54.2K 0.01% 1300
2022
Q3 		$803K Buy
63,663
+10,062
+19% +$176K 0.01% 1255
2022
Q2 		$975K Buy
53,601
+7,390
+16% +$138K 0.01% 1235
2022
Q1 		$997K Buy
46,211
+32,870
+246% +$1.11M 0.01% 1362
2021
Q4 		$575K Buy
+13,341
New +$658K ﹤0.01% 1624

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

Guggenheim Capital's PATH Position: Q2 2026 in Review

Guggenheim Capital reduced its UiPath (PATH) stake by 1.8% in Q2 2026, selling an estimated $16.6K and leaving 85,005 shares worth $924K. The position accounts for 0.01% of the portfolio, ranked #1059.

Guggenheim Capital first reported a position in PATH in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.43M in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Guggenheim Capital held 85,005 shares of UiPath worth $924K as of Q2 2026.
  • Guggenheim Capital sold 1,558 UiPath shares in Q2 2026, an estimated $16.6K.
  • UiPath made up 0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1059 holding.
  • Guggenheim Capital first reported a position in UiPath in Q4 2021 and has held it in 16 quarters since.
  • Guggenheim Capital's UiPath position peaked at $1.43M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.