Herald Investment Management’s UiPath PATH Stock Holding History

Herald Investment 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 Q3	–	Sell	-296,280	Closed	-$3.22M	–	58
2026 Q2	$3.22M	Buy	296,280 +94,000	+46%	+$1M	0.44%	70
2026 Q1	$2.25M	Hold	202,280	–	–	0.31%	75
2025 Q4	$3.31M	Buy	202,280 +41,000	+25%	+$638K	0.43%	64
2025 Q3	$2.16M	Hold	161,280	–	–	0.29%	77
2025 Q2	$2.06M	Hold	161,280	–	–	0.31%	74
2025 Q1	$1.66M	Buy	161,280 +74,280	+85%	+$956K	0.31%	79
2024 Q4	$1.1M	Hold	87,000	–	–	0.18%	85
2024 Q3	$1.11M	Hold	87,000	–	–	0.19%	84
2024 Q2	$1.1M	Hold	87,000	–	–	0.18%	84
2024 Q1	$1.97M	Buy	+87,000	New	+$2.04M	0.32%	70

Other funds holding PATH

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Herald Investment Management's PATH Position: Q3 2026 in Review

Herald Investment Management sold out of UiPath (PATH) in Q3 2026, closing a stake of 296,280 shares — an estimated $3.22M sold.

Herald Investment Management first reported a position in PATH in Q1 2024 and held it in 10 quarters. The position peaked at $3.31M in Q4 2025. 39 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

Herald Investment Management reported no remaining UiPath position as of Q3 2026 after selling out during the quarter.
Herald Investment Management sold 296,280 UiPath shares in Q3 2026, an estimated $3.22M.
Herald Investment Management first reported a position in UiPath in Q1 2024 and held it in 10 quarters.
Herald Investment Management's UiPath position peaked at $3.31M in Q4 2025.
39 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.