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 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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

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

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

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

Herald Investment Management's PATH Position: Q2 2026 in Review

Herald Investment Management increased its UiPath (PATH) stake by 46% in Q2 2026, buying an estimated $1M and bringing the position to 296,280 shares worth $3.22M. The position accounts for 0.44% of the portfolio, ranked #70.

Herald Investment Management first reported a position in PATH in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.31M in Q4 2025. 527 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Herald Investment Management held 296,280 shares of UiPath worth $3.22M as of Q2 2026.
Herald Investment Management bought 94,000 UiPath shares in Q2 2026, an estimated $1M.
UiPath made up 0.44% of Herald Investment Management's portfolio in Q2 2026, its #70 holding.
Herald Investment Management first reported a position in UiPath in Q1 2024 and has held it in 10 quarters since.
Herald Investment Management's UiPath position peaked at $3.31M in Q4 2025.
527 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.