HBCM
PATH icon

Heron Bay Capital Management’s UiPath PATH Stock Holding History

Heron Bay Capital 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 		$1.56M Buy
143,142
+22,242
+18% +$237K 0.14% 54
2026
Q1 		$1.34M Buy
120,900
+24,083
+25% +$307K 0.12% 52
2025
Q4 		$1.59M Sell
96,817
-27
-0% -$420 0.3% 49
2025
Q3 		$1.3M Buy
+96,844
New +$1.14M 0.24% 49

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

Heron Bay Capital Management's PATH Position: Q2 2026 in Review

Heron Bay Capital Management increased its UiPath (PATH) stake by 18% in Q2 2026, buying an estimated $237K and bringing the position to 143,142 shares worth $1.56M. The position accounts for 0.14% of the portfolio, ranked #54.

Heron Bay Capital Management first reported a position in PATH in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.59M in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Heron Bay Capital Management held 143,142 shares of UiPath worth $1.56M as of Q2 2026.
  • Heron Bay Capital Management bought 22,242 UiPath shares in Q2 2026, an estimated $237K.
  • UiPath made up 0.14% of Heron Bay Capital Management's portfolio in Q2 2026, its #54 holding.
  • Heron Bay Capital Management first reported a position in UiPath in Q3 2025 and has held it in 4 quarters since.
  • Heron Bay Capital Management's UiPath position peaked at $1.59M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Heron Bay Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.