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IFP Advisors’s UiPath PATH Stock Holding History

IFP 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
Q2 		$26.4K Sell
2,432
-582
-19% -$6.21K ﹤0.01% 2799
2026
Q1 		$33.5K Sell
3,014
-5,095
-63% -$64.9K ﹤0.01% 2479
2025
Q4 		$133K Buy
8,109
+4,737
+140% +$73.7K ﹤0.01% 1603
2025
Q3 		$45.1K Buy
3,372
+89
+3% +$1.05K ﹤0.01% 2127
2025
Q2 		$42K Buy
3,283
+2,743
+508% +$32.9K ﹤0.01% 2140
2025
Q1 		$5.57K Hold
540
– – ﹤0.01% 2794
2024
Q4 		$6.87K Buy
540
+314
+139% +$4.15K ﹤0.01% 2680
2024
Q3 		$2.89K Sell
226
-29
-11% -$355 ﹤0.01% 2826
2024
Q2 		$3.23K Sell
255
-4,962
-95% -$85.8K ﹤0.01% 2699
2024
Q1 		$118K Buy
5,217
+3,720
+248% +$87.1K 0.01% 1218
2023
Q4 		$37.2K Buy
1,497
+1,040
+228% +$20.3K ﹤0.01% 1660
2023
Q3 		$7.82K Buy
457
+256
+127% +$4.26K ﹤0.01% 2349
2023
Q2 		$3.33K Sell
201
-2,214
-92% -$35.5K ﹤0.01% 2686
2023
Q1 		$167K Buy
2,415
+1,958
+428% +$29.6K 0.01% 1021
2022
Q4 		$32K Sell
457
-1,915
-81% -$23.7K ﹤0.01% 2555
2022
Q3 		$164K Hold
2,372
– – ﹤0.01% 1539
2022
Q2 		$164K Hold
2,372
– – 0.01% 1399
2022
Q1 		$164K Buy
2,372
+88
+4% +$2.96K 0.01% 1399
2021
Q4 		$98K Buy
+2,284
New +$113K ﹤0.01% 1276

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

IFP Advisors's PATH Position: Q2 2026 in Review

IFP Advisors reduced its UiPath (PATH) stake by 19% in Q2 2026, selling an estimated $6.21K and leaving 2,432 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

IFP Advisors first reported a position in PATH in Q4 2021 and has held it in 19 quarters since. The position peaked at $167K in Q1 2023. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • IFP Advisors held 2,432 shares of UiPath worth $26.4K as of Q2 2026.
  • IFP Advisors sold 582 UiPath shares in Q2 2026, an estimated $6.21K.
  • UiPath made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2799 holding.
  • IFP Advisors first reported a position in UiPath in Q4 2021 and has held it in 19 quarters since.
  • IFP Advisors's UiPath position peaked at $167K in Q1 2023.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.