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Independent Financial Group’s UiPath PATH Stock Holding History

Independent Financial Group’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 		– Sell
-11,474
Closed -$127K – 1604
2026
Q1 		$127K Buy
+11,474
New +$146K ﹤0.01% 1407
2025
Q4 		– Sell
-11,622
Closed -$156K – 1464
2025
Q3 		$156K Buy
+11,622
New +$137K ﹤0.01% 1311
2025
Q2 		– Sell
-11,668
Closed -$120K – 1345
2025
Q1 		$120K Sell
11,668
-10,150
-47% -$131K ﹤0.01% 1142
2024
Q4 		$277K Buy
+21,818
New +$288K 0.01% 929
2024
Q2 		– Sell
-11,791
Closed -$267K – 1133
2024
Q1 		$267K Buy
11,791
+3,091
+36% +$72.3K 0.01% 837
2023
Q4 		$216K Buy
+8,700
New +$170K 0.01% 862

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

Independent Financial Group's PATH Position: Q2 2026 in Review

Independent Financial Group sold out of UiPath (PATH) in Q2 2026, closing a stake of 11,474 shares — an estimated $127K sold.

Independent Financial Group first reported a position in PATH in Q4 2023 and held it in 6 quarters. The position peaked at $277K in Q4 2024. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Independent Financial Group reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 11,474 UiPath shares in Q2 2026, an estimated $127K.
  • Independent Financial Group first reported a position in UiPath in Q4 2023 and held it in 6 quarters.
  • Independent Financial Group's UiPath position peaked at $277K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.