Janney Montgomery Scott
PATH icon

Janney Montgomery Scott’s UiPath PATH Stock Holding History

Janney Montgomery Scott’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 		$1.4M Buy
129,184
+118,953
+1,163% +$1.27M ﹤0.01% 1712
2026
Q1 		$114K Sell
10,231
-26,974
-73% -$343K ﹤0.01% 2696
2025
Q4 		$610K Buy
+37,205
New +$579K ﹤0.01% 2063
2025
Q2 		– Sell
-10,618
Closed -$109K – 2800
2025
Q1 		$109K Sell
10,618
-12,613
-54% -$162K ﹤0.01% 2607
2024
Q4 		$295K Sell
23,231
-81,377
-78% -$1.08M ﹤0.01% 2317
2024
Q3 		$1.34M Buy
104,608
+15,698
+18% +$192K ﹤0.01% 1344
2024
Q2 		$1.13M Sell
88,910
-430
-0.5% -$7.43K ﹤0.01% 1375
2024
Q1 		$2.02M Buy
89,340
+19,126
+27% +$448K 0.01% 1156
2023
Q4 		$1.74M Buy
+70,214
New +$1.37M 0.01% 1166
2023
Q3 		– Sell
-61,349
Closed -$1.02M – 2720
2023
Q2 		$1.02M Buy
61,349
+25,752
+72% +$413K ﹤0.01% 1402
2023
Q1 		$625K Buy
35,597
+2,772
+8% +$41.9K ﹤0.01% 1585
2022
Q4 		$417K Buy
32,825
+16,476
+101% +$204K ﹤0.01% 1891
2022
Q3 		$206K Sell
16,349
-29,579
-64% -$519K ﹤0.01% 2273
2022
Q2 		$868K Buy
+45,928
New +$859K ﹤0.01% 1318
2022
Q1 		– Sell
-56,442
Closed -$2.43M – 2384
2021
Q4 		$2.43M Buy
56,442
+34,295
+155% +$1.69M 0.01% 882
2021
Q3 		$1.17M Buy
22,147
+8,711
+65% +$527K 0.01% 1206
2021
Q2 		$913K Buy
+13,436
New +$985K ﹤0.01% 1316

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

Janney Montgomery Scott's PATH Position: Q2 2026 in Review

Janney Montgomery Scott increased its UiPath (PATH) stake by 1,163% in Q2 2026, buying an estimated $1.27M and bringing the position to 129,184 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Janney Montgomery Scott first reported a position in PATH in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.43M in Q4 2021. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Janney Montgomery Scott held 129,184 shares of UiPath worth $1.4M as of Q2 2026.
  • Janney Montgomery Scott bought 118,953 UiPath shares in Q2 2026, an estimated $1.27M.
  • UiPath made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1712 holding.
  • Janney Montgomery Scott first reported a position in UiPath in Q2 2021 and has held it in 17 quarters since.
  • Janney Montgomery Scott's UiPath position peaked at $2.43M in Q4 2021.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.