Jefferies Financial Group
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Jefferies Financial Group’s UiPath PATH Stock Holding History

Jefferies 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
Q3 		– Sell
-102,800
Closed -$1.12M – 1680
2026
Q2 		$1.12M Buy
+102,800
New +$1.1M 0.01% 920
2025
Q4 		– Sell
-23,478
Closed -$314K – 2009
2025
Q3 		$314K Buy
+23,478
New +$278K ﹤0.01% 1196
2025
Q2 		– Sell
-15,157
Closed -$156K – 1680
2025
Q1 		$156K Buy
+15,157
New +$195K ﹤0.01% 1425
2024
Q3 		– Sell
-41,613
Closed -$528K – 1685
2024
Q2 		$528K Buy
+41,613
New +$719K 0.01% 953
2024
Q1 		– Sell
-410
Closed -$10.2K – 1925
2023
Q4 		$10.2K Buy
+410
New +$8K ﹤0.01% 1624

Other funds holding PATH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Senvest Management
Senvest Management New York $3.45B AUM 44.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jefferies Financial Group's PATH Position: Q3 2026 in Review

Jefferies Financial Group sold out of UiPath (PATH) in Q3 2026, closing a stake of 102,800 shares — an estimated $1.12M sold.

Jefferies Financial Group first reported a position in PATH in Q4 2023 and held it in 5 quarters. The position peaked at $1.12M in Q2 2026. 392 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

  • Jefferies Financial Group reported no remaining UiPath position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 102,800 UiPath shares in Q3 2026, an estimated $1.12M.
  • Jefferies Financial Group first reported a position in UiPath in Q4 2023 and held it in 5 quarters.
  • Jefferies Financial Group's UiPath position peaked at $1.12M in Q2 2026.
  • 392 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.