JFG
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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
2024
Q1 		– Sell
-59,000
Closed -$1.47M – 1924
2023
Q4 		$1.47M Hold
59,000
– – 0.01% 821
2023
Q3 		$1.01M Buy
+59,000
New +$982K 0.01% 834

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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group opened a new position in UiPath (PATH) in Q2 2026: 102,800 shares worth $1.12M. The stake represents 0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in PATH as recently as Q3 2025.

Jefferies Financial Group first reported a position in PATH in Q4 2023 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Jefferies Financial Group held 102,800 shares of UiPath worth $1.12M as of Q2 2026.
  • UiPath was a new Jefferies Financial Group position in Q2 2026.
  • UiPath made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #920 holding.
  • Jefferies Financial Group first reported a position in UiPath in Q4 2023 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.