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John Overdeck’s UiPath PATH Stock Holding History

John Overdeck’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 		$163M Buy
15,034,443
+11,475,054
+322% +$123M 0.12% 190
2026
Q1 		$39.5M Sell
3,559,389
-635,286
-15% -$8.09M 0.03% 599
2025
Q4 		$68.8M Buy
4,194,675
+1,826,924
+77% +$28.4M 0.1% 266
2025
Q3 		$31.7M Buy
2,367,751
+1,157,987
+96% +$13.7M 0.05% 465
2025
Q2 		$15.5M Sell
1,209,764
-1,898,766
-61% -$22.8M 0.03% 638
2025
Q1 		$32M Sell
3,108,530
-2,167,718
-41% -$27.9M 0.07% 339
2024
Q4 		$67.1M Buy
5,276,248
+400,726
+8% +$5.3M 0.15% 167
2024
Q3 		$62.4M Sell
4,875,522
-63,430
-1% -$777K 0.14% 182
2024
Q2 		$62.6M Buy
4,938,952
+2,547,698
+107% +$44M 0.14% 166
2024
Q1 		$54.2M Sell
2,391,254
-5,674,080
-70% -$133M 0.13% 199
2023
Q4 		$200M Sell
8,065,334
-476,437
-6% -$9.3M 0.46% 35
2023
Q3 		$146M Buy
8,541,771
+2,828,358
+50% +$47.1M 0.39% 51
2023
Q2 		$94.7M Buy
5,713,413
+2,943,718
+106% +$47.2M 0.24% 116
2023
Q1 		$48.6M Sell
2,769,695
-407,933
-13% -$6.16M 0.14% 174
2022
Q4 		$40.4M Sell
3,177,628
-1,512,245
-32% -$18.7M 0.13% 188
2022
Q3 		$59.1M Buy
4,689,873
+1,848,795
+65% +$32.4M 0.2% 125
2022
Q2 		$51.7M Buy
2,841,078
+1,342,550
+90% +$25.1M 0.17% 152
2022
Q1 		$32.4M Buy
1,498,528
+1,361,647
+995% +$45.9M 0.1% 266
2021
Q4 		$5.9M Sell
136,881
-43,694
-24% -$2.16M 0.01% 1097
2021
Q3 		$9.5M Buy
+180,575
New +$10.9M 0.02% 801

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

John Overdeck's PATH Position: Q2 2026 in Review

John Overdeck increased its UiPath (PATH) stake by 322% in Q2 2026, buying an estimated $123M and bringing the position to 15,034,443 shares worth $163M. The position accounts for 0.12% of the portfolio, ranked #190.

John Overdeck first reported a position in PATH in Q3 2021 and has held it in 20 quarters since. The position peaked at $200M in Q4 2023. 525 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • John Overdeck held 15,034,443 shares of UiPath worth $163M as of Q2 2026.
  • John Overdeck bought 11,475,054 UiPath shares in Q2 2026, an estimated $123M.
  • UiPath made up 0.12% of John Overdeck's portfolio in Q2 2026, its #190 holding.
  • John Overdeck first reported a position in UiPath in Q3 2021 and has held it in 20 quarters since.
  • John Overdeck's UiPath position peaked at $200M in Q4 2023.
  • 525 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.