Jones Financial Companies
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Jones Financial Companies’s UiPath PATH Stock Holding History

Jones Financial Companies’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 		$645K Buy
61,284
+10,383
+20% +$111K ﹤0.01% 2102
2026
Q1 		$544K Buy
50,901
+11,398
+29% +$145K ﹤0.01% 2003
2025
Q4 		$647K Buy
39,503
+24,505
+163% +$381K ﹤0.01% 1405
2025
Q3 		$183K Buy
14,998
+456
+3% +$5.39K ﹤0.01% 1816
2025
Q2 		$185K Sell
14,542
-1,893
-12% -$22.7K ﹤0.01% 1690
2025
Q1 		$176K Buy
16,435
+3,692
+29% +$47.5K ﹤0.01% 1542
2024
Q4 		$162K Buy
12,743
+10,241
+409% +$135K ﹤0.01% 1443
2024
Q3 		$32K Buy
2,502
+2,402
+2,402% +$29.4K ﹤0.01% 1794
2024
Q2 		$1.27K Buy
100
+19
+23% +$329 ﹤0.01% 2247
2024
Q1 		$1.84K Buy
+81
New +$1.9K ﹤0.01% 1266
2023
Q1 		– Sell
-67
Closed -$1K – 720
2022
Q4 		$1K Buy
+67
New +$828 ﹤0.01% 690

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

Jones Financial Companies's PATH Position: Q2 2026 in Review

Jones Financial Companies increased its UiPath (PATH) stake by 20% in Q2 2026, buying an estimated $111K and bringing the position to 61,284 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Jones Financial Companies first reported a position in PATH in Q4 2022 and has held it in 11 quarters since. The position peaked at $647K in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Jones Financial Companies held 61,284 shares of UiPath worth $645K as of Q2 2026.
  • Jones Financial Companies bought 10,383 UiPath shares in Q2 2026, an estimated $111K.
  • UiPath made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2102 holding.
  • Jones Financial Companies first reported a position in UiPath in Q4 2022 and has held it in 11 quarters since.
  • Jones Financial Companies's UiPath position peaked at $647K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.