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Keynote Financial Services’s UiPath PATH Stock Holding History

Keynote Financial Services’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 		$224K Buy
20,641
+1,580
+8% +$16.9K 0.11% 164
2026
Q1 		$212K Buy
19,061
+240
+1% +$3.06K 0.11% 157
2025
Q4 		$308K Buy
18,821
+6,619
+54% +$103K 0.17% 129
2025
Q3 		$163K Buy
+12,202
New +$144K 0.1% 156

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

Keynote Financial Services's PATH Position: Q2 2026 in Review

Keynote Financial Services increased its UiPath (PATH) stake by 8.3% in Q2 2026, buying an estimated $16.9K and bringing the position to 20,641 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #164.

Keynote Financial Services first reported a position in PATH in Q3 2025 and has held it in 4 quarters since. The position peaked at $308K in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Keynote Financial Services held 20,641 shares of UiPath worth $224K as of Q2 2026.
  • Keynote Financial Services bought 1,580 UiPath shares in Q2 2026, an estimated $16.9K.
  • UiPath made up 0.11% of Keynote Financial Services's portfolio in Q2 2026, its #164 holding.
  • Keynote Financial Services first reported a position in UiPath in Q3 2025 and has held it in 4 quarters since.
  • Keynote Financial Services's UiPath position peaked at $308K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.