KFS
PATH icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Keynote Financial Services's PATH Position: Q1 2026 in Review

Keynote Financial Services increased its UiPath (PATH) stake by 1.3% in Q1 2026, buying an estimated $3.06K and bringing the position to 19,061 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #157.

Keynote Financial Services first reported a position in PATH in Q3 2025 and has held it in 3 quarters since. The position peaked at $308K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Keynote Financial Services held 19,061 shares of UiPath worth $212K as of Q1 2026.
  • Keynote Financial Services bought 240 UiPath shares in Q1 2026, an estimated $3.06K.
  • UiPath made up 0.11% of Keynote Financial Services's portfolio in Q1 2026, its #157 holding.
  • Keynote Financial Services first reported a position in UiPath in Q3 2025 and has held it in 3 quarters since.
  • Keynote Financial Services's UiPath position peaked at $308K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.