Kovitz Investment Group Partners’s UiPath PATH Stock Holding History

Kovitz Investment Group Partners’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	–	Sell	-12,626	Closed	-$207K	–	513
2025 Q4	$207K	Sell	12,626 -1,809	-13%	-$28.2K	﹤0.01%	463
2025 Q3	$193K	Sell	14,435 -190	-1%	-$2.25K	﹤0.01%	1343
2025 Q2	$187K	Buy	+14,625	New	+$175K	﹤0.01%	1287
2025 Q1	–	Sell	-10,692	Closed	-$136K	–	1299
2024 Q4	$136K	Buy	10,692 +29	+0.3%	+$383	﹤0.01%	1193
2024 Q3	$60.8K	Buy	+10,663	New	+$131K	﹤0.01%	1002

Other funds holding PATH

BlackRock New York $6.73T AUM 46.02% 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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Kovitz Investment Group Partners's PATH Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of UiPath (PATH) in Q1 2026, closing a stake of 12,626 shares — an estimated $207K sold.

Kovitz Investment Group Partners first reported a position in PATH in Q3 2024 and held it in 5 quarters. The position peaked at $207K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

Kovitz Investment Group Partners reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 12,626 UiPath shares in Q1 2026, an estimated $207K.
Kovitz Investment Group Partners first reported a position in UiPath in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's UiPath position peaked at $207K in Q4 2025.
533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.