LPL Financial
PATH icon

LPL Financial’s UiPath PATH Stock Holding History

LPL Financial’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 		$5.53M Buy
508,739
+86,789
+21% +$927K ﹤0.01% 2703
2026
Q1 		$4.68M Sell
421,950
-110,841
-21% -$1.41M ﹤0.01% 2686
2025
Q4 		$8.73M Buy
532,791
+282,923
+113% +$4.4M ﹤0.01% 2049
2025
Q3 		$3.34M Buy
249,868
+19,470
+8% +$230K ﹤0.01% 2837
2025
Q2 		$2.95M Buy
230,398
+25,327
+12% +$304K ﹤0.01% 2770
2025
Q1 		$2.11M Sell
205,071
-4,383
-2% -$56.4K ﹤0.01% 2905
2024
Q4 		$2.66M Sell
209,454
-19,150
-8% -$253K ﹤0.01% 2606
2024
Q3 		$2.93M Sell
228,604
-24,390
-10% -$299K ﹤0.01% 2388
2024
Q2 		$3.21M Buy
252,994
+9,897
+4% +$171K ﹤0.01% 2197
2024
Q1 		$5.51M Buy
243,097
+97,425
+67% +$2.28M ﹤0.01% 1701
2023
Q4 		$3.62M Buy
145,672
+5,042
+4% +$98.4K ﹤0.01% 1916
2023
Q3 		$2.41M Sell
140,630
-42,699
-23% -$711K ﹤0.01% 2151
2023
Q2 		$3.04M Buy
183,329
+83,166
+83% +$1.33M ﹤0.01% 1908
2023
Q1 		$1.76M Sell
100,163
-11,208
-10% -$169K ﹤0.01% 2243
2022
Q4 		$1.42M Buy
111,371
+4,932
+5% +$60.9K ﹤0.01% 2363
2022
Q3 		$1.34M Sell
106,439
-58,998
-36% -$1.03M ﹤0.01% 2312
2022
Q2 		$3.04M Buy
+165,437
New +$3.09M ﹤0.01% 1714
2022
Q1 		– Sell
-129,015
Closed -$5.58M – 4343
2021
Q4 		$5.58M Buy
129,015
+73,631
+133% +$3.63M ﹤0.01% 1388
2021
Q3 		$2.91M Buy
55,384
+28,872
+109% +$1.75M ﹤0.01% 1768
2021
Q2 		$1.8M Buy
+26,512
New +$1.94M ﹤0.01% 2064

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial's PATH Position: Q2 2026 in Review

LPL Financial increased its UiPath (PATH) stake by 21% in Q2 2026, buying an estimated $927K and bringing the position to 508,739 shares worth $5.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

LPL Financial first reported a position in PATH in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.73M in Q4 2025. 263 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • LPL Financial held 508,739 shares of UiPath worth $5.53M as of Q2 2026.
  • LPL Financial bought 86,789 UiPath shares in Q2 2026, an estimated $927K.
  • UiPath made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2703 holding.
  • LPL Financial first reported a position in UiPath in Q2 2021 and has held it in 20 quarters since.
  • LPL Financial's UiPath position peaked at $8.73M in Q4 2025.
  • 263 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.