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
Q1 		– Sell
-12,500
Closed -$205K – 6118
2025
Q4 		$205K Sell
12,500
-3,000
-19% -$46.7K ﹤0.01% 5431
2025
Q3 		$207K Buy
+15,500
New +$183K ﹤0.01% 5321

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

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. 529 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.
  • 529 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.