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 $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

LPL Financial's PATH Position: Q1 2026 in Review

LPL Financial reduced its UiPath (PATH) stake by 21% in Q1 2026, selling an estimated $1.41M and leaving 421,950 shares worth $4.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

LPL Financial first reported a position in PATH in Q2 2021 and has held it in 19 quarters since. The position peaked at $8.73M in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • LPL Financial held 421,950 shares of UiPath worth $4.68M as of Q1 2026.
  • LPL Financial sold 110,841 UiPath shares in Q1 2026, an estimated $1.41M.
  • UiPath made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2686 holding.
  • LPL Financial first reported a position in UiPath in Q2 2021 and has held it in 19 quarters since.
  • LPL Financial's UiPath position peaked at $8.73M in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.