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LRI Investments’s UiPath PATH Stock Holding History

LRI Investments’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 		$43 Buy
+4
New +$43 ﹤0.01% 1913
2026
Q1 		– Sell
-69
Closed -$1.13K – 1477
2025
Q4 		$1.13K Buy
+69
New +$1.07K ﹤0.01% 1258

Other funds holding PATH

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AA
Ahara Advisors Jersey City, New Jersey $296M AUM
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LRI Investments's PATH Position: Q2 2026 in Review

LRI Investments opened a new position in UiPath (PATH) in Q2 2026: 4 shares worth $43. The stake represents ﹤0.01% of the portfolio and ranks #1913 among its holdings. This is a return to the name: LRI Investments previously reported a position in PATH as recently as Q4 2025.

LRI Investments first reported a position in PATH in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.13K in Q4 2025. 158 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • LRI Investments held 4 shares of UiPath worth $43 as of Q2 2026.
  • UiPath was a new LRI Investments position in Q2 2026.
  • UiPath made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1913 holding.
  • LRI Investments first reported a position in UiPath in Q4 2025 and has held it in 2 quarters since.
  • LRI Investments's UiPath position peaked at $1.13K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.