LK
PATH icon

Lumbard & Kellner’s UiPath PATH Stock Holding History

Lumbard & Kellner’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
-224,337
Closed -$3.68M – 102
2025
Q4 		$3.68M Buy
+224,337
New +$3.49M 1.29% 32

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

Lumbard & Kellner's PATH Position: Q1 2026 in Review

Lumbard & Kellner sold out of UiPath (PATH) in Q1 2026, closing a stake of 224,337 shares — an estimated $3.68M sold.

Lumbard & Kellner first reported a position in PATH in Q4 2025 and held it in 1 quarter. The position peaked at $3.68M in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Lumbard & Kellner reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
  • Lumbard & Kellner sold 224,337 UiPath shares in Q1 2026, an estimated $3.68M.
  • Lumbard & Kellner first reported a position in UiPath in Q4 2025 and held it in 1 quarter.
  • Lumbard & Kellner's UiPath position peaked at $3.68M in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.