Mackenzie Financial
PATH icon

Mackenzie Financial’s UiPath PATH Stock Holding History

Mackenzie 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 		$578K Sell
53,188
-36,202
-40% -$386K ﹤0.01% 1290
2026
Q1 		$992K Sell
89,390
-61,033
-41% -$777K ﹤0.01% 1081
2025
Q4 		$2.5M Sell
150,423
-458,382
-75% -$7.13M ﹤0.01% 789
2025
Q3 		$8.15M Buy
608,805
+351,100
+136% +$4.15M 0.01% 542
2025
Q2 		$3.3M Sell
257,705
-85,593
-25% -$1.03M ﹤0.01% 679
2025
Q1 		$3.54M Sell
343,298
-1,453,899
-81% -$18.7M 0.01% 651
2024
Q4 		$22.8M Sell
1,797,197
-59,830
-3% -$791K 0.03% 331
2024
Q3 		$23.8M Buy
1,857,027
+1,455,151
+362% +$17.8M 0.03% 318
2024
Q2 		$5.1M Buy
401,876
+274,505
+216% +$4.75M 0.01% 549
2024
Q1 		$2.89M Sell
127,371
-24,164
-16% -$566K ﹤0.01% 659
2023
Q4 		$3.76M Buy
151,535
+4,267
+3% +$83.3K 0.01% 612
2023
Q3 		$2.36M Buy
+147,268
New +$2.45M ﹤0.01% 680
2022
Q2 		– Sell
-13,199
Closed -$285K – 1522
2022
Q1 		$285K Buy
13,199
+2,608
+25% +$87.9K ﹤0.01% 1145
2021
Q4 		$457K Buy
10,591
+65
+0.6% +$3.21K ﹤0.01% 1015
2021
Q3 		$554K Buy
+10,526
New +$637K ﹤0.01% 986

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 $3.37T AUM 44.26% 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

Mackenzie Financial's PATH Position: Q2 2026 in Review

Mackenzie Financial reduced its UiPath (PATH) stake by 40% in Q2 2026, selling an estimated $386K and leaving 53,188 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Mackenzie Financial first reported a position in PATH in Q3 2021 and has held it in 15 quarters since. The position peaked at $23.8M in Q3 2024. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Mackenzie Financial held 53,188 shares of UiPath worth $578K as of Q2 2026.
  • Mackenzie Financial sold 36,202 UiPath shares in Q2 2026, an estimated $386K.
  • UiPath made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1290 holding.
  • Mackenzie Financial first reported a position in UiPath in Q3 2021 and has held it in 15 quarters since.
  • Mackenzie Financial's UiPath position peaked at $23.8M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

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