Neo Ivy Capital Management’s UiPath PATH Stock Holding History

Neo Ivy Capital Management’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	$2.05M	Sell	188,962 -102,685	-35%	-$1.1M	0.47%	79
2026 Q1	$3.24M	Buy	291,647 +61,257	+27%	+$780K	0.85%	20
2025 Q4	$3.78M	Buy	230,390 +81,746	+55%	+$1.27M	0.6%	58
2025 Q3	$1.99M	Buy	148,644 +275	+0.2%	+$3.25K	0.48%	73
2025 Q2	$1.9M	Sell	148,369 -69,751	-32%	-$837K	0.61%	53
2025 Q1	$2.25M	Buy	+218,120	New	+$2.81M	0.72%	32
2024 Q3	–	Sell	-228,752	Closed	-$2.9M	–	362
2024 Q2	$2.9M	Buy	+228,752	New	+$3.96M	0.57%	83
2022 Q4	$476K	Buy	37,416 +28,359	+313%	+$350K	0.32%	162
2022 Q3	$114K	Buy	+9,057	New	+$159K	0.3%	134

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Neo Ivy Capital Management's PATH Position: Q2 2026 in Review

Neo Ivy Capital Management reduced its UiPath (PATH) stake by 35% in Q2 2026, selling an estimated $1.1M and leaving 188,962 shares worth $2.05M. The position accounts for 0.47% of the portfolio, ranked #79.

Neo Ivy Capital Management first reported a position in PATH in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.78M in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Neo Ivy Capital Management held 188,962 shares of UiPath worth $2.05M as of Q2 2026.
Neo Ivy Capital Management sold 102,685 UiPath shares in Q2 2026, an estimated $1.1M.
UiPath made up 0.47% of Neo Ivy Capital Management's portfolio in Q2 2026, its #79 holding.
Neo Ivy Capital Management first reported a position in UiPath in Q3 2022 and has held it in 9 quarters since.
Neo Ivy Capital Management's UiPath position peaked at $3.78M in Q4 2025.
529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.