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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
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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Neo Ivy Capital Management's PATH Position: Q1 2026 in Review

Neo Ivy Capital Management increased its UiPath (PATH) stake by 27% in Q1 2026, buying an estimated $780K and bringing the position to 291,647 shares worth $3.24M. The position accounts for 0.85% of the portfolio, ranked #20.

Neo Ivy Capital Management first reported a position in PATH in Q3 2022 and has held it in 8 quarters since. The position peaked at $3.78M in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Neo Ivy Capital Management held 291,647 shares of UiPath worth $3.24M as of Q1 2026.
  • Neo Ivy Capital Management bought 61,257 UiPath shares in Q1 2026, an estimated $780K.
  • UiPath made up 0.85% of Neo Ivy Capital Management's portfolio in Q1 2026, its #20 holding.
  • Neo Ivy Capital Management first reported a position in UiPath in Q3 2022 and has held it in 8 quarters since.
  • Neo Ivy Capital Management's UiPath position peaked at $3.78M in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.