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NewEdge Advisors’s UiPath PATH Stock Holding History

NewEdge Advisors’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 		$165K Buy
15,170
+2,514
+20% +$26.8K ﹤0.01% 2823
2026
Q1 		$140K Sell
12,656
-5,772
-31% -$73.5K ﹤0.01% 2680
2025
Q4 		$302K Buy
18,428
+6,983
+61% +$109K ﹤0.01% 2300
2025
Q3 		$32.6K Sell
11,445
-4,527
-28% -$53.5K ﹤0.01% 2965
2025
Q2 		$204K Buy
15,972
+13,400
+521% +$161K ﹤0.01% 2215
2025
Q1 		$26.5K Sell
2,572
-13,237
-84% -$170K ﹤0.01% 2763
2024
Q4 		$201K Buy
15,809
+1,003
+7% +$13.3K ﹤0.01% 2089
2024
Q3 		$190K Sell
14,806
-735
-5% -$9K ﹤0.01% 2014
2024
Q2 		$197K Sell
15,541
-6,501
-29% -$112K ﹤0.01% 1922
2024
Q1 		$500K Buy
22,042
+6,313
+40% +$148K ﹤0.01% 1352
2023
Q4 		$374K Buy
15,729
+15,124
+2,500% +$295K ﹤0.01% 1444
2023
Q3 		$10.4K Buy
605
+330
+120% +$5.5K ﹤0.01% 2567
2023
Q2 		$4.56K Sell
275
-2,472
-90% -$39.6K ﹤0.01% 2849
2023
Q1 		$48.2K Sell
2,747
-3,865
-58% -$58.4K ﹤0.01% 2021
2022
Q4 		$48.8K Buy
+6,612
New +$81.7K ﹤0.01% 1730

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

NewEdge Advisors's PATH Position: Q2 2026 in Review

NewEdge Advisors increased its UiPath (PATH) stake by 20% in Q2 2026, buying an estimated $26.8K and bringing the position to 15,170 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

NewEdge Advisors first reported a position in PATH in Q4 2022 and has held it in 15 quarters since. The position peaked at $500K in Q1 2024. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • NewEdge Advisors held 15,170 shares of UiPath worth $165K as of Q2 2026.
  • NewEdge Advisors bought 2,514 UiPath shares in Q2 2026, an estimated $26.8K.
  • UiPath made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2823 holding.
  • NewEdge Advisors first reported a position in UiPath in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's UiPath position peaked at $500K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.