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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
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 $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

NewEdge Advisors's PATH Position: Q1 2026 in Review

NewEdge Advisors reduced its UiPath (PATH) stake by 31% in Q1 2026, selling an estimated $73.5K and leaving 12,656 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

NewEdge Advisors first reported a position in PATH in Q4 2022 and has held it in 14 quarters since. The position peaked at $500K in Q1 2024. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • NewEdge Advisors held 12,656 shares of UiPath worth $140K as of Q1 2026.
  • NewEdge Advisors sold 5,772 UiPath shares in Q1 2026, an estimated $73.5K.
  • UiPath made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2680 holding.
  • NewEdge Advisors first reported a position in UiPath in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's UiPath position peaked at $500K in Q1 2024.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.