Nisa Investment Advisors’s UiPath PATH Stock Holding History

Nisa Investment 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	$38.7K	Sell	3,562 -466	-12%	-$4.97K	﹤0.01%	1956
2026 Q1	$44.7K	Buy	4,028 +3,992	+11,089%	+$50.8K	﹤0.01%	1711
2025 Q4	$590	Buy	+36	New	+$560	﹤0.01%	2793
2024 Q3	–	Sell	-32,500	Closed	-$412K	–	3020
2024 Q2	$412K	Hold	32,500	–	–	﹤0.01%	1148
2024 Q1	$737K	Hold	32,500	–	–	﹤0.01%	958
2023 Q4	$807K	Hold	32,500	–	–	0.01%	910
2023 Q3	$556K	Sell	32,500 -7,600	-19%	-$127K	﹤0.01%	1033
2023 Q2	$664K	Sell	40,100 -7,500	-16%	-$120K	﹤0.01%	994
2023 Q1	$836K	Buy	47,600 +7,500	+19%	+$113K	0.01%	913
2022 Q4	$510K	Buy	+40,100	New	+$496K	﹤0.01%	1109

Other funds holding PATH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Nisa Investment Advisors's PATH Position: Q2 2026 in Review

Nisa Investment Advisors reduced its UiPath (PATH) stake by 12% in Q2 2026, selling an estimated $4.97K and leaving 3,562 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Nisa Investment Advisors first reported a position in PATH in Q4 2022 and has held it in 10 quarters since. The position peaked at $836K in Q1 2023. 263 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Nisa Investment Advisors held 3,562 shares of UiPath worth $38.7K as of Q2 2026.
Nisa Investment Advisors sold 466 UiPath shares in Q2 2026, an estimated $4.97K.
UiPath made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1956 holding.
Nisa Investment Advisors first reported a position in UiPath in Q4 2022 and has held it in 10 quarters since.
Nisa Investment Advisors's UiPath position peaked at $836K in Q1 2023.
263 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.