Occudo Quantitative Strategies’s UiPath PATH Stock Holding History

Occudo Quantitative Strategies’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	$1.95M	Buy	189,782 +2,730	+1%	+$34.8K	0.11%	266
2025 Q4	$3.07M	Buy	+187,052	New	+$2.91M	0.21%	152
2025 Q3	–	Sell	-12,730	Closed	-$163K	–	822
2025 Q2	$163K	Buy	+12,730	New	+$153K	0.02%	546
2025 Q1	–	Sell	-108,166	Closed	-$1.37M	–	855
2024 Q4	$1.37M	Buy	108,166 +3,204	+3%	+$42.4K	0.25%	105
2024 Q3	$1.34M	Buy	+104,962	New	+$1.29M	0.24%	106
2024 Q2	–	Sell	-104,027	Closed	-$2.36M	–	936
2024 Q1	$2.36M	Buy	104,027 +20,657	+25%	+$483K	0.41%	51
2023 Q4	$2.07M	Buy	+83,370	New	+$1.63M	0.28%	88
2023 Q2	–	Sell	-122,331	Closed	-$2.15M	–	1212
2023 Q1	$2.15M	Buy	122,331 +89,685	+275%	+$1.36M	0.19%	144
2022 Q4	$415K	Buy	+32,646	New	+$403K	0.05%	563
2022 Q2	–	Sell	-55,890	Closed	-$1.21M	–	1320
2022 Q1	$1.21M	Buy	55,890 +31,816	+132%	+$1.07M	0.1%	327
2021 Q4	$1.04M	Buy	+24,074	New	+$1.19M	0.09%	344

Other funds holding PATH

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Occudo Quantitative Strategies's PATH Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its UiPath (PATH) stake by 1.5% in Q1 2026, buying an estimated $34.8K and bringing the position to 189,782 shares worth $1.95M. The position accounts for 0.11% of the portfolio, ranked #266.

Occudo Quantitative Strategies first reported a position in PATH in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.07M in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

Occudo Quantitative Strategies held 189,782 shares of UiPath worth $1.95M as of Q1 2026.
Occudo Quantitative Strategies bought 2,730 UiPath shares in Q1 2026, an estimated $34.8K.
UiPath made up 0.11% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #266 holding.
Occudo Quantitative Strategies first reported a position in UiPath in Q4 2021 and has held it in 11 quarters since.
Occudo Quantitative Strategies's UiPath position peaked at $3.07M in Q4 2025.
533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.