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Oppenheimer & Co’s UiPath PATH Stock Holding History

Oppenheimer & Co’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 		$653K Sell
60,071
-5,977
-9% -$63.8K 0.01% 1139
2026
Q1 		$733K Buy
66,048
+9,266
+16% +$118K 0.01% 1020
2025
Q4 		$931K Buy
56,782
+28,461
+100% +$443K 0.01% 831
2025
Q3 		$379K Buy
28,321
+2,315
+9% +$27.4K ﹤0.01% 1286
2025
Q2 		$333K Sell
26,006
-5,592
-18% -$67.1K ﹤0.01% 1309
2025
Q1 		$325K Sell
31,598
-282,649
-90% -$3.64M ﹤0.01% 1232
2024
Q4 		$3.99M Buy
314,247
+118,606
+61% +$1.57M 0.06% 342
2024
Q3 		$2.5M Buy
195,641
+9,709
+5% +$119K 0.04% 483
2024
Q2 		$2.36M Sell
185,932
-13,887
-7% -$240K 0.04% 479
2024
Q1 		$4.53M Buy
199,819
+7,926
+4% +$185K 0.08% 292
2023
Q4 		$4.77M Sell
191,893
-4,390
-2% -$85.7K 0.09% 265
2023
Q3 		$3.36M Sell
196,283
-6,186
-3% -$103K 0.07% 320
2023
Q2 		$3.35M Buy
202,469
+25,147
+14% +$403K 0.07% 317
2023
Q1 		$3.11M Sell
177,322
-1,459
-0.8% -$22K 0.07% 327
2022
Q4 		$2.27M Buy
178,781
+94,150
+111% +$1.16M 0.05% 413
2022
Q3 		$1.07M Buy
84,631
+42,025
+99% +$737K 0.03% 639
2022
Q2 		$775K Sell
42,606
-6,089
-13% -$114K 0.02% 774
2022
Q1 		$1.05M Buy
48,695
+23,752
+95% +$800K 0.02% 728
2021
Q4 		$1.08M Sell
24,943
-2,670
-10% -$132K 0.02% 751
2021
Q3 		$1.45M Buy
27,613
+12,805
+86% +$775K 0.03% 608
2021
Q2 		$1.01M Buy
+14,808
New +$1.09M 0.02% 751

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

Oppenheimer & Co's PATH Position: Q2 2026 in Review

Oppenheimer & Co reduced its UiPath (PATH) stake by 9% in Q2 2026, selling an estimated $63.8K and leaving 60,071 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #1139.

Oppenheimer & Co first reported a position in PATH in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.77M in Q4 2023. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Oppenheimer & Co held 60,071 shares of UiPath worth $653K as of Q2 2026.
  • Oppenheimer & Co sold 5,977 UiPath shares in Q2 2026, an estimated $63.8K.
  • UiPath made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1139 holding.
  • Oppenheimer & Co first reported a position in UiPath in Q2 2021 and has held it in 21 quarters since.
  • Oppenheimer & Co's UiPath position peaked at $4.77M in Q4 2023.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.