O'Shaughnessy Asset Management’s UiPath PATH Stock Holding History

O'Shaughnessy Asset Management’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	$620K	Buy	57,040 +28,532	+100%	+$305K	﹤0.01%	1498
2026 Q1	$316K	Buy	28,508 +10,470	+58%	+$133K	﹤0.01%	1751
2025 Q4	$296K	Buy	18,038 +3,913	+28%	+$60.9K	﹤0.01%	1780
2025 Q3	$189K	Sell	14,125 -3,630	-20%	-$42.9K	﹤0.01%	1970
2025 Q2	$227K	Buy	17,755 +2,015	+13%	+$24.2K	﹤0.01%	1767
2025 Q1	$162K	Buy	+15,740	New	+$203K	﹤0.01%	1816
2024 Q3	–	Sell	-11,148	Closed	-$141K	–	2170
2024 Q2	$141K	Sell	11,148 -7,700	-41%	-$133K	﹤0.01%	1602
2024 Q1	$427K	Buy	18,848 +1,982	+12%	+$46.4K	﹤0.01%	1167
2023 Q4	$419K	Buy	16,866 +5,019	+42%	+$98K	0.01%	1078
2023 Q3	$203K	Buy	+11,847	New	+$197K	﹤0.01%	1282

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

O'Shaughnessy Asset Management's PATH Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its UiPath (PATH) stake by 100% in Q2 2026, buying an estimated $305K and bringing the position to 57,040 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

O'Shaughnessy Asset Management first reported a position in PATH in Q3 2023 and has held it in 10 quarters since. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

O'Shaughnessy Asset Management held 57,040 shares of UiPath worth $620K as of Q2 2026.
O'Shaughnessy Asset Management bought 28,532 UiPath shares in Q2 2026, an estimated $305K.
UiPath made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1498 holding.
O'Shaughnessy Asset Management first reported a position in UiPath in Q3 2023 and has held it in 10 quarters since.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.