PPW
PATH icon

Pasadena Private Wealth’s UiPath PATH Stock Holding History

Pasadena Private Wealth’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 		$141K Buy
12,950
+200
+2% +$2.13K 0.02% 257
2026
Q1 		$142K Buy
12,750
+1,050
+9% +$13.4K 0.02% 227
2025
Q4 		$192K Buy
+11,700
New +$182K 0.03% 217

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

Pasadena Private Wealth's PATH Position: Q2 2026 in Review

Pasadena Private Wealth increased its UiPath (PATH) stake by 1.6% in Q2 2026, buying an estimated $2.13K and bringing the position to 12,950 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #257.

Pasadena Private Wealth first reported a position in PATH in Q4 2025 and has held it in 3 quarters since. The position peaked at $192K in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Pasadena Private Wealth held 12,950 shares of UiPath worth $141K as of Q2 2026.
  • Pasadena Private Wealth bought 200 UiPath shares in Q2 2026, an estimated $2.13K.
  • UiPath made up 0.02% of Pasadena Private Wealth's portfolio in Q2 2026, its #257 holding.
  • Pasadena Private Wealth first reported a position in UiPath in Q4 2025 and has held it in 3 quarters since.
  • Pasadena Private Wealth's UiPath position peaked at $192K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.