Pathstone Holdings’s UiPath PATH Stock Holding History

Pathstone Holdings’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	$394K	Sell	36,235 -17,498	-33%	-$187K	﹤0.01%	1990
2026 Q1	$596K	Buy	53,733 +15,136	+39%	+$193K	﹤0.01%	1666
2025 Q4	$633K	Sell	38,597 -8,382	-18%	-$130K	﹤0.01%	1648
2025 Q3	$629K	Buy	46,979 +1,163	+3%	+$13.7K	﹤0.01%	1656
2025 Q2	$586K	Sell	45,816 -193,145	-81%	-$2.32M	﹤0.01%	1644
2025 Q1	$2.46M	Buy	238,961 +95,292	+66%	+$1.23M	0.01%	865
2024 Q4	$1.83M	Sell	143,669 -9,948	-6%	-$131K	0.01%	1025
2024 Q3	$1.97M	Buy	153,617 +11,427	+8%	+$140K	0.01%	975
2024 Q2	$1.8M	Buy	142,190 +14,422	+11%	+$249K	0.01%	978
2024 Q1	$2.9M	Buy	127,768 +9,689	+8%	+$227K	0.01%	740
2023 Q4	$2.93M	Buy	+118,079	New	+$2.3M	0.02%	593

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

Pathstone Holdings's PATH Position: Q2 2026 in Review

Pathstone Holdings reduced its UiPath (PATH) stake by 33% in Q2 2026, selling an estimated $187K and leaving 36,235 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Pathstone Holdings first reported a position in PATH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.93M in Q4 2023. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Pathstone Holdings held 36,235 shares of UiPath worth $394K as of Q2 2026.
Pathstone Holdings sold 17,498 UiPath shares in Q2 2026, an estimated $187K.
UiPath made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1990 holding.
Pathstone Holdings first reported a position in UiPath in Q4 2023 and has held it in 11 quarters since.
Pathstone Holdings's UiPath position peaked at $2.93M in Q4 2023.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.