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Patriot Financial Group Insurance Agency’s UiPath PATH Stock Holding History

Patriot Financial Group Insurance Agency’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 		$928K Sell
85,374
-82,130
-49% -$877K 0.1% 237
2026
Q1 		$1.86M Buy
167,504
+94,143
+128% +$1.2M 0.1% 217
2025
Q4 		$1.2M Sell
73,361
-1,689
-2% -$26.3K 0.14% 180
2025
Q3 		$1M Buy
75,050
+53,555
+249% +$633K 0.13% 194
2025
Q2 		$275K Buy
+21,495
New +$258K 0.03% 421

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

Patriot Financial Group Insurance Agency's PATH Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its UiPath (PATH) stake by 49% in Q2 2026, selling an estimated $877K and leaving 85,374 shares worth $928K. The position accounts for 0.1% of the portfolio, ranked #237.

Patriot Financial Group Insurance Agency first reported a position in PATH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.86M in Q1 2026. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 85,374 shares of UiPath worth $928K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 82,130 UiPath shares in Q2 2026, an estimated $877K.
  • UiPath made up 0.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #237 holding.
  • Patriot Financial Group Insurance Agency first reported a position in UiPath in Q2 2025 and has held it in 5 quarters since.
  • Patriot Financial Group Insurance Agency's UiPath position peaked at $1.86M in Q1 2026.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.