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Performa Ltd (US)’s UiPath PATH Stock Holding History

Performa Ltd (US)’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
Q1 		$4.26K Buy
384
+40
+12% +$509 ﹤0.01% 41
2025
Q4 		$5.64K Sell
344
-206
-37% -$3.21K ﹤0.01% 34
2025
Q3 		$7.36K Sell
550
-150
-21% -$1.77K ﹤0.01% 34
2025
Q2 		$8.96K Sell
700
-600
-46% -$7.2K ﹤0.01% 28
2025
Q1 		$13.4K Buy
1,300
+650
+100% +$8.37K ﹤0.01% 28
2024
Q4 		$8.26K Sell
650
-2,000
-75% -$26.4K ﹤0.01% 31
2024
Q3 		$33.9K Sell
2,650
-150
-5% -$1.84K 0.01% 24
2024
Q2 		$35.5K Buy
2,800
+2,150
+331% +$37.2K 0.01% 25
2024
Q1 		$14.7K Buy
+650
New +$15.2K 0.01% 31
2023
Q4 		– Sell
-600
Closed -$10.3K – 66
2023
Q3 		$10.3K Hold
600
– – ﹤0.01% 38
2023
Q2 		$9.94K Sell
600
-25
-4% -$401 ﹤0.01% 37
2023
Q1 		$11K Sell
625
-425
-40% -$6.42K 0.01% 37
2022
Q4 		$13.3K Buy
1,050
+475
+83% +$5.87K 0.01% 39
2022
Q3 		$7K Buy
575
+275
+92% +$4.82K ﹤0.01% 43
2022
Q2 		$5K Buy
300
+125
+71% +$2.34K ﹤0.01% 42
2022
Q1 		$4K Buy
+175
New +$5.9K ﹤0.01% 35

Other funds holding PATH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Performa Ltd (US)'s PATH Position: Q1 2026 in Review

Performa Ltd (US) increased its UiPath (PATH) stake by 12% in Q1 2026, buying an estimated $509 and bringing the position to 384 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #41.

Performa Ltd (US) first reported a position in PATH in Q1 2022 and has held it in 16 quarters since. The position peaked at $35.5K in Q2 2024. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Performa Ltd (US) held 384 shares of UiPath worth $4.26K as of Q1 2026.
  • Performa Ltd (US) bought 40 UiPath shares in Q1 2026, an estimated $509.
  • UiPath made up ﹤0.01% of Performa Ltd (US)'s portfolio in Q1 2026, its #41 holding.
  • Performa Ltd (US) first reported a position in UiPath in Q1 2022 and has held it in 16 quarters since.
  • Performa Ltd (US)'s UiPath position peaked at $35.5K in Q2 2024.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Performa Ltd (US)'s 13F filing for Q1 2026, filed 6 May 2026.