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PFG Investments’s UiPath PATH Stock Holding History

PFG Investments’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 		$244K Buy
22,458
+6,070
+37% +$64.8K 0.01% 1071
2026
Q1 		$182K Buy
16,388
+2,430
+17% +$30.9K 0.01% 1080
2025
Q4 		$229K Buy
13,958
+3,500
+33% +$54.5K 0.01% 950
2025
Q3 		$140K Buy
+10,458
New +$124K 0.01% 1026

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

PFG Investments's PATH Position: Q2 2026 in Review

PFG Investments increased its UiPath (PATH) stake by 37% in Q2 2026, buying an estimated $64.8K and bringing the position to 22,458 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #1071.

PFG Investments first reported a position in PATH in Q3 2025 and has held it in 4 quarters since. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • PFG Investments held 22,458 shares of UiPath worth $244K as of Q2 2026.
  • PFG Investments bought 6,070 UiPath shares in Q2 2026, an estimated $64.8K.
  • UiPath made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1071 holding.
  • PFG Investments first reported a position in UiPath in Q3 2025 and has held it in 4 quarters since.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.