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Phoenix Financial’s UiPath PATH Stock Holding History

Phoenix Financial’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 		– Sell
-26,021
Closed -$426K – 523
2025
Q4 		$426K Buy
+26,021
New +$405K ﹤0.01% 322

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Phoenix Financial's PATH Position: Q1 2026 in Review

Phoenix Financial sold out of UiPath (PATH) in Q1 2026, closing a stake of 26,021 shares — an estimated $426K sold.

Phoenix Financial first reported a position in PATH in Q4 2025 and held it in 1 quarter. The position peaked at $426K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Phoenix Financial reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 26,021 UiPath shares in Q1 2026, an estimated $426K.
  • Phoenix Financial first reported a position in UiPath in Q4 2025 and held it in 1 quarter.
  • Phoenix Financial's UiPath position peaked at $426K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.