PIM
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Plato Investment Management’s UiPath PATH Stock Holding History

Plato Investment Management’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 		$1.19K Hold
107
– – ﹤0.01% 505
2025
Q4 		$1.76K Sell
107
-586
-85% -$9.12K ﹤0.01% 497
2025
Q3 		$9.2K Hold
693
– – ﹤0.01% 470
2025
Q2 		$8.84K Buy
+693
New +$8.31K ﹤0.01% 475
2025
Q1 		– Sell
-4,760
Closed -$60.7K – 586
2024
Q4 		$60.7K Hold
4,760
– – ﹤0.01% 486
2024
Q3 		$60.9K Hold
4,760
– – ﹤0.01% 445
2024
Q2 		$60.4K Sell
4,760
-35,218
-88% -$609K 0.01% 392
2024
Q1 		$906K Buy
39,978
+37,062
+1,271% +$867K 0.09% 216
2023
Q4 		$72.4K Buy
+2,916
New +$56.9K 0.09% 186

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

Plato Investment Management's PATH Position: Q1 2026 in Review

Plato Investment Management held its UiPath (PATH) position steady in Q1 2026 at 107 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Plato Investment Management first reported a position in PATH in Q4 2023 and has held it in 9 quarters since. The position peaked at $906K in Q1 2024. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Plato Investment Management held 107 shares of UiPath worth $1.19K as of Q1 2026.
  • Plato Investment Management left its UiPath share count unchanged in Q1 2026.
  • UiPath made up ﹤0.01% of Plato Investment Management's portfolio in Q1 2026, its #505 holding.
  • Plato Investment Management first reported a position in UiPath in Q4 2023 and has held it in 9 quarters since.
  • Plato Investment Management's UiPath position peaked at $906K in Q1 2024.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.