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Principal Securities’s UiPath PATH Stock Holding History

Principal Securities’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 		$258K Buy
23,723
+6,203
+35% +$66.2K ﹤0.01% 1393
2026
Q1 		$194K Buy
+17,520
New +$223K ﹤0.01% 1387
2025
Q4 		– Sell
-1,086
Closed -$14.5K – 2862
2025
Q3 		$14.5K Sell
1,086
-3,274
-75% -$38.7K ﹤0.01% 2560
2025
Q2 		$55.8K Buy
4,360
+2,823
+184% +$33.9K ﹤0.01% 1813
2025
Q1 		$19.5K Hold
1,537
– – ﹤0.01% 2206
2024
Q4 		$19.5K Sell
1,537
-55
-3% -$727 ﹤0.01% 2203
2024
Q3 		$20.4K Buy
1,592
+125
+9% +$1.53K ﹤0.01% 2115
2024
Q2 		$18.6K Sell
1,467
-3,563
-71% -$61.6K ﹤0.01% 2095
2024
Q1 		$114K Buy
5,030
+4,636
+1,177% +$108K ﹤0.01% 1226
2023
Q4 		$9.79K Buy
+394
New +$7.69K ﹤0.01% 2257

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

Principal Securities's PATH Position: Q2 2026 in Review

Principal Securities increased its UiPath (PATH) stake by 35% in Q2 2026, buying an estimated $66.2K and bringing the position to 23,723 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Principal Securities first reported a position in PATH in Q4 2023 and has held it in 10 quarters since. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Principal Securities held 23,723 shares of UiPath worth $258K as of Q2 2026.
  • Principal Securities bought 6,203 UiPath shares in Q2 2026, an estimated $66.2K.
  • UiPath made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1393 holding.
  • Principal Securities first reported a position in UiPath in Q4 2023 and has held it in 10 quarters since.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.