PAG
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Private Advisor Group’s UiPath PATH Stock Holding History

Private Advisor Group’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 		$2.73M Buy
251,252
+58,962
+31% +$629K 0.01% 881
2026
Q1 		$2.13M Sell
192,290
-19,565
-9% -$249K 0.01% 1034
2025
Q4 		$3.47M Sell
211,855
-26,106
-11% -$406K 0.02% 783
2025
Q3 		$3.18M Buy
237,961
+219,889
+1,217% +$2.6M 0.02% 809
2025
Q2 		$231K Sell
18,072
-1,360
-7% -$16.3K ﹤0.01% 2140
2025
Q1 		$200K Sell
19,432
-557
-3% -$7.17K ﹤0.01% 2100
2024
Q4 		$254K Sell
19,989
-1,379
-6% -$18.2K ﹤0.01% 1958
2024
Q3 		$274K Sell
21,368
-4,301
-17% -$52.7K ﹤0.01% 2009
2024
Q2 		$325K Sell
25,669
-44,624
-63% -$772K ﹤0.01% 1826
2024
Q1 		$1.59M Buy
70,293
+33,306
+90% +$779K 0.01% 919
2023
Q4 		$919K Buy
36,987
+26,966
+269% +$526K 0.01% 1157
2023
Q3 		$171K Buy
+10,021
New +$167K ﹤0.01% 1902
2022
Q1 		– Sell
-8,626
Closed -$372K – 2230
2021
Q4 		$372K Buy
+8,626
New +$425K ﹤0.01% 1612

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

Private Advisor Group's PATH Position: Q2 2026 in Review

Private Advisor Group increased its UiPath (PATH) stake by 31% in Q2 2026, buying an estimated $629K and bringing the position to 251,252 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #881.

Private Advisor Group first reported a position in PATH in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.47M in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Private Advisor Group held 251,252 shares of UiPath worth $2.73M as of Q2 2026.
  • Private Advisor Group bought 58,962 UiPath shares in Q2 2026, an estimated $629K.
  • UiPath made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #881 holding.
  • Private Advisor Group first reported a position in UiPath in Q4 2021 and has held it in 13 quarters since.
  • Private Advisor Group's UiPath position peaked at $3.47M in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.