Raymond James Financial
PATH icon

Raymond James Financial’s UiPath PATH Stock Holding History

Raymond James 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
Q2 		$3.04M Sell
279,820
-50,821
-15% -$543K ﹤0.01% 3171
2026
Q1 		$3.67M Buy
330,641
+13,541
+4% +$172K ﹤0.01% 2847
2025
Q4 		$5.2M Buy
317,100
+36,394
+13% +$566K ﹤0.01% 2485
2025
Q3 		$3.76M Buy
280,706
+8,272
+3% +$97.8K ﹤0.01% 2686
2025
Q2 		$3.49M Sell
272,434
-413,844
-60% -$4.97M ﹤0.01% 2632
2025
Q1 		$7.07M Buy
686,278
+253,113
+58% +$3.26M ﹤0.01% 2069
2024
Q4 		$5.51M Buy
+433,165
New +$5.73M ﹤0.01% 2270

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 $3.38T AUM 44.17% 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

Raymond James Financial's PATH Position: Q2 2026 in Review

Raymond James Financial reduced its UiPath (PATH) stake by 15% in Q2 2026, selling an estimated $543K and leaving 279,820 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

Raymond James Financial first reported a position in PATH in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.07M in Q1 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Raymond James Financial held 279,820 shares of UiPath worth $3.04M as of Q2 2026.
  • Raymond James Financial sold 50,821 UiPath shares in Q2 2026, an estimated $543K.
  • UiPath made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3171 holding.
  • Raymond James Financial first reported a position in UiPath in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's UiPath position peaked at $7.07M in Q1 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.