Rockefeller Capital Management
PATH icon

Rockefeller Capital Management’s UiPath PATH Stock Holding History

Rockefeller Capital 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 		$1.12M Buy
100,565
+11,538
+13% +$147K ﹤0.01% 1556
2025
Q4 		$1.46M Sell
89,027
-541
-0.6% -$8.42K ﹤0.01% 1382
2025
Q3 		$1.2M Sell
89,568
-33,761
-27% -$399K ﹤0.01% 1342
2025
Q2 		$1.58M Buy
123,329
+1,033
+0.8% +$12.4K ﹤0.01% 1188
2025
Q1 		$1.26M Sell
122,296
-16,256
-12% -$209K ﹤0.01% 1196
2024
Q4 		$1.76M Sell
138,552
-161,137
-54% -$2.13M ﹤0.01% 1058
2024
Q3 		$3.84M Sell
299,689
-57,260
-16% -$701K 0.01% 789
2024
Q2 		$4.53M Buy
356,949
+211,837
+146% +$3.66M 0.01% 716
2024
Q1 		$3.29M Buy
145,112
+74,503
+106% +$1.74M 0.01% 831
2023
Q4 		$1.75M Buy
70,609
+18,323
+35% +$358K 0.01% 957
2023
Q3 		$895K Buy
52,286
+33,343
+176% +$555K ﹤0.01% 1115
2023
Q2 		$218K Sell
18,943
-1,798
-9% -$28.8K ﹤0.01% 1620
2023
Q1 		$364K Buy
20,741
+17,455
+531% +$264K ﹤0.01% 1492
2022
Q4 		$41K Sell
3,286
-701
-18% -$8.66K ﹤0.01% 2487
2022
Q3 		$50K Sell
3,987
-547
-12% -$9.59K ﹤0.01% 2346
2022
Q2 		$81K Sell
4,534
-2,572
-36% -$48.1K ﹤0.01% 2057
2022
Q1 		$152K Buy
7,106
+418
+6% +$14.1K ﹤0.01% 1808
2021
Q4 		$287K Buy
6,688
+3,816
+133% +$188K ﹤0.01% 1515
2021
Q3 		$150K Buy
2,872
+2,576
+870% +$156K ﹤0.01% 1682
2021
Q2 		$20K Buy
+296
New +$21.7K ﹤0.01% 2491

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

Rockefeller Capital Management's PATH Position: Q1 2026 in Review

Rockefeller Capital Management increased its UiPath (PATH) stake by 13% in Q1 2026, buying an estimated $147K and bringing the position to 100,565 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Rockefeller Capital Management first reported a position in PATH in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.53M in Q2 2024. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Rockefeller Capital Management held 100,565 shares of UiPath worth $1.12M as of Q1 2026.
  • Rockefeller Capital Management bought 11,538 UiPath shares in Q1 2026, an estimated $147K.
  • UiPath made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1556 holding.
  • Rockefeller Capital Management first reported a position in UiPath in Q2 2021 and has held it in 20 quarters since.
  • Rockefeller Capital Management's UiPath position peaked at $4.53M in Q2 2024.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.