RFP
PATH icon

Root Financial Partners’s UiPath PATH Stock Holding History

Root Financial Partners’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 		$2.83K Sell
255
-738
-74% -$9.4K ﹤0.01% 2174
2025
Q4 		$16.3K Buy
993
+391
+65% +$6.08K ﹤0.01% 1275
2025
Q3 		$8.05K Buy
+602
New +$7.12K ﹤0.01% 1539

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

Root Financial Partners's PATH Position: Q1 2026 in Review

Root Financial Partners reduced its UiPath (PATH) stake by 74% in Q1 2026, selling an estimated $9.4K and leaving 255 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Root Financial Partners first reported a position in PATH in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.3K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Root Financial Partners held 255 shares of UiPath worth $2.83K as of Q1 2026.
  • Root Financial Partners sold 738 UiPath shares in Q1 2026, an estimated $9.4K.
  • UiPath made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2174 holding.
  • Root Financial Partners first reported a position in UiPath in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's UiPath position peaked at $16.3K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.