Root Financial Partners
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
Q3 		$10.5K Buy
+818
New +$11.4K ﹤0.01% 1889
2026
Q2 		– Sell
-255
Closed -$2.83K – 2347
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 		$8.06K Buy
+602
New +$7.12K ﹤0.01% 1539

Other funds holding PATH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Senvest Management
Senvest Management New York $3.45B AUM 44.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's PATH Position: Q3 2026 in Review

Root Financial Partners opened a new position in UiPath (PATH) in Q3 2026: 818 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #1889 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PATH as recently as Q1 2026.

Root Financial Partners first reported a position in PATH in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.3K in Q4 2025. 392 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

  • Root Financial Partners held 818 shares of UiPath worth $10.5K as of Q3 2026.
  • UiPath was a new Root Financial Partners position in Q3 2026.
  • UiPath made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1889 holding.
  • Root Financial Partners first reported a position in UiPath in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's UiPath position peaked at $16.3K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.