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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
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 		$8.05K Buy
+602
New +$7.12K ﹤0.01% 1539

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

Root Financial Partners's PATH Position: Q2 2026 in Review

Root Financial Partners sold out of UiPath (PATH) in Q2 2026, closing a stake of 255 shares — an estimated $2.83K sold.

Root Financial Partners first reported a position in PATH in Q3 2025 and held it in 3 quarters. The position peaked at $16.3K in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Root Financial Partners reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 255 UiPath shares in Q2 2026, an estimated $2.83K.
  • Root Financial Partners first reported a position in UiPath in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's UiPath position peaked at $16.3K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.