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Rothschild Investment LLC’s UiPath PATH Stock Holding History

Rothschild Investment LLC’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 		$20.9K Buy
1,927
+525
+37% +$5.61K ﹤0.01% 1538
2026
Q1 		$15.6K Sell
1,402
-9,989
-88% -$127K ﹤0.01% 1511
2025
Q4 		$187K Buy
11,391
+61
+0.5% +$949 0.01% 643
2025
Q3 		$152K Buy
11,330
+11,313
+66,547% +$134K 0.01% 692
2025
Q2 		$218 Hold
17
– – ﹤0.01% 2925
2025
Q1 		$175 Hold
17
– – ﹤0.01% 2879
2024
Q4 		$216 Hold
17
– – ﹤0.01% 2778
2024
Q3 		$218 Buy
+17
New +$208 ﹤0.01% 2698

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Rothschild Investment LLC's PATH Position: Q2 2026 in Review

Rothschild Investment LLC increased its UiPath (PATH) stake by 37% in Q2 2026, buying an estimated $5.61K and bringing the position to 1,927 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Rothschild Investment LLC first reported a position in PATH in Q3 2024 and has held it in 8 quarters since. The position peaked at $187K in Q4 2025. 372 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Rothschild Investment LLC held 1,927 shares of UiPath worth $20.9K as of Q2 2026.
  • Rothschild Investment LLC bought 525 UiPath shares in Q2 2026, an estimated $5.61K.
  • UiPath made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1538 holding.
  • Rothschild Investment LLC first reported a position in UiPath in Q3 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's UiPath position peaked at $187K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.