SPC
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Sigma Planning Corp’s UiPath PATH Stock Holding History

Sigma Planning Corp’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 		$828K Buy
76,130
+3,708
+5% +$39.6K 0.02% 680
2026
Q1 		$804K Buy
72,422
+1,705
+2% +$21.7K 0.02% 657
2025
Q4 		$1.16M Buy
+70,717
New +$1.1M 0.03% 484
2024
Q2 		– Sell
-20,489
Closed -$464K – 1246
2024
Q1 		$464K Sell
20,489
-12,061
-37% -$282K 0.01% 794
2023
Q4 		$809K Buy
+32,550
New +$635K 0.06% 314

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

Sigma Planning Corp's PATH Position: Q2 2026 in Review

Sigma Planning Corp increased its UiPath (PATH) stake by 5.1% in Q2 2026, buying an estimated $39.6K and bringing the position to 76,130 shares worth $828K. The position accounts for 0.02% of the portfolio, ranked #680.

Sigma Planning Corp first reported a position in PATH in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.16M in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Sigma Planning Corp held 76,130 shares of UiPath worth $828K as of Q2 2026.
  • Sigma Planning Corp bought 3,708 UiPath shares in Q2 2026, an estimated $39.6K.
  • UiPath made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #680 holding.
  • Sigma Planning Corp first reported a position in UiPath in Q4 2023 and has held it in 5 quarters since.
  • Sigma Planning Corp's UiPath position peaked at $1.16M in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.