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
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 $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

Sigma Planning Corp's PATH Position: Q1 2026 in Review

Sigma Planning Corp increased its UiPath (PATH) stake by 2.4% in Q1 2026, buying an estimated $21.7K and bringing the position to 72,422 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #657.

Sigma Planning Corp first reported a position in PATH in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.16M in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Sigma Planning Corp held 72,422 shares of UiPath worth $804K as of Q1 2026.
  • Sigma Planning Corp bought 1,705 UiPath shares in Q1 2026, an estimated $21.7K.
  • UiPath made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #657 holding.
  • Sigma Planning Corp first reported a position in UiPath in Q4 2023 and has held it in 4 quarters since.
  • Sigma Planning Corp's UiPath position peaked at $1.16M in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.