Sigma Planning Corp
PATH icon

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
Q3 		$874K Sell
68,030
-8,100
-11% -$113K 0.02% 631
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Sigma Planning Corp's PATH Position: Q3 2026 in Review

Sigma Planning Corp reduced its UiPath (PATH) stake by 11% in Q3 2026, selling an estimated $113K and leaving 68,030 shares worth $874K. The position accounts for 0.02% of the portfolio, ranked #631.

Sigma Planning Corp first reported a position in PATH in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2025. 237 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

  • Sigma Planning Corp held 68,030 shares of UiPath worth $874K as of Q3 2026.
  • Sigma Planning Corp sold 8,100 UiPath shares in Q3 2026, an estimated $113K.
  • UiPath made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #631 holding.
  • Sigma Planning Corp first reported a position in UiPath in Q4 2023 and has held it in 6 quarters since.
  • Sigma Planning Corp's UiPath position peaked at $1.16M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.