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Silverberg Bernstein Capital Management’s UiPath PATH Stock Holding History

Silverberg Bernstein Capital Management’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 		$839K Sell
65,340
-1,500
-2% -$20.9K 0.4% 38
2026
Q2 		$727K Buy
66,840
+38,350
+135% +$409K 0.28% 43
2026
Q1 		$316K Buy
28,490
+15,690
+123% +$200K 0.17% 55
2025
Q4 		$210K Buy
12,800
+500
+4% +$7.78K 0.12% 61
2025
Q3 		$165K Buy
+12,300
New +$145K 0.1% 61

Other funds holding PATH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Silverberg Bernstein Capital Management's PATH Position: Q3 2026 in Review

Silverberg Bernstein Capital Management reduced its UiPath (PATH) stake by 2.2% in Q3 2026, selling an estimated $20.9K and leaving 65,340 shares worth $839K. The position accounts for 0.4% of the portfolio, ranked #38.

Silverberg Bernstein Capital Management first reported a position in PATH in Q3 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

  • Silverberg Bernstein Capital Management held 65,340 shares of UiPath worth $839K as of Q3 2026.
  • Silverberg Bernstein Capital Management sold 1,500 UiPath shares in Q3 2026, an estimated $20.9K.
  • UiPath made up 0.4% of Silverberg Bernstein Capital Management's portfolio in Q3 2026, its #38 holding.
  • Silverberg Bernstein Capital Management first reported a position in UiPath in Q3 2025 and has held it in 5 quarters since.
  • 174 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Silverberg Bernstein Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.